four steps to firm caas buy-in
everyone has to be on board.
by hitendra patil
client accounting services: the definitive success guide
client accounting services
how to offer proof to cas prospects
your existing clients can help. be sure to track your sales success.
by hitendra patil
client accounting services: the definitive success guide
how much advice should your firm provide?
you have to stop somewhere.
by hitendra patil
client accounting services: the definitive success guide
why your approach to cas and cfo services is wrong
how thinking about your grandmother could be the answer.
by w. michael hsu, cpa
you don’t need a cas sales pitch
three keys to discovering a mutual fit.
by hitendra patil
client accounting services: the definitive success guide
battling cas cost pushback
what is the prospect unable to do on their own?
by hitendra patil
client accounting services: the definitive success guide
get clients to toot your cas horn
bonus: templates you can use today.
by hitendra patil
client accounting services: the definitive success guide
how to market cas to existing clients
use their questions to shape your pitch to others.
by hitendra patil
client accounting services: the definitive success guide
five methods to show your firm’s marketable value
plus four tips for content creation.
by hitendra patil
client accounting services: the definitive success guide
seven ways to market your cas offering
plus a tip for referrals.
by hitendra patil
client accounting services: the definitive success guide
12 cas profitability killers
figure out which clients make you less money and why.
by hitendra patil
client accounting services: the definitive success guide
clients don’t understand cas, but they know value
your cas marketing itself should provide value, too.
by hitendra patil
client accounting services: the definitive success guide
how to set your firm’s cas pricing
your timesheets aren’t what the client wants to see.
by hitendra patil
client accounting services: the definitive success guide