Unlocking CAS Success: Key Insights from the latest Benchmark Survey

In this episode of the Digital CPA Podcast, host Kalil Merhib is joined by Kim Blascoe from CPA.com and Beth Allen from GreerWalker to discuss the 2024 CAS Benchmark Survey findings. They dive deep into the evolving landscape of Client Advisory Services (CAS), highlighting trends in growth, pricing strategies, profitability, and technology adoption. The conversation explores how firms are leveraging efficiency, industry specialization, and dedicated CAS staff to drive success. Whether you're just starting your CAS practice or looking to refine your strategy, this episode is packed with actionable insights to help firms stay ahead in the evolving advisory landscape.

🔗 Download the 2024 CAS Benchmark Survey Report ⭐ Enjoying the show? Don't forget to like, subscribe and leave a review!