Packaging and Presenting CAS / CAAS To Your Clients) (brought to you by AccountantsWorld)

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:

• Examine critically the services you currently offer and would like to offer in the future, and determine how best to bundle them to meet client needs
• Listen for hidden pain points in your clients’ processes – pain points they may not even know you can address
• Identify CAS / CAAS “low-hanging fruit”, so you can quickly deliver wins for your clients and your own bottom line
• Establish specific tiers of package offerings and price each of them fairly

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.

Speaker Bios:

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.