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?'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
Case Study: Blue Fox
Case Study: Blue Fox

This case study shares how Bluefox leverages the new experience and AI to enhance client value, of...

Next Item Accountant Partner Program vs. Financial Partnerships Accountant Partner Program vs. Financial Partnerships

This feature comparison is designed to help you better understand some of the options in the market and adv...