How to get Started with Client Accounting Services

January 3, 2020

Can your firm benefit from CAS (client accounting services)? Test your firm against these three indicators that you might be ready for CAS:

  • Are you losing clients to competitors?
  • ​Are you questioning the future of your business?
  • Are you struggling to land new business? 

Bill.com's Pete Potsos shares how to create new revenue streams with CAS in this featured article from CPA Practice Advisor's November 2019 issue. Read on to learn more.

Previous Item
Where Opportunity Meets Value: Business Model Trends Report
Where Opportunity Meets Value: Business Model Trends Report

We surveyed more than 650 accountants and business professionals who purchase accounting firm services, (bu...

Next Item
Phases of CAS: Accelerate into Advisory
Phases of CAS: Accelerate into Advisory

A guide to navigating the three phases of adding Client Advisory Services in your firm. Created by CPA.com...

Business Model & Pricing

Learn More