Free CAS New Client Assessment Toolkit
Fill out the form to tell us where to send your "CAS New Client Assessment Toolkit." Inside your toolkit, you'll find:
A question & data checklist so that you get the right information to price each service you offer
Sales tips and best practices specifically for accountants and CAS services
A sample Strongbox output with added insights from a CPA to use as example in preparing your assessment
An assessment presentation template for sharing your assessment with potential clients
Check your inbox for your free toolkit!