How to Offer CAS to Your Clients

Client accounting services (CAS) is more than just outsourced bookkeeping. It is a broader set of services, united by one overarching mission: to be able to provide your small-business clients with the customized set of services and timely insights they need to be more successful.

This approach encourages firms to deliver a much wider range of financial
and accounting services than most have offered in the past.
According to the AICPA CAS Benchmark Survey Report, the most common
client accounting advisory services offered are:

• Financial statement preparation
• Accounts payable / bill payment
• CFO / controller advisory services
• Budgeting / forecasting
• Payroll services

Learn more about the benefits of offering CAS to your clients

• Highlight best practices around presenting CAS to clients who
  might be unfamiliar with it
• Show how AccountantsWorld can help simplify the entire CAS process with Accounting Power®
• Explore five common objections your clients may have – and
  how to overcome them
• The underlying goal is always to make CAS a win-win for your firm and
  your clients. Let’s get started!