Firms can build on the relationships with clients that
were bolstered during the pandemic.
Firms can build on the relationships with clients that
were bolstered during the pandemic.
The challenges of the pandemic may be an opportunity to add new career skills and habits.
Married taxpayers have estate planning options others don’t.
The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.
