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How to package Client Accounting Services without unlimited scope
CAS dies when every question is included. Package a close, name leftovers, price the add-ons, and stop selling advisory on an open month.
8 min read · 2026-08-24
How to package Client Accounting Services is a scope problem, not a branding problem. Firms copy a CAS page, then include every Slack question. The close slips. Advisory slides get built on uncoded Amazon charges. CAS only grows if the package is finite.
Start from the definition in What is Client Accounting Services. This page is the menu you can print.
The core close (one price)
- One activity feed through period end.
- Obvious lines posted with a reason.
- Leftovers named: waiting on client, waiting on firm, or blocked.
- P&L, balance sheet, and cash from the same posted books.
- A close date the client can see.
That is the product. Use the month-end close checklist so “done” is not a green job in a practice tool.
Add-ons you can name out loud
- Payables: bills, vendors, payment runs.
- Receivables: invoices, reminders, deposits.
- Controller hour: one scheduled review after close.
- Cleanup: a dated project for the backlog, not an open tab.
One-page engagement copy
- Systems you will live in.
- Close day and what happens if leftovers remain.
- What the client must still do (receipts, personal vs business).
- What is out: tax prep, payroll filing, legal advice, unless separately scoped.
Handoff is part of the package
If the owner still emails PDFs in March, you packaged a wish. How to hand books to your accountant is the client-facing version. ficary’s live product is the leftover inbox and an accountant seat on the same ledger. Firm job boards are the build. Do not sell those as included today.
Owners who want the inbox without a firm wrapper can start free. Firms that need the buying grid should use the practice management comparison.
Questions firms actually ask
What belongs in a starter CAS package?
Bank activity posted or named as leftovers, a monthly close, and three reports from the same ledger: profit, cash, and what still needs the client.
Should CAS include unlimited questions?
No. Questions that change the books go on the leftover list. Strategy sits on a calendar. Unlimited is how a $1,500 close becomes a $400 job.
How do I price CAS add-ons?
Keep payables, receivables, and a controller hour as named add-ons. Publish what is in and out. Do not hide payroll or inventory in “full service.”
When should I sell advisory?
After the month is closed. Advice on an open leftover list is a liability, not a product.
Keep reading
CAS
What is Client Accounting Services (CAS)? A firm guide
CAS is outsourced accounting a firm runs for clients — bookkeeping through advisory. Here is how to price it, staff it, and keep the books honest.
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Month-end close checklist for bookkeeping and CAS teams
A one-page month-end close checklist: feeds, leftovers, receipts, reconciliations, period lock, and reports that match the ledger.
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How to hand books to your accountant without a rebuild
Accountants waste March rebuilding January. A clean handoff is a leftover list, exportable books, and a seat on the same ledger, not a zip of PDFs.