Hello! I want to eventually transfer into Client Accounting and Advisory Services (CAAS) but not sure what type of roles to search for or the type of firms that have these groups? Would anyone be able to help?

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Are you looking for accounting advisory or outsourced accounting type of work?

Usually the outsourced accounting services do not fall under any of those service lines. What you are describing is more technical accounting and financial reporting services.

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As a team lead in outsourced accounting and audit prep services, I would strongly recommend you have a very good background and comfort in normal signs of account balances, understand the cause/effect of transactions and have a basic understanding of analytics. These are foundations that I look for in employees. If you hate doing journal entries then it’s not the right space for you. Alternatively if you like working in the details and finding the errors, then go for it. Good luck!

Not at the moment.

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