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Launching Profitable Client Advisory Services in Your Firm

Why accounting firms of all sizes need to embrace Client Advisory Services (CAS).

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! In our short but action-packed guide, we'll cover what you need to know to create profitable client advisory services.

Here's what you'll find in this guide:

CAS Guide Cover.

✓   The signs that it's time to add client advisory services at your firm.

  Introducing CAS, and the fundamentals of getting started.

 Communication best practices and soft skills needed to succeed. 

  Packaging service examples and pricing considerations.

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