How to Sell CAS in 2021: Your First Steps

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The accounting industry is changing, and with it comes a change to how accounting firms service their clients.

With economic uncertainty being the norm, your clients need expert advice to navigate things like improving cash flow, overcoming challenges, and creating profitable business models. But for many firms, an additional issue arises: how do you introduce and sell these new services?


We'll answer questions like

  • How can I position my business to be in the role of an advisor?
  • What are best practices when it comes to packaging those services?
  • How do I initiate and sell these services without harming relationships?
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