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 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...
Drive real change in your audit firm
Every audit firm is feeling the pressure to modernize—faster delivery, better tools and smarter processes. But audit transformation isn’t just...
New CAS benchmark survey results are in – and they can help take your practice to the next level
The results of our latest CAS benchmark survey are eye-opening, even for those who have closely tracked the rise of...
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...
6 things to consider before pricing your CAS services
Creating a standout client advisory services (CAS) practice is about much more than just putting a price tag on your...
Family office services: Rising demand brings new opportunities
Many firms today are taking a closer look at family office-focused financial planning and management opportunities as demand for these...
Why specialization is the key to firm growth
In today’s world of personalization and custom offerings, clients are expecting more from their CPA firms. CPA.com VP of Sales and Client Services Kalil Merhib shares how you can deliver greater value to clients through specialization—and offers strategies to help you build a niche practice.
Which CAS workshop is right for you?
Demand for Client Advisory Services (CAS) continues to grow, and now is the perfect time to take advantage of the...
What does our latest survey on the state of Client Advisory Services (CAS) reveal?
The evolution of client advisory services (CAS), a practice for helping clients outsource their accounting needs with services spanning a...
CAS Questions Everyone Wants the Answers To
For any firm considering starting a client advisory services (CAS) practice, or just looking for ways to refine and grow...
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...