To Forward-Thinking CPAs Who Want To
be proficient in client advisory services (CAS)
Are you a forward-thinking CPA looking to provide more than just reactive compliance work to your clients? Client Advisory Services (CAS) is the buzz word you’ve been hearing, and it’s changing the game for CPAs.
It's Easier Said Than Done
Starting a Client Advisory Services (CAS) practice can be an exciting and rewarding endeavor, but it can also be overwhelming. Unlike traditional compliance work, CAS is all about people, not just numbers. Building relationships with clients, understanding their needs, and providing proactive strategic advice requires a different set of skills and mindset.
FROM $800 ACCOUNTING FIRM TO
$8,500 CFO SERVICES PROVIDER
We understand the struggles and mistakes that come with starting a CAS practice. We have spent the past 13 years perfecting our methodology and successfully transformed and implementing in our business. We want to share our journey with your and help you replicate the success.
7 mistakes
that I learned when starting my cas practice
MISTAKE 1
Not knowing how to tailor your services to your client’s specific needs: Wasting a lot of time and energy on dealing with issues that may not be relevant to your client’s unique situation. Misunderstandings and a lack of trust keep happening between you and your clients.
MISTAKE 2
Failing to communicate with your clients effectively and regularly: Missed opportunities, misunderstandings, and unmet expectations happen again and again. Instead of focusing on the actual work, you spend most of your time on pop-up fires.
MISTAKE 3
Struggling to set clear expectations with your clients: Trust me, not having you and your clients on the same page is a nightmare. Confusion and frustration can cause conflict and disputes. Your clients are disappointed are you because you never hit the expectation.
MISTAKE 4
Underestimating the value of your time and how to allocate it wisely: You sacrifice the time for your family, friends, and even yourself, dedicate to the business. But, is it really the life you are looking for?
MISTAKE 5
Lack of clarity on how to measure your performance and progress: There is no data, numbers, or evidence to prove you are on track, all you can rely on is the “feeling.”
MISTAKE 6
Uncertainty about how to price your services properly: All the clients are only looking for a lower price, no one treasures the value and hard work that you provide, and the profit you get can only make you survive.
MISTAKE 7
Neglecting your own professional growth: Have no idea about am I doing the CAS on the right path, don’t know what is happening in the outside world. Don’t know how to improve so that can provide more value to the clients.
Sign up for 35 questions to identify client's needs
from CPA to CFO
If you can resonate to the above mistakes, you are not alone. And you don’t have to walk down the detours we did 13 years ago. Our structured lesson draw on draws on our experiences and knowledge of successful practices. In this 6-week Bootcamp, we’ll guide you through every step of the process and provide proven tools and ongoing support to keep you accountable as implement the best practices.
6-week Bootcamp Course Curriculum
Lesson Highlights
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Elevate Your Practice
with a Little Investment
Enroll now and take advantage of our exclusive offer and take your practice to the next level!
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what you will walk away with
What you will walk away with
Total Value: $20,120
MAKE MAX. $1,250 Invenstment
and Start earning a profitable return
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