Client accounting services has challenges and great opportunities.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Client accounting services is becoming an increasingly important new revenue and growth segment for accounting firms of all sizes. Yet, professionals are still grasping for the best practices, adjusting service bundles, searching for the right technologies, and optimizing prices.
MORE: Which of Your Existing Clients Are CAS-fit? | Don’t Wear a Mask | The Services That CAS Clients Want | The Services That CAS Clients Need | The 8-Step Method for Launching Client Accounting Services | Six Reasons CAS Is King
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CAS is, first, a mindset. It exists in every professional accountant. Some know it exists in them. Some don’t. Some know that the CAS mindset exists in them but do not make the most of it. Instead, they try to become everything to everyone. They become more of “need-fillers” than “accounting entrepreneurs (Accountaneurs®).” They find it challenging to become the “most trusted advisors” of their clients. Those who don’t know that the CAS mindset exists in them feel it will be overwhelmingly difficult to “learn” the CAS mindset. They may try to acquire the mindset but give up too soon.
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