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 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...
5 accounting marketing strategies to drive growth
Accounting firms face a vastly different world today than they did a decade ago. Competition isn’t just local but global,...
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...
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,...
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...
Financial reporting standards and the future of Client Advisory Services
The AICPA recently issued an exposure draft of proposed changes to the AR-C Section 70 financial statement preparation standard specifying...
Want to grow your CAS practice? Deliver business insights.
There’s a good reason client advisory services (CAS) practices have been the talk of the profession over the past few...
Mastering AI Adoption: 3 Change Management Steps for Transformative Success
Artificial intelligence (AI) is no longer a distant concept—it’s already here, shaping how your firm operates, often without you even...
Small businesses are worried – your firm can help
Small business challenges like inflation and rising costs need solutions. Help lighten the burden for your clients with cash flow, financial planning, and capital access as their trusted advisor.
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...
Verticalization: Unlocking opportunities for growth
As the old adage goes, “you can’t be all things to all people.” This rings true in many facets of...




