Participate in the
CAS Benchmark Survey
CPA.com, AICPA, PCPS
2020 CAS Benchmark Survey
What is the CAS Benchmark Survey?
Client Advisory Services are some of the fastest growing in the profession, and many firms are looking for the best ways to measure their practices. In 2018, CPA.com and AICPA PCPS partnered to create an inaugural survey to gather the benchmarks and develop the KPIs of Client Advisory Services (CAS) practices across the country.
Following the inaugural 2018 survey, the results were published in a widely quoted Executive Summary. The questions have now been updated for the biannual data collection, and a new section focusing on the 2020 response to uncertain times has been added for this second survey. This year’s survey will allow for growth comparisons and present profession data from a wider group of participants.
The next survey will open in 2022.
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. Participants of the survey will also have access to a personalized summary report at CASBenchmarkSurvey.com.
CAS Benchmark Survey
2018 Executive Summary
Building a future ready firm
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.
CPA.com is your primary source for taking the complexity out of moving your firm into the digital arena – enabling you to focus on growing your business with the smartest solutions in our profession.