Type
Topic
Sales tax audit readiness is your next advisory offering
In practice, clients bring you today’s problems, not tomorrow’s. They tell you they changed how or where they sell, right...
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 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...
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...
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,...
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...
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,...
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...