three keys to developing your cas sales process

two men standing and shaking hands

plus seven points you need to identify.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

more: happy clients will blow your horn for you | start with existing clients to add cas | your clients’ words = your new cas marketing | attract clients through facebook groups | how to destroy your cas profits | price by outcome, not time spent | want higher profitability? turn to cas | cas requires reaching out more
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this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.