advisory & consulting

don’t sell cas/caas

two men talking across a table, one holding a sheet of paper, window and brick wall in background

do this instead.

by hitendra patil
client accounting services: the definitive success guide

you know the story.

  • you painstakingly created your client accounting services (cas) offering. you may have also created your client accounting and advisory services (caas) offering.
  • you and your team worked intently and intensely to get there. your early adopter cas clients seemed enthusiastic about the promise of your cas/caas offering.
  • however, you soon found that it was becoming increasingly challenging to acquire more cas/caas clients.
  • all the pieces are in place to create a thriving cas practice, but the results are worrying.

more by hitendra patil
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what’s missing?

selling advisory can feel awkward, but that’s because it’s not meant to be sold like a product. this article repositions how you present advisory-cas, not as a service line but as a shift in how clients grow. we will also cover how to stop “selling” and start aligning with the outcomes clients already care about most.