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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!

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