Offering client accounting services is about much more than just telling clients you’ll handle their books, and to launch a successful CAS practice, firms need to pay attention to a host of different details. Offering insights and best practices from a number of firms in the trenches, this report dives into all the critical areas, including:
- Establishing the right service mix
- Picking the right technology
- Staffing a CAS practice
- Bundling and pricing
- Standardizing and streamlining processes