Type
Topic
Turning nexus studies into consistent advisory revenue
Sales tax exposure can build quietly as clients grow, expand into new markets and add new sales channels. This white...
Tech discussion: Navigating AI-driven transformation
CPA.com’s Erik Asgeirsson sat down with Withum’s Jim Bourke and CBIZ’s Peter Scavuzzo for a tech discussion on emerging AI...
How Sage Intacct helped Forvis Mazars cut AP entry in half
Every CAS practice hits the same wall. Clients outgrow QuickBooks. Reports get rebuilt by hand in Excel. Your team spends...
Standout AI: The Governance Playbook for Agentic CAS
Most CAS firms have moved past asking whether to use AI. The real gap now is between firms still prompting...
Safe Harbor 401(k)s in 2026: Practical Planning Strategies for CPAs Before Year-End
This webinar equips CPAs and accounting professionals to understand and discuss Safe Harbor 401(k) plans as both a valuable retirement...
Build Your Retirement Advisory Through Trust & Loyalty
Join us as Zach Keep, a Compliance Risk Manager at Paychex, reviews the latest regulatory changes and developments in retirement...
Enhancing Your CAS Practice with HR Analytics and Strategic Advisory
Discover how accountants and CPAs can expand their role as trusted advisors by integrating HR analytics and strategic HR advisory...
Tax transformation: A CPA.com framework
What tax transformation looks like across the five drivers — strategy, talent, technology, service model and operations. Practical guidance for...
Quality Management Standard – SQMS 1 Monitoring: Scalable approaches for Firms with Smaller Teams
SQMS 1 applies to every firm subject to peer review, regardless of size. Navigating and implementing a monitoring & remediation...
DCPA26 Preview: Your Roadmap from Vision to Velocity — Know Before You Go
Speakers: Amy Merletti, Sarah FlischelLength: 30 Minutes
An accountant’s guide to CAS verticalization
Industry knowledge, more than the list of services you offer, is what makes a CAS practice stand out. According to...