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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:
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A question & data checklist so that you get the right information to price each service you offer
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Sales tips and best practices specifically for accountants and CAS services
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A sample Strongbox output with added insights from a CPA to use as example in preparing your assessment
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An assessment presentation template for sharing your assessment with potential clients
Check your inbox for your free toolkit!
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