A Job Description for Client Accounting Services

Young black woman with magnifying glassThink of this as what clients want from your CAS offering.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Client accounting services (CAS) is one of the fastest-growing new revenue and growth segments for firms of almost all sizes. Whether your firm is already great at offering CAS or just starting to offer CAS, the critical challenge is how clients (and prospects) perceive what you deliver under your CAS umbrella.

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I figured there is a way to get more clarity on this crucial aspect of CAS success. And that way is to think/imagine as if your clients/prospects have posted a job advertisement for someone to do the “CAS” work for their businesses. The CAS job description is what CAS expectations are about, isn’t it? Let us see what this CAS job description will look like.