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Packaging and presenting CAS to your clients

It’s never been more important to be able to offer your clients the ability to focus on running their businesses. Delivering CAS / CAAS effectively to clients can provide them with peace of mind – and your firm with sustainable growth. But how do you avoid the major pitfalls of packaging these services and presenting them as a solution to their needs?

Steven Brewer CPA has built a highly successful CAS practice. In this recording, he will show you how to:

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Presented November 12, 2020

A webinar presentation by Steven Brewer, CPA

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Speaker Bios:

Steven Brewer, CPA is the President of Steven Brewer and Company, CPAs, located in Salem, IN. Brewer’s firm specializes in providing full-service accounting services so that clients can focus on what they do best: running their businesses

•  Examine critically the services you currently offer and would like to offer in the future, and determine how best to bundle them to meet client needs

•  Listen for hidden pain points in your clients’ processes – pain points they may not even know you can address

•  Identify CAS / CAAS “low-hanging fruit”, so you can quickly deliver wins for your clients and your own bottom line

•  Establish specific tiers of package offerings and price each of them fairly

If you’re looking for a comprehensive, easy-to-follow approach to offering full-service accounting to your clients who so desperately need it, this presentation will help you define a clear path forward.

Div Bhansali is Vice President of Marketing at AccountantsWorld, a leading provider of cloud-based accounting and payroll solutions for CPA’s. Div also serves as adjunct faculty at the University of North Carolina, Chapel Hill.

Presented November 12, 2020