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Grow Your Firm with Client Advisory Services: eBook

Download our Grow Your Business with Client Advisory Services ebook for an overview of how and why you can build client advisory services into your firm’s offerings. Fuel client growth, increase revenue, and support your customer with CAS.

Finding time to build your firm’s Client Advisory Services (CAS)

When you automate everyday tasks and manual bookkeeping processes, you gain time without losing billable revenue. Time that you can use to build client relationships, increase retention, and offer proactive advisory services that make a difference in client's lives.

Automation and tech can help streamline your work, giving you more time for advisory services—the strategic conversations and data-driven insights that can help your clients navigate the right level of financial planning for complicated decision-making.

eBook: Grow Your Firm with CAS

Download our free client advisory services ebook to learn more about how you can grow your accounting firm, increase revenue, and support your customers.

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Why build CAS into your firm’s portfolio of offerings?

Businesses need your help—your expertise and guidance as trusted advisors, not just the tax planner they speak to quarterly, or the bookkeeper who helps them stay compliant.

As a collaborator and advisor, you can make a meaningful difference for your clients when you’re able to leverage your client’s historical financials to help them understand risks, identify opportunities, and develop strategies for making important decisions for their growth. 

What type of client advisory services should our firm offer?

There are many types of advisory services. You can choose to specialize in one, or become capable in several and tailor each of your consulting services to your client’s needs—while standardizing your offerings with a value-based pricing approach. You might also see an opportunity to offer CAS to a specific niche, like marketing firms or law practices. 

Some firms that serve small or midsize clients call this type of work fractional CFO or outsourced CFO services. Others who serve larger clients might focus on strategic planning services as those clients look for risk management levers as they grow their business portfolio, or as they seek investor funding. 

Advisory services might include any of the following, depending on your client's priorities and financial goals:

  • Process improvement
  • Tech stack recommendations and implementation
  • Financial literacy training
  • Break-even analysis
  • Capital Acquisition, structure, and asset management
  • Budget vs actual reporting
  • Merger & acquisition activities
  • Financial strategy and advisory
  • Exit strategy
  • Business remodeling
  • Forecasting

Download our Grow Your Business with Client Advisory Services ebook for an overview of how and why you can build client advisory services into your firm’s offerings to fuel client growth, increase revenue, and support your customers.

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