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Use the filters to select complimentary content that will help you grow your expertise in the practice area and services that matter most to you.

 

 
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1 hour
Automation: The cornerstone of a well-designed CAS...
In an era where automation is vital and change can be challenging, it’s important to focus on how you can set a strong foundation. Whether... Read more
Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars
 
5 minute read
Why BILL is the preferred AP, Spend and Expense...
As a CPA who has spent nearly half of my career leading the client advisory services (CAS) practice at a top 100 accounting firm, I can... Read more
Client Advisory Services, Bill pay, Blog articles
 
4 minute read
Inspire. Connect. Accelerate. at DCPA 2023
It’s hard to believe that Digital CPA is less than ninety days out. This year promises to be our best turnout ever—and for good reason. Each... Read more
Client Advisory Services, Digital CPA, Blog articles
 
4 minute read
How to drive FP&A growth through a verticalization...
When leaders at firms with client advisory services (CAS) talk about their ability to use CAS to catapult into deeper, more valuable client... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
4 minute read
So, you’ve decided CAS is right for your firm and...
You’ve read articles and the latest research highlighting the benefits of client advisory services (CAS). You’ve talked to other firms who... Read more
Client Advisory Services, Blog articles
 
New BILL integrated platform supports firms in...
BILL Chief Product Officer Irana Wasti and CPA.com CEO Erik Asgeirsson discuss how BILL’s new integrated financial operations platform... Read more
Client Advisory Services, Bill pay, Spend & expense management, Videos
 
Why CAS 2023
Read more
Client Advisory Services, Strategy, Videos
 
1 hour
How to Scale & Optimize Your FP&A Practice with a...
ON-DEMAND WEBINAR A successful strategy for growing your FP&A advisory practice is to focus on serving the needs of niche markets. By... Read more
Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars
 
1 hour
How to go beyond credit card points to revolutionize...
Today’s business owners are in love with their credit card reward points, but at what cost? Transitioning to card-based spend management... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars
 
1 hour
Unlocking Success: Mastering Your Firm’s Strategy for...
Join us for an insightful webinar that delves into the challenges and opportunities of building a successful client advisory services (CAS)... Read more
Client Advisory Services, Practice management, Strategy, Webinars, On-demand webinars
 
Getting Started with FP&A
Dawn Brolin, CPA and CEO of Powerful Accounting Inc. gives top 3 pieces of advice for starting an FP&A practice. Read more
Client Advisory Services, Financial planning & analysis, Videos
 
1 hour
Why the future is vertical - Best practices to...
Want to know how to enhance firm efficiency? Operationalize. The data is in and 77% of CAS firms report focusing on client verticals to... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars