Nov 12 webinar: How to package and present Client Accounting Services to 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 make sure that you present them as an ideal solution to your clients’ needs?

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

  • 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, Steven Brewer will help you define a clear path forward. Don’t miss this free webinar!

(Also, even if you won’t be able to attend on this date, register and we’ll send you a link to the recording.)

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