Who knows your clients better than you do? You understand their challenges, their strengths, and their growth opportunities. Your clients also know and trust your firm—so right out of the gate, you’re set up for client advisory services (CAS) success. With client relationships established, it’s now about starting the conversation around the value of CAS to grow and scale your practice.
Your current client base represents a treasure trove of ideal opportunities for growing your CAS business. With detailed client data at hand, you can easily identify which clients are primed and ready for value-added advisory services and then begin educating them on the value.
This guide, brought to you from CPA.com and BILL, discusses 5 ways to ensure successful, scalable CAS growth with existing clients.
