Client Accounting & Advisory Service Teaser

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 "I want this!" button, you will receive for free:

• Excel workbook for staff to input data
• Linked Word handout
• An explainer video on how to use

Check out this Twitter thread to understand how to utilize the CAS teaser in your company.