Forecast your firm’s CAS revenue—instantly

Advisory services are making waves

Compliance work is becoming more automated and price-pressured, while clients increasingly expect proactive insights, not just reporting. That shift has made Client Advisory Services (CAS) the fastest-growing service line in the accounting profession, with firms projecting nearly 100% growth in CAS revenue over the next three years.

What does that opportunity look like for your firm?

Our CAS Revenue Calculator crunches the variables that matter, including client volume, pricing, and staffing, and shows you exactly what advisory could add to your top line, bottom line, and strategic roadmap.

What is the CAS revenue calculator?

This tool helps accounting firms model the potential revenue, profitability, and pricing impact of launching or scaling CAS. Whether you’re just starting to explore CAS or refining an existing CAS offering, the calculator lets you forecast how advisory could perform for your firm … and not just in theory.

The calculator is built to reflect your firm’s reality, using industry data and firm-specific inputs to surface the metrics that matter most, all through a simple, intuitive interface that takes the guesswork out of strategic planning.

Why this matters now

CAS isn’t just gaining traction—it’s reshaping firm economics. According to the CAS Benchmark Survey from CPA.com, the median firm saw CAS revenue jump 61% since 2022, with practices growing 17% last year alone and expecting to nearly double again in the next three years. The numbers demonstrate that CAS isn't just a bonus service offering. In fact, it’s becoming the financial backbone of forward-thinking firms.

As compliance work and basic functions get increasingly automated, firms that don’t evolve their service mix risk being left behind. This calculator helps you see where you stand—and what it’ll take to catch up or pull ahead.

Who should use this calculator

• Firm owners and partners evaluating the business case for CAS expansion.
• Practice managers and CAS directors tasked with hitting growth targets and setting fees.
• Operations leaders balancing staffing capacity with profitability goals.
• Forward-thinking teams tracking industry benchmarks to stay relevant.

What you'll get

Just by entering a few key inputs such as firm size, client count, and annual revenue, you'll get:

• Revenue projections—Forecast additional annual revenue based on client volume, service uptake, and pricing scenarios.
• Profitability insights—See net margin, breakeven points, and profit potential after accounting for labor, tech, and delivery costs.
• Pricing and packaging guidance—Explore tiered, retainer, and value-based pricing models to identify optimal fee structures.
• Benchmark comparisons—Stack your numbers against firms of similar size, staffing, and service mix using data from AICPA, CPA.com, IBISWorld, and others.
• Actionable growth strategies—Get tailored suggestions, such as bundling virtual CFO services or adding KPI dashboards, to expand CAS without overextending your team.

The results are easy to interpret and ideal for internal planning or stakeholder discussions.

How it works

1. Enter firm size, staffing mix, and current CAS client count.
2. Select your preferred pricing model and growth assumptions.
3. Review instant charts showing revenue lift, margin impact, and pricing guidance.
4. Compare your results to industry benchmarks included in the tool.
5. Download a summary for partner meetings or strategic planning.

No signup, installation, or hidden fees—just clear numbers in minutes.

Ready to project your CAS potential?

Don’t rely on hunches. Run the numbers and see how far advisory can take you.