Accounting firm (22 staff)
How an Accounting Firm Launched CAS in 45 Days
3.4× revenue per client vs compliance-only
Firm challenge
Tax + bookkeeping margins were compressing. Partners knew CAS was the answer but had tried twice — both efforts stalled because the firm had no CFOs and no productized deliverable.
Advisory process
Designed three CAS SKUs (Foundation $1,500/mo, Growth $2,800/mo, Strategic $4,500/mo). Mapped each SKU to a defined monthly deliverable. Trained two senior staff as CAS leads.
AI implementation
Used ADK Intel as the entire delivery engine: client health scoring, branded monthly reports, meeting prep, KPI dashboards. The two CAS leads ran every monthly meeting using AI-prepared briefs.
Time savings
Each CAS lead delivers 7 clients per month in roughly 1.5 days of senior time per client — including the monthly meeting.
Client outcomes
Three existing tax clients converted to Growth tier within 60 days. Five new logos signed on Strategic tier in the first 90 days.
Revenue impact
CAS revenue per client is 3–5× the equivalent compliance-only billing. The firm projects CAS will be 30% of revenue inside 18 months.
ROI
Platform cost recovered inside the first month from a single Strategic-tier client.
"We tried to launch CAS twice and failed. The third time we used AI and a productized deliverable. It worked."