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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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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
 
DCPA22 Webcast: The Other Side of Uncertainty
Join industry leaders Pascal Finette, Jeffrey Rogers, and Kacee Johnson as they explore three key elements required for turning uncertainty... Read more
Innovation, Digital CPA, Webinars
 
3 mins
Are Your Clients Waiting for ERTC Funds? Be Their Hero.
There’s a good chance some of your clients qualify for the Employee Retention Tax Credit (ERTC), a refundable tax credit that rewards... Read more
Client Advisory Services, Financing advisory, Blog articles
 
4 minute read
Clients judge your firm by its website. Here are 4 ways...
How often do you think about your firm’s website? For leaders at many firms, the answer is “rarely.” Once your site is up and running, there... Read more
Firm Management, Web domains, Blog articles
 
Annual Operating Plans Help clients forge a path...
In today's economic climate, it's more important than ever for those offering Client Advisory Services (CAS) to partner with their clients... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
4 mins
Top 4 takeaways from the 2022 Blockchain Symposium
Cryptocurrencies and NFTs (non-fungible tokens) are really cementing their place in global business and commerce. That's why these digital... Read more
Innovation, Blog articles
 
4 minute read
The Audit of the Future? It’s happening right now.
Here's a sneak peek at what that means for you. Wondering when the “audit of the future” that we’ve all heard so much about over the years... Read more
Audit & Assurance, Technology, Blog articles
 
How firms can create efficiencies and secure talent...
The next generation of Client Advisory Services (CAS) brings a more holistic view to business finance and adds spend management conversation... Read more
Client Advisory Services, Spend & expense management, Webinars