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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...
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...
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...
How your firm can market spend management services to clients
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting Firms...
How CPA firms can price, position, and productize spend management
One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced business management services and transactional accounting to strategic consulting and virtual CFO and controller services. Another area that could provide CAS practices with a major opportunity for growth is spend management advisory.
Card-based spend management technology: Benefits for SMBs and CPA firms
Here’s a common expectation in today’s business world: An employee must front all the costs for an upcoming business trip and then spend up to a month waiting to be reimbursed. On the other hand, the controller or accounting manager recognizes this employee is one of many who will probably require multiple reminders to submit their expense report.
Navigating sales tax compliance: The role of technology in a post-Wayfair world
Sales tax management software for remote sellers has become a required tool. Here we’ll explore the role of sales tax...
AI for tax research? At small firms, it’s a game changer.
Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly...
Expense reports are no longer a requirement with a spend management solution
This CPA.com blog explores how spend management software is changing how organizations control traditionally hard-to-quantify employee and discretionary expenses using spend management automation.
Clients overpaying SALT? They need your help. Here’s how to get started.
Are your clients overpaying their sales and local taxes (SALT)? The odds are good – and the more complex their...
How the right tools can make an impact on SALT advisory
If you’ve seen any of the recent headlines about clients suing their accounting firms for not properly advising them on...