Get the Tools and Guidance You Need to Start and Scale Your Firm’s CAS Offerings.
CAS Launch Resources
Our team helps firms launch CAS services by providing expert guidance on package planning, sharing effective email campaigns, and showing you how to leverage software tools to automate workflows. With our support, you can streamline your CAS rollout, engage clients effectively, and maximize revenue potential. Estimate your CAS revenue below and explore our resources.
STEP ONE
Craft tailored CAS service packages bundled with existing offerings to deliver maximum value. Focus on showcasing strategic benefits to your clients, making the shift from compliance-based services to proactive advisory solutions.
CAS Launch Guide Releases February 2025
STEP 2
Prime clients with emails highlighting the benefits of CAS with engaging examples like industry benchmarks and business valuations. Our email templates provide a perfect starting point for your client-facing communications.
STEP 3
Invite clients to your white-labeled CAS portal where they can access actionable insights and reports. Demonstrate the power of CAS right away to convert prospects into long-term advisory clients.
FetchInsights Beta Releases March 2025
Reserve a Spot for Free Access and Resources
Ready to transform your advisory services? Let us guide you with tools and features that save time, simplify operations, and help you grow your firm. Register for early access and get free resources first to help your firm prepare for offering next-generation client advisory services.
You’re More Than Taxes
Client advisory services is the most aggressively growing new service line in the accounting sector. Firms struggle to remain competitive or grow without offering these services to clients.
Earn $17,000 to $24,000 in annual engagement value per client with CAS + tax.
Boost staff productivity to $280K average annual revenue from advisory services—far exceeding typical tax‐only revenue.
Become part of the 70 billion dollar market of CAS revenue attributed to accounting firms.
Join the 30% YoY growth average for CAS revenue lines at firms.
