We recommend adapting the following 3 emails for your firm. Each email is typically spaced a week apart in sending to your clients.
Email Templates
Download, edit, and send our free word email templates to prepare your clients for your CAS launch.
This email prepares clients for upcoming CAS services, introducing AI-driven insights and dashboards. It should be sent 4–8 weeks before launch to build awareness and anticipation.
This email begins to introduce all-inclusive pricing and highlights the client benefits for the new programs. It should be sent 3 to 4 weeks before launch and 2 weeks before sharing the specific pricing of new packages.
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You’re More Than Taxes
Client advisory services is the most aggressively growing new service line in the accounting sector. Firms struggle to remain competitive or grow without offering these services to clients.
Earn $17,000 to $24,000 in annual engagement value per client with CAS + tax.
Boost staff productivity to $280K average annual revenue from advisory services—far exceeding typical tax‐only revenue.
Become part of the 70 billion dollar market of CAS revenue attributed to accounting firms.
Join the 30% YoY growth average for CAS revenue lines at firms.
