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Topic
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.
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...
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...
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.
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,...
Verticalization: Unlocking opportunities for growth
As the old adage goes, “you can’t be all things to all people.” This rings true in many facets of...
5 growing pains in client advisory services (CAS) and what to do about them
Does this sound familiar? After years of your firm successfully delivering the same fundamental set of accounting services to clients,...