Type
Topic
Training tax staff when AI does the prep
The skills tax professionals need to build a career haven’t changed. The path we used to build them is disappearing. ...
How AI can help your firm move faster during tax season
Here’s a tax season truth: the biggest bottleneck in most firms isn’t capacity or effort. It’s friction. After more than...
How firms are turning sales tax into proactive advisory
For years, sales tax lived in the “periodic compliance” bucket. Gather the data, file the returns, document the work, and...
AI adoption in accounting is rising, but trust lags
AI isn’t coming to accounting, it’s already here. From auto-classifying transactions to enhancing audit procedures, the technology is embedding itself...
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently...
How top firms are turning AI talk into action
Last month, I had the pleasure of attending the 2025 BILL and CPA.com Accountant Partner Council, where, for two and...
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...
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...
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.