Client Advisory Services | Jetpack Workflow

This is your sign that it’s time
for client advisory services

Can your firm add a service that is valued by clients and
generates more revenue for you? Sound too good to be true? It’s not, and that’s why accounting firms of all sizes need to embrace Client Advisory Services (CAS).

get your client advisory services guide today

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here’s what to expect in this guide:

Introducing CAS, and the fundamentals of getting started
Communication best practices and soft skills needed to succeed
Real-world examples of packaging services
Pricing considerations for CAS
Templates for communicating with clients

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get your client advisory services guide today

subscribe to our weekly newsletter, and get your free client advisory services guide today!

ready to skip ahead and try a software now?

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Quickly organize your checklist in one place.
Make sure critical deadlines are never missed.
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Receive exceptional support and training at no extra cost.

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