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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...
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...
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.
4 Retirement Law Changes CPAs Should Know in 2025
SECURE 2.0 and state mandates are reshaping retirement planning. See how your firm can help clients stay compliant and design smarter benefit 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...
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...
How AI can boost your firm’s recruitment efforts
On any given week, how much of your firm’s time and resources are spent on recruitment? Probably way more than...