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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...
Procure, pay, predict: Power CAS with tech innovations
Your ecommerce client is confronted with sudden supplier price spikes, looming invoice backlogs and persistent cash-flow uncertainty. They need you...
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...
How small firms are making big-firm tech moves
The pace of new technology hitting the market is relentless—and for many accounting firms, especially smaller ones without dedicated IT...
What’s your CAS tech stack saying about your firm?
Every firm has a vision for what it wants to become. For some, it’s about scaling efficiently. For others, it’s...
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...
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...
Looking to grow your small firm? Start with these three steps.
There’s no shortage of good ideas for growing your business. But you can’t pursue them all—especially at a small firm,...