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How to Build a CAS Practice: The Ultimate List of "Do"s & "Don't"s

 

Compliance services like tax and audit are often the bread and butter for accounting firms. But are they the most lucrative option for firms eyeing large-scale growth? Not exactly.

These days, clients are looking for more than compliance work, and they're willing to pay for valuable business advisory that will help keep their doors open — and open new ones on the regular. Yet many firms don't know where to start or what kind of best practices to follow for creating a new advisory arm of their firm.

In this live eBook, we detail 11 “dos and don'ts” related to starting an advisory practice, including:

1. DO: Designate a dedicated advisory leader

2. DON'T: Bill by the hour

3. DO: Leverage business development reps

4. DON'T: Confuse CAS for accounting

5. Plus many more!

Introducing CAS to your new and existing clients can be a scary thing, but this resource lays out some of the most successful “dos” and the most common “don'ts” from experts who have created a successful CAS firm. Access your copy today and start building a CAS practice you can be proud of!

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