CAS client selection process for scalable growth: A panel discussion

Finding new clients, especially when it comes to Client Advisory Services (CAS), remains a consistent challenge for firms. But how do you know you are seeking out the right CAS clients? Can practices really be selective with whom they choose to work? Business Development takes time, money, and energy. For practice leaders, ensuring these resources are spent wisely is important.

Being selective for your CAS clients might elicit fear of missing growth goals. However, sustainable growth is a long game that requires thoughtfulness - a deliberate strategy with scalable execution will bring sustainable growth to your CAS practice.

Join Intuit QuickBooks and Accounting Today for a panel discussion with firm professionals at varying stages in their client selection journey who are implementing strategies to identify ideal clients for their practices.