Continuous Monitoring - For CA Firms

Bringing in new clients and retaining existing clients are a top priority for CA firms. Achieving this requires a few things: stellar service, thought leadership, strategic planning and building revenue.

Continuous monitoring can help you add more value to the services your firm offers while adding a steady revenue stream. We start by helping educate your clients about the business benefits of continuous monitoring and demonstrating how CaseWare Monitor works. Then we work in tandem with your firm to assist with test configuration and implementation, and to ensure everything runs smoothly. There are a few ways you can offer continuous monitoring to your clients:

Client Implementation - Your clients purchase CaseWare Monitor and your firm handles the needs assessment, implementation, development of business rules and change management training.

Software as a Service - Your firm can purchase CaseWare Monitor to offer continuous monitoring as a service. This option allows your firm to leverage its subject matter expertise, such as loan portfolio or inventory turnover analysis by developing standard or custom analytics, while our team provides support and guidance on business logic. Clients pay a fee to receive remote access to reports, enter resolutions and track exception progress.

Join Our Integration Partner Program - Our Integration Partners work as an extension of our Professional Services team to provide rapid implementation and optimization of CaseWare Monitor. We work together to provide your clients with an appropriate scope for continuous monitoring and establish a program for risk assessment, controls testing and required monitoring.

Contact Us for Details
Since each firm is unique, we welcome your questions and offer a free, no-obligation consultation. Contact us at to see how CaseWare Monitor can help expand your service offerings and keep those revenue streams flowing!

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