The Services That CAS Clients Need

Portrait of a cheerful businessman smiling at the camera15 that fall under the umbrella … how many do you already offer?

By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant

Client accounting services generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up”
  • business transaction processing
  • outsourced CFO and controller services

MORE: The 8-Step Method for Launching Client Accounting Services | 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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Tax planning/tax strategy services may also become part of your CAS offering if you have interest/expertise in that segment.