What You'll Learn
- Defining who you are designing CAS services for, and building services appropriate to them, to your firm's brand and position, and to your goals
- CAS as a service — creating packages that provide regular ongoing value for you and your farmers, rather than one-off engagements
- Building a menu of other valuable services that can be delivered at scale, such as scenario planning and cashflow forecasting
- Services the whole team can deliver, not just your most senior members
- The outputs Figured and QuickBooks Online provide, and the specific conversations to have with your farmers around each of them
- Creating ongoing touchpoints so you have regular opportunities to start new conversations with existing clients
Why It Matters
83% of farmers see their accountant as really valuable when they provide client advisory services, compared with only 23% who receive basic tax and bookkeeping alone.
Source: Figured data, n > 17,000 farms.
