Type
Topic
Planning an audit transformation? Start with these 5 questions.
We’ve talked about the audit of the future for years, but the reality for firms is that the future is...
Mastering AI Adoption: 3 Change Management Steps for Transformative Success
Artificial intelligence (AI) is no longer a distant concept—it’s already here, shaping how your firm operates, often without you even...
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....
6 things to consider before pricing your CAS services
Creating a standout client advisory services (CAS) practice is about much more than just putting a price tag on your...
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...
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...
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...
Family office services: Rising demand brings new opportunities
Many firms today are taking a closer look at family office-focused financial planning and management opportunities as demand for these...
Why specialization is the key to firm growth
In today’s world of personalization and custom offerings, clients are expecting more from their CPA firms. CPA.com VP of Sales and Client Services Kalil Merhib shares how you can deliver greater value to clients through specialization—and offers strategies to help you build a niche practice.
Which CAS workshop is right for you?
Demand for Client Advisory Services (CAS) continues to grow, and now is the perfect time to take advantage of the...
What does our latest survey on the state of Client Advisory Services (CAS) reveal?
The evolution of client advisory services (CAS), a practice for helping clients outsource their accounting needs with services spanning a...