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
  • 1 min
  • 3.54 MB
Course Learning Objectives.mp4
  • 1 min
  • 10.9 MB
CAS Assessment Mini - Quick Wins.mp4
  • 7 mins
  • 10.6 MB
Simple Pricing Strategy.xlsx
  • 37.1 KB
CAS Teaser
    Automated approach to teasers

      Discovery Process

      CAS Assessment Mini-Course - Client Discovery Questions.mp4
      • 3 mins
      • 4.28 MB
      CAS Assessment Mini-Course - Discovery Call.mp4
      • 6 mins
      • 10.9 MB
      Assessment Proposal.pptx
      • 4.84 MB

      Assessment

      CAS Assessment Mini-Course - Assessment Report.mp4
      • 16 mins
      • 37.4 MB
      Assessment Report.docx
      • 151 KB
      Assessment Report.xlsx
      • 114 KB
      Buyer Interview Questions.docx
      • 75.4 KB
      Accounting Process Walkthrough - AR Old Process.pdf
      • 68 KB
      Accounting Process Walkthrough - AR New Process.pdf
      • 55.4 KB