- This event has passed.
Webinar: Kicking CAS – Engagement Letters Are Your Best Sales Tool
Featuring Eric Shaffstall, Knuula
Your clients tune out almost everything you send. Engagement letters are the one time each year where you are guaranteed their full attention…yet most firms squander this opportunity by treating engagement letters as boilerplate compliance.
In this 30-minute Kicking CAS session, Eric Shaffstall joins us to talk about how smart firms are using engagement letters as a strategic touchpoint to communicate their full value and create natural upsell opportunities
This isn’t a conversation about compliance paperwork. It’s about turning a process your firm already does into a growth and risk management tool…starting with quick wins you can implement tomorrow and building toward changes that fundamentally transform how clients experience your firm.
Bring your questions. We’ll bring the candor.
Register Here
What is this webinar about?
A 30-minute Kicking CAS session on using engagement letters as a strategic sales and risk management tool — not just compliance paperwork.
Who should attend?
CPA firm owners, CAS team leads, and outsourced accounting firms who want to get more value from a process they already do every year.
What will attendees learn?
- Why engagement letters are the one guaranteed touchpoint where clients pay full attention
- How to communicate your firm’s full value through the engagement letter process
- Quick wins you can implement immediately
- How to create natural upsell opportunities without a sales conversation
When is it?
June 26, 2026, 12:00 pm – 12:30 pm CDT. Online.
Who is the speaker?
Eric Shaffstall, Knuula.
How do I register?
Register free via Zoho Meet.