Sage logo, green on white
Client Advisory Services Whitepaper - photo of two men at office desk looking at screen

Making the move to client advisory services

Increase your value and profitability by providing higher-value services to your clients


Making the move to client advisory services - WHITEPAPER

Many see the change coming. In fact, it’s a shift that’s already underway. New technologies are making accountants more efficient than ever before. Bookkeeping tasks are becoming increasingly more automated, freeing accountants to invest their time in more productive ventures.

With transformative change on the horizon, many accounting firms are pushing ahead by diversifying their practice with new client advisory services, otherwise known as CAS. However, in doing so, many practices will face the risk of spreading their efforts too thin. 

Mistakes like these are avoidable. By starting your search to become a more profitable practice with an evaluation of your firm’s unique position in the market, you can forge a path for success in offering additional advisory services to your clients.

In this whitepaper, you’ll discover how to:

  • Determine your strengths
  • Identify potential growth areas
  • Create a forward-looking strategy
  • Turn relationships into revenue

Download this FREE whitepaper now and discover what it takes to make the move to client advisory services.