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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.

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5 Guiding Principles to create a roadmap for your advisory practice
5 Guiding Principles to create a roadmap for your advisory practice

A roadmap for building a successful client accounting practice.

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How Technology Helped Create an Effective CAS Practice for Eide Bailly
How Technology Helped Create an Effective CAS Practice for Eide Bailly

Interview with Jenn Huotari of Eide Bailly

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