the 15 absolutely necessary services for cas clients

portrait of a cheerful businessman smiling at the camerahow many do you already offer?

by hitendra patil
the definitive success guide to client accounting services

client accounting services generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up”
  • business transaction processing
  • outsourced cfo and controller services

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tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.