Accountants Cozy Up to Clients with CAS

bar chartSurvey respondents tell us what their clients want from CAS that they don’t get from other services.

By CPA Trendlines Research

Accountants are using client accounting services (CAS) to get closer to their clients, according to early results from the CPA Trendlines Outlook 2024: Emerging Issues, Opportunities and Trends survey.

MORE: Accountants Torn Over 2024 Economy, Offer Advice | Accountants Bullish on Income | CPAs Culling Clients for Better Work-Life Balance | Are You Offering the Right Services? | Which Niche’s the Best Niche? | 42% of Accountants Turn Away Work Over Staff Shortages
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

The survey doesn’t exactly ask about CAS leading to a closer relationship with clients, but responses to various questions indicate just such a result.