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Client Advisory Services (CAS)?

Certified Public Accountants (CPAs) generally have a wide range of clients, reflecting the diverse and dynamic nature of providing client advisory services. The interests and focus areas often evolve with changes in regulations, technology, and market conditions.

Client advisory services can encompass a range of topics depending on the client's needs and the firm's expertise. Here are some common areas:


  • Financial Planning: Budgeting, saving strategies, investment planning, retirement planning.


  • Investment Advice: Asset allocation, portfolio management, risk assessment, market analysis.

  • Tax Planning: Strategies to minimize tax liability, tax-efficient investing, understanding tax implications of financial decisions.

  • Estate Planning: Wills, trusts, estate taxes, succession planning.

  • Risk Management: Insurance needs, risk assessment, disaster recovery planning.

  • Retirement Planning: Retirement savings strategies, pension options, Social Security planning.

  • Business Consulting: Business growth strategies, financial management, succession planning for business owners.

  • Philanthropy: Charitable giving strategies, donor-advised funds, impact investing.

  • Debt Management: Strategies for managing and reducing debt, credit score improvement.

  • Legal and Compliance: Navigating legal requirements, compliance issues, and regulatory changes.

The CPA Trendlines community of contributors, practicing professionals, area experts, and thought leaders provides solutions to the vast range of client advisory problems and challenges faced by today's CPAs. This is what we mean by "actionable intelligence".

CPA Trendlines Contributors

Here's a representative list of Client Advisory Services strategies from CPA Trendlines experts and contributors.

Why Your Approach to CAS and CFO Services is Wrong by W. Michael Hsu

The FinTech Flood: Accounting Will Never Be the Same with Rick Telberg

Ten Strategies for Smart A/R Collections by Ed Mendlowitz

CAS Is a Value Pitch by Hitendra Patil

What Clients Don't Know about Cost Variances by Ed Mendlowitz

14 Powerful Niche Marketing Practices by Marc Rosenberg

Six Ways to Offer Financial Products by Anthony Glomski and Russ Alan Prince

Is It Time for Your Firm to Outsource? by Hitendra Patil

The What’s and Why’s of Audit Fee Trends by CPA Trendlines Research

Five Ways to Overcome CAS Staffing Challenges by Hitendra Patil

How to Account for Materials Purchased by Ed Mendlowitz

Five Ways to Profit from CAS by Hitendra Patil

Four Ways Small Firms Can Beat Large Ones by Sandi Leyva

Raise CAS Awareness Among Your Clients by Hitendra Patil

Seven Ways AI Could Change Accounting by Hitendra Patil

Ask These 10 Questions Before Adding Financial Services by Ed Mendlowitz

12 CAS Profitability Killers by Hitendra Patil

Accounting Profession to Experience Highest AI Impact by Hitendra Patil

8 Ways to Create Your CAS Practice by Hitendra Patil

The Top CAS Pricing Strategies by Hitendra Patil

Twelve Clues It’s Time to Outsource or Offshore by Hitendra Patil

The Mindset You Need for Client Accounting Services by Hitendra Patil

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