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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

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

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

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

On-demand Demo: Unlock greater client insights and gain...

Are you spending hours reconciling client transactions and closing their books each month? Traditional expense management is time-consuming... Read more

Client Advisory Services, Spend & expense management, Webinars

How firms are driving a sales and use tax strategy that...

As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate... Read more

Tax, Webinars

Upskilling Your Staff Through Technology

Download CPA.com Whitepaper Upskilling Your Staff Through Technology Now Read more

Client Advisory Services, Bill pay, Whitepapers

Discover firm growth with approachable advisory

For firms looking to introduce advisory services, or enhance their existing CAS practices, spend management is a low-lift opportunity that... Read more

Client Advisory Services, Spend & expense management, Webinars

Participate in the CAS Benchmark Survey to get...

Client Advisory Services (CAS) are one of the newest and fastest growing services areas for firms today. According to our last CPA.com and... Read more

Client Advisory Services, Practice management, Blog articles

Bill pay automation: Kick starting your CAS practice

Client Advisory Services (CAS) is the fastest growing practice area for accounting firms and is expected to continue on its impressive... Read more

Client Advisory Services, Bill pay, Webinars