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Join the PCPS Survey for Client Accounting Services (CAS) now!

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Summary of PCPS Survey on Client Accounting Services (CAS)

TLDR:

  • The PCPS Survey on Client Accounting Services (CAS) is now open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S.
  • Participants will receive extensive data to assess how they compare to peer firms and the highest-performing practices in the country.

CPA.com, the business and technology subsidiary of the American Institute of CPAs (AICPA), is currently accepting responses to its fourth bi-annual Client Advisory Services Benchmark Survey. The survey aims to understand the transformation and growth of the client advisory services practice area and 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. This insight will help CAS practices identify areas for improvement and key KPIs and benchmarks to apply moving forward.

Krista Richardson, Director-Client Accounting Services at Lucas Horsfall Accountants & Advisors, shared their experience with the 2022 benchmark survey, highlighting how it helped them understand their performance in CAS practice and learn from other firms. Survey responses are open until June 26, and only participants will receive robust, individualized comparison data. A summary of key insights will be included in the 2024 CAS Benchmark Survey report to be released later this year.

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