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Client Advisory Services, Financial planning & analysis, Videos

Innovation, Profession insights, Technology trends, Videos

Mastering FP&A client advisory meetings: Proven...

Financial Planning & Analysis (FP&A) services have emerged as one of the most important sources of revenue growth and deeper client... Read more

Client Advisory Services, Financial planning & analysis, eBooks

Transforming Family Office Management

Unlocking Opportunities for Accountants Embrace the Evolution Discover how family offices are evolving in the digital age, and how... Read more

Client Advisory Services, Bill pay, eBooks, Whitepapers

AI in accounting and finance

Key takeaways from the AICPA and CPA.com AI Symposium Generative AI has burst onto the scene, quickly becoming a mainstream phenomenon and... Read more

Innovation, Artificial intelligence, Blog articles

Call to Greatness Framework: Avoiding Burnout and...

Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore... Read more

Firm Management, Digital CPA, Strategy, Talent, Innovation, Podcasts

Innovation, Artificial intelligence, Profession insights, Videos

Spend management advisory: Top six questions answered

There are many reasons why your clients may encounter challenges when trying to manage their cash. Often, it’s because proper tracking and... Read more

Client Advisory Services, Spend & expense management, Blog articles

How firms integrate FP&A with tax for a dynamic client...

While there are clear and important connections between accounting and tax services, it can be difficult for firms to develop a sustainable... Read more

Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars

2023 Blockchain Symposium reveals new horizons

Has the crypto winter thawed? While 2022 was a rough year for the crypto markets, things rebounded in 2023, and blockchain use is poised for... Read more

Innovation, Blockchain & digital assets, Blog articles

Audit & Assurance, Technology, Videos

How Innovative Cultures Impact Talent Retention

John Pace, who is the Partner in charge of Outsourced Accounting and Advisory Services at GRF CPA’s and Advisors, was 2022’s winner of CPA... Read more

Innovation, Digital CPA, Technology trends, Podcasts