Type
Topic
How AI can help your firm move faster during tax season
Here’s a tax season truth: the biggest bottleneck in most firms isn’t capacity or effort. It’s friction. After more than...
How firms are turning sales tax into proactive advisory
For years, sales tax lived in the “periodic compliance” bucket. Gather the data, file the returns, document the work, and...
AI adoption in accounting is rising, but trust lags
AI isn’t coming to accounting, it’s already here. From auto-classifying transactions to enhancing audit procedures, the technology is embedding itself...
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...
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently...
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,...
Shaping the future: 6 Takeaways from the AICPA and CPA.com AI Symposium
At the 2nd annual 2025 AICPA and CPA.com AI in Accounting and Finance Symposium, accounting and finance leaders, technology solution...
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,...
AI for tax research? At small firms, it’s a game changer.
Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly...
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...