The CAS Cache/How to Start Offering Advisory Services in Your Accounting Firm Bundle
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  • $550 or 10 monthly payments of $55

How to Start Offering Advisory Services in Your Accounting Firm Bundle

  • Bundle
  • 5 Products

The bundle includes four courses designed to create an advisory offering for your accounting firm. The bundle has a $250 savings compared to purchasing each course individually.

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

Below are details on the four courses included:

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Contents

  • $200

CAS Assessment

  • Course
  • 15 Lessons

CAS assessments are a great way to scope recurring work and get paid. Plus, the client gets to try it before they buy it.
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  • Free

Client Accounting & Advisory Service Teaser

  • Course
  • 4 Lessons

Have you wanted to offer Client Accounting & Advisory Services ("CAS") in your accounting or tax firm but do not know where to start? Start here. Use this teaser to spark interest with clients to buy your CAS. By clicking the "Get now" button, you will receive for free: - Excel workbook for staff to input data - Linked Word handout - An explainer video on how to use
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  • $200

How to Find and Sell to Advisory Clients in Your Accounting Firm

  • Course
  • 13 Lessons

A step-by-step guide on how to find and sell to advisory clients in your accounting firm.
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  • $200

How to Price Advisory Clients in Your Accounting Firm

  • Course
  • 8 Lessons

A step-by-step guide on how to price advisory clients in your accounting firm.
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  • $200

How to Start Offering Advisory Services in Your Accounting Firm

  • Course
  • 11 Lessons

A step-by-step guide on offering advisory services to clients in your accounting firm.
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