{"id":84494,"date":"2021-12-17t00:00:04","date_gmt":"2021-12-17t05:00:04","guid":{"rendered":"\/\/www.g005e.com\/?post_type=product&#038;p=84494"},"modified":"2024-02-08t22:41:55","modified_gmt":"2024-02-09t03:41:55","slug":"hp21cas","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/hp21cas\/","title":{"rendered":"client accounting services: the definitive success guide"},"content":{"rendered":"<h6><span style=\"color: #d8232a;\">instant download: look for the link in your order confirmation from &#8220;auto-confirm@www.g005e.com&#8221; and after the table of contents in your book or ebook.<\/span><\/h6>\n<hr \/>\n<p><strong>hitendra patil: technology is disrupting the profession, but for the better.<\/strong><\/p>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"vid 117_the disruptors_wliz farr_17_hatindra patil\" src=\"https:\/\/player.vimeo.com\/video\/753721314?h=19368bc330&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p><strong>subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere:<\/strong> <a href=\"https:\/\/cpa.click\/apple-podcasts\">apple<\/a>, <a href=\"https:\/\/cpa.click\/google-podcasts\">google<\/a>, <a href=\"https:\/\/cpa.click\/spotify\">spotify<\/a>, <a href=\"https:\/\/cpa.click\/iheart-podcasts\">iheart<\/a>, <a href=\"https:\/\/cpa.click\/deezer\">deezer,<\/a> <a href=\"https:\/\/cpa.click\/amazon-podcasts\">amazon music and audible<\/a>, <a href=\"https:\/\/cpa.click\/playerfm-podcasts\">player fm<\/a>, <a href=\"https:\/\/cpa.click\/audacy\">audacy<\/a>, <a href=\"https:\/\/cpa.click\/gaana\">gaana (india)<\/a>, and <a href=\"https:\/\/cpa.click\/boomplay\">boomplay (africa)<\/a>.<\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.podomatic.com\/embed\/html5\/episode\/10433856?autoplay=true style=normal&amp;width=&amp;height=208\" width=\"100%\" height=\"208\" frameborder=\"1\"><\/iframe><\/p>\n<p><em><strong>the disruptors<\/strong><br \/>\nwith liz farr\u00a0<\/em><em>for 卡塔尔世界杯常规比赛时间<\/em><\/p>\n<p>the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models, changes that are here to stay, hitendra patil, author of\u00a0<em><a href=\"\/\/www.g005e.com\/shop\/hp21cas\/\">client accounting services: the definitive success guide<\/a>,<\/em> tells cpa trendines in the latest episode of the disruptors.<\/p>\n<hr \/>\n<h3 class=\"title style-scope ytd-video-primary-info-renderer\" style=\"text-align: center;\"><strong><span style=\"color: #0056a6;\">the webinar: hitendra patil on &#8220;client accounting services success factors&#8221;\u00a0<\/span><\/strong><\/h3>\n<p style=\"text-align: center;\"><iframe loading=\"lazy\" title=\"youtube video player\" src=\"https:\/\/www.youtube.com\/embed\/7_xkrtwnu2y\" width=\"560\" height=\"315\" frameborder=\"1\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h6 style=\"text-align: center;\">^ click to play webinar ^<\/h6>\n<h3 style=\"text-align: center;\"><span style=\"color: #0056a6;\"><strong>as seen on linkedin\u00a0 <em>live<\/em>\u00a0 with jody padar<\/strong><\/span><br \/>\n<iframe loading=\"lazy\" title=\"embedded post\" src=\"https:\/\/www.linkedin.com\/video\/embed\/live\/urn:li:ugcpost:6811321743349706752\" width=\"504\" height=\"284\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/h3>\n<div class=\"cpat-product-description\">\n<h3 style=\"text-align: center;\"><span style=\"color: #0056a6;\"><strong>as heard on the future-proof podcast with bill sheridan<\/strong><\/span><\/h3>\n<figure id=\"attachment_85286\" class=\"thumbnail wp-caption aligncenter\" style=\"width: 201px\"><a href=\"https:\/\/podcasts.captivate.fm\/media\/140e10cc-e59f-453e-a12c-692a953bca64\/master-fp-145-hitendra-patil-the-cas-mindset.mp3\"><img loading=\"lazy\" decoding=\"async\" class=\"size-thumbnail wp-image-85286\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-201x201.jpg\" alt=\"https:\/\/podcasts.captivate.fm\/media\/140e10cc-e59f-453e-a12c-692a953bca64\/master-fp-145-hitendra-patil-the-cas-mindset.mp3\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-300x300.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-600x600.jpg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-424x424.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-849x849.jpg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-768x768.jpg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/future-proof-podcast.jpg 1401w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><\/a><figcaption class=\"caption wp-caption-text\"><a href=\"https:\/\/player.captivate.fm\/episode\/207fd4df-581e-41f0-a133-29e6fbfe39fe\">click to play<\/a><\/figcaption><\/figure>\n<h1><\/h1>\n<h1><span style=\"color: #0056a6;\"><strong>advance praise from top professionals<\/strong><\/span><\/h1>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83103\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83103\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83103 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-201x201.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-201x201.png 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-300x300.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-100x100.png 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-600x599.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-424x423.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-849x847.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-768x767.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-1536x1533.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-24x24.png 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-48x48.png 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-96x96.png 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf-150x150.png 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/wayne-berson-bdo-2021-headshot-vf.png 1600w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>wayne berson,<\/strong> bdo<\/figcaption><\/figure><\/figure>\n<p><em><strong>this is a must-read for anybody working in cas or looking to increase the profitability of their firm and currently not performing cas.<\/strong><\/em><\/p>\n<p><em>this book highlights challenges as well as the opportunities out there for an entrepreneurial accountant that is willing to embrace change and think outside the box.<\/em><\/p>\n<p><em>while cas has been around for a\u00a0 long time, hitendra presents a fresh vision on this enthralling topic. the roadmap is there; just follow it<\/em>!<\/p>\n<p style=\"text-align: right;\"><strong>\u2013 wayne berson<\/strong>, chief executive officer, bdo usa, chairman, bdo international<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83104\" class=\"thumbnail wp-caption alignleft\">\n<p><figure id=\"attachment_83104\" class=\"thumbnail wp-caption alignleft\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83104 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-201x201.jpg\" alt=\"chandra bhansali\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chandra_bhansali_aw_bkgd-e1618387108700-300x300.jpg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>chandra bhansali,<\/strong> accountantsworld<\/figcaption><\/figure><\/figure>\n<p><em><strong>though the title says so, this book is not just about cas.<\/strong>\u00a0it is about the right way of offering accounting services.\u00a0<\/em><\/p>\n<p><em>while the desktop accounting solutions were helpful, they served a limited purpose. the cloud has completely changed the landscape of client accounting.<\/em><\/p>\n<p><em>this book shows in detail how by taking advantage of the latest technologies, you can completely transform your practice in ways never before possible.\u00a0<\/em><\/p>\n<p><em>the insights\u00ad\u00ad presented in the book will help you add significant value to your clients\u2019 businesses while boosting your bottom line.<\/em><\/p>\n<p style=\"text-align: right;\"><strong>\u2013 chandra bhansali<\/strong>, co-founder, accountantsworld<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_70489\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_70489\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-70489 size-thumbnail\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\" alt=\"ed mendlowitz\" width=\"201\" height=\"201\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-100x100.png 100w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-201x201.png 201w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-300x300.png 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-24x24.png 24w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-48x48.png 48w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png 96w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>ed mendlowitz,<\/strong>\u00a0withum<\/figcaption><\/figure><\/figure>\n<p><em><strong>hitendra has captured everything necessary to start offering client accounting services to clients.<\/strong>\u00a0and for those already performing these services, it is a complete guide to best practices in managing a cas niche.<\/em><\/p>\n<p><em>this book is a fantastic resource and includes some of the taboos that are not usually found in such books.\u00a0 hitendra explains and shows how to outsource cas services effectively and, more importantly, provides a very persuasive reason to do so \u2013 that it can easily and inexpensively be done and controlled.\u00a0<\/em><\/p>\n<p><em>he makes the argument that accounting is not a services profession, but a knowledge profession with services as the mechanism to deliver the benefits of our knowledge. this one premise with his carefully constructed explanations makes this book a winner, even if that was the only thing in it; but it isn\u2019t.<\/em><\/p>\n<p><em>client value-added services are illustrated and explained, and i find it hard for someone not to get at least one great idea from what he presents on how to better assist clients.\u00a0 also included is an entire litany of pricing these services. i hate to mention specifics because this book is much more than what it appears.\u00a0 it is really a complete guide to managing a niche segment of a busy practice.<\/em><\/p>\n<p><em>i highly recommend this book to be read and absorbed and then used as a reference source thereafter.<\/em><\/p>\n<p style=\"text-align: right;\"><strong>\u2013 edward mendlowitz<\/strong>, cpa, partner, withumsmith+brown pc, accounting today\u2019s top 100 most influential people in accounting for several years<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83106\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83106\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83106 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-201x201.jpg\" alt=\"allan koltin\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/allan-koltin-300dpi-e1618387794514-300x300.jpg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>allan koltin<\/strong>,\u00a0koltin consulting<\/figcaption><\/figure><\/figure>\n<p><em><strong>cas builds real, new, and more value for both \u2013 accounting firms and their cas clients.<\/strong><\/em><\/p>\n<p><em>with many different perceptions of what cas really is, it is great to see this timely and comprehensive book by hitendra.<\/em><\/p>\n<p><em>particularly important is his focus on encouraging accountants to deliver actionable cas outcomes to their clients.<\/em><\/p>\n<p><em>i\u2019d advise accounting firms to leverage the insights from this book to take advantage of the quick-moving opportunities in cas to move your firm ahead.<\/em><\/p>\n<p style=\"text-align: right;\">\u2013\u00a0<strong>allan koltin<\/strong>, cpa, cgma,\u00a0ceo, koltin consulting group<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83107\" class=\"thumbnail wp-caption alignleft\">\n<p><figure id=\"attachment_83107\" class=\"thumbnail wp-caption alignleft\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83107 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-201x201.png\" alt=\"amit chandel\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-201x201.png 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-100x100.png 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-24x24.png 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-48x48.png 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-96x96.png 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/amit-chandel-color-corrected-copy-150x150.png 150w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>amit chandel<\/strong>, focus cpa group and canethics<\/figcaption><\/figure><\/figure>\n<p><em><strong>as i expected, hitendra has outdone himself when he made this a comprehensive book to cover all necessary aspects of client accounting services.<\/strong><\/em><\/p>\n<p><em>in my practice, i have been offering cas to help clients build their businesses.<\/em><\/p>\n<p><em>hitendra\u2019s ideas, thoughts, and insights have helped my practice over the years, and he has compiled all his ideas in one place for all to take advantage of as i did.<\/em><\/p>\n<p><em>i was pleasantly surprised to find several more insights in this book that i can easily implement in my practice. as i ventured to create canethics, a financial advisory services group for cannabis-related enterprises, i found hitendra\u2019s \u201ccas outcomes\u201d theme extremely useful for canethics as it did for my cpa practice as focus cpa group, inc.<\/em><\/p>\n<p><em>any professional accountant who wants to be relevant to clients\u2019 businesses will benefit from this latest book by hitendra. i highly recommend it.<\/em><\/p>\n<p style=\"text-align: right;\"><strong>\u2013 amit chandel<\/strong>, cpa cts ctp ctc cva ctrs cexp cgma llm (t),\u00a0founder, canethics inc, and focus cpa group inc<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83108\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83108\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83108 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-201x201.jpg\" alt=\"rob nixon\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/rob-nixon-2-e1618387998211-300x300.jpg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>rob nixon,\u00a0<\/strong>consultant and author, \u201cthe wealthy accountant\u201d<\/figcaption><\/figure><\/figure>\n<p><em><strong>the objective of every accountant is to make sure that all clients are buying every service that they need that helps them achieve their goals.<\/strong><\/em><\/p>\n<p><em>what hitendra has done is laid out a roadmap on exactly how any accountant can do that with client accounting services. it\u2019s a massive opportunity to double \u2013 quadruple \u2013 the fee per client while providing insane value.<\/em><\/p>\n<p><em>absolute must read for any accountant who wants to help their clients.<\/em><\/p>\n<p style=\"text-align: right;\"><strong>\u2013 rob nixon<\/strong>, helping accountants for 26 years to become wealthy. author of four best-selling books, including \u201cthe wealthy accountant\u201d<\/p>\n<p>&nbsp;<\/p>\n<figure id=\"attachment_83109\" class=\"thumbnail wp-caption alignleft\">\n<p><figure id=\"attachment_83109\" class=\"thumbnail wp-caption alignleft\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83109 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-201x201.jpg\" alt=\"chester elton \" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-201x201.jpg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-300x300.jpg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-100x100.jpg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-600x600.jpg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-424x424.jpg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-849x849.jpg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-768x768.jpg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-24x24.jpg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-48x48.jpg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-96x96.jpg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464-150x150.jpg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/chester-elton-headshot-e1618388630464.jpg 1244w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\"><strong>chester elton,<\/strong> author,\u00a0\u201cleading with gratitude\u201d<\/figcaption><\/figure><\/figure>\n<p><em><strong>i am grateful to all accountants who worked tirelessly during the pandemic to help save hundreds of thousands of businesses and millions of jobs.<\/strong><\/em><\/p>\n<p><em>when i read hitendra\u2019s new book on \u201ccas,\u201d it kept uncovering how much more accountants can do for their clients if they offer cas.<\/em><\/p>\n<p><em>i am sure every client that benefits from your full-scale cas offering will have sincere gratitude towards you and your team.<\/em><\/p>\n<p><em>gratitude strengthens trust, and if you want to be the most trusted advisor of your clients, you must implement insights from this valuable book to evoke gratitude from your clients!<\/em><\/p>\n<p style=\"text-align: right;\"><strong>\u2013 chester elton<\/strong>, author, \u201cleading with gratitude,\u201d and the #1 new york times, usa today, and wall street journal bestsellers \u201call in\u201d and \u201cthe carrot principle.\u201d<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n<h1 style=\"text-align: center;\"><span style=\"color: #0056a6;\"><strong>new rave reviews\u00a0<\/strong><\/span><\/h1>\n<p>hitendra has compiled an extensive book on client accounting services (cas) that would serve as a great resource for any firm providing, expanding or considering these services. insights are provided throughout and it can be used for training resource also. hard to find this much information on cas in one place. good tool for any firm.<\/p>\n<p style=\"text-align: right;\"><em>\u2013\u00a0joey havens, managing partner for strategic growth, horne llp, a top 100 firm<\/em><\/p>\n<p>in hitendra\u2019s cas book, there aren&#8217;t just one or two things i like; i like it all. the comprehensive nature of the book makes it a great manual for firms offering or looking to start providing client accounting and advisory services, and a great reference book. it is the best, and the only one of its kind i&#8217;ve seen.<\/p>\n<p style=\"text-align: right;\"><em>\u2013\u00a0steve novak, sr. director, named accounts, bill.com<\/em><\/p>\n<p>hitendra&#8217;s cas book and included resources have been great. i\u2019m about 3\/4 of the way through it, and it has already given my staff and me a lot of helpful direction to improve our cas practice. i wish i\u2019d bought it earlier, as there are many things i\u2019ve learned by trial and error that we could have avoided!<\/p>\n<p style=\"text-align: right;\"><em>\u2013 paul wobser, cpa, audit partner at adkf, p.c., san antonio, texas<\/em><\/p>\n<p>i finished reading &#8220;the definitive guide to client accounting services&#8221;. it&#8217;s a must-have book if you are in the client accounting services space. if you just starting or thinking about cas, it is a great book to get you started in the right direction, and if you are seasoned in cas it is a good reminder and refresher on how and why you got on the journey of client accounting services. hitendra provides a very detailed &#8220;how-to&#8221; on cas.<\/p>\n<p style=\"text-align: right;\"><em>\u2013 jeff wilson ii, cpa\/pfs, cfe, cgma, cdfa\u00ae, principal \u2013 the w2 group, llc,\u00a0cpa practice advisor 40 under 40<\/em><\/p>\n<p>hitendra&#8217;s book on cas is a well-researched reservoir of knowledge presented in a systematic, thorough and clear fashion, in a style that is easy to read. most importantly, the information is actionable and current.<\/p>\n<p style=\"padding-left: 40px;\"><em>\u2013\u00a0eric degen, cpa, cgma, cepa, lpbc, cmec, principal, titan business development group<\/em><\/p>\n<div class=\"cpat-product-description\">\n<hr \/>\n<h1><span style=\"color: #0056a6;\"><strong>the case for cas<\/strong><\/span><\/h1>\n<p><em><strong>by hitendra patil<\/strong><\/em><\/p>\n<h6 style=\"padding-left: 40px;\"><span style=\"color: #808080;\"><em>(adapted from chapter 1)<\/em><\/span><\/h6>\n<p>client accounting services is emerging as the most important new revenue and growth segment for accounting firms of all sizes. but first, cas is a mindset.<\/p>\n<figure id=\"attachment_83110\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_104690\" class=\"thumbnail wp-caption alignright\" style=\"width: 302px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-104690 \" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-424x565.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"302\" height=\"402\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-424x565.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-300x400.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-600x800.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022.jpeg 768w\" sizes=\"(max-width: 302px) 100vw, 302px\" \/><figcaption class=\"caption wp-caption-text\">patil<\/figcaption><\/figure><\/figure>\n<p>it\u2019s a mindset that lives in every professional accountant. some know it. some don\u2019t. some know that the cas mindset exists in them but fail to make the most of it.<\/p>\n<p>instead, they try to become everything to everyone. they become more of \u201cneed-fillers\u201d than \u201caccounting entrepreneurs (accountaneurs\u00ae).\u201d they find it challenging to become the \u201cmost trusted advisors\u201d of their clients. those who don\u2019t know that the cas mindset exists in them feel it will be overwhelmingly difficult to \u201clearn\u201d the cas mindset. they may try to acquire the mindset but give up too soon.<\/p>\n<p>in this handbook, you\u2019ll learn how to recognize and realize the cas mindset within you. you will learn how to develop the cas mindset, how to reactivate the cas mindset that may be dormant within you.<\/p>\n<p>and, you\u2019ll learn how other cas accountants gain their insights and take concrete actions to leverage that mindset \u2013 the behaviors and attitudes; the strategies, workflows, best practices; and the tools, tactics, and technologies \u2013 to achieve undreamed-of success for their firms, themselves, and their clients.<\/p>\n<p>innumerable studies and surveys confirm that cas is the fastest growing, more profitable revenue segment for firms of all sizes.\u00a0top publications in the accounting profession have relentlessly published content about cas. many technology solutions providers, thought leaders, and consultants to the profession have shared their insights about cas. there are some \u201ccertification courses\u201d that teach cas.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas de-mystified<\/strong><\/span><\/h2>\n<p>yet, cas can be a triple enigma.<\/p>\n<ol>\n<li>what exactly is cas?<\/li>\n<li>why should i offer cas?<\/li>\n<li>how do i provide cas?<\/li>\n<\/ol>\n<p>these three questions are, even today, the topmost common questions accountants ask about cas.<\/p>\n<p>but in this handbook, you\u2019ll learn the why, what, and how of cas. the information and insights on these three foundational aspects of cas discussed in this book have been discovered, tested, and confirmed with thousands of contacts with cas and non-cas accounting firms and corroborated with the quantitative and qualitative analysis of data gathered from perhaps the largest cas survey ever conducted in the accounting profession.<\/p>\n<figure id=\"attachment_49580\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_49580\" class=\"thumbnail wp-caption alignleft\" style=\"width: 200px\"><a href=\"\/\/www.g005e.com\/shop\/accountaneur\/\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-49580 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/07\/cache_200_275_0_0_80_16777215_accountaneur-front-cover-v14-with-drop-shadow.jpg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"200\" height=\"262\" \/><\/a><figcaption class=\"caption wp-caption-text\"><strong>add to your order<\/strong>\u00a0hitendra patil\u2019s best-selling \u201caccountaneur: the entrepreneurial accountant\u201d<\/figcaption><\/figure><\/figure>\n<p>in other words, this handbook is not a work of fiction, or only thoughts and musings. this handbook gives you the powerful advantage of the market intelligence that can save your years of effort and costs, significantly reduce the risk of failure, considerably reduce the time taken to establish your cas practice, and geometrically enhance the chances of success in your cas practice \u2013 if you embrace the insights and implement them in earnest.<\/p>\n<p>cas leads your firm to serve more needs and wants of your clients. cas means you will profitably serve the needs of all your clients, not just those who have larger needs, and hence, can pay you more.<\/p>\n<p>but how do you really know the needs and wants of your clients and prospects?<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas communications<\/strong><\/span><\/h2>\n<p>if you are like most accountants, you have a \u201cmenu of services.\u201d almost all of your prospects see you from those narrow filters of your services menu. you get pigeonholed. if you\u2019ve ever felt \u201c<em>clients do not value my services and expertise, they just want the lowest price,<\/em>\u201d you will know what i mean by \u201cgetting pigeonholed.\u201d<\/p>\n<p>in this handbook, you will learn how to identify your clients\u2019 needs and wants. people want to pay the least when they \u201chave to\u201d do something, i.e., for their needs. but they pay premium prices for their wants. you\u2019ll get insights on how to show them the life they could live when their wants are met. you will see examples of the needs and wants of the clients that buy each of the most common services accountants provide. we will then go more in-depth to learn client wants on a human level \u2013 and how to cater to each of the fundamentally human wants through your services. we will then cover the easy-to-learn, practical, proven ways of targeting which clients can be \u201ccas-fit.\u201d we will also learn the not-so-easy ways of identifying cas-fit clients.<\/p>\n<p>accountants, by profession, are great with numbers. but a lot of accountants are not so great with words, making cas will be a communications challenge.\u00a0it can slow down your cas journey considerably. in this handbook, you\u2019ll find actionable intelligence and practical advice to overcome the communications challenge. you\u2019ll learn how to communicate the value of your cas offering. you\u2019ll find ways to convince your partners to commit to cas, and how to get your staff on board for cas.\u00a0you will also get insights on how to communicate cas to your clients and prospects.\u00a0armed with this knowledge, we\u2019ll then dive into how to identify the right clients for cas.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas tools<\/strong><\/span><\/h2>\n<p>knowing and doing are two different things. success needs both.<\/p>\n<p>what should you do to prepare your firm for cas?<\/p>\n<p>we\u2019ll examine the tech stack you\u2019ll need for cas success, depending upon how much your firm already uses cloud technologies. don\u2019t worry. even if your firm is just partly into the cloud, we can outline your next steps. you\u2019ll also learn how your clients can interact with your firm using your technology stack, and how it can dramatically enhance the client experience and reduce the cost of client servicing.<\/p>\n<p>what about your cas team?<\/p>\n<ul>\n<li>do you need a different one?<\/li>\n<li>do you need to re-skill or up-skill your existing team to turn them into cas-ninjas?<\/li>\n<li>if yes, how will you do that? if not, what should you do?<\/li>\n<\/ul>\n<p>you will get answers to many such important questions. you will see the \u201chow-to.\u201d you\u2019ll get an understanding of top success traits and drivers needed for cas. you will also acquire knowledge about how to enrich your team\u2019s human skillsets and technical skillsets, and also some ways in which you can train your cas team. you will also gain deeper insights into staffing choices and how to make sure you manage performance standards and risks.<\/p>\n<p>we\u2019ll examine how you can create your firm\u2019s cas-specific processes, including:<\/p>\n<ul>\n<li>what should you include in your cas-specific engagement letters?<\/li>\n<li>why should you aim to make it an \u201cengagement ring\u201d concept-based agreement?<\/li>\n<li>will your client communication processes change because of cas?<\/li>\n<\/ul>\n<p>we will discuss several ideas and insights into all these critical questions.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas pricing<\/strong><\/span><\/h2>\n<p>cas pricing is a significant decision that can make you nervous and stressed. but help is here.<\/p>\n<p>we\u2019ll first see how the profession charges for cas:<\/p>\n<ul>\n<li>what are the most prevalent pricing methods for cas?<\/li>\n<li>what are the pricing trends?<\/li>\n<\/ul>\n<p>after that, we\u2019ll examine how you can decide your firm\u2019s cas pricing and keep adjusting it to make it more profitable for your firm. at the same time, we\u2019ll dive into the details of the key costs of offering cas and learn from the experience from the profession about how profitable cas is compared to other services firms provide.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas marketing<\/strong><\/span><\/h2>\n<p>once you have something new to sell that the market demands and is more profitable for your firm, how should you market your cas offering? what should you do when your marketing brings in new prospects to ensure your sales processes are effective?<\/p>\n<p>we\u2019ll find many insights from the most effective marketing methods deployed by cas firms. from my personal experience of working with hundreds of cas firms, i will share ideas on how to market cas to existing clients and new prospects. i will also provide insights about generating new leads for your cas offering without spending much.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>the cas cfo<\/strong><\/span><\/h2>\n<p>what about being a virtual\/outsourced cfo?<\/p>\n<p>another opportunity most cas firms aspire to makes the most of is the cas-driven ability to offer high-value chief financial officer competencies. many small but growing businesses will absolutely benefit from having the expertise of a\u00a0professional cfo on their team, but such companies cannot afford to hire a full-time cfo. and any competent cfo worth the salt will not work full-time for any smaller company as they are in high demand in the industry. this creates a real gap of demand-supply in the market that professional accountants are ideally placed to leverage by becoming a part-time, on-demand, need-based, or shared cfo for multiple companies at once. the \u201cbillable rate\u201d for such virtual outsourced cfo work is much higher than most other services accounting firms can offer. your firm\u2019s senior, more experienced partners and team members can ride on the business intelligence cas creates to deliver much higher value, higher roi work.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>cas performance review<\/strong><\/span><\/h2>\n<p>with experience, your cas services will mature and become highly effective and more profitable. but it will still require you to review the performance of your firm\u2019s cas segment periodically.<\/p>\n<ul>\n<li>why should you do this review?<\/li>\n<li>how do you evaluate your cas performance?<\/li>\n<li>why should you involve your clients in reviewing your firm\u2019s cas performance?<\/li>\n<\/ul>\n<p>we will learn from the collective experience of the marketplace. many firms grow their cas practice to provide more comprehensive and sophisticated offerings, earning them even more \u201cper-client revenue and profit.\u201d the \u201cperiodic performance review\u201d can help you connect the dots and bridge the gaps in your cas offering.<\/p>\n<h2><span style=\"color: #0056a6;\"><strong>ideas, insights, tips, tricks, and best practices for your cas success<\/strong><\/span><\/h2>\n<p>throughout the book, you will find ideas, insights, tips, tricks, and best practices liberally sprinkled for your cas success. you will find many of those to be relevant from your perspective. i encourage you to think over, debate, analyze, and explore even those ideas that you may not find immediately applicable in your practice. several of my recommendations may sound very simple, but many are based on in-depth human behavioral science research findings that i\u2019ve been studying relentlessly for more than 25 years. i have married these findings with my experiences in the accounting profession so that you don\u2019t have to spend a long time figuring out the connection and applicability.<\/p>\n<p>i\u2019m thrilled to culminate this nearly three years of the process of writing this book on cas. it took me that long to complete this book because everything in this book was ready with me for quite some time, but i wanted to test it against the real-world experience of cas practitioners out there. it took some re-calibrations of concepts and explanations to align a few things. before publishing, i shared the pre-publication copy of this book with some leading cas practitioners across the country. i received great feedback from them.<\/p>\n<p>hence, i am highly \u2013 and realistically \u2013 optimistic and confident that this book will significantly help you start and grow your own cas practice. i have no doubt that what you will learn from this handbook \u2013 and when you earnestly apply what you learn \u2013 you will be on your path to the cas success you so richly deserve.<\/p>\n<p><em>congratulations, and welcome! let\u2019s get started.<\/em><\/p>\n<hr \/>\n<h2><span style=\"color: #0056a6;\"><strong>comprehensive step-by-step implementation plan<\/strong><\/span><\/h2>\n<h3><em>table of contents<\/em><\/h3>\n<figure id=\"attachment_83095\" class=\"thumbnail wp-caption alignright\" style=\"width: 424px;\">\n<p><figure id=\"attachment_85296\" class=\"thumbnail wp-caption alignright\" style=\"width: 424px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-85296 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-424x223.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"223\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-424x223.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-300x158.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-600x316.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-849x447.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-768x404.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624-1536x808.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/06\/cas-pricing-packages-client-fit-tools-v210624.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><figcaption class=\"caption wp-caption-text\"><strong>bonus toolkit download: <\/strong>cas pricing packages client-fit tools (excel)<\/figcaption><\/figure><\/figure>\n<p><span style=\"color: #d8232a;\"><strong>bonus download:<\/strong> cas-fit assessment wizard (excel, sample worksheet)<\/span><\/p>\n<h3><span style=\"color: #0056a6;\"><em>client accounting services: the definitive guide<\/em><\/span><\/h3>\n<ul>\n<li>the why, what, and how of cas<\/li>\n<li>your firm\u2019s cas<\/li>\n<li>the communication challenge of cas<\/li>\n<li>how to prepare your firm for cas<\/li>\n<li>how to get your cas team in place<\/li>\n<li>cas processes and pricing<\/li>\n<li>marketing and selling cas<\/li>\n<li>what about being a virtual\/outsourced cfo?<\/li>\n<li>cas performance review<\/li>\n<li>ideas, insights, tips, tricks, and best practices for your cas success\n<ul>\n<li><em>important: how to make the most out of this book<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part i: the cas mindset<\/span><\/h3>\n<ul>\n<li>do you need a different mindset to offer cas?<\/li>\n<li>the other side<\/li>\n<\/ul>\n<p><strong>how to develop the cas mindset<\/strong><\/p>\n<ul>\n<li>reconnect with your purpose<\/li>\n<li>find your impact<\/li>\n<li>take the dais<\/li>\n<li>value your value<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part ii: the what, why and how of cas<\/span><\/h3>\n<p><strong>what is cas?<\/strong><\/p>\n<ul>\n<li>how is cas different than what i am doing now?<\/li>\n<li>cas: what is it not<\/li>\n<li>cas: what it is<\/li>\n<li>types of services offered under cas<\/li>\n<li>what is the impact of what cas is?<\/li>\n<\/ul>\n<p><strong>cas and the accounting profession<\/strong><\/p>\n<ul>\n<li>the cas survey by 卡塔尔世界杯常规比赛时间<\/li>\n<li>the cas survey summary<\/li>\n<\/ul>\n<p><strong>why you must offer cas<\/strong><\/p>\n<ul>\n<li>the why before \u201cwhy cas\u201d<\/li>\n<li>why is cas a great new revenue growth opportunity?<\/li>\n<\/ul>\n<p><strong>your cas practice: the how-to<\/strong><\/p>\n<ul>\n<li>what next?<\/li>\n<\/ul>\n<figure id=\"attachment_83094\" class=\"thumbnail wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-83094 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-424x290.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"290\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-424x290.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-300x205.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-600x410.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-849x581.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-768x525.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am-1536x1050.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.10.38-am.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/figure>\n<h3><span style=\"color: #0056a6;\">part iii: your firm\u2019s cas<\/span><\/h3>\n<p><strong>services cas clients need<\/strong><\/p>\n<ul>\n<li>have your clients\u2019 needs changed now?<\/li>\n<li>how new expectations turn into new needs<\/li>\n<li>what are the (now expressed) needs of your clients?<\/li>\n<li>list of services in your cas offering<\/li>\n<li>you can add more services to your existing resources<\/li>\n<\/ul>\n<p><strong>services cas clients want<\/strong><\/p>\n<ul>\n<li>i can\u2019t afford your service<\/li>\n<li>show them the life they will have when their wants are met<\/li>\n<li>so, what are the wants of your clients\/prospects?<\/li>\n<li>can you identify the wants of such clients?<\/li>\n<li>your clients\u2019 wants at the human level<\/li>\n<\/ul>\n<p><strong>which of your existing clients are cas-fit?<\/strong><\/p>\n<ul>\n<li>the easy ways to identify cas-fit clients<\/li>\n<li>the not-so-easy ways to identify cas-fit clients<\/li>\n<\/ul>\n<p><strong>how to become an outsourced\/virtual cfo?<\/strong><\/p>\n<ul>\n<li>what is an outsourced\/virtual cfo?<\/li>\n<li>how cas drives up the demand for o\/v-cfos?<\/li>\n<li>which services do o\/v-cfos provide?<\/li>\n<li>which services to offer?<\/li>\n<li>how to prepare to get ready to offer the services you decide?<\/li>\n<li>how to price your o\/v-cfo services?<\/li>\n<li>when to pitch your o\/v-cfo services?<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part iv: communicating cas<\/span><\/h3>\n<p><strong>how to communicate the value of cas<\/strong><\/p>\n<ul>\n<li>communicating cas within your firm<\/li>\n<\/ul>\n<p><strong>communicating cas with your clients and prospects<\/strong><\/p>\n<ul>\n<li>communicating cas to your existing clients<\/li>\n<li>communicating cas with your prospects<\/li>\n<\/ul>\n<p><strong>identifying the right clients for cas<\/strong><\/p>\n<ul>\n<li>how to evaluate your existing clients, and also prospects<\/li>\n<\/ul>\n<figure id=\"attachment_83097\" class=\"thumbnail wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-83097 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-424x175.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"175\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-424x175.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-300x124.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-600x248.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-849x351.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-768x318.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample-1536x636.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/client-cas-fit-pricing-assessment-wizard-sample.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/figure>\n<h3><span style=\"color: #0056a6;\">part v: preparing your firm for cas<\/span><\/h3>\n<p><strong>top five cas killers and how to overcome them<\/strong><\/p>\n<ul>\n<li>cas killer #5: cas not the right fit for our firm<\/li>\n<li>cas killer #4: we don\u2019t have the technology for cas<\/li>\n<li>cas killer #3: cas wouldn\u2019t be as profitable as our other services<\/li>\n<li>cas killer #2: our clients aren\u2019t asking for cas<\/li>\n<li>cas killer #1: we don\u2019t have the staffing for cas<\/li>\n<\/ul>\n<p><strong>the technology stack you need for cas<\/strong><\/p>\n<ul>\n<li>cas does not need a technological transformation<\/li>\n<li>if your firm is already mostly in the cloud<\/li>\n<li>if your firm is partly in the cloud<\/li>\n<li>if your firm is hardly in the cloud<\/li>\n<li>how to decide on your ideal cas technology stack<\/li>\n<\/ul>\n<p><strong>technology and your cas clients<\/strong><\/p>\n<p>when clients do part of the work<\/p>\n<ul>\n<li>when clients offload all of the accounting work to your firm<\/li>\n<li>core software<\/li>\n<li>client service software<\/li>\n<li>the fundamental requirement<\/li>\n<li>ancillary software<\/li>\n<li>but what about clients that are not tech-savvy?<\/li>\n<\/ul>\n<figure id=\"attachment_83090\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83090\" class=\"thumbnail wp-caption aligncenter\" style=\"width: 424px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83090 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-424x353.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"353\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-424x353.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-300x250.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-600x500.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-849x707.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-768x640.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am-1536x1279.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.18.14-am.png 1628w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><figcaption class=\"caption wp-caption-text\">bonus toolkit download:\u00a0profitability enhancement calculator (excel, sample worksheet)<\/figcaption><\/figure><\/figure>\n<p><strong>your firm\u2019s cas team<\/strong><\/p>\n<ul>\n<li>cas \u2013 different expectations<\/li>\n<li>the cas-champion<\/li>\n<li>cas and human skillsets<\/li>\n<li>cas and technical skillsets<\/li>\n<li>cas front and back office<\/li>\n<li>how to train your cas team<\/li>\n<\/ul>\n<p><strong>remote staffing, outsourcing, and offshoring<\/strong><\/p>\n<ul>\n<li>accounting is not a services profession<\/li>\n<li>why do accounting firms outsource?<\/li>\n<li>how to know if you should explore outsourcing\/offshoring?<\/li>\n<li>how to mitigate strategic risks in outsourcing<\/li>\n<li>how coronavirus changed mindsets of accounting firms<\/li>\n<li>make your office virtual, at least partially<\/li>\n<\/ul>\n<p><strong>your firm\u2019s processes<\/strong><\/p>\n<ul>\n<li>your operating processes<\/li>\n<li>your client experience management processes<\/li>\n<\/ul>\n<p><strong>your firm\u2019s cas processes<\/strong><\/p>\n<ul>\n<li>how are cas processes different?<\/li>\n<li>creating cas reports<\/li>\n<li>creating cas process steps and timelines<\/li>\n<li>technology and your firm\u2019s cas processes<\/li>\n<\/ul>\n<p><strong>cas engagement (ring) letter\/agreement<\/strong><\/p>\n<figure id=\"attachment_83092\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83092\" class=\"thumbnail wp-caption alignright\" style=\"width: 424px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83092 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-424x302.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"302\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-424x302.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-300x214.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-600x428.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-849x605.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-768x548.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am-1536x1095.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.16.27-am.png 1600w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><figcaption class=\"caption wp-caption-text\"><strong>bonus toolkit download:\u00a0<\/strong>cas tech-stack and software solutions (pdf, sample pages)<\/figcaption><\/figure><\/figure>\n<ul>\n<li>statement of work \u2013 shared responsibilities<\/li>\n<li>your cas engagement letter\/agreement<\/li>\n<li>setting and reinforcing the right expectations<\/li>\n<li>the periodic reset<\/li>\n<li>taking the marketing and sales angle<\/li>\n<li>service delivery options<\/li>\n<\/ul>\n<p><strong>cas client service and communications<\/strong><\/p>\n<ul>\n<li>are cas client service requirements different?<\/li>\n<li>how to deliver cas services to clients<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part vi: pricing your cas offering<\/span><\/h3>\n<p><strong>cas pricing and the accounting profession<\/strong><\/p>\n<ul>\n<li>pricing insights from the cas survey<\/li>\n<li>how are these pricing methods working out for cas firms?<\/li>\n<li>the underlying insight on cas pricing methods<\/li>\n<li>why fixed and mixed fees are more popular in cas?<\/li>\n<li>the effect of cas pricing methods on firms\u2019 profitability<\/li>\n<li>why cas provides a superior profit margin?<\/li>\n<\/ul>\n<p><strong>how to decide on your firm\u2019s cas pricing<\/strong><\/p>\n<ul>\n<li>packaging cas offering levels<\/li>\n<li>cas pricing risk management<\/li>\n<li>how to pitch your cas packages<\/li>\n<li>defining the measurable value from each cas component<\/li>\n<li>how to make your cas pricing more profitable?<\/li>\n<\/ul>\n<figure id=\"attachment_83091\" class=\"thumbnail wp-caption alignright\">\n<p><figure id=\"attachment_83091\" class=\"thumbnail wp-caption aligncenter\" style=\"width: 424px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-83091 size-medium\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-424x843.png\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"424\" height=\"843\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-424x843.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-300x597.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-600x1193.png 600w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-849x1688.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-768x1527.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-772x1536.png 772w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am-1030x2048.png 1030w, \/\/www.g005e.com\/wp-content\/uploads\/2021\/04\/screen-shot-2021-04-14-at-12.17.28-am.png 1060w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><figcaption class=\"caption wp-caption-text\"><strong>bonus toolkit download:\u00a0<\/strong>cas new-client onboarding template (excel, sample worksheet)<\/figcaption><\/figure><\/figure>\n<h3><span style=\"color: #0056a6;\">part vii: cas marketing and sales<\/span><\/h3>\n<p><strong>marketing your cas offering<\/strong><\/p>\n<ul>\n<li>cas sales and marketing methods \u2013 survey results<\/li>\n<li>referrals, flipped<\/li>\n<li>interestingly, some lesser-used marketing methods hold promise 260<\/li>\n<li>how to identify your firm\u2019s real marketable value<\/li>\n<li>how to express the marketable value of cas<\/li>\n<li>marketing cas to existing clients<\/li>\n<li>lead generation for cas<\/li>\n<li>more lead generation methods<\/li>\n<li>marketing cas to prospects<\/li>\n<\/ul>\n<p><strong>how to sell your cas offering<\/strong><\/p>\n<ul>\n<li>how to define your \u201ccas sales process\u201d<\/li>\n<li>the cas \u201csales pitch\u201d<\/li>\n<li>the cas \u201csales collaterals\u201d<\/li>\n<li>your existing clients as your cas salespersons<\/li>\n<li>the cas sales process performance measurement<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part viii: how to review your firm\u2019s cas performance<\/span><\/h3>\n<ul>\n<li>review your firm\u2019s cas offering<\/li>\n<li>why review your cas offering periodically?<\/li>\n<li>when to review?<\/li>\n<li>what to review?<\/li>\n<li>how to review?<\/li>\n<li>think different<\/li>\n<\/ul>\n<h3><span style=\"color: #0056a6;\">part ix: be an accountaneur\u00ae<\/span><\/h3>\n<ul>\n<li><em>accountaneur<\/em>\u00ae and cas<\/li>\n<li>closing remarks<\/li>\n<\/ul>\n<h3><strong>addendum<\/strong><\/h3>\n<ul>\n<li>cas tech stack<\/li>\n<li>software solutions<\/li>\n<\/ul>\n<h3><\/h3>\n<h3><\/h3>\n<p>&nbsp;<\/p>\n<hr \/>\n<h3><span style=\"color: #d8232a;\"><strong>plus: bonus downloadable toolkit of pdf checklists and excel worksheets<\/strong><\/span><\/h3>\n<h4>(included in every order)<\/h4>\n<ul>\n<li>\n<h4>cas pricing packages client-fit \u2013 3-in-1 \u2013 tools (excel)<\/h4>\n<\/li>\n<li>\n<h4>accounting profitability enhancement calculator (excel)<\/h4>\n<\/li>\n<li>\n<h4>cas client onboarding information template (excel)<\/h4>\n<\/li>\n<li>\n<h4>cas tech stack software solutions (pdf)<\/h4>\n<\/li>\n<li>\n<h4>client accounting services (cas) practice checklist (pdf)<\/h4>\n<\/li>\n<\/ul>\n<h6><span style=\"color: #00a160;\"><em>look for the link as a .zip file in your order confirmation from auto-confirm@www.g005e.com or look in the book for the link and the password after the table of contents on page [x]<\/em><\/span><\/h6>\n<hr \/>\n<h1><span style=\"color: #0056a6;\"><strong>about the author<\/strong><\/span><\/h1>\n<figure id=\"attachment_104690\" class=\"thumbnail wp-caption alignright\" style=\"width: 201px\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-104690 size-thumbnail\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-201x201.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/product/\" width=\"201\" height=\"201\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-201x201.jpeg 201w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-100x100.jpeg 100w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-24x24.jpeg 24w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-48x48.jpeg 48w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-96x96.jpeg 96w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-150x150.jpeg 150w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/11\/hitendra-r.-patil-headshot-mug-2022-300x300.jpeg 300w\" sizes=\"(max-width: 201px) 100vw, 201px\" \/><figcaption class=\"caption wp-caption-text\">patil<\/figcaption><\/figure>\n<p><strong>hitendra r. patil<\/strong> is one of the profession&#8217;s leading authorities on accounting technology, accounting firm innovation, and client accounting and advisory services (cas \/ caas).<\/p>\n<p style=\"text-align: center;\">he is the best-selling author of \u201c<span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/shop\/hp21cas\/\">the definitive success guide to client accounting services<\/a><\/span>\u201d and &#8220;<span style=\"text-decoration: underline;\"><a href=\"\/\/www.g005e.com\/shop\/accountaneur\/\">accountaneur: the entrepreneurial accountant<\/a><\/span>.&#8221;<\/p>\n<p>patil is 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.<\/p>\n<p>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.<\/p>\n<p>patil is the founder of <a href=\"https:\/\/www.accountaneur.com\/\">accountaneur<\/a>, where he provides accountants with consulting services to become more successful by leveraging his comprehensive experience and expertise in serving the accounting profession. 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.<\/p>\n<h5 style=\"text-align: center;\"><a href=\"\/\/www.g005e.com\/author\/patil\">click here for more by hitendra patil at <span style=\"text-decoration: underline;\">www.g005e.com<\/span><\/a><\/h5>\n<h6 style=\"text-align: center;\"><span style=\"color: #b6b6b6;\">details: 344 pages, 6 x 9 in., softcover handbook. available as a pdf e-book (restrictions apply). isbn: 978-1-7354123-2-0. copyright 2021 hitendra r. patil. all rights reserved. published by 卡塔尔世界杯常规比赛时间, an imprint of bay street group llc, new york, ny, usa, which is the sole owner of exclusive rights of the work in all media and forms and the authorized agent of the author in all matters pertaining to the work.<\/span><\/h6>\n<\/div>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2fshop%2fhp21cas%2f&amp;t=client+accounting+services%3a+the+definitive+success+guide'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/product/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) 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rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20client%20accounting%20services:%20the%20definitive%20success%20guide&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/shop\/hp21cas\/\" title=\"email this: client accounting services: the definitive success guide \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<h4><span style=\"color: #d8232a;\"><strong>the why, what, and how of cas\u00a0<\/strong><\/span><\/h4>\n<p><span 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