Kane Polakoff: Scaling CAS with People, Process, and Platforms

In this episode, KC Brothers interviews Kane Polikoff, a seasoned expert in accounting services, discussing his extensive career journey and the evolution of Business Process Outsourcing (BPO) to Client Accounting Services (CAS). Kane shares insights on overcoming imposter syndrome, the importance of integrating technology in accounting, and the critical role of people and culture in delivering exceptional client service. He illustrates these concepts with a compelling client success story from the restaurant industry, emphasizing the need for collaboration and innovation in modern accounting practices.

Takeaways

• Kane Polikoff has over 30 years of experience in accounting services.
• Business Process Outsourcing (BPO) has evolved into Client Accounting Services (CAS).
• CAS is focused on providing value through technology and analytics.
• Imposter syndrome is common among those entering CAS, but overcoming it is essential.
• CAS is the fastest growing line of business in accounting.
• Successful CAS requires a mix of accounting and technology skills.
• Client relationships are built on trust and collaboration.
• Work-life balance is crucial for employee satisfaction in accounting.
• Integrating systems is key to providing timely and accurate financial information.
• People and culture are the foundation of successful CAS operations.

If you would like to connect with Kane you can find his LinkedIn here: https://www.linkedin.com/in/kanepolakoff/ 

Chapters

• 0:00 Introduction to Kane Polikoff's Journey
• 3:15 The Evolution of Business Process Outsourcing (BPO) to CAS
• 6:47 Overcoming Imposter Syndrome in CAS
• 9:45 Client Success Story: Transforming a Restaurant's Financial Systems
• 15:09 Integrating Systems for Better Decision Making
• 18:10 The Importance of People and Culture in CAS