The CAS Cache/CAS Assessment

  • $200

CAS Assessment

  • Course
  • 15 Lessons

Client Accounting & Advisory Services client assessments are a great way to scope recurring work and get paid. Plus, the client gets to try it before they buy it.

I have charged anywhere from $2,500 to $10,000 for assessments.

The course will include the following.

  • Client discovery questions

  • Pitch deck

  • Tips on performing a client assessment

  • Templates for an assessment report

We offer a 💯money back guarantee if you do not find value in the course.

Contents

Introduction

Introduction to CAS Assessment.mp4
Course Learning Objectives.mp4
CAS Assessment Mini - Quick Wins.mp4
Simple Pricing Strategy.xlsx
CAS Teaser
Automated approach to teasers

Discovery Process

CAS Assessment Mini-Course - Client Discovery Questions.mp4
CAS Assessment Mini-Course - Discovery Call.mp4
Assessment Proposal.pptx

Assessment

CAS Assessment Mini-Course - Assessment Report.mp4
Assessment Report.docx
Assessment Report.xlsx
Buyer Interview Questions.docx
Accounting Process Walkthrough - AR Old Process.pdf
Accounting Process Walkthrough - AR New Process.pdf