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Free Webinar: A Data-Driven Approach to Signing the Right CAS Clients for the Right Price

Have you ever onboarded a new client, only to find out that their books are not in the up-to-date, well-kept state they described them to be?

This webinar will guide you through a proven strategy to complete Client Assessments during your proposal stage. This will help optimize your team’s efforts by finding the “skeletons in the closet” ahead of time and price projects appropriately.

During this 50-minute session, you will:

  • Explore the significance of a tailored approach in the accounting industry. You'll learn how to leverage data to understand your clients' unique needs, facilitating a more personalized and thus, more effective and rewarding client-service relationship.

  • Unpack the nuances of setting the right price for your services. Using actual client data, we will illustrate how to demonstrate the value of your services based on factors such as number of accounts, agings, top customers, and the cleanliness of their books.


This webinar is an unmissable opportunity for CAS teams who aspire to adopt a more data-driven and targeted approach to accepting clients, aiming for high-value advisory services and elevating beyond basic bookkeeping. 


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