Expert guidance and tools to help you grow your practice

CPA.com

Resources

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.

 

 
LOADING...
No
 
Streamlined and simpler
As a partner at the small Boston-based firm Jardim & Marrotta LLC, Christie Marrotta values simplicity. Learn how she enabled her staff to... Read more
Audit & Assurance, Technology, Success stories
 
Forecasting to Fuel Growth
In recent years, Summit CPA Group has been adding approximately 30 clients to its roster annually, focusing on “virtual CFO” services such... Read more
Client Advisory Services, Financial planning & analysis, Success stories
 
Upskilling Your Staff through Technology: How Data...
How do you prepare staff for the growing client demands for business analysis and advisory insights? Utilizing technology, starting with... Read more
Client Advisory Services, Bill pay, Webinars
 
Talent is Key for Success in Client Advisory Services
Client Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start or expand a... Read more
Client Advisory Services, Talent, Blog articles
 
Elevate audit productivity and enrich the client...
Is your firm using disparate systems that require manual processing and lack transparency in engagement collaboration? Is extra work needed... Read more
Audit & Assurance, Technology, Webinars
 
Guide to Annual Planning: Designing a forecasting &...
For many clients, the annual planning process conjures up images of days spent in windowless meeting rooms, debating for hours to develop a... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
The Case for Specialization in EBP Audits
8 practitioners, 100 year-round audits – and one audit solution. Learn how one firm was able to leverage technology to develop an efficient... Read more
Audit & Assurance, Technology, Success stories
 
3 Ways to Future-Proof your CPA Firm
In these disruptive times, one thing is certain: Change is inevitable. In this landscape, it has become increasingly important for CPA firms... Read more
Innovation, Digital CPA, Blog articles
 
Annual Strategic Business Cycle
Do your clients depend on your firm to shape their business strategies and help them reach their goals? This is one of the most valuable... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
Bill pay for mid-sized firms
Mid-sized accounting firms (those between 10 and 100 employees) occupy a unique space in the profession. How can they turn their unique... Read more
Client Advisory Services, Bill pay, Whitepapers
 
Building Growth and Innovation around EBP Audits
When auditing employee benefit plans, firms often struggle balancing process efficiency and engagement quality. From implementing new... Read more
Audit & Assurance, Technology, Webinars
 
How to recruit and upskill staff to grow a successful...
Firms that offer Client Advisory Services (CAS) are facing growing demand from clients for business analysis and advisory insights... Read more
Client Advisory Services, Financial planning & analysis, Webinars