Firms Offer Advice About CAS

Can’t find staff? Focus on technology … and other suggestions.

By CPA Trendlines Research

Client accounting services is a bold, new world in the accounting industry, so no surprise we’re getting a lot of good advice from the CPA Trendlines Outlook 2024: Emerging Issues, Opportunities, and Trends survey.

MORE CAS SURVEY: Ten+ Ways Firms Prefer (and Prefer Not) to Market CAS | SURVEY: The CAS Pricing Problem | CAS Challenge: No Staff, No Services | CAS ‘One-Stop Shop’ Means Steady Clientele | Accountants Cozy Up to Clients with CAS
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If 59 percent of firms are offering some form of CAS, that means 41 percent aren’t even though most (but not all) the 59 percent are saying go for it … but be careful.

ASAP… but

While one respondent says, “Dive in, there is plenty of need out there,” and another just says, “Do it ASAP,” most others recommend some forethought and planning.

Posted on January 17, 2024