The 8-Step Method for Launching Client Accounting Services

Start small, learn, and then expand.

By Hitendra Patil
Client Accounting Services

Whether you are thinking of offering client accounting services, have already started offering it or you want to grow your CAS practice or make it more profitable, some proven steps will make your CAS practice shape up in the most optimized way. If you have already started offering CAS, these are the steps that you will revisit from time to time.

MORE: Six Reasons CAS Is King | Who’s Afraid of Client Accounting Services? | What CAS Is … and Is Not | How to Develop the CAS Mindset | The Right Mindset for Client Accounting Services | Client Accounting Services: The Definitive Guide
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There are several steps to get started in CAS and make your CAS practice better. The following details are just a bird’s-eye view of the important aspects of how to create your CAS practice.