How to Offer CAS to Your Clients

By Adam Walters and Div Bhansali

Client accounting services (CAS) is more than just outsourced bookkeeping. It is a broader set of services, united by one overarching mission: to be able to provide your small-business clients with the customized set of services and timely insights they need to be more successful.

This approach encourages firms to deliver a much wider range of financial and accounting services than most have offered in the past.
According to the AICPA CAS Benchmark Survey Report, the most common client accounting advisory services offered are:

  • Financial statement preparation
  • Accounts payable / bill payment
  • CFO / controller advisory services
  • Budgeting / forecasting
  • Payroll services

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