How to Tell Who Fits CAS

https://cpatrendlines.com/2020/10/09/how-to-develop-the-cas-mindset/Then give your pricing “why.”

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Will your existing clients or prospects buy higher-priced and more services from you? If you ask them to, will they feel put off? If you do not ask, will you leave real money on the table? If you do not tell them about more services your firm is capable of providing, will they switch to another accounting firm simply because they were not aware of your other services?

MORE: CAS Is an Upgrade Pitch | Hook Your Firm on CAS | Can You Identify Real CAS Prospects? | 8 Ways to Create Your CAS Practice | Do You Value Your CAS Value?
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Pitching relevant services to clients and prospects is nearly a fine art. It is fraught with the risk of coming across as is you have only your own interest in mind. At the same time, clients and prospects may not even know that you offer such services or that they need those services. You can lose such opportunities even before you explore those with your clients/prospects.