Matt Tait: Why Franchising Is the Next Big Thing for CAS | Big 4 Transparency
Why private equity may accelerate – not kill – entrepreneurship in accounting.
Big 4 Transparency
With Dominic Piscopo, CPA
CLIENT ACCOUNTING SERVICES
CAS Tech Gap Widens as Firms Race Toward Real-Time Advisory
New report finds outdated systems are limiting insight, slowing workflows, and putting firms at a competitive disadvantage.
By CPA Trendlines
Build Growth into Your CAS Blueprint
Responding to demand is not enough. You need a plan.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
For many firms, client accounting services begins with a single strategic question and grows into a powerful service line. Today, CAS is not just a value-add but a crucial driver of relevance, client loyalty and sustainable revenue. This growth indicates a promising future for firms willing to invest in CAS expansion.
MORE by Hitendra Patil
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The 2024 AICPA/CPA.com CAS Benchmark Survey shows that CAS is no longer in its early stages. It is now progressing rapidly, with a median growth rate of 17 percent, and more than half of the firms expect to increase CAS revenue by 25 percent or more in the following year. Despite this growth, only 21 percent of firms have a formal CAS strategy in place. Without clear direction, growth efforts are scattered, leading to inconsistent client targeting, disjointed marketing and uncoordinated service delivery. As a result, capacity hits a ceiling, ideal client profiles become unclear and the value firms provide goes unrecognized outside their existing client base.
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Kane Polakoff: What You’re Still Getting Wrong About CAS | Gear Up for Growth
Too many potential clients, not enough staff or capacity.
Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil
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Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“CAS is kicking CASS right now,” says Kane Polakoff, principal and CAS practice leader at CohnReznick, in the new episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | MORE Gear Up for Growth | MORE CPA Trendlines streaming videos and podcasts here
“It’s on fire, especially over the last five or six years. The demand is incredible, but the key is having a strong delivery mechanism and the right capacity to provide real value to clients.” READ MORE →
Four Real-World CAS Transformations
Why they did it. How they did it. What they gained and learned.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Across the accounting profession, few areas are experiencing the kind of meaningful, sustainable growth seen in client advisory services (CAS). Publicly available information, such as AICPA/CPA.com’s latest CAS Benchmark Survey, begins to paint a clearer picture, but it’s the story behind the statistics that truly highlights the potential of CAS.
MORE by Hitendra Patil
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The true power of advisory-CAS comes to life in the stories of real firms and real clients. This article highlights transformational case studies from unlocking seven-figure tax savings to helping clients navigate critical decisions with clarity. You will see how firms built their CAS-first identity, turned insight into outcomes and overcame the hurdles that once held them back. These stories are proof that advisory, done right, delivers lasting business change.
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