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CLIENT ACCOUNTING SERVICES

Eight Steps for Better Client Accounting Services

man seated at desk in front of computer, talking on phone

Start small.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Whether you are thinking of offering client accounting services, have already started offering it, or you want to grow your CAS practice or make it more profitable, some proven steps will make your CAS practice shape up in the most optimized way. If you have already started offering CAS, these are the steps that you will revisit from time to time.

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There are eight steps to get started in CAS and make your CAS practice better. The following details are just a bird’s-eye view of the important aspects of how to create your CAS practice.
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PRO Member Exclusive

Tax Season Memo from Staff to Managing Partner

What if your staff didn’t write this email?

By Hitendra Patil

Congratulations if your staff wrote such an email to you. (But what if they wanted to and didn’t?)

Join the study: Are you an owner, partner, or managing partner with talent challenges? We’re conducting research to uncover answers. If you’re interested, please email me here. 

Dear [Managing Partner’s Name],

As we start thinking about the next tax season, I am reaching out with a request that reflects the sentiment of many of us in the firm. I know tax season is crucial, and we all understand its importance. However, after all these years, we’re in a never-ending marathon. The long hours, the constant pressure—it’s draining. What if we could flip the script this year and make the next tax season, dare I say, a little less soul-crushing?

I have a few ideas—some might seem unconventional, but we must get creative to avoid the same burnout cycles. Hear me out, in no particular order: READ MORE →

ADVISORY & CONSULTING

CAS Clients Are ‘Stickier’

Businessman looking at question mark sketch on the wall

They’re more loyal and buy more services. What’s not to like?

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Client accounting services (CAS) is the new revenue segment you cannot afford to miss.

If you are an accounting firm owner/partner, you do not want to miss the emerging, growing and profitable opportunities in client accounting services.

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Before we get to why, to ensure that we are on the same page, let us agree on a description of what CAS is.
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ADVISORY & CONSULTING

Four Ingredients to Your CAS ‘Why’

Learn what will resonate with your prospects.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

“WHY did I start my accounting firm/practice?”

If you are the owner of your firm, print this in a bold, big font and post it somewhere in such a way that you can see it, even if it is just in your peripheral vision, every moment when you are working at your desk.

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If you are a partner of the firm or an employee, print the following question to post it where you can see it all the time:

“WHY did I get into the accounting profession?”
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ADVISORY & CONSULTING

Do You Have the Client Accounting Services Mindset?

You’re the professional. Ponder that a moment.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

It was the 10th of May, 2012.

Over dinner on that quiet mid-spring evening, at a classic traditional Italian restaurant, I met the owner of one of my largest clients, only after about five years of providing services to his firm. His firm had chosen a particular niche industry to serve and only that. He was doing well – over $3.5 million in annual revenue, growing consistently, and employing 39 staff members. In any given week, two new clients were being onboarded via a very detailed process, moving clients’ accounting databases and processes into his firm.

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He would not take on any new client unless the client handed over all of the accounting work responsibilities to the firm.

All or none.
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