Logo_horizontal_white_1
cas-1

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

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

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
jetpack_cas_v2

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?

Try Jetpack Workflow for FREE for 14 days, and streamline your accounting firm:

  • Quickly organize your checklist in one place.
  • Make sure critical deadlines are never missed.
  • Easily keep track of what your team is working on.
  • Receive exceptional support and training at no extra cost.

start a free 14-day trial