Ten Ways to Tell a Client Is Ready for CAS

Number 10Some are in the numbers. Some are more subtle.

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: Wants vs. Needs: Why Not Fill Both? | Raise Client Expectations with CAS | Launch CAS in Just Eight Steps | Get Sticky with CAS | The Why Behind Your CAS Why | Who Is the Professional?
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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.