Share your view on advisory services and get a free report

As an accountant, you may already know the impact that advisory services can have on your clients. That is why we’d like to invite you to participate in a 3-minute survey to find out what advisory means to you. We value the knowledge and expertise you have and know how valuable the insights will be that you share with us.

What We Know

Here at CAS, we know that many accounting firms are interested in offering advisory services to their clients, not only to help them as much as possible but also to provide a means for growth in the firm. However, many accountants struggle to plan and implement these services effectively.

So far, 25% of accounting firms told us that they would like advisory fees to represent 50% of their total fees in the next 3 years. What % would make a big difference in your firm and total fees earned?

What We Want to Learn

We are conducting this survey to learn more about the types of advisory services you offer, how you provide them, and the challenges you face in delivering them. We are also interested in finding out how important growth in advisory fees is to your firm’s future.

Surprisingly, over 50% of firms we have asked so far told us that they do not have a proper plan to grow their advisory fees. We hear that firms want advisory work to be a big part of the total fees earned but without a proper plan in place to grow advisory fees, how can this be achieved? Does your firm have a plan?

How We Will Use the Results

Your participation will help us develop a better understanding of the advisory services landscape for accountants. This, in turn, will help us to develop our product to help you more. As a thank you for participating, we will send you a free copy of the survey report with all the insights we gather.

Over half of the firms we have already spoken to told us that strategic and business planning (including succession and exit) forms part of the Primary Advisory Services that they offer.

What Primary Advisory Services do you deliver in your firm?

Take the Survey

To take part simply click here or enter the survey below.

The survey closes at 15th of May and will only take 3-minutes of your valuable time.

Thank you for taking the time to participate and we look forward to hearing your experiences and sharing the results with you.

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