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The Future of Client Advisory
Chris Gallo of BerganKDV discusses the future of CAS services and FP&A technology to deliver deep industry insights and expertise that... Read more
Client Advisory Services, Financial planning & analysis, Videos
 
Standardizing FP&A Process
To successfully scale their CAS services, Chris Gallo of BerganKDV shares how each of the firm’s nine markets went from creating their own... Read more
Client Advisory Services, Financial planning & analysis, Videos
 
5-step guide to FP&A advisory meetings
One great client meeting can change everything – especially when it’s focused on strategic, advisory-level client issues. These meetings are... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
The Impact of FP&A Technology
Chase Insogna of Insogna CPA discusses the ability to provide forecasting, budgeting, and financial modeling as an add-on service through... Read more
Client Advisory Services, Financial planning & analysis, Videos
 
10 startup companies leading innovation for the...
Each year, the AICPA and CPA.com invite early-stage companies worldwide to apply to participate in our Startup Accelerator. The program... Read more
Innovation, ESG, Blog articles
 
CAS Questions Everyone Wants the Answers To
For any firm considering starting a client advisory services (CAS) practice, or just looking for ways to refine and grow one they’ve already... Read more
Client Advisory Services, Practice management, Blog articles
 
CAS 2.0 – Next-level Advisory FP&A Reports and Insights
CAS firms and professionals are regularly evaluated by their clients based on the strategic insights, reporting and real-time metrics they... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
Outlook 2022: Four Takeaways from Digital CPA
We recently celebrated the 10th anniversary of Digital CPA—the annual conference that brings together the entire accounting ecosystem to... Read more
Innovation, Digital CPA, Blog articles
 
Support your clients' complex sales and use tax needs...
Discover why CPA.com collaborated with Vertex to develop the Firm Advisor Program. The program helps you simplify tax complexity by adding a... Read more
Tax, Videos
 
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