Crunchafi to Host Webinar on Diagnosing and Fixing Shrinking CAS Margins

Milwaukee, WI — October 20, 2026 — Crunchafi, a leader in SaaS technology for accounting and financial professionals, today announces a new webinar titled “Why Your CAS Margins Are Shrinking (And How to Fix It)” to help client advisory services leaders protect profitability across their fixed‑fee portfolios. The live session will take place on October 28, 2026, at 1 p.m. CDT.

In this session, Jess Vento, senior director of solution engineering and education at Crunchafi, and Ty Tweedie, director of CPA analytics at Crunchafi, will equip CAS leaders with financial frameworks and practical methodologies to spot hidden overwork across their client book and take action before margins erode. Attendees will learn how to benchmark individual clients against industry peer data, build a systematic approach to scanning their client portfolio for scope drift signals and use industry profiling (including NAICS‑based verticalization) to standardize pricing, staffing and offboarding workflows.

Upon completing this session, participants will be able to:

• Calculate and benchmark key CAS practice metrics, including NCFPP, CAS margin and fee coverage ratios, to evaluate practice health.
• Identify quantitative workload expansion triggers by analyzing client transaction volume surges, trendlines and spend category shifts that indicate an account has outgrown its fixed fee.
• Evaluate portfolio risk and quantify “fees at risk” using financial distress indicators such as cash runway, current ratios and payable stretching to surface advisory opportunities within distressed accounts.
• Use industry segmentation to pinpoint which client types are most profitable and leverage peer benchmarking to support repricing and service realignment decisions.

“CAS practices are doing more work for more clients than ever, but the margins are not always showing it,” says Vento. “This session is about giving firms clear, numbers‑driven ways to see where their scope has drifted, which clients are underpriced and how to protect realization without sacrificing client relationships.”

Register for the upcoming webinar here, and learn more about Crunchafi here.