Strategies to implement to identify ideal clients for your practices.
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accountingToday Sponsor Content from Intuit Quickbooks Intuit Quickbooks
Web Seminar
CAS client selection process for scalable growth: A panel discussion
Thursday, Jun 22, 2023 at
02:00 pm ET / 11:00 am PT
60 minutes
REGISTER NOW
Hello Voornaam,

One of the first questions asked at a CAS practice is, "Where will we find clients?" But that's the wrong question: It should be, "What does our ideal client look like?"

The fact is that firms can and must be selective in picking clients. For maximum success, CAS practices need to put in place a long-term strategy for identifying, finding and engaging with the right client base, so they can make sure their business development efforts are carefully targeted.

In this webinar, a panel of firm professionals at varying stages in their client selection journey will share the strategies they're implementing to identify ideal clients for their practices.

Speakers
Beverly Lang
Senior Partner Development Manager
Intuit
(Moderator)
Amy Varnardo, CPA
Partner
Hannis T. Bourgeois, LLP
(Speaker)
Kenji Kuramoto
CEO, Founder
Acuity
(Speaker)
Dan Hood
Editor-in-Chief
Accounting Today
(Moderator)
REGISTER NOW
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