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Guide to Annual Planning: Designing a forecasting &...
For many clients, the annual planning process conjures up images of days spent in windowless meeting rooms, debating for hours to develop a... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
The Case for Specialization in EBP Audits
8 practitioners, 100 year-round audits – and one audit solution. Learn how one firm was able to leverage technology to develop an efficient... Read more
Audit & Assurance, Technology, Success stories
 
3 Ways to Future-Proof your CPA Firm
In these disruptive times, one thing is certain: Change is inevitable. In this landscape, it has become increasingly important for CPA firms... Read more
Innovation, Digital CPA, Blog articles
 
Annual Strategic Business Cycle
Do your clients depend on your firm to shape their business strategies and help them reach their goals? This is one of the most valuable... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
Bill pay for mid-sized firms
Mid-sized accounting firms (those between 10 and 100 employees) occupy a unique space in the profession. How can they turn their unique... Read more
Client Advisory Services, Bill pay, Whitepapers
 
Building Growth and Innovation around EBP Audits
When auditing employee benefit plans, firms often struggle balancing process efficiency and engagement quality. From implementing new... Read more
Audit & Assurance, Technology, Webinars
 
How to recruit and upskill staff to grow a successful...
Firms that offer Client Advisory Services (CAS) are facing growing demand from clients for business analysis and advisory insights... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
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