Is Client Accounting Services Overhyped?

Source: CPA Trendlines Research

New CPA Trendlines study shows broad interest in CAS, but also widespread failures to achieve hoped-for goals.

By CPA Trendlines Research

Client Accounting Services (CAS), the full-menu offering of taking over many of a client's routine internal bookkeeping chores, is fast emerging as an essential growth strategy for accounting firms across the nation, according to a new CPA Trendlines Research study, perhaps the broadest such study undertaken in the field so far.

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But most firms admit they're falling short of their financial and operational goals for CAS, illustrating the daunting challenges for accountants seeking to shift from traditional compliance services to the high-margin, fast-growth role of a so-called trusted advisor.

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