Ten ways to spot who’s ready.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Experience of those offering successful client accounting services shows that the fastest way to start your CAS practice is to provide it to some of your existing clients. If you already have a CAS practice, it is important to periodically analyze which of your clients have become a good fit for CAS. It is important to note that not all of your clients will be good fits for CAS.
MORE: Client Wants Vs. Needs | Clients’ New Expectations | 8 Ways to Create Your CAS Practice | The Big Money in CAS for Small Firms | What CAS Is and Isn’t | Do You Value Your CAS Value? | The Mindset You Need for Client Accounting Services
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There are some easy ways to identify which of your existing clients are CAS-fit, i.e., which of your clients will benefit the most from your CAS offering. And then there are some not-so-easy ways to know which are your CAS-fit clients.
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