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. ...
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...
New CAS benchmark survey results are in – and they can help take your practice to the next level
The results of our latest CAS benchmark survey are eye-opening, even for those who have closely tracked the rise of...
SEO can be your small firm’s secret weapon. Here’s what it is and how to make it work.
Of all the ways you could improve your firm’s effectiveness online, search engine optimization (SEO) may pack the biggest bang...
Naming your new CPA firm? These tips will help.
So, you’ve decided to launch a new firm. Congratulations! You’ve set your strategy. Decided on a structure. Identified target clients....
6 things to consider before pricing your CAS services
Creating a standout client advisory services (CAS) practice is about much more than just putting a price tag on your...
Family office services: Rising demand brings new opportunities
Many firms today are taking a closer look at family office-focused financial planning and management opportunities as demand for these...
Why specialization is the key to firm growth
In today’s world of personalization and custom offerings, clients are expecting more from their CPA firms. CPA.com VP of Sales and Client Services Kalil Merhib shares how you can deliver greater value to clients through specialization—and offers strategies to help you build a niche practice.
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...
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...
CAS Questions Everyone Wants the Answers To
For any firm considering starting a client advisory services (CAS) practice, or just looking for ways to refine and grow...
Engagement Letters: New Risks Addressed, Best Practices for Firms
Engagement Letters: New Risks Addressed, Best Practices for Firms That’s a conclusion you can draw from the number of CPA...