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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...
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,...
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.
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...
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...
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,...
What’s your CAS tech stack saying about your firm?
Every firm has a vision for what it wants to become. For some, it’s about scaling efficiently. For others, it’s...
How your firm can market spend management services to clients
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting Firms...
How CPA firms can price, position, and productize spend management
One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced business management services and transactional accounting to strategic consulting and virtual CFO and controller services. Another area that could provide CAS practices with a major opportunity for growth is spend management advisory.
Card-based spend management technology: Benefits for SMBs and CPA firms
Here’s a common expectation in today’s business world: An employee must front all the costs for an upcoming business trip and then spend up to a month waiting to be reimbursed. On the other hand, the controller or accounting manager recognizes this employee is one of many who will probably require multiple reminders to submit their expense report.
Navigating sales tax compliance: The role of technology in a post-Wayfair world
Sales tax management software for remote sellers has become a required tool. Here we’ll explore the role of sales tax...