Type
Topic
Spend Management Can Help Maximize Your Corporate Cards
Businesses have tried to lessen expense reporting headaches by having employees use a mix of personal and corporate cards when...
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...
Get ready for these 5 questions from clients on SECURE Act 2.0
If you haven’t fielded many questions from clients regarding SECURE Act 2.0, you will. That’s because this new law –...
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...
Spend management services – how to price, position and productize for success
Whether you provide accounting as part of your client advisory services (CAS) offering or your service is more transactional in...
How spend management can save your clients time and money
It’s the last day of the month and you’re working to close your client’s books so you can provide them...
Create Efficiencies and Secure Talent with Spend Management Technology
Client Advisory Services (CAS) continues to evolve—progressively moving towards a holistic approach to business finance that includes spend management. Why?...
Clients judge your firm by its website. Here are 4 ways to make it great
How often do you think about your firm’s website? For leaders at many firms, the answer is “rarely.” Once your...
Top 4 takeaways from the 2022 Blockchain Symposium
Cryptocurrencies and NFTs (non-fungible tokens) are really cementing their place in global business and commerce. That’s why these digital assets...
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...
Firms are using the new .cpa domain to supercharge their online presence. Here’s how.
Put a good idea in the hands of CPAs, and they’ll find innovative ways to make it even better. That’s...
Your clients need help with spend management. Here’s why.
Note: You can watch this free CPA.com webinar on-demand now. Sign up here. No matter the size of your client’s...




