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. ...
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.
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...
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...
How small firms are making big-firm tech moves
The pace of new technology hitting the market is relentless—and for many accounting firms, especially smaller ones without dedicated IT...
Looking to grow your small firm? Start with these three steps.
There’s no shortage of good ideas for growing your business. But you can’t pursue them all—especially at a small firm,...
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...
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...
Decoding SECURE Act 2.0: Key insights for businesses
In the dynamic world of retirement, the SECURE Act 1.0 and 2.0 has emerged as a significant catalyst for change,...
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...