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Naming your new CPA firm? These tips will help.
So, you’ve decided to launch a new firm. Congratulations! You’ve set your strategy. Decided on a structure. Identified target clients....
4 takeaways on the DAS implementation journey
Watch the video here. As auditors, we are used to navigating change. We build processes to respond to regulators and...
Key focus areas for accelerating CAS growth
The client advisory services (CAS) environment is changing so quickly, it can be hard to keep up. Not only are...
Every client needs spend management support in 2024. Here’s how your firm can help them.
Discover how your firm can enhance its advisory role by implementing comprehensive spend management solutions in 2024. Learn from RKL Virtual’s Technology & Innovation Practice Leader, Victoria Pritchard, about the risks of weak expense policies and how modern technology can transform expense management. Explore the benefits of virtual cards and automated spend management platforms to provide unparalleled value to your clients and open new revenue streams.
CAS tech: How to expertly navigate the change
The way you manage change can make or break the success of an initiative or transformation. In this blog, CPA.com’s Kim Blascoe details how your CAS practice should be approaching change management strategy within your firm.
From complexity to clarity: How BILL enables firms to help their SMB clients with cash flow management
In this CPA.com blog, hear Kim Blascoe, CPA’s perspective on how technology like BILL’s Financial Operations Platform creates visibility into the cash flow future for accounting firms and their SMB clients.
Your path to CAS success: 5 essential steps
Uncover the key to a thriving client advisory services (CAS) practice in this CPA.com blog. From defining strategy to aligning teams with technology, learn the 5 essential steps to ensure your success. Ready to elevate your game?
Celebrating entrepreneurs in the Hispanic community
Hispanic Heritage Month, celebrated from Sept. 15 – Oct. 15, is a time to recognize the invaluable contributions of Hispanic...
Why BILL is the preferred AP, Spend and Expense Management solution for firms
As a CPA who has spent nearly half of my career leading the client advisory services (CAS) practice at a...
Seizing the data analytics and advisory opportunity – now is the time
It’s no secret that client expectations for real, decision-shaping insights into their businesses are on the rise. For firms, delivering...
BILL CEO René Lacerte discusses key lessons from SVB with CPA.com CEO Erik Asgeirsson
Trusted Business Partner Role As their trusted business partner, accounting firms are on the frontlines helping their small business...
The Audit of the Future? It’s happening right now.
Here’s a sneak peek at what that means for you. Wondering when the “audit of the future” that we’ve all...