PCPS Survey on Client Accounting Services (CAS) is Open to Professionals

CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), is now accepting responses to its fourth bi-annual Client Advisory Services Benchmark Survey, which aims to understand the transformation and growth of the client advisory services practice area.

The survey is open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S., regardless of firm size.

The 2024 survey will help firms benchmark their successes, identify areas for improvement, and create new goals that drive practice transformation. Participants will receive extensive data to assess how they compare to peer firms and the highest-performing practices in the country. The insight will help CAS practices identify where they are excelling, areas for improvement and key KPIs and benchmarks to apply moving forward. 

“We chose to participate in the CAS Benchmark Survey because we needed a way to analyze how we were performing in our CAS practice and measure ourselves against other firms,” said Krista Richardson, Director-Client Accounting Services at Lucas Horsfall Accountants & Advisors, who participated in the 2022 benchmark survey.

“The CAS Benchmark Survey taught us that we’re actually a better CAS practice than we ever thought we were. We also learned where other firms were performing better and what we need to aim for. That’s been instrumental in defining the next steps to take.”

Survey responses will be accepted through June 26.

Only survey participants will receive robust, individualized comparison data. A summary of key survey insights will be included in the 2024 CAS Benchmark Survey report that will be released later this year. For more information or to get started, please visit the CPA.com CAS Benchmark Survey page.