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...
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...
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,...
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,...
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...
Harnessing transformation: Key takeaways from the 2024 AICPA/CPA.com Executive Roundtable
Change has become the new norm for the business world. There’s always something new just around the corner—new technologies, new...
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.
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...
Technology, transformation and the future of accounting
After the most recent AICPA Council meeting, I sat down with Barry Melancon, AICPA president and CEO, to discuss the...