How to find and keep CAS clients

from The CPA Advisory Show · host Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA

Jeremy and Chris review what CAS means: C: Client/Cloud A: Accounting/Advisory S: Services They discuss who should lead the relationship between advisor and client and how they decide whether to work with a prospect or not.

Episode metadata supplied by the publisher feed · Published Jun 8, 2022

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How to find and keep CAS clients

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