Type
Topic
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...
Procure, pay, predict: Power CAS with tech innovations
Your ecommerce client is confronted with sudden supplier price spikes, looming invoice backlogs and persistent cash-flow uncertainty. They need you...
How AI can boost your firm’s recruitment efforts
On any given week, how much of your firm’s time and resources are spent on recruitment? Probably way more than...
Drive real change in your audit firm
Every audit firm is feeling the pressure to modernize—faster delivery, better tools and smarter processes. But audit transformation isn’t just...
Shaping the future: 6 Takeaways from the AICPA and CPA.com AI Symposium
At the 2nd annual 2025 AICPA and CPA.com AI in Accounting and Finance Symposium, accounting and finance leaders, technology solution...
How small firms are making big-firm tech moves
The pace of new technology hitting the market is relentless—and for many accounting firms, especially smaller ones without dedicated IT...
Cracking the CAS growth code
The client advisory services (CAS) practice area continues to present one of the most compelling growth opportunities for accounting firms,...
What’s your CAS tech stack saying about your firm?
Every firm has a vision for what it wants to become. For some, it’s about scaling efficiently. For others, it’s...
How your firm can market spend management services to clients
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting Firms...
How CPA firms can price, position, and productize spend management
One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced business management services and transactional accounting to strategic consulting and virtual CFO and controller services. Another area that could provide CAS practices with a major opportunity for growth is spend management advisory.
Card-based spend management technology: Benefits for SMBs and CPA firms
Here’s a common expectation in today’s business world: An employee must front all the costs for an upcoming business trip and then spend up to a month waiting to be reimbursed. On the other hand, the controller or accounting manager recognizes this employee is one of many who will probably require multiple reminders to submit their expense report.