{"id":63277,"date":"2025-08-22T08:00:00","date_gmt":"2025-08-22T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=63277"},"modified":"2025-08-20T10:47:59","modified_gmt":"2025-08-20T15:47:59","slug":"unlocking-year-round-revenue-with-cas","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/","title":{"rendered":"Unlocking year-round revenue with CAS"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Tax season is often seen as the peak revenue-generating period for firms, but what if your firm could maintain steady, year-round revenue while strengthening client relationships and diversifying your service offerings? That&#8217;s where Client Accounting Services (CAS) comes in.<\/p>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Why CAS is gaining momentum<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In recent years, CAS has become one of the fastest\u00ad growing service lines for tax avd accounting firms. According to a <a href=\"https:\/\/www.cpa.com\/sites\/cpal%20files\/2024-12\/2024-CAS-Benchmark-Survey.pdf\" target=\"_blank\">2023 AICPA survey<\/a>, nearly 60% of firms offering CAS reported double-digit revenue growth, with many citing their clients&#8217; demand for ongoing financial support and advisory services.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key industry trends driving CAS growth include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A shift toward advisory: <\/strong>Clients want more than compliance work; they want <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/tag\/tax-advisory\/\">strategic insights<\/a> that help grow their businesses.<\/li>\n\n\n\n<li><strong>Technology advancements:<\/strong> Cloud-based accounting platforms such as <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\">OuickBooks Online<\/a> and <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/\">Al-powered tools<\/a> make it easier to manage your clients&#8217; books in real time.<\/li>\n\n\n\n<li><strong>Outsourcing financial functions:<\/strong> Small- and medium-\u00adsized businesses are increasingly outsourcing bookkeeping, payroll, and financial reporting to focus on core operations.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Best practices for successful CAS implementation<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Define your scope:<\/strong> CAS can range from basic bookkeeping to high-level CFO services. Clearly define what&#8217;s included in your packages; think payroll, accounts payable\/receivable, cash flow management, budgeting, and strategic forecasting.<\/li>\n\n\n\n<li><strong>Leverage cloud technology:<\/strong> Cloud-based tools streamline workflows, improve collaboration, and provide clients with real-time financial data.<\/li>\n\n\n\n<li><strong>Adopt a value-based pricing model:<\/strong> Move away from hourly billing. Instead, use <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/advisory-services\/accurately-pricing-your-advisory-services\/\">fixed fees or tiered packages<\/a> based on the complexity of services provided. This creates predictable revenue streams and better aligns with client expectations.<\/li>\n\n\n\n<li><strong>Automate where possible: <\/strong>Use <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/02\/Transform-Tax-Workflow-whitepaperFNL.pdf\">automation for recurring tasks<\/a> such as invoicing, payroll, and bank reconciliations. This frees up your time to focus on higher-value advisory work.<\/li>\n\n\n\n<li><strong>Develop advisory services:<\/strong> CAS isn&#8217;t just about numbers. Dive into cash flow projections, budgeting strategies, and KPI tracking. Clients appreciate proactive advice that helps them make smarter business decisions.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>5 steps for firms new to CAS<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Start small and scale:<\/strong> Begin with existing clients who could benefit from additional services. Offer them basic bookkeeping or payroll, and gradually expand into advisory roles.<\/li>\n\n\n\n<li><strong>Invest in training and tools:<\/strong> Ensure your team is comfortable with cloud-based accounting platforms, and understands how to interpret financial data for advisory services. Many providers offer certification programs that can boost your team&#8217;s expertise.<\/li>\n\n\n\n<li><strong>Standardize processes: <\/strong>Create workflows and templates to ensure consistency across clients. Documented processes make it easier to onboard new clients and scale your CAS practice.\u00a0<\/li>\n\n\n\n<li><strong>Communicate your value to clients:<\/strong> Many clients don&#8217;t realize the benefits of CAS until they see how it impacts their bottom line. Highlight how ongoing financial oversight can reduce risks, improve cash flow, and lead to better decision-making.<\/li>\n\n\n\n<li><strong>Package and price strategically:<\/strong> Offer tiered service levels to meet the varied needs of your clients. Consider bundling services such as payroll and financial reporting with strategic forecasting to create comprehensive packages.<\/li>\n<\/ol>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Pitfalls to watch out for<\/strong>&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While CAS offers substantial growth opportunities, it&#8217;s not without challenges. Here are a few pitfalls to be mindful of:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Overextending resources:<\/strong> Taking on too many clients too quickly can <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/creating-capacity-with-automation\/\">strain your team and compromise service quality<\/a>. Start slowly and scale strategically.<\/li>\n\n\n\n<li><strong>Inadequate training: <\/strong>CAS requires a different skill set than traditional tax prep. Ensure your team is trained in advisory skills and is familiar with the tools you&#8217;re using.<\/li>\n\n\n\n<li><strong>Technology misalignment:<\/strong> Not every client will be a good fit for cloud-based tools. Ensure the platforms you use align with your team&#8217;s capabilities and your clients&#8217; needs.<\/li>\n\n\n\n<li><strong>Scope creep:<\/strong> Clearly define services in your engagement letters to avoid clients expecting &#8220;extra&#8221; services without additional compensation.<\/li>\n\n\n\n<li><strong>Client expectations:<\/strong> Set realistic timelines and deliverables. Overpromising and underdelivering can damage client trust.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>The long-term benefits of CAS&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Steady revenue:<\/strong> Year-round service offerings reduce the feast-or-famine cycle that often comes with tax season.<\/li>\n\n\n\n<li><strong>Deeper client relationships:<\/strong> Ongoing financial involvement positions you as a trusted advisor rather than a once-a-year consultant.<\/li>\n\n\n\n<li><strong>Higher firm valuation:<\/strong> Firms with recurring revenue streams often have higher valuations, which is crucial for future succession planning or potential sales.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-x-large-font-size wp-block-paragraph\"><strong>Final thoughts&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Expanding into CAS isn&#8217;t just about adding a new revenue stream, it&#8217;s about transforming your firm into a year-round strategic partner for your clients. By leveraging technology, adopting value-based pricing, and focusing on advisory services, your firm can create sustainable growth while offering clients the high-value insights they need to succeed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re considering adding CAS to your service lineup, start small, build your processes, and focus on creating meaningful client relationships. With careful planning and attention to potential pitfalls, CAS can become a cornerstone of your firm&#8217;s long-term success.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to maintain steady, year-round revenue while strengthening client relationships and diversifying your service offerings.<\/p>\n","protected":false},"author":144648942,"featured_media":63283,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873],"tags":[646041848],"intuit_collection":[],"intuit_series":[],"coauthors":[646041721],"class_list":["post-63277","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-tax-advisory"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Year-Round Revenue with CAS for Tax Firms<\/title>\n<meta name=\"description\" content=\"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Unlocking year-round revenue with CAS - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-22T13:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Christopher J. Picciurro, CPA\/PFS, MBA, ARA\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Christopher J. Picciurro, CPA\/PFS, MBA, ARA\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/\"},\"author\":{\"name\":\"Christopher J. Picciurro, CPA\\\/PFS, MBA, ARA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ac8c6138a50d706dd14a127b8e26c00a\"},\"headline\":\"Unlocking year-round revenue with CAS\",\"datePublished\":\"2025-08-22T13:00:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/\"},\"wordCount\":771,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/Unlocking-year-round-revenue-with-CAS-copy.jpeg\",\"keywords\":[\"Tax Advisory\"],\"articleSection\":[\"Advisory Services\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/\",\"name\":\"Year-Round Revenue with CAS for Tax Firms\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/Unlocking-year-round-revenue-with-CAS-copy.jpeg\",\"datePublished\":\"2025-08-22T13:00:00+00:00\",\"description\":\"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/Unlocking-year-round-revenue-with-CAS-copy.jpeg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2025\\\/08\\\/Unlocking-year-round-revenue-with-CAS-copy.jpeg\",\"width\":1440,\"height\":600,\"caption\":\"Unlocking year-round revenue with CAS\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/advisory-services\\\/unlocking-year-round-revenue-with-cas\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Unlocking year-round revenue with CAS\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/ac8c6138a50d706dd14a127b8e26c00a\",\"name\":\"Christopher J. Picciurro, CPA\\\/PFS, MBA, ARA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g\",\"caption\":\"Christopher J. Picciurro, CPA\\\/PFS, MBA, ARA\"},\"description\":\"Chris Picciurro is a highly respected expert in U.S.-based tax planning and strategy for real estate investors. Based in Franklin, TN, where he resides with his family, Chris is an accomplished public speaker, recognized for delivering informative and engaging presentations at notable events hosted by organizations such as the National Association of Tax Professionals (NATP), Michigan Association of CPAs, and the Memphis Investment Group. He also previously participated as an Adjust Professor at Baker College and Davenport University. Chris served on the Intuit Tax Council from 2017-2020, and is a co-founder and executive officer of the Integrated CPA Group, founder of Teaching Tax Flow, and the Monthly Recurring Revenue Institute.\",\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/in\\\/picciurro\\\/\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/christopherjpicciurrotax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Year-Round Revenue with CAS for Tax Firms","description":"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/","og_locale":"en_US","og_type":"article","og_title":"Unlocking year-round revenue with CAS - Tax Pro Center | Intuit","og_description":"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2025-08-22T13:00:00+00:00","og_image":[{"width":1440,"height":600,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","type":"image\/jpeg"}],"author":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/"},"author":{"name":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ac8c6138a50d706dd14a127b8e26c00a"},"headline":"Unlocking year-round revenue with CAS","datePublished":"2025-08-22T13:00:00+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/"},"wordCount":771,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","keywords":["Tax Advisory"],"articleSection":["Advisory Services"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/","name":"Year-Round Revenue with CAS for Tax Firms","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","datePublished":"2025-08-22T13:00:00+00:00","description":"Client Accounting Services (CAS) delivers steady year-round revenue: 60% of CAS firms reported double-digit growth per AICPA. Learn how to launch CAS at your firm.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","width":1440,"height":600,"caption":"Unlocking year-round revenue with CAS"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/unlocking-year-round-revenue-with-cas\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Unlocking year-round revenue with CAS"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/ac8c6138a50d706dd14a127b8e26c00a","name":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/ef11b3260bf2b163128d70b0b33c06645b32525c71269885794ffc86daff0568?s=96&d=identicon&r=g","caption":"Christopher J. Picciurro, CPA\/PFS, MBA, ARA"},"description":"Chris Picciurro is a highly respected expert in U.S.-based tax planning and strategy for real estate investors. Based in Franklin, TN, where he resides with his family, Chris is an accomplished public speaker, recognized for delivering informative and engaging presentations at notable events hosted by organizations such as the National Association of Tax Professionals (NATP), Michigan Association of CPAs, and the Memphis Investment Group. He also previously participated as an Adjust Professor at Baker College and Davenport University. Chris served on the Intuit Tax Council from 2017-2020, and is a co-founder and executive officer of the Integrated CPA Group, founder of Teaching Tax Flow, and the Monthly Recurring Revenue Institute.","sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/","https:\/\/accountants.intuit.com\/taxprocenter\/in\/picciurro\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/christopherjpicciurrotax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/08\/Unlocking-year-round-revenue-with-CAS-copy.jpeg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-gsB","jetpack-related-posts":[{"id":80646,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/forecast-your-tax-firms-cas-revenue-instantly\/","url_meta":{"origin":63277,"position":0},"title":"Forecast your tax firm\u2019s CAS revenue\u2014instantly","author":"Intuit Accountants Team","date":"April 3, 2026","format":false,"excerpt":"With this calculator, estimate the growth, margins, and pricing potential of Client Advisory Services (CAS) without rifling through spreadsheets or second-guessing the numbers","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Forecast your tax firm\u2019s CAS revenue\u2014instantly","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/03\/Forecast-your-tax-firms-CAS-revenue%E2%80%94instantly-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/03\/Forecast-your-tax-firms-CAS-revenue%E2%80%94instantly-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/03\/Forecast-your-tax-firms-CAS-revenue%E2%80%94instantly-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/03\/Forecast-your-tax-firms-CAS-revenue%E2%80%94instantly-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":57264,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/your-firm-maximizing-value-over-volume\/","url_meta":{"origin":63277,"position":1},"title":"Your firm: Maximizing value over volume","author":"Intuit Accountants Team","date":"November 22, 2024","format":false,"excerpt":"Meeting evolving client expectations requires firms to leverage technology and provide customized, strategic advisory services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Your firm- Maximizing value over volume","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/11\/Your-firm-Maximizing-value-over-volume.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":19626,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-transformation-to-advisory-services-a-few-observations-from-the-road\/","url_meta":{"origin":63277,"position":2},"title":"The transformation to advisory services: A few observations from the road","author":"Robbie Randall","date":"April 27, 2020","format":false,"excerpt":"Robbie Randall has a unique view of advisory services in larger firms; find out how firms create their own infrastructure to enable offering these services.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Advisory Services","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/03\/advance1-e1535553550440.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/03\/advance1-e1535553550440.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/03\/advance1-e1535553550440.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":24336,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/work-less-make-more-and-be-your-clients-hero-all-at-the-same-time\/","url_meta":{"origin":63277,"position":3},"title":"Work less, make more, and be your client\u2019s hero with workforce automation and advisory","author":"Joseph E. Darr II","date":"December 2, 2021","format":false,"excerpt":"Get timely tips from Joseph E. Darr II on how to automate your processes.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax Firm Automation","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Firm-Automation.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Firm-Automation.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Firm-Automation.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/11\/Tax-Firm-Automation.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":30838,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/the-power-of-tax-advisory-as-a-niche\/","url_meta":{"origin":63277,"position":4},"title":"The power of tax advisory as a niche","author":"Matt Kanas","date":"September 27, 2023","format":false,"excerpt":"Are there riches in niches? Yes, especially when it comes to tax advisory. Find out how to develop a specialty in tax advisory in this informative article.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"The power of tax advisory as a niche","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/09\/The-power-of-tax-advisory-as-a-niche-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/09\/The-power-of-tax-advisory-as-a-niche-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/09\/The-power-of-tax-advisory-as-a-niche-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/09\/The-power-of-tax-advisory-as-a-niche-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":29426,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/ways-to-expand-your-cas-practice\/","url_meta":{"origin":63277,"position":5},"title":"5 ways to expand your CAS practice","author":"Scott Cytron","date":"June 12, 2023","format":false,"excerpt":"Get a short list of best practices to expand your Client Accounting Service practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Expanding your CAS practice","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/06\/Expanding-your-CAS-practice-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/63277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144648942"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=63277"}],"version-history":[{"count":7,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/63277\/revisions"}],"predecessor-version":[{"id":63292,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/63277\/revisions\/63292"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/63283"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=63277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=63277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=63277"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=63277"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=63277"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=63277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}