195. Tax and CAS: It works, with Jasen Stine

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1y ago 41:04

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We're talking about advisory today, something on everyone's mind; how do we incorporate more value added advisory services? What types of advisory services should we offer? What technology do we need? How do we price these services? How do we staff them? The profession has been laser focused on CAS for awhile and still, there are so many questions to answer.

When it comes to CAS, top-performing firms showed a median growth rate of 16% just last year and are optimistic about continued growth. These top firms implicate key strategies for success:

Dedicated CAS staff
Using technologies to drive efficiencies
Standardize processes
Raise fees to reflect the value provided
Explore creative staffing and capacity building measures
Educate clients and staff on CAS

My guest this week, Jasen Stine, Tax & Accounting Education Leader at Intuit, speaks with me about what tax advisory really looks like; what types of services that are most in demand, what type of clients we should look for, what pricing looks like and possible first steps for those who are looking to explore this area.

Resources

Jasen Stine LinkedIn Profile

CPA.com CAS Benchmark survey

Intuit Podcast: Account Trends

202 episodes

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