Clients Don’t Understand CAS, but They Know Value

Hitendra Patil CAS Q-and-A logo

Your CAS marketing itself should provide value, too.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Q: We put in significant work to develop our firm’s CAS offering. We know we can deliver great value through CAS. We are proactively marketing our CAS packages to our existing clients. But the response is lukewarm. How can we make our clients interested in our CAS capabilities?

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A: “Client Accounting Services (CAS)” are words accountants understand. But clients may not comprehend what CAS is. Unlike “accounting,” “bookkeeping,” and “tax,” “CAS” is not in your clients’ everyday vocabulary. As a result, CAS can feel like yet more accounting jargon to them. You must make CAS both understood and valued.