Forecast your tax firm’s CAS revenue—instantly

Whether you’re already offering client advisory services (CAS), want to increase your service delivery, or starting from scratch, the new 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.

This tool helps tax and 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.

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.

Access the CAS calculator now on Firm of the Future