CAS Is a Value Pitch

Tell clients what they will lose if they decline.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

When you pitch client accounting services to your existing clients and new prospects, your communication and messaging changes quite a lot. It is no more packages, hourly rates and standard deliverables mentioned on your website, in your emails, engagement letters and sales brochures/materials.

MORE: Convince Your Firm of CAS Value | How Much Can Automating Bank Feeds Save You? | Wants vs. Needs: Why Not Fill Both? | Get Sticky with CAS
Exclusively for PRO Members. Log in here or upgrade to PRO today.

CAS is not a sales pitch to your existing clients. It is a value pitch, an upgrade pitch.

Posted on June 4, 2023

Hitendra Patil

About the Author

Hitendra Patil is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (CAS / CAAS) and among the Top 100 Most Influential People in Accounting, the Top 10 Accounting Influencers to Follow on Social Media, and the Top 100 Accounting Social Media Leaderboard.

He is the best-selling author of
“The Definitive Success Guide to Client Accounting Services.”

Buy Now | Learn More

and
"Accountaneur: The Entrepreneurial Accountant."

Buy now | Learn more

For over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services and technology solutions used by professional accountants.

He is a regularly published author in many leading publications in the United States accounting profession. Accountants have bought his best-selling books in 12 countries across five continents. He frequently provides fresh thought leadership and actionable insights to the accounting profession about CAS/CAAS, practice growth, entrepreneurship in accounting, and emerging technologies, such as artificial intelligence, machine learning, blockchain, and cybersecurity.

Buy now | Learn more

Patil's newest book is, "Rise of The AiCCOUNTANTS: The What, Why, and How of Artificial Intelligence – Exclusively for Accountants.”
Available here

Click here for more by Hitendra Patil

TO READ THE FULL ARTICLE

Continue reading your article with a CPA Trendlines Pro membership.