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Creating an Annual Operating Plan for Your CAS Clients
In today’s business climate, the annual planning process is of even greater importance to your small and mid-size clients who must stay... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
Recruiting & Developing FP&A Talent – 4 Tips for your...
Client Advisory Services (CAS) practices have been leading the way in growth for CPA firms for several years now. Initial data from CPA.com... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
Sales and Use Tax enforcement: What your clients need...
CPA: “Hey! I’m so glad to be able to catch up with you – it’s been a while. What’s on your mind? Client: “I was talking to my friend who... Read more
Tax, Sales & use tax, Blog articles
 
Creating Your Firm’s Path Toward Audit Transformation
The accounting profession has been talking about transforming the audit for years. Today, there are plenty of signs that this moment has... Read more
Audit & Assurance, Technology, Blog articles
 
Small Firm Insights on Improving Efficiency and Quality...
Are you a sole practitioner or accountant at a small firm struggling with balancing efficiency and quality in your prep, comp, and review... Read more
Audit & Assurance, Technology, Webinars
 
3 Tips to Building a Successful FP&A Practice
It’s the goal of every accountant and CPA firm to be the trusted advisor to their clients. But to achieve this, you need to deliver constant... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
High-net-worth, wealth advisory, and family office...
Despite turbulent times and uncertainty throughout the past year, high-net-worth (HNW) clients represent a bright spot for the accounting... Read more
Client Advisory Services, Bill pay, Whitepapers
 
5 things CPAs need to know about the Blockchain Space
What a difference a year makes. The AICPA and CPA.com recently held their annual Blockchain in Accountancy Symposium in collaboration with... Read more
Innovation, Blog articles
 
3 minute read
Top-level domains are on the rise. Here’s why CPAs...
You probably don’t think much about your firm’s top-level domain. In fact, “top-level domain” may not even be a term you’re familiar with... Read more
Firm Management, Web domains, Blog articles
 
Democratization of business forecasting: Why CAS firms...
Lesson No. 1 from the pandemic: When a crisis hits, it helps to have a plan. Lesson No. 2: When the recovery comes, it helps to have a plan... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
Taking CAS from Baseline Accounting to Client Advisory...
“How can we deliver more advisory-level services to clients?" That’s a question many firms are asking as they look to deepen their... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
How to successfully transition your A&A firm to the...
Even before the pandemic accelerated cloud adoption, almost half of all A&A firms had begun utilizing cloud-based technologies to drive... Read more
Audit & Assurance, Technology, Blog articles