Where the Value Is Moving: Tax, Audit, CAS and the Business Advisory Opportunity

AI won't affect every part of the firm equally. Tax and compliance remain a foundational source of revenue, but limited protection from competition and AI that can already prepare most individual and many small-business returns point to steady pressure on fees and margins. Audit and attestation keep a genuine regulatory moat, yet it has always been a low-growth line. Client accounting services (CAS) is the profession's fastest-growing area, but its core work is exactly what AI automates best. So where will profit growth come from? This session examines each service line through the lens of AI, then explores the largely untapped opportunity: CFO-level business advisory for the small and mid-sized businesses that have never been able to afford it. You'll leave knowing which revenue is most exposed, where growth is likely to come from, and how advisory can become the entry point for the firm's other services.