Consider delegation vs. automation.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Client Advisory Services (CAS) are much more than just a passing trend or buzzword. They represent a fundamental shift in how accounting firms define their value and interact with clients. Offering CAS means your firm is adopting a new approach to practicing accounting, one that changes how services are provided, how clients view your role, and how your firm builds long-term revenue. It’s not just adding another service line; it’s a strategic change shaping the future of the profession.
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According to survey insights, 59 percent of accounting firms currently offer CAS. Among these, 73 percent have been providing these services for over five years. However, for many, offering CAS and growing it are two different challenges.
The key question is no longer, “Should we offer CAS?” but:
“How can we expand CAS without adding complexity, chaos or costs?”
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