Marketing and selling modern Client Accounting Services, specifically high value engagements like Virtual CFO, can pose new challenges. What clients are really looking for, how well you define the service, and where to find the right target clients are just some of the issues that must be addressed. In this session, leading industry experts with a focus in this area who are successfully guiding top firms in selling high value engagements will show you how to make the most of your marketing and business development efforts. You will clarify what high value CAS is and how to effectively market and sell your services.
Building a strategic and tactical marketing plan
Direction on where to start with marketing and sales efforts
How to get it done without adding more staff
Get the tools to be more proactive in acquiring the right clients to build your advisory practice