Start with Existing Clients to Add CAS

 

Their questions will help shape your pitch to others.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

You will use very similar fundamental steps to generate words and content to express the value of your client accounting services offering. You will focus on each component of your CAS offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced CFO services, and so on.

MORE: Your Clients’ Words = Your New CAS Marketing | Attract Clients through Facebook Groups | Want Higher Profitability? Turn to CAS | Structure Insights as What-Why-What | Set Your Processes Apart in Nine Steps | Five Ways to Overcome CAS Staffing Challenges | Think CAS Isn’t for Your Firm? | Convince Your Firm of CAS Value | Ten Ways to Tell a Client Is Ready for CAS
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You will also use the “contrast principle” to differentiate between your “usual” services and “CAS offering.” Marketing CAS to your existing clients will be different than marketing CAS to your prospects.