Client Accounting and Advisory Services (CAAS) Playbook

8 Best Plays For Winning the Advisory Services Game

There is a world of opportunity for those ready to enter the CAAS game. The current economic crisis has further fueled the need for advisory support as clients continue to lean heavily on their accounting professionals for guided coaching.

And firms are uniquely positioned to build sustainable, highly profitable practices by simply giving clients and prospects what they both want and need—ongoing, expert guidance.

In this eBook, we’ve detailed eight “best plays” to help you facilitate a successful CAAS implementation, including:

  • How to get complete CAAS buy-in from firm owners and/or partners
  • How to build your advisory model using existing resources
  • How to focus your CAAS strategy and win over more clients




Download the eBook