If you're wondering how to find new accounting clients and grow your client advisory services (CAS) practice, you're not alone. The demand for CAS is growing—and for good reason. In today’s fast-paced financial environment, firms that offer CAS are positioned as strategic, long term partners.
While there’s no one-size-fits-all definition of CAS, the value it brings is widely recognized. CPA.com defines CAS as a service area that empowers accounting firms to become trusted business advisors, delivering high-impact insights and proactive guidance.
CAS relies on the right mix of people, processes, and technology to turn financial data into business intelligence. As more firms recognize the potential of CAS, they’re also focused on one key question: how to find new accounting clients to grow their pipeline.
Looking to grow your firm’s client base? This practical guide from CPA.com and BILL outlines 6 ways to find new accounting clients and build a thriving CAS offering.
