Participate in the
CAS Benchmark Survey, 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, 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.

No 2020 CAS Benchmark Survey Overview

This webinar takes a deeper dive into the impact of the inaugural survey and the importance of participating in 2020.


Watch On Demand

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

Available here

CAS Benchmark Survey

2018 Executive Summary


Building a future ready firm

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To learn more about, please contact our team at or by calling 1.855.855.5CPA.

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