Inform Your CAS Practice Strategy with Insights from the
CAS Benchmark Survey

 

CPA.com, AICPA PCPS

CAS Benchmark Survey

 

What is the CAS Benchmark Survey?

Client Advisory Services (CAS) are the fastest growing in the profession, and many firms are looking for the best ways to measure their practices. CPA.com and AICPA PCPS have partnered to gather the benchmarks for CAS and develop CAS KPIs and best practices based on data from firms across the country.

The CAS Benchmark Survey provides an opportunity for you to work on your business – first, by reviewing the data about your practice in preparation to take the survey, and later, when you can review your practice’s data compared to other CAS practices and CAS top performers. While the survey is now closed for 2022, CAS practices can still review the metrics in the 2020 CAS Benchmark Survey report.

In December 2022, the 2022 CAS Benchmark Survey insights will be shared, first at the Digital CPA conference, and then here, in a downloadable report. Watch for a survey webinar in January 2023, fully explaining the details and sharing ways that CAS practices can use the survey data results to develop KPIs for their own teams.

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Why participate in the survey?

Gather data to build a business case and gain buy-in for changes to drive practice growth

Identify the KPI’s that truly define a successful CAS practice

Learn how your CAS practice compares to others in the profession

Gather benchmarking data to compare your practice to organizations of varying size and make-up

Receive access to personalized, detailed reporting in the survey platform

The results for participating firms will be available in a spreadsheet with benchmarks broken out by CAS Net Client Fees, CAS Practice Type, and by Top Performers, providing perspective on key performance indicators of CAS practices across the nation.

Previous Survey Reports Available Here:

2020 CAS Benchmark Survey Full Report

 

2018 CAS Benchmark Survey Full Report

 

Thank you for your interest in the CAS Benchmark Survey.

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The accounting landscape is changing rapidly and one word—complexity—defines both the greatest challenge and opportunity for CPAs. To keep pace with client expectations, firms are rethinking their strategies for practice management, client services and talent development.

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To learn more about CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

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