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,...
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...
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,...
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,...
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...
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...
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...