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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 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...
Payment choice gives business clients the edge. Here’s what to tell them.
Think about how much your own personal expectations have changed when it comes to paying for (or getting paid for)...
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...
Every client needs spend management support in 2024. Here’s how your firm can help them.
Discover how your firm can enhance its advisory role by implementing comprehensive spend management solutions in 2024. Learn from RKL Virtual’s Technology & Innovation Practice Leader, Victoria Pritchard, about the risks of weak expense policies and how modern technology can transform expense management. Explore the benefits of virtual cards and automated spend management platforms to provide unparalleled value to your clients and open new revenue streams.
CAS tech: How to expertly navigate the change
The way you manage change can make or break the success of an initiative or transformation. In this blog, CPA.com’s Kim Blascoe details how your CAS practice should be approaching change management strategy within your firm.
From complexity to clarity: How BILL enables firms to help their SMB clients with cash flow management
In this CPA.com blog, hear Kim Blascoe, CPA’s perspective on how technology like BILL’s Financial Operations Platform creates visibility into the cash flow future for accounting firms and their SMB clients.
Your path to CAS success: 5 essential steps
Uncover the key to a thriving client advisory services (CAS) practice in this CPA.com blog. From defining strategy to aligning teams with technology, learn the 5 essential steps to ensure your success. Ready to elevate your game?
Why BILL is the preferred AP, Spend and Expense Management solution for firms
As a CPA who has spent nearly half of my career leading the client advisory services (CAS) practice at a...
BILL CEO René Lacerte discusses key lessons from SVB with CPA.com CEO Erik Asgeirsson
Trusted Business Partner Role As their trusted business partner, accounting firms are on the frontlines helping their small business...
Talent is Key for Success in Client Advisory Services
Client Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start...