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Mastering Change in Client Advisory Services
Client Advisory Services (CAS) practices are an important source of new growth for accounting firms of all sizes. For many, they’re also the... Read more
Client Advisory Services, Bill pay, Whitepapers
 
HR Plans for Firms
Learn more about our new HR Plans for Firms Program by downloading our brochure. Read more
Client Advisory Services, Human resources advisory, Whitepapers
 
Leverage expense management technology to power your...
Late expense reports, out of policy credit card transactions and vendor overcharges. Is spending at your clients’ organization out of... Read more
Client Advisory Services, Spend & expense management, Webinars
 
4 minute read
Spend management services - how to price, position and...
Whether you provide accounting as part of your client advisory services (CAS) offering or your service is more transactional in nature, you... Read more
Client Advisory Services, Spend & expense management, Blog articles
 
4 mins
How spend management can save your clients time and...
It’s the last day of the month and you’re working to close your client’s books so you can provide them with an updated budget and financial... Read more
Client Advisory Services, Spend & expense management, Blog articles
 
4 mins
Create Efficiencies and Secure Talent with Spend...
Client Advisory Services (CAS) continues to evolve—progressively moving towards a holistic approach to business finance that includes spend... Read more
Client Advisory Services, Spend & expense management, Blog articles
 
2 mins
How Technology Can Mitigate Increased Sales Tax...
The sales tax compliance landscape is becoming more complex, according to Mike Bernard, Chief Tax Officer, Vertex, who spoke at an AICPA... Read more
Tax, Sales & use tax, Blog articles
 
Scenario Planning—Helping your clients navigate...
While macroeconomic factors, industry trends, and global issues have created an unpredictable business landscape, scenario planning can help... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
Making the Connection: How CAS and Tax Can Create a...
Tax season is a time of significant opportunity for accounting firms -- but the challenges of busy season often leave those opportunities... Read more
Client Advisory Services, Practice management, Strategy, Webinars
 
2022 Blockchain State of Play
Blockchain and digital asset use cases continue to expand, with significant implications for accounting and finance professionals. In this... Read more
Innovation, Blockchain & digital assets, Technology trends, Whitepapers
 
Spend Management Advisory: How to price, position and...
Summit CPA has built a multimillion-dollar Client Advisory Services (CAS) practice with 72% average gross profit margin. What’s their secret... Read more
Client Advisory Services, Spend & expense management, Webinars
 
ESG drivers & evolving strategies
The global business community is on the verge of momentous change in how companies address and report on environmental, social and... Read more
Innovation, ESG, Reports