the roi on identifying clients for cas<\/a> |<\/p><\/blockquote>\nthe new benchmarking study found a burgeoning median growth rate of 20 percent, nearly double the rate of 2018. net client fees per professional shot up by 17 percent to average $112,293 as cas practices continued to move toward fixed fee and value billing methods.<\/p>\n
and apparently, profits could have been even higher.<\/p>\n
<\/p>\n
underpriced services<\/strong><\/p>\nthe survey found that cas practice leaders might have earned even greater profits had they not been underpricing their services.<\/p>\n
the study, involving about 100 firms during 2020, was conducted by cpa.com and the aicpa pcps division. notably, the aicpa refers to cas as client advisory services, not client accounting services, the more commonly used term.<\/p>\n
one sign of underpricing: the realized rate per hour for all levels in cas came in lower than the rate for all cpa services. in 2020, the rate for cas services among all respondents, top-notch and bottom-notch, was $89. the rate for all cpa firm services was $165.<\/p>\n
another sign of underpricing was the high rate of closing cas sales\u2014an impressive 75 percent, indicating that pricing may have been lower than necessary and that practices may have been plucking the low-hanging fruit of work that had less profit potential.<\/p>\n
the survey also detected higher profit potential resulting from the high demand for cas. if demand was high, prices could have risen if firms had demanded more.<\/p>\n
the survey identified six basic strategies behind the increase in net client fees per professional:<\/p>\n
\nautomation and efficiency initiatives<\/li>\n pricing increases<\/li>\n boosting self-esteem in cas sellers<\/li>\n positioning of service as value-added cas<\/li>\n packaging and bundling of services<\/li>\n cross-selling additional services to existing clients<\/li>\n<\/ul>\n <\/p>\n
perfect storm of personnel pressure<\/strong><\/p>\nit\u2019s news to no one that the accounting industry is suffering a perfect storm of personnel pressure.<\/p>\n
\naccounting enrollments at four-year universities are low.<\/li>\n staffing turnover is unprecedented.<\/li>\n baby boomers are retiring in great numbers.<\/li>\n unemployment is generally low.<\/li>\n a high and growing demand for new cas services.<\/li>\n<\/ul>\nthe battle for cas talent:<\/strong> 64% of firms are using online advertising. (cpa.com)<\/em><\/figcaption><\/figure>\n <\/p>\n
only 22 percent of accounting firms are resorting to headhunters to make up for the paucity of personnel. rather, they are deploying a full variety of other tactics.<\/p>\n
\n64 percent use traditional online advertising.<\/li>\n 56 percent use social media.<\/li>\n 55 percent use an internal recruiter.<\/li>\n 51 percent use campus recruiting.<\/li>\n 48 percent offer referral bonuses.<\/li>\n<\/ul>\nthe survey segregated data for \u201ctop performers\u201d\u2014those with the highest net client fees per professional\u2014and respondents as a whole. the difference in the use of staff exclusively dedicated to cas was notable. over half (52 percent) of top performers had staff assigned nothing but cas services, while under a third (32 percent) of all respondents did so. none<\/em> of the top performers had cas staff supporting other services.<\/p>\ngiven the trickle of talent in the pipeline of incoming practitioners and the boom in cas, firms without dedicated cas staff will be scrambling to serve the demands of the market, the survey said.<\/p>\n
<\/p>\n
top performers investing more in cas<\/strong><\/p>\nrespondents projected a 15 percent growth in cas net client fees for 2021, substantially lower than the actual growth in 2020. projections were off in 2018, however, as top performers expected growth of only ten percent but went to experience growth of 14 percent.<\/p>\ntop cas performers<\/strong> invest more in training and marketing. (cpa.com)<\/em><\/figcaption><\/figure>\n <\/p>\n
the top performers may be top performers because they are investing more in their cas practice. they invested more in every category, but the most common investments for them and for all respondents, were, respectively:<\/p>\n
\nvendor training and certification: 84 vs. 65 percent<\/li>\n vendor conferences: 76 vs. 58 percent<\/li>\n cpa.com cas workshops: 68 vs. 60 percent<\/li>\n outside learning for staff: 60 vs. 44 percent<\/li>\n investment in a marketing plan: 52 percent vs. 46 percent<\/li>\n<\/ul>\nrespondents across the board say their sales pipeline is looking good. twelve percent said projected growth was \u201coff the charts,\u201d and 58 percent said the pipeline supply was letting them \u201cgrow the way we want to.\u201d<\/p>\n
<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
\ncas revenues are surging 20 percent, but profits are lagging. discuss.<\/strong> \nby 卡塔尔世界杯常规比赛时间<\/em><\/p>\n","protected":false},"author":17,"featured_media":90090,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3184,2779,3058,1363,5,2274,3120,3002,11],"tags":[4278,3958,4281,4283],"class_list":["post-90069","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory","category-charts-graphs","category-client-accounting-services","category-featured","category-outlook","category-pricing","category-pro-member-exclusive","category-special","category-research","tag-billing-rate","tag-cpa-billing-rates","tag-fee-structure","tag-pricing-rates"],"acf":[],"yoast_head":"\nare you under-pricing your client accounting services? - 卡塔尔世界杯常规比赛时间<\/title>\n \n \n \n \n \n \n \n \n \n \n \n \n \n\t \n\t \n\t \n \n \n \n \n \n\t \n\t \n\t \n