CLIENT ACCOUNTING SERVICES
Turn CAS Into Your Most Profitable Service Line
Built for CPA firms that want recurring revenue, not recurring stress
Why Most CAS Practices Stall
Growing a CAS practice sounds straightforward, until the operational realities set in.
Partners stuck in review instead of advisory work
Margin erosion from high U.S. payroll costs
Inconsistent service delivery across clients
Growth constrained by the hiring cycle
Underutilised tech stack
Whether you’re launching CAS or scaling, it starts with the right model.
The QX CAS Operating Model
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Managed FTE Model
Fully dedicated resources. No sharing, no ticket-based chaos
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Four-Eyed Review
Team member and manager review before every client delivery
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Tech Integration
Native integrations with QuickBooks, Xero, CCH, and HubSpot
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Scale Without Risk
Add ready-to-deploy capacity in weeks, not quarters
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Trusted by Leaders
Proven track record supporting 350+ CPA firms
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Trained Professionals
Accounting professionals trained in U.S. standards
Is This Right for Your Firm?
The QX CAS Model is ideal for firms that
Want to grow recurring revenue from CAS
Are struggling to hire or retain CAS talent
Want partners to focus on advisory, not review
Need predictable margins year-round
Ready to Build a High-Margin CAS Practice?
Book a Consultation
Next 30 Day Plan
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STEP 1
Assess current CAS operating model
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STEP 2
Identify margin leakage and inefficiencies
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STEP 3
Map scalability gaps
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STEP 4
Design a 12-month CAS growth plan
An Award-Winning
Outsourcing
Partner
Star Performer
status in FAO & CWM
PEAK Matrix
11th IAOP Global Outsourcing
100® — fourth consecutive
year as Leader (2024)
A legacy
of trust
350+
accounting
firms trust QX
96%
verage CSAT
score
10,000+
taxes prepared
in 2024
Comprehensive Software Expertise
