Type
Topic
How AI can help your firm move faster during tax season
Here’s a tax season truth: the biggest bottleneck in most firms isn’t capacity or effort. It’s friction. After more than...
How firms are turning sales tax into proactive advisory
For years, sales tax lived in the “periodic compliance” bucket. Gather the data, file the returns, document the work, and...
Are your financial operations services leaving clients exposed to fraud risk?
Ever had your credit card company call to authorize your recent purchase of two business-class airline tickets to an exotic...
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...
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently...
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...
Automation gives CAS staffers a leg up. Here’s why.
Let’s say you’re announcing to your client advisory services (CAS) team that your firm is investing in powerful new automation...
Continuous improvement in your family office practice
Family offices aren’t immune to the emerging trends. Like any client, high-net-worth individuals and families expect more, making the work...
How DCPA fuels CAS strategy
Rob Henderson isn’t new to the Digital CPA conference—or to client advisory services. As the Partner in Charge of Advisory...
4 surprising lessons our firm learned about CAS data on our way to a new model
Mention your data strategy at a party and plan on being met with blank stares and hurried attempts to redirect...
How forward-thinking firms are turning to technology to fuel growth
Discover how forward-thinking firms use standardization and technology to scale CAS services, enhance advisory, and build sustainable growth strategies.
The e-invoicing revolution: How firms can help clients navigate complex global tax requirements
For both accounting firms and their clients, what’s not to like about e-invoicing? Removing paper-based filing from the equation promises...