Webinar

For well over a decade, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients through expanded offerings. With the help of the CPA.com and AICPA PCPS CAS benchmark survey report, firms can better understand how their practices are performing against peer firms and consider new metrics to benchmark their own success. The CAS Benchmark Survey report also shares best practices and areas of focus that firms should consider as they seek to expand their capabilities and shift toward higher-level advisory services.

Join us as we share results and break down key insights from the newly released 2024 CAS Benchmark Survey report. Consider what these mean for your firm and how you can leverage the data to inform your own CAS practice strategy. Additionally, hear from participating firms about their journey to success in CAS, and how they utilize benchmark survey data to guide them.

Learning objectives:

• Identify key findings and trends from the 2024 CPA.com/AICPA PCPS CAS Benchmark Survey report that impact the evolution of client advisory services (CAS).
• Evaluate how a firm's CAS practice performance compares to peer firms using specific metrics and benchmarks from the survey.
• Consider actionable steps to leverage benchmark data in building or refining a CAS practice strategy.