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Automation gives CAS staffers a leg up. Here’s why.
Let’s say you’re announcing to your client advisory services (CAS) team that your firm is investing in powerful new automation...
5 accounting marketing strategies to drive growth
Accounting firms face a vastly different world today than they did a decade ago. Competition isn’t just local but global,...
DCPA 2025: Audit transformation takes center stage
Practitioner and audit technology consultant Will Hill isn’t new to change. As the founder of Will Hill Consults, he’s spent...
Continuous improvement in your family office practice
Family offices aren’t immune to the emerging trends. Like any client, high-net-worth individuals and families expect more, making the work...
How DCPA fuels CAS strategy
Rob Henderson isn’t new to the Digital CPA conference—or to client advisory services. As the Partner in Charge of Advisory...
Making the most of the quality management standards (SQMS 1) changes
With the Dec. 15, 2025, effective date for the new SQMS No. 1 quality management standard quickly approaching, audit and...
DCPA 2025: Where accounting’s boldest minds gather
DCPA 2025 is more than a conference—it’s a movement. Discover why accounting leaders call it the best place to plan, innovate, and lead with purpose.
4 surprising lessons our firm learned about CAS data on our way to a new model
Mention your data strategy at a party and plan on being met with blank stares and hurried attempts to redirect...
How forward-thinking firms are turning to technology to fuel growth
Discover how forward-thinking firms use standardization and technology to scale CAS services, enhance advisory, and build sustainable growth strategies.
4 Retirement Law Changes CPAs Should Know in 2025
SECURE 2.0 and state mandates are reshaping retirement planning. See how your firm can help clients stay compliant and design smarter benefit strategies.
The e-invoicing revolution: How firms can help clients navigate complex global tax requirements
For both accounting firms and their clients, what’s not to like about e-invoicing? Removing paper-based filing from the equation promises...
Achieve operational excellence in your family office practice
Managing wealth isn’t just about numbers; it’s about trust, relationships and understanding a client’s personal and financial priorities. My recent...