It’s never been more important to be able to offer your clients the ability to focus on running their businesses. Delivering CAS / CAAS effectively to clients can provide them with peace of mind – and your firm with sustainable growth. But how do you avoid the major pitfalls of packaging these services and presenting them as a solution to their needs?
In this presentation, Steven Brewer CPA will show you how to:
If you’re looking for a comprehensive, easy-to-follow approach to offering full-service accounting to your clients who so desperately need it, this presentation will help you define a clear path forward.
Steven Brewer, CPA is the President of Steven Brewer and Company, CPAs, located in Salem, IN. Brewer’s firm specializes in providing full-service accounting services so that clients can focus on what they do best: running their businesses
Div Bhansali is Vice President of Marketing at AccountantsWorld, a leading provider of cloud-based accounting and payroll solutions for CPA’s. Div also serves as adjunct faculty at the University of North Carolina, Chapel Hill.