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 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...
State of CAS: Strategic evolution of tech and talent
CPA.com recently partnered with BILL to host the 6th Annual BILL Advisory Council, which brings together a group of the...
3 Tips to help clients tackle uncertainty with annual planning
When your small business clients make their plans for the next year, are they doing it with a solid understanding...
6 steps for taking your CAS practice to the next level with FP&A
“As we climbed higher, the horizon kept changing.” -Ernest Hemingway, The Sun Also Rises The most successful client advisory services...
Talent is Key for Success in Client Advisory Services
Client Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start...




