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Whitepaper, Client Advisory Services, Spend Management, Bill pay, Spend & expense management

Pricing for growth: An actionable worksheet for CAS firms

Pricing client advisory services (CAS) is a complex task that requires knowledge of your market, competitors, the industries you serve, and an intimate understanding of your firm’s mission and vision.

CPA.com - Whitepaper

Pricing client advisory services (CAS) is a complex task that requires knowledge of your market, competitors, the industries you serve, and an intimate understanding of your firm’s mission and vision. This worksheet, with expert insights from Jody Grunden (Summit Virtual CFO by Anders) and Jenni Huotari (Eide Bailly LLP), is designed to help you understand the questions that need to be answered by your clients, as well as the pricing considerations related to each.