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Topic
Building SQMS No. 1 into your firm
For many CPA firms, implementing SQMS No. 1 begins with building the foundation: documenting quality objectives, identifying quality risks and...
Are your financial operations services leaving clients exposed to fraud risk?
Ever had your credit card company call to authorize your recent purchase of two business-class airline tickets to an exotic...
How aligning tech and verticalization fuels CAS growth
As more accounting firms evolve their client advisory services (CAS) practices, one strategy is gaining serious traction: verticalization. For firms...
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...
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...
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...
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.
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...