The Rise of CAS and Virtual CFO Services

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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?

Bridging the gap between offering basic bookkeeping and accounting services to CAS isn’t necessarily easy. Firms looking to make this shift might even get swept up in several questions.

What you'll learn

  • 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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