CPA & Advisory Platforms · REVENUE
Advisory, CAS & Pricing Program.
Capacity turned into revenue: CAS and advisory offered systematically to the existing book, and pricing moved from hours to scope and value as AI compresses preparation time.
The problem this solves
- Compliance-only clients never offered CAS or advisory
- Hourly or legacy fixed fees that leave the gains from faster delivery uncaptured
- Scope creep absorbed instead of billed
What we measure
- CAS and advisory share of revenue
- Realization and effective rate per hour
- Upgrades from compliance-only clients
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Book segmentation and offer design
Clients segmented by entity complexity, industry and life events, and matched to CAS, tax planning and advisory offers your partners approve.
02
Pricing architecture
Tiered, scope-based pricing and engagement-letter terms that capture the value of faster delivery, with change-order triggers for out-of-scope work.
03
Advisory pipeline
Proactive outreach and partner meeting preparation for the upgrade pool, tracked from first conversation to signed engagement.
The market context, in published numbers
11 of 30
largest US accounting firms had taken on private equity investment as of Q3 2025
KPMG Corporate Finance, Professional Services Industry Update, Winter 2025 (2025)
17%
median growth rate reported by client advisory services (CAS) practices, in a survey of 206 self-selected US practices (2023 data)
34%
of tax firms deploy generative AI at an organizational level; only 19% of those firms measure the ROI of their AI tools
55,152
accounting bachelor's and master's graduates in the 2023-24 academic year, a third straight annual decline after falls of 7.4% and 9.6%; enrollment has since begun to grow again
AICPA, 2025 Trends report (news release, October 27, 2025) (2025)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Commercial Growth program covers.
Pricing and margin analytics
Price waterfalls and discount, rebate and mix analysis by customer, product and seller, with escalation and pass-through terms for raw-material, ingredient and freight swings.
Quote, RFP and proposal acceleration
Quote and proposal workflows redesigned, with first drafts assembled automatically from approved content, technical data and pricing guardrails.
Segmentation and coverage
Accounts, distributors, referral sources and prospects segmented by value and potential, with coverage models matched to what each segment is worth.
Inquiry response and qualification
Web, phone, referral and portal inquiries answered quickly, scored against your criteria and routed to the right seller or advisor with context attached.
Targeted demand generation
Outbound, content and search programs aimed at defined segments and buying committees, including visibility when buyers ask AI assistants, measured by qualified pipeline rather than activity.
Cross-sell and retention signals
Early flags on expansion potential and attrition risk from purchasing, service and account data, with a suggested next step for the relationship owner.
Commercial operating rhythm
Pipeline reviews, forecast calls and dashboards on a weekly cadence, built on CRM data your team no longer has to maintain by hand.
Also in the CPA & Advisory Platforms program
VALUE CAPTURE
Acquired-Firm Integration Program
Every acquired firm moved onto one platform standard for systems, workflows, pricing and reporting on a set schedule, so the platform's capacity and margin show up in the numbers instead of staying in the deal model.
MARGIN
Busy-Season Capacity Program
More returns and engagements through the same team: intake, preparation and review redesigned around one standard workflow, with AI and automation where they shorten the cycle, and partners taken off preparer-level work.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.