what’s different about cas marketing?

you have two audiences: existing clients and prospects.

by hitendra patil
client accounting services: the definitive success guide

how will you market client accounting services? you will use fundamental steps to generate words and content to express the value of your cas offering.

more: survey: how to market your cas offering | how to decide on your firm’s cas pricing | how to write your cas engagement letter | 12 signs it’s time to outsource | will 2021 be your cash-flow year?
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you will focus on each component of your cas offering to do so, e.g., different content to talk about bill payment services, different for advisory and outsourced cfo services, and so on. you will also use the contrast principle to differentiate between your “usual” services and cas offering. marketing cas to your existing clients will be different than marketing cas to your prospects.

posted on may 9, 2021

hitendra patil

about the author

hitendra patil is the president of the global f&a and cpa outsourcing services unit of datamatics business solutions, inc., a global provider of outsourced accounting, bookkeeping, finance, tax preparation, audit & assurance, payroll and demand generation & data services.

he is one of the profession's leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (cas / caas) and among the top 100 most influential people in accounting, the top 10 accounting influencers to follow on social media, and the top 100 accounting social media leaderboard.

he is the best-selling author of
“the definitive success guide to client accounting services.”

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and
"accountaneur: the entrepreneurial accountant."

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for over 20 years, he has worked exclusively for the accounting industry, leading several functions, including accounting, payroll, tax, and advisory services and technology solutions used by professional accountants.

he is a regularly published author in many leading publications in the united states accounting profession. accountants have bought his best-selling books in 12 countries across five continents. he frequently provides fresh thought leadership and actionable insights to the accounting profession about cas/caas, practice growth, entrepreneurship in accounting, and emerging technologies, such as artificial intelligence, machine learning, blockchain, and cybersecurity.

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patil's newest book is, "rise of the aiccountants: the what, why, and how of artificial intelligence – exclusively for accountants.”
available here

click here for more by hitendra patil

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