The 15 Absolutely Necessary Services for CAS Clients

Portrait of a cheerful businessman smiling at the cameraHow many do you already offer?

By Hitendra Patil
The Definitive Success Guide to Client Accounting Services

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: A Job Description for Client Accounting Services | How to Launch CAS in Eight Steps | Romeo, Juliet, Google and Client Accounting Services | Why CAS Is Great for Revenue Growth | SURVEY: Why Some Firms Fall Behind in CAS | How CAS Makes Firms Better | CAS: Finding the Why Behind the Why | How to Lead Clients into Client Accounting Services | CAS Begins with a Mindset
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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.