Free Whitepaper
Priming CAS growth with new clients
Client advisory services (CAS) is a practice area that enhances client value, transforming firms into trusted advisors offering impactful business insights. CAS relies on people, processes, and technology, utilizing data for high-value insights.
Due to the high-value contributions of the offering, firms are finding that CAS momentum is increasing and are focusing on increasing their CAS pipeline. This guide from CPA.com and BILL shares 6 ways your firm can grow CAS with new clients.