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The Accountant's Guide to the Do's & Don'ts of Building a CAS Practice

Compliance services like tax and audit are often the bread and butter for accounting firms. But are they they most lucrative option for firms eyeing large-scale growth? Not exactly.

These days, clients are looking for more than compliance work, and they're willing to pay for valuable business advisory that will help keep their doors open—and open new ones on the regular. Yet many firms don't know where to start or what kind of best practices to follow for creating a new advisory arm of their firm.

In this ebook, we detail 11 "dos and don'ts" related to starting an advisory practice, including:


1. DO: Designate a dedicated advisory leader

2. DON'T: Bill by the hour

3. DO: Leverage business development reps

4. DON'T: Confuse CAS for accounting

5. Plus many more!


Introducing CAS to your new and existing clients can be a scary thing, but this resource lays out some of the most successful "dos" and the most common "don'ts" from experts who have created a successful CAS firm. Get your copy today and start building a CAS practice you can be proud of!

Grab your copy today!

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