Three Keys to Developing Your CAS Sales Process

two men standing and shaking hands

Plus seven points you need to identify.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

“I am not a good salesperson.”

I have lost count of how many accountants have told me this over the years. But I also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

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This post is not about fundamental sales skills. That is beyond our scope. This is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more CAS sales.