Raise client expectations.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
We know that CAS generally constitutes three key service segments:
- after-the-fact financial statement preparation, i.e., “write-up,”
- business transaction processing and
- outsourced CFO and controller services.
MORE: Eight Steps for Better Client Accounting Services | Do You Have the Client Accounting Services Mindset? | Four Ingredients to Your CAS ‘Why’ | CAS Clients Are ‘Stickier’
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Tax planning/tax strategy services may also become part of your CAS offering if you have interest/expertise in that segment.
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