Type
Topic
How Sage Intacct helped Forvis Mazars cut AP entry in half
Every CAS practice hits the same wall. Clients outgrow QuickBooks. Reports get rebuilt by hand in Excel. Your team spends...
Consero Case Study PDF
Read the full case study below.
Blue J: Adams Brown Case Study
By embracing Blue J’s AI-powered tax research solution, US-based Regional firm Adams Brown empowers its growing tax team to deliver...
Bartlett, Pringle, and Wolf, LLP
Faced with the limitations of general-purpose AI, BPW sought a smarter solution. Blue J’s purpose-built platform delivered — boosting research...
Tax AI Journey
Exploring AI in tax research helps firms boost capacity, streamline workflows, and deliver smarter insights to clients. Learn how top-performing...
Larson Gross Advisors
Curious how accounting firms are scaling smarter with generative AI? Learn how Larson Gross Advisors transformed their tax research with...
How Chaney & Associates found success in the nonprofit vertical
Learn how Chaney & Associates leveraged tailored, automated technology solutions to revolutionize financial operations for over 1,100 nonprofits.
Accelerating the path to Business Insights Advisory
How Baker Tilly is reimagining their client advisory services model through CPA.com’s CAS 2.0 framework To support re-envisioning their Client...
Client Advisory Services (CAS) for nonprofits: Practical insights from leaders in the field
Nonprofits face a number of challenges from funding, to talent acquisition, and resource allocation. Of the organizational functions that they...
Bringing Family into the Fold: How one practitioner engages entire households with client-facing deliverables
Often times, only certain members of a family are in-tune with household finances. In most cases, advisors work exclusively with...
The Case for Specialization in EBP Audits
8 practitioners, 100 year-round audits – and one audit solution. Learn how one firm was able to leverage technology to...
Higher-quality EBP Audits by Design
Over the course of nearly 30 years providing 401(k) audits for a steadily growing client, a Louisiana-based small firm eventually...