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Financial Analyst

Client Accounting & Advisory Services | CAAS

Make staff and clients sticky.

Do you want to offer advisory services but do not know where to start? Is your current offering of Client Accounting & Advisory Services off track?

Our Client Accounting & Advisory Services ("CAAS" or "CAS") are designed to guide your firm in creating a CAAS offering from scratch or to help you solve a specific issue with your current CAS offering. Unlike most consultants in the industry, we have built multiple CAAS offerings from the ground up within established CPA firms. Our services provide you with tactical guidance and the necessary tools to succeed.

Book a 45-minute call today by clicking the "Get in Touch" button below to see if your firm would be a fit for our Client Accounting & Advisory Services.

Not ready to book a discovery call? Check out our newsletter designed to grow your CAS offering in an accounting firm by clicking the "The CAS Cache" button.

CAAS: Services
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