3 min read
2024: No More Delaying Accounting Advisory Services (aka CAS)
Adam Eric Junkroski: Jan 11, 2024 9:00:00 AM
Client advisory services (CAS)
3 min read
How to Communicate the True Brand Value of Your CAS Firm
Gaynor Meilke: Dec 1, 2023 9:00:00 AM
In the dynamic landscape of Client Accounting Services (CAS), effectively communicating your firm's brand value is a strategic necessity. To stand...
3 min read
Looking for a free tool to help offer CAS during tax season? Look here
Deneen Dias: Oct 19, 2022 9:00:00 AM
Every year, firms around the country miss out on one of the best opportunities they’ll see for selling additional services to current clients. They...
6 min read
Creating a successful end-to-end CAS engagement
Amy Vetter, CPA, CITP, CGMA, MBA: Mar 3, 2022 4:15:00 PM
When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...
5 min read
Here's How to Ditch Seasonal Firm Growth for More Predictable Growth
Aaron Sullivan: Nov 5, 2021 10:30:00 AM
The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be...
5 min read
Better CAS Means Better Questions: 5 Questions to Ask Your Clients
Jessica Veiga: Nov 3, 2021 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...
5 min read
Want Lifelong Advisory Clients? Solve These 4 Accounting Problems
Aaron Sullivan: Oct 28, 2021 11:28:45 AM
With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...
6 min read
Identifying Clients Who Need CAS & Meeting Their Expectations
Jessica Veiga: Oct 26, 2021 10:00:00 AM
Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...
5 min read
Your Client Advisory Strategy Should Be Built on This Pivotal 1st Step
Aaron Sullivan: Oct 20, 2021 7:30:00 AM
If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...
5 min read
The 5 Deliverables Businesses Really Want From a Virtual CFO
Jessica Veiga: Sep 29, 2021 1:07:13 PM
With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...