Six simple steps to take.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
What is stopping you from offering client accounting services? Maybe your clients aren’t asking for it. No matter. Unless you are providing only tax return preparation services only to individuals, you can, and should, make sure your clients learn about the many benefits of CAS.
MORE: Five Ways to Profit from CAS | Think CAS Isn’t for Your Firm? | Which Clients Are Best for CAS | CAS Is a Value Pitch | Convince Your Firm of CAS Value | How Much Can Automating Bank Feeds Save You? | Accountants Are Perfect for Virtual CFO Roles | Ten Ways to Tell a Client Is Ready for CAS | Wants vs. Needs: Why Not Fill Both?
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I sent a quick one-question poll to randomly selected people. I had no clue if such people bought any services from accountants. The question was simple: “What word comes to your mind when you hear the word ‘accountant‘?”
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