Tip Sheet for finding CAS clients during Tax Season

October 15, 2019

This tip sheet can help tax professionals ask clients the right questions about their business and uncover potential for client accounting services you offer.   Download this to share with the tax professionals in your firm. 

From the guide: 

What are some warning signs tax professionals might see while working with their clients? 

  1. Missing papers and expense documentation
  2. Disorganized and out-of-date books and files that require cleanup
  3. Slow, manual accounting and bill payment processes 4. No segregation of duties or documented payment approvals
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