Skip to content

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.

Download Your Guide 

Why Firms Trust Jetpack Workflow 🚀


As pioneers in workflow and project management software specifically designed for accountants,
bookkeepers, and firm owners — scaling and organizing recurring client work has never been easier.

"We moved from spending 35% of our time on admin and non-billable client work, to only spending 15% of our time on it, across the entire team."

Gianna

Gianna Nguyen | Manager, Nguyen & Company

"Since using Jetpack Workflow, we've seen an increase in overall gross profit, resulting in a $280,000 increase to our firm!"

Jody-Headshot-150x200_cropped

Jody Grunden | Co-Founder & CEO, Summit CPA

"Thanks to Jetpack Workflow, we grew from 3 employees to over 17 and manage over 2,000 clients, all without missing a single deadline! It literally ran our firm."

Blake

Blake Shaffer | LWS Tax & Accounting

“I love Jetpack Workflow! Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica_09_cropped

Monica Hodgson-Daniels, CPA | CEO Garnett and Gold Financial

Accounting Workflow Software
That Lets You Rest Easy.

14-day free trial. No credit card required to start.