CAS benchmark insights, firm hireability and more

For small, mid-sized and Top 100 firms alike, knowing how your client advisory services (CAS) practice measures up against peers is critical to a thriving practice. From staffing practices to tech implementation, the path to growth is unique to each firm, and knowing what’s working for your peers—and what’s not—is a great way to understand areas of opportunity for your own firm.

By participating in the CPA.com and AICPA PCPS 2024 CAS Benchmark Survey, your firm will get access to direct comparison data to other participating firms, offering you, your colleagues, and firm leadership a look behind the curtain to see where your practice is leading and potentially lagging in critical areas. This year, the survey digs deep into the current state of CAS and emerging trends that will impact the practice area for years to come. It is open to CAS practitioners in the U.S., regardless of firm size. Participate in the survey by Aug. 4 to get the detailed insights and key benchmarking metrics that can help drive your CAS practice’s success.

Top Highlights

How your firm can help clients with business financing

Hear?CPA.com ?CEO Erik Asgeirsson and Biz2Credit CEO Rohit Arora discuss how firms can help clients with critical business financing , especially as high interest rates remain challenging.

GenAI: Maturing from theoretical to practical use

Read this blog by Kacee Johnson , Vice President, Strategy & Innovation, CPA.com , to explore how accounting firms and finance teams of all sizes are putting generative AI (GenAI) to work to enhance productivity and strategic value .

Firm hireability: What clients want from you

Is your firm giving clients the experience they really want from their outsourced accountant? Hear from Amy Merletti of CPA.com and Dan Luthi of Ignite Spot Accounting Services to learn what factors drive client happiness and CAS growth .

Mastering tech upskilling and vertical specialization

From identifying skill gaps to leveraging advanced tech applications, dive into this podcast with CPA.com hosts Kacee Johnson and Kalil Merhib joined by Elinor Litwack, CPA , a Partner at GRF CPAs & Advisors , to learn practical ways to stay ahead in today's tech-driven world .

Innovative Practitioner award nominations are open

Recognize the accounting profession’s pioneers who are driving the profession towards the future. Submit your nomination by Aug. 9.

Upcoming learning

Check out these upcoming free CPE webinars.

• From vision to value: Defining your CAS strategy before pricing , July 24
• Pricing, packaging, and finding the right fit for your firm , July 30
• The power of a 401(k): Empowering your firm with retirement benefits , July 30
• Beyond the balance sheet: Holistic accounting & financing advisory , July 31
• Automating your CAS firm: An exploration of technology dos and don’ts , Aug. 13