Raise Client Expectations with CAS

Businessman pressing virtual "automation" buttonThey see what can be automated.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

We know that CAS generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up,”
  • business transaction processing and
  • outsourced CFO and controller services.

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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.