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5 ways to create CAS growth with existing client

If you would like to learn more about How to grow CAS with existing clients Then this white-paper is for you:

• It’s difficult, if not impossible, to get to your desired destination without a solid roadmap
• Communicating effectively and providing appropriate education around CAS is required for both existing clients and staff.
• According to all respondents of the CPA.com and AICPA PCPS CAS Benchmark survey,1 seeking new business among existing clients is where top-performing practices are having the greatest success.
• Automation is the key to scalable business growth. Why? Automating workflows across a firm significantly reduces manual processes— leading to increased responsiveness, accuracy, capacity, and efficiency.
• In any practice, there’s always room for improvement. With this in mind, take time to evaluate your CAS strategy. Continually ask questions like: Are we meeting our goals? What’s working well? What isn’t? What service areas require improvement? What new opportunities have surfaced? Should we refresh our client inventory data?

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