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Catapult Your CAS Practice: Marketing Strategies to...

Client advisory services (CAS) is one of the fastest growing service areas in the accounting profession and offers tremendous opportunity... Read more

Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars

5 strategies to transform your nonprofit clients’...

There’s an approachable opportunity to expand your firm's services to nonprofit clients. Beyond the tax and auditing work lies a pain point... Read more

Client Advisory Services, Spend & expense management, Whitepapers

Technology, transformation and the future of accounting

After the most recent AICPA Council meeting, I sat down with Barry Melancon, AICPA president and CEO, to discuss the rapidly evolving... Read more

Innovation, Profession insights, Technology trends, Blog articles

Verticalization: Unlocking opportunities for growth

As the old adage goes, “you can’t be all things to all people.” This rings true in many facets of both our personal and professional lives... Read more

Client Advisory Services, Strategy, Blog articles

Becoming your clients' trusted tech advisor with Jim...

Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the... Read more

Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts

Innovation, Profession insights, Technology trends, Videos

AP Payment Methods - Best Practices Guide

In this guide, BILL shares a step-by-step approach and best practices that will help you recommend scalable payment options for your clients... Read more

Client Advisory Services, Bill pay, Whitepapers

Tap into the financing advisory opportunity

If you asked each of your firm’s client advisory services (CAS) clients to write down their top 3 pain points, then compared the list to the... Read more

Client Advisory Services, Financing advisory, Blog articles

Advisory Reimagined with Dave Hartley: Talent...

Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a... Read more

Client Advisory Services, Technology, Innovation, Digital CPA, Podcasts

Want to know how your CAS practice stacks up with peers...

CAS has been a juggernaut of growth for the accounting profession. But the path to growth has been different for each firm, from how they’re... Read more

Client Advisory Services, Practice management, Strategy, Blog articles

Using the .cpa domain for an all-digital strategy

After getting his start in a public accounting firm, CPA Brian Davis found that he wasn’t continuing to learn new things quickly enough to... Read more

Firm Management, Web domains, Blog articles

Navigating the Shifting Economic Landscape for CPAs...

In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to... Read more

Innovation, Artificial intelligence, Digital CPA, Technology trends, Podcasts