How 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.