Client Accounting Services (CAS)

Client Accounting Services – offshore delivery for CPA firm CAS practices.

Offshore staffing specifically built for CPA firm Client Accounting Services (CAS) practices. Dedicated bookkeepers, accountants, and controllers delivering under your firm brand for your CAS clients. For CPA firms growing CAS revenue without proportional US hiring.

Scope CAS staffing →
CAS context

CAS is the fastest-growing service line in US CPA firms

Client Accounting Services (CAS, sometimes called CAAS for Client Accounting & Advisory Services) has grown from approximately 8% of mid-market CPA firm revenue in 2015 to 20–30% in 2026. The growth is real and durable: businesses that used to hire in-house bookkeepers increasingly outsource the entire finance function to their CPA firm.

The operational challenge: CAS economics depend on being able to deliver recurring work efficiently. US-only CAS practices hit a hiring wall quickly – finding, hiring, and retaining US bookkeepers and accountants at the rate CAS growth requires is genuinely difficult. Most CPA firms growing CAS successfully past $1M annual revenue are using offshore staff to deliver the volume.

Industry benchmark: AICPA PCPS benchmarking data shows CPA firms with CAS practices over $2M in annual revenue average 40–55% of CAS delivery work performed by offshore staff. This isn't exceptional – it's the norm. Firms that don't use offshore hit capacity ceilings and often slow CAS growth intentionally because they can't hire fast enough.
CAS team structure

How offshore CAS staffing actually works

A typical offshore-enabled CAS practice has:

US-based team (your firm employees)

  • CAS partner or principal. Owns client relationships, strategic finance conversations, complex decisions.
  • CAS manager. Each manager oversees 15–40 CAS clients. Manages offshore team, reviews outputs, handles escalations.
  • CAS senior. Senior accountants handling complex client work, closing month-end on difficult engagements, mentoring.

Offshore team (our staff, under your brand)

  • Dedicated bookkeepers. Routine daily coding, bank reconciliation, AP/AR coordination. Handles 3–8 clients per bookkeeper depending on complexity.
  • Dedicated accountants. Month-end close, basic financial reporting, variance analysis. Handles 5–12 clients per accountant.
  • Offshore team lead. Senior offshore accountant coordinating the offshore team, quality control, training.

Work flow

Routine work flows offshore: transaction coding, reconciliation, AP/AR processing, standard close entries, financial statement preparation. US team reviews outputs, handles client communication, makes judgment calls, signs off on deliverables. Client sees a unified firm experience – they work with your US team primarily and may or may not know offshore staff contribute to delivery (depending on your disclosure approach).

Economics

CAS practice economics with offshore staffing

The specific math that makes offshore CAS staffing compelling for CPA firms:

US-only CAS economics

A US senior bookkeeper's loaded cost (salary + benefits + payroll tax + equipment) runs $70k–$95k annually. At fully-utilized 1,600 billable hours annually, that's $44–$60/hour loaded cost. CAS services bill at $95–$165/hour typically. Realization: 1.7x to 3.0x.

A US CAS manager loaded cost $110k–$150k, billing at $145–$250, realization 1.5x–2.2x.

These numbers are tight. Any inefficiency (rework, long onboarding, staff turnover) compresses realization below breakeven.

Offshore-enabled CAS economics

An offshore senior bookkeeper at $2,600–$3,200/month delivers 160 productive hours monthly, or $16–$20/hour loaded cost. Same $95–$165/hour billing rate. Realization: 4.8x–10x.

The differential (realization jumping from 1.7x–3.0x to 4.8x–10x) is what funds: (1) additional US manager capacity, (2) higher CAS partner compensation, (3) pricing competitiveness against non-CPA outsourced alternatives, (4) reinvestment in technology and process.

Scaling math

CAS practice sizeTypical offshore staff neededUS staff needed
Small ($250k annual CAS revenue)1–2 offshore bookkeepers1 US CAS manager
Mid-small ($750k)3–5 offshore bookkeepers + 1 offshore accountant1 CAS manager + 1 CAS senior
Mid-size ($2M)8–15 offshore staff (mixed seniority)2–3 CAS managers, 2 seniors, 1 partner/principal
Large ($5M+)20–50 offshore staff with offshore team leads5–10 US CAS team, dedicated CAS partner
Disclosure

Client disclosure approaches for CAS

Three common approaches to disclosing offshore CAS work to end clients:

  • Baseline disclosure across all CAS engagement letters. Standard addendum language stating third-party providers may be used. Most operationally efficient. See engagement letter addendum.
  • Named disclosure with CAS framing. "Our firm uses offshore staff through our partner OffshoreAccounting.com to support CAS delivery." More transparent; some clients appreciate specificity.
  • Client-by-client discussion. Firms serving highly sensitive clients may have specific clients who prohibit offshore. Handle these case-by-case while using offshore for the remainder of CAS book.

For full compliance templates see compliance forms hub. For CPA firm-specific guidance see CPA firm guide.

Related

Related services & resources

Grow CAS without the US hiring wall.

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