Use this past season to build a better client base
We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for...
There's a time and a place to start mentioning your firm's CAS service offering to your clients, and knowing how to recognize the opportunity is just as important as being able to deliver on your promises.
In this ebook, we unpack what criteria you should use to determine which clients are ready for CAS services, how to recognize accounting advisory opportunities, and what it takes to create a lead-generating machine so your firm continues upward momentum.
Get your copy of "The Perfect Time to Offer CAS Services & Create Advisory Opportunities" today!
We get it: the first four months of the year are a slog for accountants. Clients seemed MIA for...