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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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5 minutes
How Windes is overcoming obstacles and evolving their...
Windes client advisory services (CAS) practice leaders Rob Henderson, Partner-in-Charge of Advisory Services, and Miriam Kaplan, Partner of... Read more
Client Advisory Services, Strategy, Videos
 
30 minutes
Okorie Ramsey, Chair of AICPA talks about Tech...
CPA.com is delighted to have Okorie Ramsey, Chair of the AICPA join Kalil and Kacee to discuss the big picture of what is happening in the... Read more
Innovation, Digital CPA, Technology trends, Podcasts
 
3 minute read
Dynamic Audit Solution (DAS): Built by auditors for...
Today’s auditors in public accounting face myriad demands. Regulators and standard setters require auditors to adhere and comply, clients... Read more
Audit & Assurance, Blog articles
 
DAS: The future of audit is now
All the pieces are in play for the audit profession to seize a monumental opportunity – one that will shift the trajectory of audits, and... Read more
Audit & Assurance, Technology, Whitepapers
 
The Future of Client Advisory Services: Understanding...
Learn how CPA.com’s CAS 2.0 ® methodology and framework can provide a roadmap to drive holistic, long-term growth and practice... Read more
Client Advisory Services, Strategy, Whitepapers
 
3 minute read
An AI-enabled profession: Key takeaways from the 2023...
At CPA.com, we focus on identifying trends impacting accounting and finance professionals and the tools, technologies and strategies they... Read more
Innovation, Artificial intelligence, Blog articles
 
Engaging With Clients Quick-start Guide
The CPA Business Funding Portal allows you to offer financing advisory services to help your small business clients access fast and secure... Read more
Client Advisory Services, Financing advisory, Guides
 
2 minutes
What is spend management?
Learn more about this approachable advisory opportunity, and how spend management technology works for you and your clients. Read more
Client Advisory Services, Spend & expense management, Videos
 
4 minute read
Why indirect tax professionals should pay close...
The indirect tax landscape is rapidly evolving, thanks not only to fast-changing regulations but also to a slew of technological... Read more
Tax, Blog articles
 
1 hour
Spend management: An entry point for scalable advisory
As the accounting profession continues to evolve, a growing number of firms are gaining a better understanding of the CAS maturity model and... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars
 
5 Steps to CAS Success
Whether your firm is planning to launch a new client advisory services (CAS) practice or finding ways to refine and grow an existing... Read more
Client Advisory Services, Bill pay, Spend & expense management, Whitepapers
 
Building your AI strategy
Take a deeper dive into GenAI and the specific opportunities and risks that accounting and finance professionals should consider as they... Read more
Innovation, Artificial intelligence, Toolkits