2024: No More Delaying Accounting Advisory Services (aka CAS)

You’ve heard plenty about accounting client advisory services, no matter what you’ve seen it called — CAS, CAAS, client advisory, client accounting and advisory, etc. If your firm isn’t already addressing its clients’ greater financial needs, consider this your wake-up call: you’re about to be behind.

We here at Botkeeper have said a ton about Client Advisory Services over the past few years, and you’ve undoubtedly seen multiple other blogs, information sources, and emails from professional organizations and accounting vendors on the topic.

As the accounting profession continues to undergo a major shift, the topic of client advisory services is evolving away from “are you doing it?” to “how are you doing it?” The reason for that is clear: the expectation is that by now, most firms will have added CAS to their practice. 

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