Client Advisory Services (CAS) is a growing revenue driver for accounting firms. Scaling CAS requires consistent operations, standard processes, and tech that cuts inefficiencies. This guide offers tools to boost delivery, accuracy, and advisory capacity without adding staff.
In 2025, finance teams in ecommerce and SaaS aren’t debating whether to use AI. They’re deciding how to use it to drive speed, accuracy, and strategy.
But as adoption rises, so do the challenges: tool overload, broken integrations, and undertrained teams.
This exclusive Synder report distills the insights from 424 senior finance leaders to show you:
Where AI is working, and where it’s still falling short
How leading teams are cutting 3–5 days off their close
Why automation alone isn’t enough without enablement
Where to start automating for maximum ROI
What’s next for LLMs, revenue recognition, and real-time finance
Assess your current CAS capacity by identifying bottlenecks, manual processes, and data quality gaps that limit scalability
Standardize monthly CAS delivery with a repeatable close cadence, review workflow, naming conventions, and reporting packs
Define and protect scope of work using packaged offers, clear deliverables, and pricing guardrails that prevent misfit work
Build scalable CAS governance with tech approval workflows, security standards, and adoption rules that reduce risk
Measure CAS success differently than audit/tax, using metrics like on-time close, automation coverage, rework reduction, and margin per team/FTE
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