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CAS Marketing Toolkit
Elevate your firm's client advisory services (CAS) practice with this comprehensive marketing toolkit from CPA.com and the Association for... Read more
Client Advisory Services, Branding, Toolkits
 
March 20
Cracking the CAS Growth Code: How to Market, Message...
Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for... Read more
Client Advisory Services, CPE, Webinars, Upcoming webinars
 
2024 CAS Benchmark Survey
Client advisory services (CAS) growth continues to outpace median firm revenue growth. CAS practices reported a median growth rate of 17%... Read more
Client Advisory Services, Reports
 
4 minute read
How to scale FP&A advisory services
Key takeaways from three firms that did it. Building a successful, profitable financial planning and analysis (FP&A) advisory practice that... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
The Prompting Playbook
Unlock the full potential of generative AI for tax research with the Blue J Prompting Playbook. This guide equips tax professionals with the... Read more
Tax, Tax Research AI, eBooks
 
2 minute read
Finding advisory opportunities during tax season...
Tax season is a whirlwind for small to mid-size CPA firms. Between small business K-1 returns, complex individual tax filings, and reviewing... Read more
Client Advisory Services, Financing advisory, Blog articles
 
Maximize Tax Season Efficiencies with AI-Powered Tax...
Tax season brings mounting workloads, evolving tax regulations, and the challenge of delivering precise guidance under tight deadlines. For... Read more
Client Advisory Services, Artificial intelligence, Tax Research AI, Webinars, On-demand webinars
 
February 27
2024 CAS Benchmark Survey: Insights and Actions to...
For well over a decade, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients... Read more
Client Advisory Services, CPE, Webinars, Upcoming webinars
 
February 20
Achieve Operational Excellence in Your Family Office...
Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity... Read more
Client Advisory Services, Bill pay, CPE, Webinars, Upcoming webinars
 
4 minute read
Clients overpaying SALT? They need your help. Here's...
Are your clients overpaying their sales and local taxes (SALT)? The odds are good – and the more complex their businesses are, the higher... Read more
Tax, Sales & use tax, Technology, Blog articles
 
3 minute read
Innovation in action: How technology and collaboration...
Ryan Wolff has always been fascinated by the intersection of technology and accounting, using tools like AI and data analytics to make the... Read more
Innovation, Technology trends, Digital CPA, Blog articles
 
4 minute read
Payment choice gives business clients the edge. Here’s...
Think about how much your own personal expectations have changed when it comes to paying for (or getting paid for) goods or services in only... Read more
Client Advisory Services, Bill pay, Technology, Blog articles