Make Advisory Work for Niches
Hint: they aren’t limited to specific industries.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
CLIENT ACCOUNTING SERVICES
The Digital Spine of Modern CAS
How to integrate accounting and advisory technology.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
Busy Season 2026: The Year CAS Firms Seize the Lead
Why busy season is better for CAS accountants.
By CPA Trendlines Research
JOIN THE BUSY SEASON SURVEY. GET THE RESULTS.
How to Build a Scalable CAS Practice
Consider delegation vs. automation.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
How to Price and Package Advisory Services
Three reasons that hourly billing fails.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
For decades, hourly billing was the primary pricing method in the accounting industry. Charging based on time seemed fair and simple. However, as your firm shifts into Advisory-CAS (Client Accounting Services), that model starts to show its flaws.
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Why? Advisory services focus on the impact and outcomes they provide, with time becoming less of a priority. If a CPA firm partner spends 45 minutes advising a business owner and that conversation prevents a six-figure mistake, what is that advice worth? Much more than what a typical $200/hour rate suggests. In this case, the time spent is less important than the value provided.
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