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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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Why CAS 2023
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Client Advisory Services, Strategy, Videos
 
1 hour
How to Scale & Optimize Your FP&A Practice with a...
ON-DEMAND WEBINAR A successful strategy for growing your FP&A advisory practice is to focus on serving the needs of niche markets. By... Read more
Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars
 
1 hour
How to go beyond credit card points to revolutionize...
Today’s business owners are in love with their credit card reward points, but at what cost? Transitioning to card-based spend management... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars
 
1 hour
Unlocking Success: Mastering Your Firm’s Strategy for...
Join us for an insightful webinar that delves into the challenges and opportunities of building a successful client advisory services (CAS)... Read more
Client Advisory Services, Practice management, Strategy, Webinars, On-demand webinars
 
Getting Started with FP&A
Dawn Brolin, CPA and CEO of Powerful Accounting Inc. gives top 3 pieces of advice for starting an FP&A practice. Read more
Client Advisory Services, Financial planning & analysis, Videos
 
1 hour
Why the future is vertical - Best practices to...
Want to know how to enhance firm efficiency? Operationalize. The data is in and 77% of CAS firms report focusing on client verticals to... Read more
Client Advisory Services, Spend & expense management, Webinars, On-demand webinars
 
4 minute read
3 reasons firms should offer client advisory services...
Why are client advisory services (CAS) fueling so much growth in the accounting profession today? Businesses are encountering more change at... Read more
Client Advisory Services, Strategy, Blog articles
 
4 minute read
5 Reasons Not to Miss This Year’s Digital CPA Event
What do you do with all those big-picture questions you keep putting off? You know, questions like, “ What’s this profession going to look... Read more
Innovation, Digital CPA, Blog articles
 
4 minute read
ChatGPT and the hype around generative AI
If you paid any attention to the hype surrounding the initial release of OpenAI’s ChatGPT last November – and then the ChatGPT-4 model... Read more
Innovation, Technology trends, Blog articles
 
4 minute read
6 steps for taking your CAS practice to the next level...
“As we climbed higher, the horizon kept changing.” -Ernest Hemingway, The Sun Also Rises The most successful client advisory services (CAS)... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
The latest Sales and Use Tax Trends and What to Expect...
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Tax, Videos
 
1 hour
Harnessing Technology: A Vital Pillar for a Thriving...
The most successful CAS (client advisory services) practices are dynamic – constantly taking advantage of new technologies and trends to... Read more
Client Advisory Services, Bill pay, Webinars, On-demand webinars