Expert guidance and tools to help you grow your practice CPA.com Resources Use the filters to select complimentary content that will help you grow your expertise in the practice area and services that matter most to you. LOADING... FAQ: SSARS standard clarification The evolving role of client advisory services (CAS) has created uncertainty around the application of SSARS standards—especially when... Read more Client Advisory Services, Guides, Whitepapers Aug 19 The Future of First Impressions: Strategies for Better... In today's rapidly evolving accounting world, onboarding has become more than just a formality - it's the key to setting your employees (and... Read more Client Advisory Services, CPE, Webinars, Upcoming webinars 4 minutes DCPA 2025: Audit transformation takes center stage Practitioner and audit technology consultant Will Hill isn’t new to change. As the founder of Will Hill Consults, he’s spent over two... Read more Audit & Assurance, Digital CPA, Blog articles 5 minute read 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... Read more Client Advisory Services, Bill pay, Technology, Blog articles How Digital CPA supports CAS practices at every stage Whether you’re launching a CAS practice or scaling a mature one, Digital CPA delivers insights for every stage. Rob Henderson from Windes... Read more Client Advisory Services, Digital CPA, Videos What makes Digital CPA different from other conferences Watch as advisory board members Rob Henderson and Will Hill share why Digital CPA is different — from exploring AI and strategic change to... Read more Innovation, Digital CPA, Videos Why Digital CPA is a must for audit professionals Will Hill explains how Digital CPA helps auditors keep pace with change — and why it’s the must-attend conference for the profession. Read more Audit & Assurance, Digital CPA, Videos Experience generative AI for tax research with Blue J Step into the future of tax research with Blue J — a cutting-edge generative AI tool designed to streamline complex tax research. This... Read more Tax, Tax Research AI, Videos Why you should bring your team to Digital CPA Driving firm-wide change is challenging alone, but powerful with a team. Discover why bringing colleagues to DCPA25 helps you explore fresh... Read more Firm Management, Digital CPA, Videos 9/24/2025 AI in Accounting: Adoption, Trust, and the Evolving... As AI capabilities surge forward, the accounting profession faces new questions—not just about what AI can do, but about how we should use... Read more Innovation, Artificial intelligence, Digital CPA, Webinars, Upcoming webinars 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 Services at... Read more Client Advisory Services, Digital CPA, Blog articles Aug 21 Beyond the Tools: Why Optimizing CAS Technology Is the... Advisory success isn’t just about adopting new tools—lots of firms can do that. It’s about using those tools well. While many firms have... Read more Client Advisory Services, CPE, Webinars, Upcoming webinars Steps to Prepare for the New Quality Management... SQMS 1 comes into effect on December 15th 2025, impacting audit and assurance practices. Firms will need to prepare for the impact of moving... Read more Audit & Assurance, Webinars, On-demand webinars 5 minutes Making the most of the quality management standards... With the Dec. 15, 2025, effective date for the new SQMS No. 1 quality management standard quickly approaching, audit and assurance firms are... Read more Audit & Assurance, Technology, Blog articles The Art of Verticalization An accountant’s step-by-step guide As the accounting landscape evolves, one thing is clear: specialization is the new competitive edge... Read more Client Advisory Services, Bill pay, Strategy, Guides Aug 27 Turn Annual Planning into Year-Round Revenue Streams Join us for an essential webinar designed specifically for accounting professionals navigating today's challenging landscape of rising... Read more Financial planning & analysis, Webinars, Upcoming webinars 1 hour From Research to Revenue: Elevating Tax Advisory with... Tax professionals are under increasing pressure to deliver faster, smarter, and more strategic insights to their clients. Generative AI is... Read more Client Advisory Services, Artificial intelligence, Tax Research AI, Webinars, On-demand webinars How Blue J's tax research AI solution helps firms of... Read more Tax, Tax Research AI, Videos 4 minute read DCPA 2025: Where accounting's boldest minds gather DCPA 2025 is more than a conference—it’s a movement. Discover why accounting leaders call it the best place to plan, innovate, and lead with... Read more Innovation, Digital CPA, Blog articles 4 minute read 4 surprising lessons our firm learned about CAS data on... Mention your data strategy at a party and plan on being met with blank stares and hurried attempts to redirect the conversation. On its face... Read more Client Advisory Services, Strategy, Technology, Blog articles 4 minute read How smart firms use forecasting to fuel CAS growth If your firm is still relying on historical reporting alone, it’s time to rethink your strategy. Clients today expect more than a clean set... Read more Client Advisory Services, Financial planning & analysis, Blog articles 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... Read more Artificial intelligence, Tax Research AI, Success stories Tax AI Journey Exploring AI in tax research helps firms boost capacity, streamline workflows, and deliver smarter insights to clients. Learn how top... Read more Artificial intelligence, Tax Research AI, Reports The evolution of business payments Upleveling CAS just got easier The variety of digital payments available offer firms the opportunity to flex their advisory muscles. By... Read more Client Advisory Services, Bill pay, Guides, Whitepapers 4 minute read How forward-thinking firms are turning to technology to... Discover how forward-thinking firms use standardization and technology to scale CAS services, enhance advisory, and build sustainable growth... Read more Client Advisory Services, Bill pay, Technology, Blog articles 4 minute read 4 Retirement Law Changes CPAs Should Know in 2025 SECURE 2.0 and state mandates are reshaping retirement planning. See how your firm can help clients stay compliant and design smarter... Read more Firm Management, Human capital management, Blog articles 1 hour Harnessing AI to Elevate Tax Research and Client... With rising tax complexity and growing client expectations, CPA firms face mounting pressure to deliver faster, more accurate, and strategic... Read more Tax, Tax Research AI, Webinars, On-demand webinars 1 hour Your Tech-Enabled Family Office Practice: Elevating... Handling the financial operations for high-net-worth individuals has never been more complex. From high volumes of transactions to numerous... Read more Client Advisory Services, Webinars, On-demand webinars 1 hour Outrank the Competition: Marketing Strategies That Win... Today’s most successful accounting firms aren’t just showing up online – they’re leading the pack. In this free CPE webinar, we’ll explore... Read more Practice management, Firm Management, Branding, Technology, Web domains, Webinars, On-demand webinars What to expect at DCPA25 Join us in Washington, D.C., from December 7–10, 2025, for the most innovative conference in the profession. From client advisory services... Read more Innovation, Videos 1 hour The Power of a Safe Harbor 401(k): Empowering your firm... Offering a retirement plan is a strong component of an employee benefits package and a valuable tool for recruiting and retaining employees... Read more Client Advisory Services, CPE, Webinars, Upcoming webinars 1 hour Beyond the Balance Sheet: Unlocking the Power of... Client advisory services (CAS) practices have a competitive edge that’s too often overlooked: unparalleled access to a rich stream of client... Read more Client Advisory Services, Webinars, On-demand webinars 1 hour CAS Hot Topics: Update on new SSARS 27 standard &... Join us for this timely DCPA webcast where we dive into several hot topics for firms with CAS practices. Review the new SSARS 27 standard... Read more Digital CPA, Client Advisory Services, Digital CPA, Digital CPA, Digital CPA, Profession insights, Webinars, On-demand webinars 1 Hour How Smart Firms Use Reporting to Unlock FP&A Growth Smart firms aren’t just delivering reports: they’re using them to spark client conversations that lead to growth. In this session, Andrew... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 4 minute read The e-invoicing revolution: How firms can help clients... For both accounting firms and their clients, what’s not to like about e-invoicing? Removing paper-based filing from the equation promises a... Read more Tax, Sales & use tax, Blog articles 3 minute read Achieve operational excellence in your family office... Managing wealth isn't just about numbers; it's about trust, relationships and understanding a client's personal and financial priorities. My... Read more Client Advisory Services, Bill pay, Spend & expense management, Blog articles The New Tax Leader’s Almanac: Practical Insights on... While The New Tax Leader’s Almanac provides a valuable overview of the 2025 state and local tax (SALT) compliance landscape, several recent... Read more Tax, Sales & use tax, Strategy, Whitepapers 2025 AI in Accounting Report What was once seen as a technological advancement has quickly become a strategic imperative. Explore the latest report, which serves as a... Read more Innovation, Artificial intelligence, Reports 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... Read more Client Advisory Services, Technology, Blog articles 3 minutes How AI can boost your firm’s recruitment efforts On any given week, how much of your firm’s time and resources are spent on recruitment? Probably way more than you’d like, especially when... Read more Human resources advisory, Firm Management, Blog articles 2 minutes Who DCPA is for and why it’s grown year after year DCPA has evolved into a must-attend event for forward-thinking professionals in the accounting profession. In this video, Kimberly Ellison... Read more Innovation, Digital CPA, Videos 30 seconds CPA Business Funding Portal Testimonial: Tiffany... Tiffany Jackson, Owner of TW Tax & Credit Services, shares why she loves the CPA Business Funding Portal and how it helps speed up the... Read more Client Advisory Services, Videos CPA.com and BILL growth & technology survey High-tech. High-yield. High-growth. The accounting profession is evolving faster than ever. Firms with a forward-thinking vision are seizing... Read more Client Advisory Services, Bill pay, Technology, Reports AI Symposium Takeaways Read more Innovation, Artificial intelligence, Technology trends, Videos 3 minutes 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... Read more Audit & Assurance, Digital CPA, Practice management, Blog articles 5 minute read Shaping the future: 6 Takeaways from the AICPA and CPA... At the 2nd annual 2025 AICPA and CPA.com AI in Accounting and Finance Symposium, accounting and finance leaders, technology solution... Read more Innovation, Artificial intelligence, Profession insights, Blog articles 4 minute read 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... Read more Firm Management, Technology, Web domains, Blog articles 5 minute read 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... Read more Client Advisory Services, Practice management, Strategy, Blog articles Larson Gross Advisors Curious how accounting firms are scaling smarter with generative AI? Learn how Larson Gross Advisors transformed their tax research with... Read more Artificial intelligence, Tax Research AI, Success stories 1 hour Future-Ready Firms: Insights from the 2025 CPA.com &... 74% of accounting firms have a detailed plan in place to add new services in the next 12 months—and for many, technology is the catalyst. In... Read more Client Advisory Services, Bill pay, CPE, Webinars, Upcoming webinars How .cpa domains helped Nexus Global CPA stand out and... Christian Daulong of Nexus Global CPA shares how switching to a .cpa domain transformed their brand and made launching their website fast... Read more Firm Management, Branding, Web domains, Videos Staunton Accounting’s journey to a more memorable brand... Andrea Margaritis explains how a .cpa domain and starter site gave Staunton Accounting a sleek, credible, and memorable online presence. Read more Firm Management, Branding, Web domains, Videos 1 Hour Tax & Tech: The Winning Duo for 2025 Success Tax and technology go hand in hand – whether you're a SALT practitioner or an ERP consultant, each year, you’re likely dealing with... Read more Tax, Sales & use tax, Webinars, On-demand webinars 4 minutes 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 about delivering deeper... Read more Client Advisory Services, Digital CPA, Technology, Blog articles 1 hour Approachable CAS: Tech-Enabled Spend Management... Join us for an engaging webinar that demystifies the process of incorporating spend management into your firm’s client advisory services... Read more Client Advisory Services, Spend & expense management, Webinars, On-demand webinars 4 minute read How your firm can market spend management services to... This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting... Read more Spend & expense management, Technology, Blog articles 4 minute read How CPA firms can price, position, and productize spend... One of the fastest-growing practice areas for accounting firms is client advisory services (CAS), which runs the gamut from outsourced... Read more Spend & expense management, Technology, Blog articles The FP&A technology champion in your CAS practice Why they’re important, how to choose one, and how to make them successful Client advisory services (CAS) firms looking to expand their... Read more Client Advisory Services, Financial planning & analysis, Whitepapers 4 minute read Card-based spend management technology: Benefits for... 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... Read more Spend & expense management, Technology, Blog articles 4 minute read Navigating sales tax compliance: The role of technology... Sales tax management software for remote sellers has become a required tool. Here we'll explore the role of sales tax software, from its... Read more Tax, Sales & use tax, Technology, Blog articles 4 minute read AI for tax research? At small firms, it's a game... Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly and the answer you're... Read more Innovation, Artificial intelligence, Tax, Tax Research AI, Blog articles 4 minute read Expense reports are no longer a requirement with a... This CPA.com blog explores how spend management software is changing how organizations control traditionally hard-to-quantify employee and... Read more Client Advisory Services, Spend & expense management, Blog articles CAS Marketing Toolkit Elevate your firm's client advisory services (CAS) practice with this comprehensive marketing toolkit from CPA.com and the Association for... Read more Client Advisory Services, Branding, Toolkits 1 hour, 15 minutes Cracking the CAS Growth Code: How to Market, Message... Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for... Read more Client Advisory Services, CPE, Webinars, On-demand webinars 2024 CAS Benchmark Survey Client advisory services (CAS) growth continues to outpace median firm revenue growth. CAS practices reported a median growth rate of 17%... Read more Client Advisory Services, Reports 4 minute read How to scale FP&A advisory services Key takeaways from three firms that did it. Building a successful, profitable financial planning and analysis (FP&A) advisory practice that... Read more Client Advisory Services, Financial planning & analysis, Blog articles The Prompting Playbook Unlock the full potential of generative AI for tax research with the Blue J Prompting Playbook. This guide equips tax professionals with the... Read more Tax, Tax Research AI, eBooks 2 minute read Finding advisory opportunities during tax season... Tax season is a whirlwind for small to mid-size CPA firms. Between small business K-1 returns, complex individual tax filings, and reviewing... Read more Client Advisory Services, Financing advisory, Blog articles 1 hour Maximize Tax Season Efficiencies with AI-Powered Tax... Tax season brings mounting workloads, evolving tax regulations, and the challenge of delivering precise guidance under tight deadlines. For... Read more Client Advisory Services, Artificial intelligence, Tax Research AI, Webinars, On-demand webinars February 27 2024 CAS Benchmark Survey: Insights and Actions to... For well over a decade, CPA.com has helped firms embrace the potential of client advisory services (CAS) to deliver more value for clients... Read more Client Advisory Services, CPE, Webinars, Upcoming webinars 1 hour Achieve Operational Excellence in Your Family Office... Family offices are prime for technology automation in 2025 to help address common challenges such as evolving family needs, cybersecurity... Read more Client Advisory Services, Bill pay, Webinars, On-demand webinars 4 minute read Clients overpaying SALT? They need your help. Here's... Are your clients overpaying their sales and local taxes (SALT)? The odds are good – and the more complex their businesses are, the higher... Read more Tax, Sales & use tax, Technology, Blog articles 3 minute read Innovation in action: How technology and collaboration... Ryan Wolff has always been fascinated by the intersection of technology and accounting, using tools like AI and data analytics to make the... Read more Innovation, Technology trends, Digital CPA, Blog articles 4 minute read Payment choice gives business clients the edge. Here’s... Think about how much your own personal expectations have changed when it comes to paying for (or getting paid for) goods or services in only... Read more Client Advisory Services, Bill pay, Technology, Blog articles 3 minutes Why Navolio & Tallman invested in a .cpa domain Melissa Marqusee from Navolio & Tallman shares why their firm invested in a .cpa domain. From building credibility to strengthening security... Read more Firm Management, Branding, Technology, Web domains, Videos Thursdays at 3pm ET AICPA Town Hall Examining the Profession's Most Pressing Issues. Keep pace with changes in tax law, globalization, technology advancements and the ever... Read more Profession insights, CPE, Live news broadcasts 1 hour Achieving Excellence: Maximizing Profitability and... Learn from Chris Gallo and Ben Varilek at Creative Planning, a firm that has mastered their advisory services to achieve maximum... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 1 hour Driving Consistency: Building Scalable, Predictable FP... This webinar explores how firms can advance through the Standardized and Predictable stages of the Business Insights Optimization System... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 1 hour Laying the Foundation: Transitioning from CAS Financial... In the webinar, we spotlight Zeb Smith the founder of Zebulon and how his firm successfully transitioned from traditional compliance... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 1 hour Staying Ahead in 2025: Essential Insights for... New sales tax regulations and compliance challenges are emerging for 2025—adding complexity to the advisory and support services that firms... Read more Tax, Sales & use tax, CPE, Webinars, On-demand webinars 45 minutes Tax Season Prep: Get better tax answers with AI tax... Tax season is challenging—complex tax laws, constant regulatory changes, and the pressure of tight deadlines can make delivering timely... Read more Artificial intelligence, Tax, Tax Research AI, Webinars, On-demand webinars Next-level financing advisory relationships start here Do your business clients need help securing the funding they need to achieve their goals? With the CPA Business Funding Portal, now your... Read more Client Advisory Services, Financing advisory, Whitepapers 1 hour 2025-Ready: The Future for Accounting Technology In this forward-looking session, we’ll explore the emerging technologies and innovations poised to reshape the accounting landscape in 2025... Read more Firm Management, Technology, Web domains, Innovation, Technology trends, Webinars, On-demand webinars 1 hour Beyond Bill Pay: The Power of Payment Choice for Your... Payment options for your clients go way beyond credit card, check or ACH in modern day. With so many different ways to pay, you are uniquely... Read more Client Advisory Services, Bill pay, Webinars, On-demand webinars 4 minute read Looking to grow your small firm? Start with these three... There’s no shortage of good ideas for growing your business. But you can’t pursue them all—especially at a small firm, where a hundred other... Read more Firm Management, Technology, Web domains, Blog articles 4 minute read New CAS benchmark survey results are in – and they can... The results of our latest CAS benchmark survey are eye-opening, even for those who have closely tracked the rise of client advisory services... Read more Client Advisory Services, Practice management, Blog articles 4 minute read Five blockchain trends for firms and finance teams Blockchain technology has turned a corner, emerging as a transformative force in modern finance, influencing how firms operate, and... Read more Innovation, Blockchain & digital assets, Technology trends, Blog articles State of Blockchain: Insights from 2024 The blockchain landscape has undergone a dramatic transformation, with the global crypto market cap peaking at $3.3 trillion and over 560... Read more Innovation, Blockchain & digital assets, Infographics 2 minute read Four Digital CPA insights to drive firm innovation in... More than 1,300 innovative professionals came together at our 2024 Digital CPA conference last week to explore the key opportunities and... Read more Innovation, Digital CPA, Profession insights, Blog articles 4 minute read Manual 1099 processes are a drag on client advisory... Success in client advisory services (CAS) practices is all about achieving scale through efficiency. Practices that can lean on technology... Read more Client Advisory Services, Bill pay, Technology, Blog articles 5 minute read How recent interest rate cuts impact small business... The Federal Reserve Bank’s recent, long-awaited interest rate cuts arrive at a critical time for your small business clients. Although... Read more Client Advisory Services, Financing advisory, Blog articles 7 minute read Planning an audit transformation? Start with these 5... We've talked about the audit of the future for years, but the reality for firms is that the future is here – and transformation of audit... Read more Audit & Assurance, Technology, Blog articles 1 hour Transforming Audit Practices with the Dynamic Audit... Audit transformation is a priority for many audit leaders, but knowing where to start can be challenging. Join Emily Remington and Sarah... Read more Audit & Assurance, Webinars, On-demand webinars 4 minute read Financial reporting standards and the future of Client... The AICPA recently issued an exposure draft of proposed changes to the AR-C Section 70 financial statement preparation standard specifying... Read more Client Advisory Services, Strategy, Blog articles Unpacking AI Is your GPT an LLM? Does that tool use ML or DL? Keeping up with this transformative technology can seem like a headache. Our Unpacking AI... Read more Innovation, Artificial intelligence, Infographics 4 minute read SEO can be your small firm's secret weapon. Here's what... Of all the ways you could improve your firm’s effectiveness online, search engine optimization (SEO) may pack the biggest bang for the buck... Read more Firm Management, Branding, Web domains, Blog articles The AP software selection checklist Selecting a software vendor to handle your accounts payable and financial operations is an important task for your firm and your clients... Read more Client Advisory Services, Bill pay, Guides 3 minute read Want to grow your CAS practice? Deliver business... There’s a good reason client advisory services (CAS) practices have been the talk of the profession over the past few years: The service... Read more Client Advisory Services, Strategy, Blog articles 1 minute Why auditors should attend Digital CPA® Last year was the debut of our dedicated audit track at Digital CPA. Now it’s back and better than ever! Hear from audit professionals about... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Videos 1 hour DCPA24 Webinar: Decoding the Future Join CPA.com’s VP of Strategy & Innovation, Kacee Johnson, and be radical’s founder, Pascal Finette, on a no-holds-barred, tell-it-like-it... Read more Technology, Digital CPA, Technology, Technology, Digital CPA, Technology, Webinars, On-demand webinars 3 minute read Mastering AI Adoption: 3 Change Management Steps for... Artificial intelligence (AI) is no longer a distant concept—it's already here, shaping how your firm operates, often without you even... Read more Firm Management, Strategy, Technology, Innovation, Artificial intelligence, Blog articles October 24 Building a high-performing CAS team: Is adding HR... Is your Client Advisory Services (CAS) team properly structured and staffed to deliver on client needs and drive growth into the future... Read more Client Advisory Services, Human resources advisory, CPE, Webinars, Upcoming webinars 1 hour Scaling Your Family Office With Bill Pay Automation The ever-increasing complexity of high-net-worth families demands more comprehensive advice, deeper insights, and added value from their... Read more Client Advisory Services, Bill pay, Webinars, On-demand webinars 2 minutes How attending DCPA as a group amplifies the experience Kimberly Ellison-Taylor highlights how bringing your team can elevate the learning experience and build stronger connections. Tune in to how... Read more Innovation, Digital CPA, Videos 2 minutes What sets this year’s agenda apart from the rest Kimberly Ellison-Taylor reveals what makes this year’s dcpa24 agenda so special. Watch now as she explains how the agenda is attuned to the... Read more Innovation, Digital CPA, Videos 24 minutes Executive Roundtable Reflections: Insights with Dan... Welcome to the *Digital CPA Podcast*, where we explore how technology is transforming the accounting profession. We're joined today with Dan... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts 4 minute read Harnessing transformation: Key takeaways from the 2024... Change has become the new norm for the business world. There’s always something new just around the corner—new technologies, new innovations... Read more Innovation, Profession insights, Technology trends, Blog articles 1 hour The AICPA & CPA.com Startup Accelerator: AI - the Great... With ChatGPT ushering in broad awareness and overnight engagement with generative artificial intelligence (GenAI) by over 100 million people... Read more Innovation, Profession insights, Technology trends, Webinars, On-demand webinars 4 minute read 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 state and local... Read more Innovation, Artificial intelligence, Tax, Sales & use tax, Blog articles 3 minute read Forging the pathway to possibilities together Wondering what’s in store for DCPA24? From AI to audit transformation, this year’s Digital CPA Conference will explore the strategies and... Read more Innovation, Digital CPA, Profession insights, Blog articles 4 minute read Small businesses are worried – your firm can help Small business challenges like inflation and rising costs need solutions. Help lighten the burden for your clients with cash flow, financial... Read more Client Advisory Services, Strategy, Technology, Blog articles 22 minutes The Value of Time With Lisa Griffith In this episode of the Digital CPA Podcast, hosts Kacee Johnson and Kalil Merhib sit down with Lisa Griffith, Head of Partnerships +... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts 4 minute read State of CAS: Strategic evolution of tech and talent CPA.com recently partnered with BILL to host the 6th Annual BILL Advisory Council, which brings together a group of the most innovative and... Read more Client Advisory Services, Talent, Technology, Blog articles 1 Hour How Advisory Firms Can Build 2025 Plans With Clients In today's unpredictable economic landscape, having a robust annual plan is crucial for businesses to navigate challenges and seize... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 3 minute read Decoding SECURE Act 2.0: Key insights for businesses In the dynamic world of retirement, the SECURE Act 1.0 and 2.0 has emerged as a significant catalyst for change, particularly for small- and... Read more Client Advisory Services, Human resources advisory, Firm Management, Human capital management, Blog articles Paychex Officer-Only 401(k) The Paychex Officer-Only 401(k) plan offers the ideal mix of benefits for sole proprietorships, LLCs, S corporations, and partnerships — any... Read more Firm Management, Human capital management, Whitepapers 4 minute read 3 Tips to help clients tackle uncertainty with annual... When your small business clients make their plans for the next year, are they doing it with a solid understanding of the financial... Read more Client Advisory Services, Financial planning & analysis, Blog articles The Road to Retirement This report highlights insights and trends for employers to consider about workplace retirement plans and the benefits for their employees... Read more Firm Management, Human capital management, Whitepapers 25 minutes Building Digital Readiness: Insights from Chad Osgood In this episode of the Digital CPA podcast, Kacee Johnson and Kalil Merhib sit down with Chad Osgood, co-founder of Digilence, to explore... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts 1 hour Spend Management: How Your Clients Can Leverage Cards +... What are your small business clients looking for? Another way to pay. With inflation persisting, having choices when it comes to payments is... Read more Client Advisory Services, Spend & expense management, Webinars, On-demand webinars How Chaney & Associates found success in the nonprofit... Learn how Chaney & Associates leveraged tailored, automated technology solutions to revolutionize financial operations for over 1,100... Read more Client Advisory Services, Spend & expense management, Success stories 4 minute read Navigating the future of ESG reporting: A significant... Until recently, environmental, social and governance (ESG) reporting has been primarily market-driven by large, multinational companies... Read more Innovation, ESG, Blog articles 4 minute read Naming your new CPA firm? These tips will help. So, you’ve decided to launch a new firm. Congratulations! You’ve set your strategy. Decided on a structure. Identified target clients... Read more Firm Management, Branding, Technology, Web domains, Blog articles 1 hour Beyond the Balance Sheet: Holistic Accounting &... One of the most urgent issues facing business clients today is ensuring they have access to the capital they need, when they need it. In... Read more Client Advisory Services, Financing advisory, Content Type, Webinars, On-demand webinars 5 Steps to Spend Management Advisory Accounting firms are increasingly using technology to offer clients a modern solution for traditional expense report management: it’s called... Read more Client Advisory Services, Spend & expense management, Whitepapers 4 minute read 6 things to consider before pricing your CAS services Creating a standout client advisory services (CAS) practice is about much more than just putting a price tag on your services. It's about... Read more Client Advisory Services, Practice management, Blog articles 3 minute read Which retirement plan is right for your firm? “Set it and forget it.” That’s the approach many firms—all small businesses, really—take when it comes to retirement plans. Once their plans... Read more Firm Management, Blog articles 9 minutes The inside scoop on the Digital CPA Conference® with... Watch Lindsay Stevenson, Chief Transformation Officer at BPM, discuss how DCPA helps CPAs tackle the profession's biggest challenges, the... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Videos 9 minutes How .cpa web domains helped this firm enhance its SEO... Becca Gilbert of Thomas Howell Ferguson P.A. on smoothly transitioning to a .cpa domain and its impact on their SEO, branding, and overall... Read more Web domains, Videos 1 hour .cpa Web Product Demonstration Join us for an insightful webinar as we explore the .cpa web domain and its advantages for you and your firm. Here’s what you’ll learn: Read more Web domains, Upcoming webinars 5 minute read 4 takeaways on the DAS implementation journey Watch the video here. As auditors, we are used to navigating change. We build processes to respond to regulators and market forces, and that... Read more Audit & Assurance, Technology, Innovation, Technology trends, Blog articles 14 minutes DAS Implementation Journey: Firm Panel Early adopting firms of the Dynamic Audit Solution discuss their implementation experience and early results. Read more Audit & Assurance, Technology, Innovation, Technology trends, Videos 1 hour Pricing, packaging, and finding the right fit for your... Join CAS practitioners Jody Grunden of Summit Virtual CFO by Anders and Jenni Huotari of Eide Bailly as they provide a look into the ways... Read more Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars Pricing for growth: An actionable worksheet for CAS... Pricing client advisory services (CAS) is a complex task that requires knowledge of your market, competitors, the industries you serve, and... Read more Client Advisory Services, Bill pay, Spend & expense management, Whitepapers 25 minutes Generational Gaps and Remote Leadership with Jen Wilson Welcome to the Digital CPA podcast, in this episode we are joined by Jen Wilson, co-founder of Convergence Coaching and a long-standing... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts The Road to AI Implementation As your team looks to implement an artificial intelligence strategy, it’s important to avoid trying to slot this powerful tool into existing... Read more Innovation, Artificial intelligence, Infographics 3 minutes What to Expect as a First-Time Attendee at DCPA New to Digital CPA ®? No worries—we’ve all been there. Join Lindsay Stevenson, Chief Transformation Officer at BPM, as she guides you... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Videos 2 minutes What Makes the Digital CPA Conference® Special? Watch as DCPA advisory board members Zunie Nguyen, CEO of Yogi CPA; Nicole Davis, Founder of Butler-Davis Tax & Accounting LLC; and Tom Hood... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Videos 1 minute Who should register for DCPA? Watch Tom Hood, CPA, EVP of Business Engagement & Growth at AICPA discuss why you need to be at this year’s Digital CPA Conference. Back to... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Videos 1 hour From Vision to Value: Defining Your CAS Strategy Before... While many firms are eager to transform their practices through innovative pricing and packaging strategies for CAS (client advisory... Read more Client Advisory Services, Practice management, Strategy, Webinars, On-demand webinars 2 minute read Why you should attend the 2024 Digital CPA Conference Why has DCPA24 emerged as the must-attend event of the year for so many CPAs? With all the work that accountants find themselves doing, it... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Blog articles 3 minute read Key focus areas for accelerating CAS growth The client advisory services (CAS) environment is changing so quickly, it can be hard to keep up. Not only are individual practices evolving... Read more Client Advisory Services, Financing advisory, Technology, Blog articles 1 hour Accounting for Success – 3 Tips for Growing Small Firms Are you a small or medium-sized accounting firm looking to expand and thrive in today’s competitive market? Join experts: Brian Davis &... Read more Firm Management, Web domains, Webinars, On-demand webinars 1 hour Expanding Capacity Through Offshore Teams Join us for the first DCPA24 webinar that will dive into the strategic advantages of leveraging offshore teams to enhance capacity in... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars 4 minutes read Every client needs spend management support in 2024.... Discover how your firm can enhance its advisory role by implementing comprehensive spend management solutions in 2024. Learn from RKL... Read more Client Advisory Services, Bill pay, Spend & expense management, Blog articles 20 minutes Beyond the Point & Click: Mastering Tech Upskilling and... Welcome to the Digital CPA Podcast, join Kacee, Kalil, and Elinor as they share their perspectives on the role of technology in reshaping... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts 3 minute read Generative AI: Maturing from theoretical to practical... Generative AI (GenAI) is rapidly transitioning from theoretical exploration to tangible applications, transforming the accounting and... Read more Innovation, Artificial intelligence, Profession insights, Blog articles 1 hour Catapult Your CAS Practice: Marketing Strategies to... Client advisory services (CAS) is one of the fastest growing service areas in the accounting profession and offers tremendous opportunity... Read more Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars 5 strategies to transform your nonprofit clients’... There’s an approachable opportunity to expand your firm's services to nonprofit clients. Beyond the tax and auditing work lies a pain point... Read more Client Advisory Services, Spend & expense management, Whitepapers 4 minute read Technology, transformation and the future of accounting After the most recent AICPA Council meeting, I sat down with Barry Melancon, AICPA president and CEO, to discuss the rapidly evolving... Read more Innovation, Profession insights, Technology trends, Blog articles 4 minute read Verticalization: Unlocking opportunities for growth As the old adage goes, “you can’t be all things to all people.” This rings true in many facets of both our personal and professional lives... Read more Client Advisory Services, Strategy, Blog articles 30 minutes Becoming your clients' trusted tech advisor with Jim... Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Podcasts 14 minutes 2024 State of Firms - Mid-Year Update Read more Innovation, Profession insights, Technology trends, Videos AP Payment Methods - Best Practices Guide In this guide, BILL shares a step-by-step approach and best practices that will help you recommend scalable payment options for your clients... Read more Client Advisory Services, Bill pay, Whitepapers 3 minute read Tap into the financing advisory opportunity If you asked each of your firm’s client advisory services (CAS) clients to write down their top 3 pain points, then compared the list to the... Read more Client Advisory Services, Financing advisory, Blog articles 40 minutes Advisory Reimagined with Dave Hartley: Talent... Join us on the Digital CPA Podcast as host Kalil Merhib, EVP of Growth & Professional Services at CPA.com sits down with Dave Hartley, a... Read more Client Advisory Services, Technology, Innovation, Digital CPA, Podcasts 2 minute read Want to know how your CAS practice stacks up with peers... CAS has been a juggernaut of growth for the accounting profession. But the path to growth has been different for each firm, from how they’re... Read more Client Advisory Services, Practice management, Strategy, Blog articles 4 minute read Using the .cpa domain for an all-digital strategy After getting his start in a public accounting firm, CPA Brian Davis found that he wasn’t continuing to learn new things quickly enough to... Read more Firm Management, Web domains, Blog articles 25 minutes Navigating the Shifting Economic Landscape for CPAs... In this episode, Gene Marks, a CPA, columnist, author, small business owner, and keynote speaker joins Kacee Johnson and Kalil Merhib to... Read more Innovation, Artificial intelligence, Digital CPA, Technology trends, Podcasts 32 minutes Calculating Change: Aaron Harris on AI's Impact in... Welcome to the Digital CPA Podcast, hosted by Kacee Johnson, Vice President of Strategy & Innovation at CPA.com, and Kalil Merhib, EVP... Read more Innovation, Artificial intelligence, Digital CPA, Technology trends, Podcasts The Rise of GenAI Top insights from CPA.com’s year-long research initiative into GenAI’s transformative impacts on the profession, including findings from the... Read more Artificial intelligence, Reports 4 minute read CAS tech: How to expertly navigate the change The way you manage change can make or break the success of an initiative or transformation. In this blog, CPA.com’s Kim Blascoe details how... Read more Client Advisory Services, Bill pay, Blog articles 4 minute read From complexity to clarity: How BILL enables firms to... In this CPA.com blog, hear Kim Blascoe, CPA’s perspective on how technology like BILL’s Financial Operations Platform creates visibility... Read more Client Advisory Services, Spend & expense management, Blog articles 4 minute read 5 growing pains in client advisory services (CAS) and... Does this sound familiar? After years of your firm successfully delivering the same fundamental set of accounting services to clients, their... Read more Client Advisory Services, Strategy, Blog articles 7 minutes The Integration of AI in FP&A Technology Martin Zych from Jirav and Kim Blascoe from CPA.com discuss the intersection of AI in the FP&A space and the accountants role in translating... Read more Client Advisory Services, Financial planning & analysis, Videos 4 minutes Fueling Growth with FP&A Advisory Services Mark Leister from Compass East highlights FP&A as the linchpin of their client advisory practice, unlocking opportunities to expand their... Read more Client Advisory Services, Financial planning & analysis, Videos 20 minutes Bitcoin Surge and the SEC Watershed ETF Approval Join us as Kacee Johnson, Vice President of Strategy and Innovation at CPA.com & Ron Quaranta, the Chairman of the Wall Street Blockchain... Read more Innovation, Blockchain & digital assets, Digital CPA, Technology trends, Podcasts How to grow CAS with existing clients Who knows your clients better than you do? You understand their challenges, their strengths, and their growth opportunities. Your clients... Read more Client Advisory Services, Bill pay, Spend & expense management, Guides 34 minutes The Inspiring Intersection of Technology & Accounting Kimberly Ellison-Taylor is a trailblazer in the realms of accounting & technology, an individual whose prowess in merging financial... Read more Innovation, Digital CPA, Technology trends, Podcasts 5 minutes Making The Move To Advisory Jabbar Daniels from Chester & Daniels discusses why the firm outsourced tax preparation in order to focus on higher-value client advisory. Read more Client Advisory Services, Financial planning & analysis, Videos 13 minutes 2024 Outlook: Economic landscape and emerging tech Read more Innovation, Profession insights, Technology trends, Videos Mastering FP&A client advisory meetings: Proven... Financial Planning & Analysis (FP&A) services have emerged as one of the most important sources of revenue growth and deeper client... Read more Client Advisory Services, Financial planning & analysis, eBooks Transforming Family Office Management Unlocking Opportunities for Accountants Embrace the Evolution Discover how family offices are evolving in the digital age, and how... Read more Client Advisory Services, Bill pay, eBooks, Whitepapers 4 minute read AI in accounting and finance Key takeaways from the AICPA and CPA.com AI Symposium Generative AI has burst onto the scene, quickly becoming a mainstream phenomenon and... Read more Innovation, Artificial intelligence, Blog articles 30 minutes Call to Greatness Framework: Avoiding Burnout and... Leadership expert Alex Dorr joins Kacee Johnson, VP Strategy & Innovation at CPA.com, on this episode of the Digital CPA podcast to explore... Read more Firm Management, Digital CPA, Strategy, Talent, Innovation, Podcasts 5 minutes AI in accounting CPA.com CEO Erik Asgeirsson and @AICPAMultiMedia CEO Barry Melancon discuss how accounting firms are embracing technologies like #GenAI to... Read more Innovation, Artificial intelligence, Profession insights, Videos 3 minute read Spend management advisory: Top six questions answered There are many reasons why your clients may encounter challenges when trying to manage their cash. Often, it’s because proper tracking and... Read more Client Advisory Services, Spend & expense management, Blog articles 1 hour How firms integrate FP&A with tax for a dynamic client... While there are clear and important connections between accounting and tax services, it can be difficult for firms to develop a sustainable... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 2 minute read 2023 Blockchain Symposium reveals new horizons Has the crypto winter thawed? While 2022 was a rough year for the crypto markets, things rebounded in 2023, and blockchain use is poised for... Read more Innovation, Blockchain & digital assets, Blog articles 3 minutes DAS Testimonials Hear from early adopters of the Dynamic Audit Solution on how it creates greater efficiency, quality, and value and what it means for the... Read more Audit & Assurance, Technology, Videos 24 minutes How Innovative Cultures Impact Talent Retention John Pace, who is the Partner in charge of Outsourced Accounting and Advisory Services at GRF CPA’s and Advisors, was 2022’s winner of CPA... Read more Innovation, Digital CPA, Technology trends, Podcasts 3 minute read Your path to CAS success: 5 essential steps Uncover the key to a thriving client advisory services (CAS) practice in this CPA.com blog. From defining strategy to aligning teams with... Read more Client Advisory Services, Bill pay, Spend & expense management, Blog articles 3 minute read Four DCPA Takeaways to Consider for the Year Ahead Earlier this month, our Digital CPA conference brought together more than 1,400 forward-thinking practitioners and leaders to unpack the... Read more Innovation, Digital CPA, Blog articles 3 minutes How the AICPA Dynamic Audit Solution (OnPoint DAS) is... Read more Audit & Assurance, Technology, Videos 24 minutes The Evolution of Advisory Services to CAS 2.0™ and Kim... During this early morning conversation over coffee, Kim and Kalil start with a light hearted chat about Kim’s evolution from public... Read more Client Advisory Services, Innovation, Digital CPA, Technology trends, Podcasts 20 minutes Strategy & Leadership when the Pace of Change is... Pascal Finette is a heretic, a futurist, a visionary, an author, a disruptor and also co-founder and CEO of be radical. While not an... Read more Innovation, Digital CPA, Technology trends, Podcasts ESG: A new era in practice opportunities Companies are facing increasing pressure to make environmental, social and governance (ESG) reporting a top priority. These new and evolving... Read more Innovation, ESG, Reports 32 minutes Accounting and Advisory Firms Need a Transformation... "Holy Cats" it's exciting to be launching the Digital CPA Podcast with Lindsay Stevenson, Chair of the Advisory Board for the DCPA... Read more Client Advisory Services, Innovation, Digital CPA, Technology trends, Podcasts 9 minutes Why CAS? Thought leaders discuss trends impacting our... Hear from CAS thought-leaders Tommye Barrie, Bill Reeb, Kalil Merhib and Kim Blascoe on trends impacting the #accounting profession and the... Read more Client Advisory Services, Strategy, Videos 5 minutes How Windes is overcoming obstacles and evolving their... Windes client advisory services (CAS) practice leaders Rob Henderson, Partner-in-Charge of Advisory Services, and Miriam Kaplan, Partner of... Read more Client Advisory Services, Strategy, Videos 30 minutes Okorie Ramsey, Chair of AICPA talks about Tech... CPA.com is delighted to have Okorie Ramsey, Chair of the AICPA join Kalil and Kacee to discuss the big picture of what is happening in the... Read more Innovation, Digital CPA, Technology trends, Podcasts 3 minute read Dynamic Audit Solution (DAS): Built by auditors for... Today’s auditors in public accounting face myriad demands. Regulators and standard setters require auditors to adhere and comply, clients... Read more Audit & Assurance, Blog articles DAS: The future of audit is now All the pieces are in play for the audit profession to seize a monumental opportunity – one that will shift the trajectory of audits, and... Read more Audit & Assurance, Technology, Whitepapers The Future of Client Advisory Services: Understanding... Learn how CPA.com’s CAS 2.0 ® methodology and framework can provide a roadmap to drive holistic, long-term growth and practice... Read more Client Advisory Services, Strategy, Whitepapers 3 minute read An AI-enabled profession: Key takeaways from the 2023... At CPA.com, we focus on identifying trends impacting accounting and finance professionals and the tools, technologies and strategies they... Read more Innovation, Artificial intelligence, Blog articles Engaging With Clients Quick-start Guide The CPA Business Funding Portal allows you to offer financing advisory services to help your small business clients access fast and secure... Read more Client Advisory Services, Financing advisory, Guides 2 minutes What is spend management? Learn more about this approachable advisory opportunity, and how spend management technology works for you and your clients. Read more Client Advisory Services, Spend & expense management, Videos 4 minute read Why indirect tax professionals should pay close... The indirect tax landscape is rapidly evolving, thanks not only to fast-changing regulations but also to a slew of technological... Read more Tax, Blog articles 1 hour Spend management: An entry point for scalable advisory As the accounting profession continues to evolve, a growing number of firms are gaining a better understanding of the CAS maturity model and... Read more Client Advisory Services, Spend & expense management, Webinars, On-demand webinars 5 Steps to CAS Success Whether your firm is planning to launch a new client advisory services (CAS) practice or finding ways to refine and grow an existing... Read more Client Advisory Services, Bill pay, Spend & expense management, Whitepapers Building your AI strategy Take a deeper dive into GenAI and the specific opportunities and risks that accounting and finance professionals should consider as they... Read more Innovation, Artificial intelligence, Toolkits 1 hour Navigating Family Office Complexity: Modern Solutions... The realm of Family Office (FO) operations, whether single or multi-family, is intricate and multi-faceted. From estate and investment... Read more Client Advisory Services, Bill pay, Webinars, On-demand webinars 1 hour Sales and use tax regulatory outlook and technology... State and local tax authorities are becoming increasingly assertive while also creating new tax bases around digital and professional... Read more Tax, Sales & use tax, Webinars, On-demand webinars 4 minutes Tax use case: Legislation Research Assistant Read more Innovation, Artificial intelligence, Technology trends, Videos 5 minutes Finance use case: Structured Data Extraction Read more Innovation, Artificial intelligence, Technology trends, Videos Advisory use case: AI-enriched KPI Analysis Read more Innovation, Artificial intelligence, Technology trends, Videos Audit use case: Interview Transcript Assistant Read more Innovation, Artificial intelligence, Technology trends, Videos Internal business use case: Recruiting Agent Read more Innovation, Artificial intelligence, Technology trends, Videos CPA.com Generative AI Toolkit Read more Innovation, Artificial intelligence, Technology trends, Videos ChatGPT in accounting and finance Read more Innovation, Artificial intelligence, Technology trends, Videos Generative AI in the Accounting Profession Read more Innovation, Artificial intelligence, Technology trends, Videos Firm transformation through AI and culture Read more Innovation, Artificial intelligence, Technology trends, Videos Disrupt Disruption Read more Innovation, Artificial intelligence, Technology trends, Videos 1 hour Generative AI, The Great Equalizer This DCPA23 webcast will give you a glimpse into the type of content you would enjoy at this year's Digital CPA Conference in December. With... Read more Innovation, Artificial intelligence, Technology trends, Webinars, On-demand webinars 4 minute read Celebrating entrepreneurs in the Hispanic community Hispanic Heritage Month, celebrated from Sept. 15 - Oct. 15, is a time to recognize the invaluable contributions of Hispanic and Latino... Read more Firm Management, Technology, Blog articles 1 hour How The Subscription Model Can Transform Your Firm via... Ron Baker, who has ignited the transition to the subscription business model for accounting firms, will moderate this panel around how your... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 1 hour Automation: The cornerstone of a well-designed CAS... In an era where automation is vital and change can be challenging, it’s important to focus on how you can set a strong foundation. Whether... Read more Client Advisory Services, Bill pay, Spend & expense management, Webinars, On-demand webinars 5 minute read Why BILL is the preferred AP, Spend and Expense... As a CPA who has spent nearly half of my career leading the client advisory services (CAS) practice at a top 100 accounting firm, I can... Read more Client Advisory Services, Bill pay, Blog articles 4 minute read How to drive FP&A growth through a verticalization... When leaders at firms with client advisory services (CAS) talk about their ability to use CAS to catapult into deeper, more valuable client... Read more Client Advisory Services, Financial planning & analysis, Blog articles 4 minute read So, you’ve decided CAS is right for your firm and... You’ve read articles and the latest research highlighting the benefits of client advisory services (CAS). You’ve talked to other firms who... Read more Client Advisory Services, Blog articles New BILL integrated platform supports firms in... BILL Chief Product Officer Irana Wasti and CPA.com CEO Erik Asgeirsson discuss how BILL’s new integrated financial operations platform... Read more Client Advisory Services, Bill pay, Spend & expense management, Videos Why CAS 2023 Read more Client Advisory Services, Strategy, Videos 1 hour How to Scale & Optimize Your FP&A Practice with a... ON-DEMAND WEBINAR A successful strategy for growing your FP&A advisory practice is to focus on serving the needs of niche markets. By... Read more Client Advisory Services, Financial planning & analysis, Webinars, On-demand webinars 1 hour How to go beyond credit card points to revolutionize... Today’s business owners are in love with their credit card reward points, but at what cost? Transitioning to card-based spend management... Read more Client Advisory Services, Spend & expense management, Webinars, On-demand webinars 1 hour Unlocking Success: Mastering Your Firm’s Strategy for... Join us for an insightful webinar that delves into the challenges and opportunities of building a successful client advisory services (CAS)... Read more Client Advisory Services, Practice management, Strategy, Webinars, On-demand webinars Getting Started with FP&A Dawn Brolin, CPA and CEO of Powerful Accounting Inc. gives top 3 pieces of advice for starting an FP&A practice. Read more Client Advisory Services, Financial planning & analysis, Videos 1 hour Why the future is vertical - Best practices to... Want to know how to enhance firm efficiency? Operationalize. The data is in and 77% of CAS firms report focusing on client verticals to... Read more Client Advisory Services, Spend & expense management, Webinars, On-demand webinars 4 minute read 3 reasons firms should offer client advisory services... Why are client advisory services (CAS) fueling so much growth in the accounting profession today? Businesses are encountering more change at... Read more Client Advisory Services, Strategy, Blog articles 4 minute read 5 Reasons Not to Miss This Year’s Digital CPA Event What do you do with all those big-picture questions you keep putting off? You know, questions like, “ What’s this profession going to look... Read more Innovation, Digital CPA, Blog articles 4 minute read ChatGPT and the hype around generative AI If you paid any attention to the hype surrounding the initial release of OpenAI’s ChatGPT last November – and then the ChatGPT-4 model... Read more Innovation, Technology trends, Blog articles 4 minute read 6 steps for taking your CAS practice to the next level... “As we climbed higher, the horizon kept changing.” -Ernest Hemingway, The Sun Also Rises The most successful client advisory services (CAS)... Read more Client Advisory Services, Financial planning & analysis, Blog articles The latest Sales and Use Tax Trends and What to Expect... Read more Tax, Videos 1 hour Harnessing Technology: A Vital Pillar for a Thriving... The most successful CAS (client advisory services) practices are dynamic – constantly taking advantage of new technologies and trends to... Read more Client Advisory Services, Bill pay, Webinars, On-demand webinars How to launch FP&A services in your accounting firm FP&A services have emerged as the fastest path to growth for accounting firms, offering strategic value to clients while simultaneously... Read more Client Advisory Services, Financial planning & analysis, Whitepapers Future in Focus New technologies, such as ChatGPT, workforce changes and growing demands for higher value business insights are fundamentally reshaping the... Read more Innovation, Digital CPA, Profession insights, Whitepapers Tech Driven Transformation To remain relevant, competitive, and sustainable, leaders must implement change across four transformation elements: Globalization... Read more Innovation, Digital CPA, Webinars 4 minute read Seizing the data analytics and advisory opportunity –... It’s no secret that client expectations for real, decision-shaping insights into their businesses are on the rise. For firms, delivering on... Read more Client Advisory Services, Technology, Blog articles 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... Read more Client Advisory Services, Practice management, Strategy, Success stories 3 minute read Spend management: A growing advisory opportunity for... Your clients are desperate to get a better handle on their spending. In CPA.com’s recent survey of more than 1,100 small and medium-sized... Read more Client Advisory Services, Spend & expense management, Blog articles CPA.com Survey Finds: SMBs Seek Spend Management... Today’s businesses face economic uncertainty and rising inflation. As a result, small and midsize businesses (SMBs) are increasingly focused... Read more Client Advisory Services, Spend & expense management, Webinars 5 Steps to Spend Management Advisory Join us as we walk through steps firms must take before introducing spend management... Read more Client Advisory Services, Spend & expense management, Webinars 4 minute read Top Drivers of Transformative Organizations "Transformation" has been the talk of the accounting profession for a while now – becoming a bit of a buzzword that leaves many feeling... Read more Innovation, Profession insights, Blog articles Client Advisory Services (CAS) for nonprofits... Nonprofits face a number of challenges from funding, to talent acquisition, and resource allocation. Of the organizational functions that... Read more Client Advisory Services, Practice management, Strategy, Success stories How Your Firm Can Launch Higher Revenue Advisory... How will your firm unlock its next phase of growth? Providing more advisory-level services is widely viewed as the key for firms of all... Read more Client Advisory Services, Financial planning & analysis, Webinars 5 minute read Family office services: Rising demand brings new... Many firms today are taking a closer look at family office-focused financial planning and management opportunities as demand for these... Read more Client Advisory Services, Practice management, Blog articles 4 minute read Why specialization is the key to firm growth In today’s world of personalization and custom offerings, clients are expecting more from their CPA firms. CPA.com VP of Sales and Client... Read more Client Advisory Services, Practice management, Blog articles 2 minute read BILL CEO René Lacerte discusses key lessons from SVB... Trusted Business Partner Role As their trusted business partner, accounting firms are on the frontlines helping their small business clients... Read more Client Advisory Services, Bill pay, Blog articles Tech-driven Transformation Meaningful transformation is underway across all areas of the accounting and finance profession. The evolving technology ecosystem continues... Read more Innovation, Profession insights, Technology trends, Reports 3 minute read Don’t be restricted by a geographical web address Why a .cpa domain beats .us, .ca, and others Today, there are more options than ever for firms looking to distinguish their online presence... Read more Firm Management, Web domains, Blog articles 4 minute read Spend Management Can Help Maximize Your Corporate Cards Businesses have tried to lessen expense reporting headaches by having employees use a mix of personal and corporate cards when making... Read more Client Advisory Services, Spend & expense management, Blog articles Leadership Insights for the Road Ahead Read more Client Advisory Services, Bill pay, Technology, Videos Reinventing the Client Experience Read more Innovation, Digital CPA, Profession insights, Videos Designing Work that People Love Read more Innovation, Digital CPA, Profession insights, Videos Delivering More Impact and Value for Family Office... For accounting firms servicing family office clients, being able to access real-time accurate data is critical. However, too much valuable... Read more Client Advisory Services, Bill pay, Webinars Adopting a Proactive Approach to Client Expenses with... As an accounting professional, you might consider expense management and spend management interchangeable words. The ideas do overlap in... Read more Client Advisory Services, Spend & expense management, Whitepapers Your Firm, Fintech, and Financing Advisory The accounting profession is changing, and this is your opportunity to stay ahead of it. Download this whitepaper to learn how to meet... Read more Client Advisory Services, Whitepapers How much are expense reports costing your clients? Beyond the expense of the software and reimbursement of each expense report, there are hidden costs in the processing of expense reports... Read more Client Advisory Services, Spend & expense management, Whitepapers Rocket to revenue Compass East was founded in 2011. Since then, the firm has grown steadily, staying true to its original vision of bridging the gap between... Read more Client Advisory Services, Financial planning & analysis, Success stories Digital CPA Update: Future in Focus Read more Innovation, Profession insights, Videos 2023 Trends: Fostering a high performance culture Read more Innovation, Profession insights, Videos 4 minute read Which CAS workshop is right for you? Demand for Client Advisory Services (CAS) continues to grow, and now is the perfect time to take advantage of the CAS opportunity. Whether... Read more Client Advisory Services, Practice management, Blog articles Delivering Finance Services Dan Gertrudes, CEO and Founder of GrowthLab shares how his firm is able to provide cost-effective FP&A services to small and medium-sized... Read more Client Advisory Services, Financial planning & analysis, Videos Productizing FP&A Services Adam Hale from Anders CPA shares how Jirav’s FP&A tool enabled the firm to productize and scale their advisory services. Read more Client Advisory Services, Financial planning & analysis, Videos Discover New Opportunities for Client Bill Management... Tax season is the time when many of your firm's tax professionals are face to face with clients who may be strong candidates for outsourced... Read more Client Advisory Services, Bill pay, Whitepapers 5 minute read Get ready for these 5 questions from clients on SECURE... If you haven’t fielded many questions from clients regarding SECURE Act 2.0, you will. That’s because this new law – the second phase of the... Read more Client Advisory Services, Human resources advisory, Firm Management, Human capital management, Blog articles 3 minute read What does our latest survey on the state of Client... The evolution of client advisory services (CAS), a practice for helping clients outsource their accounting needs with services spanning a... Read more Client Advisory Services, Practice management, Blog articles Mastering Change in Client Advisory Services Client Advisory Services (CAS) practices are an important source of new growth for accounting firms of all sizes. For many, they’re also the... Read more Client Advisory Services, Bill pay, Whitepapers HR Plans for Firms Learn more about our new HR Plans for Firms Program by downloading our brochure. Read more Client Advisory Services, Human resources advisory, Whitepapers Leverage expense management technology to power your... Late expense reports, out of policy credit card transactions and vendor overcharges. Is spending at your clients’ organization out of... Read more Client Advisory Services, Spend & expense management, Webinars 4 minute read Spend management services - how to price, position and... Whether you provide accounting as part of your client advisory services (CAS) offering or your service is more transactional in nature, you... Read more Client Advisory Services, Spend & expense management, Blog articles 4 mins How spend management can save your clients time and... It’s the last day of the month and you’re working to close your client’s books so you can provide them with an updated budget and financial... Read more Client Advisory Services, Spend & expense management, Blog articles 4 mins Create Efficiencies and Secure Talent with Spend... Client Advisory Services (CAS) continues to evolve—progressively moving towards a holistic approach to business finance that includes spend... Read more Client Advisory Services, Spend & expense management, Blog articles 2 mins How Technology Can Mitigate Increased Sales Tax... The sales tax compliance landscape is becoming more complex, according to Mike Bernard, Chief Tax Officer, Vertex, who spoke at an AICPA... Read more Tax, Sales & use tax, Blog articles Scenario Planning—Helping your clients navigate... While macroeconomic factors, industry trends, and global issues have created an unpredictable business landscape, scenario planning can help... Read more Client Advisory Services, Financial planning & analysis, Webinars Making the Connection: How CAS and Tax Can Create a... Tax season is a time of significant opportunity for accounting firms -- but the challenges of busy season often leave those opportunities... Read more Client Advisory Services, Practice management, Strategy, Webinars 2022 Blockchain State of Play Blockchain and digital asset use cases continue to expand, with significant implications for accounting and finance professionals. In this... Read more Innovation, Blockchain & digital assets, Technology trends, Whitepapers Spend Management Advisory: How to price, position and... Summit CPA has built a multimillion-dollar Client Advisory Services (CAS) practice with 72% average gross profit margin. What’s their secret... Read more Client Advisory Services, Spend & expense management, Webinars ESG drivers & evolving strategies The global business community is on the verge of momentous change in how companies address and report on environmental, social and... Read more Innovation, ESG, Reports DCPA22 Webcast: The Other Side of Uncertainty Join industry leaders Pascal Finette, Jeffrey Rogers, and Kacee Johnson as they explore three key elements required for turning uncertainty... Read more Digital CPA, Digital CPA, Innovation, Digital CPA, Digital CPA, Webinars, On-demand webinars 3 mins Are Your Clients Waiting for ERTC Funds? Be Their Hero. There’s a good chance some of your clients qualify for the Employee Retention Tax Credit (ERTC), a refundable tax credit that rewards... Read more Client Advisory Services, Financing advisory, Blog articles 4 minute read Clients judge your firm by its website. Here are 4 ways... How often do you think about your firm’s website? For leaders at many firms, the answer is “rarely.” Once your site is up and running, there... Read more Firm Management, Web domains, Blog articles Annual Operating Plans Help clients forge a path... In today's economic climate, it's more important than ever for those offering Client Advisory Services (CAS) to partner with their clients... Read more Client Advisory Services, Financial planning & analysis, Webinars 4 mins Top 4 takeaways from the 2022 Blockchain Symposium Cryptocurrencies and NFTs (non-fungible tokens) are really cementing their place in global business and commerce. That's why these digital... Read more Innovation, Blog articles 4 minute read The Audit of the Future? It’s happening right now. Here's a sneak peek at what that means for you. Wondering when the “audit of the future” that we’ve all heard so much about over the years... Read more Audit & Assurance, Technology, Blog articles How firms can create efficiencies and secure talent... The next generation of Client Advisory Services (CAS) brings a more holistic view to business finance and adds spend management conversation... Read more Client Advisory Services, Spend & expense management, Webinars On-demand Demo: Unlock greater client insights and gain... Are you spending hours reconciling client transactions and closing their books each month? Traditional expense management is time-consuming... Read more Client Advisory Services, Spend & expense management, Webinars How firms are driving a sales and use tax strategy that... As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate... Read more Tax, Webinars Upskilling Your Staff Through Technology Download CPA.com Whitepaper Upskilling Your Staff Through Technology Now Read more Client Advisory Services, Bill pay, Whitepapers Discover firm growth with approachable advisory For firms looking to introduce advisory services, or enhance their existing CAS practices, spend management is a low-lift opportunity that... Read more Client Advisory Services, Spend & expense management, Webinars 4 mins Participate in the CAS Benchmark Survey to get... Client Advisory Services (CAS) are one of the newest and fastest growing services areas for firms today. According to our last CPA.com and... Read more Client Advisory Services, Practice management, Blog articles Bill pay automation: Kick starting your CAS practice Client Advisory Services (CAS) is the fastest growing practice area for accounting firms and is expected to continue on its impressive... Read more Client Advisory Services, Bill pay, Webinars Fractional CFO: the cornerstone to building a Business... Client needs and expectations for fractional CFO services are changing at a breakneck pace – just ask the leaders of any accounting firm... Read more Client Advisory Services, Financial planning & analysis, Webinars 6 Steps to Building Your Advisory Practice The road to providing advisory services to clients runs through financial planning & analysis (FP&A). Budgeting, financial modeling &... Read more Client Advisory Services, Financial planning & analysis, Whitepapers Investing at the edge During the past two years, CPAs have faced down the disruptions of the pandemic by navigating the shifting value creation opportunities for... Read more Innovation, Digital CPA, Profession insights, Whitepapers Future of CAS, Beyond Accounting Client Advisory Services (CAS) has been skyrocketing before our very eyes, propelling accounting firms like yours to new heights. As demand... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars Elevate strategic advisory with non-financial data... Giving your clients an understanding of their cashflows and revenue-growth metrics is the first step into offering advisory services, but... Read more Client Advisory Services, Financial planning & analysis, Webinars 4 mins Here’s a new and better way to help your clients access... What happens when your clients need access to working capital in order to fuel their business plans? Maybe they’re staffing up and need to... Read more Client Advisory Services, Financing advisory, Blog articles 4 minute read Firms are using the new .cpa domain to supercharge... Put a good idea in the hands of CPAs, and they’ll find innovative ways to make it even better. That’s exactly what’s happening right now... Read more Firm Management, Web domains, Blog articles Your clients need help with spend management. Here’s... Note: You can watch this free CPA.com webinar on-demand now. Sign up here. No matter the size of your client’s organization, expense... Read more Client Advisory Services, Spend & expense management, Blog articles Consistency in work product with clients Kenji Kuramoto from Acuity discusses how their CFOs and Controllers are now spending less time building financial models and more time... Read more Client Advisory Services, Financial planning & analysis, Videos The New Normal in Sales Tax Regulatory and Enforcement... Tax professionals searching for a unifying theme to describe the mishmash of sales and use tax challenges that loom large this year could do... Read more Tax, Whitepapers Helping CAS Clients Manage Inflation with FP&A With an increase in oil prices, pandemic-driven global supply chain issues and the “Great Resignation” talent crunch, companies and... Read more Client Advisory Services, Financial planning & analysis, Blog articles The Highly Automated Firm Empower your team through technology To some people, the word “automation” implies a hands-off future with minimal human intervention... Read more Client Advisory Services, Bill pay, Whitepapers The Future of Client Advisory Chris Gallo of BerganKDV discusses the future of CAS services and FP&A technology to deliver deep industry insights and expertise that... Read more Client Advisory Services, Financial planning & analysis, Videos Standardizing FP&A Process To successfully scale their CAS services, Chris Gallo of BerganKDV shares how each of the firm’s nine markets went from creating their own... Read more Client Advisory Services, Financial planning & analysis, Videos 5-step guide to FP&A advisory meetings One great client meeting can change everything – especially when it’s focused on strategic, advisory-level client issues. These meetings are... Read more Client Advisory Services, Financial planning & analysis, Whitepapers The Impact of FP&A Technology Chase Insogna of Insogna CPA discusses the ability to provide forecasting, budgeting, and financial modeling as an add-on service through... Read more Client Advisory Services, Financial planning & analysis, Videos 10 startup companies leading innovation for the... Each year, the AICPA and CPA.com invite early-stage companies worldwide to apply to participate in our Startup Accelerator. The program... Read more Innovation, ESG, Blog articles CAS Questions Everyone Wants the Answers To For any firm considering starting a client advisory services (CAS) practice, or just looking for ways to refine and grow one they’ve already... Read more Client Advisory Services, Practice management, Blog articles CAS 2.0 – Next-level Advisory FP&A Reports and Insights CAS firms and professionals are regularly evaluated by their clients based on the strategic insights, reporting and real-time metrics they... Read more Client Advisory Services, Financial planning & analysis, Webinars Outlook 2022: Four Takeaways from Digital CPA We recently celebrated the 10th anniversary of Digital CPA—the annual conference that brings together the entire accounting ecosystem to... Read more Innovation, Digital CPA, Blog articles Support your clients' complex sales and use tax needs... Discover why CPA.com collaborated with Vertex to develop the Firm Advisor Program. The program helps you simplify tax complexity by adding a... Read more Tax, Videos Streamlined and simpler As a partner at the small Boston-based firm Jardim & Marrotta LLC, Christie Marrotta values simplicity. Learn how she enabled her staff to... Read more Audit & Assurance, Technology, Success stories Forecasting to Fuel Growth In recent years, Summit CPA Group has been adding approximately 30 clients to its roster annually, focusing on “virtual CFO” services such... Read more Client Advisory Services, Financial planning & analysis, Success stories Upskilling Your Staff through Technology: How Data... How do you prepare staff for the growing client demands for business analysis and advisory insights? Utilizing technology, starting with... Read more Client Advisory Services, Bill pay, Webinars Talent is Key for Success in Client Advisory Services Client Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start or expand a... Read more Client Advisory Services, Talent, Blog articles Elevate audit productivity and enrich the client... Is your firm using disparate systems that require manual processing and lack transparency in engagement collaboration? Is extra work needed... Read more Audit & Assurance, Technology, Webinars CAS 2.0: Key Strategies to Take your CAS Practice to... In this DCPA webcast, Erik Asgeirsson joins a panel of CAS experts to share methodology for building the Business Insights Advisory Practice... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars Guide to Annual Planning: Designing a forecasting &... For many clients, the annual planning process conjures up images of days spent in windowless meeting rooms, debating for hours to develop a... Read more Client Advisory Services, Financial planning & analysis, Whitepapers 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 develop an efficient... Read more Audit & Assurance, Technology, Success stories 3 Ways to Future-Proof your CPA Firm In these disruptive times, one thing is certain: Change is inevitable. In this landscape, it has become increasingly important for CPA firms... Read more Innovation, Digital CPA, Blog articles Annual Strategic Business Cycle Do your clients depend on your firm to shape their business strategies and help them reach their goals? This is one of the most valuable... Read more Client Advisory Services, Financial planning & analysis, Whitepapers Bill pay for mid-sized firms Mid-sized accounting firms (those between 10 and 100 employees) occupy a unique space in the profession. How can they turn their unique... Read more Client Advisory Services, Bill pay, Whitepapers Building Growth and Innovation around EBP Audits When auditing employee benefit plans, firms often struggle balancing process efficiency and engagement quality. From implementing new... Read more Audit & Assurance, Technology, Webinars How to recruit and upskill staff to grow a successful... Firms that offer Client Advisory Services (CAS) are facing growing demand from clients for business analysis and advisory insights... Read more Client Advisory Services, Financial planning & analysis, Webinars Creating an Annual Operating Plan for Your CAS Clients In today’s business climate, the annual planning process is of even greater importance to your small and mid-size clients who must stay... Read more Client Advisory Services, Financial planning & analysis, Webinars Recruiting & Developing FP&A Talent – 4 Tips for your... Client Advisory Services (CAS) practices have been leading the way in growth for CPA firms for several years now. Initial data from CPA.com... Read more Client Advisory Services, Financial planning & analysis, Blog articles Sales and Use Tax enforcement: What your clients need... CPA: “Hey! I’m so glad to be able to catch up with you – it’s been a while. What’s on your mind? Client: “I was talking to my friend who... Read more Tax, Sales & use tax, Blog articles Creating Your Firm’s Path Toward Audit Transformation The accounting profession has been talking about transforming the audit for years. Today, there are plenty of signs that this moment has... Read more Audit & Assurance, Technology, Blog articles Small Firm Insights on Improving Efficiency and Quality... Are you a sole practitioner or accountant at a small firm struggling with balancing efficiency and quality in your prep, comp, and review... Read more Audit & Assurance, Technology, Webinars Excellence Now: Extreme Humanism In this DCPA webcast, Tom Peters discusses how leaders can create a "sustainable and humane workplace" in the age of COVID-19. Learn how to... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars 3 Tips to Building a Successful FP&A Practice It’s the goal of every accountant and CPA firm to be the trusted advisor to their clients. But to achieve this, you need to deliver constant... Read more Client Advisory Services, Financial planning & analysis, Blog articles High-net-worth, wealth advisory, and family office... Despite turbulent times and uncertainty throughout the past year, high-net-worth (HNW) clients represent a bright spot for the accounting... Read more Client Advisory Services, Bill pay, Whitepapers 5 things CPAs need to know about the Blockchain Space What a difference a year makes. The AICPA and CPA.com recently held their annual Blockchain in Accountancy Symposium in collaboration with... Read more Innovation, Blog articles 3 minute read Top-level domains are on the rise. Here’s why CPAs... You probably don’t think much about your firm’s top-level domain. In fact, “top-level domain” may not even be a term you’re familiar with... Read more Firm Management, Web domains, Blog articles Democratization of business forecasting: Why CAS firms... Lesson No. 1 from the pandemic: When a crisis hits, it helps to have a plan. Lesson No. 2: When the recovery comes, it helps to have a plan... Read more Client Advisory Services, Financial planning & analysis, Blog articles Taking CAS from Baseline Accounting to Client Advisory... “How can we deliver more advisory-level services to clients?" That’s a question many firms are asking as they look to deepen their... Read more Client Advisory Services, Financial planning & analysis, Whitepapers How to successfully transition your A&A firm to the... Even before the pandemic accelerated cloud adoption, almost half of all A&A firms had begun utilizing cloud-based technologies to drive... Read more Audit & Assurance, Technology, Blog articles Opportunities to Boost Quality and Efficiency in your... More than 1,000 accounting professionals attended this year's virtual AICPA & CIMA Employee Benefit Plans Conference to learn about key... Read more Audit & Assurance, Technology, Blog articles FP&A Services: The Future of Your CAS Practice Client Advisory Services (CAS) is one of the fastest growing practice areas for business advisory firms across the country. One of the... Read more Digital CPA, Digital CPA, Digital CPA, Digital CPA, Digital CPA, Webinars, On-demand webinars Wayfair and the Pandemic: New Scrutiny on SUT... As we look ahead to the prospect of an economic recovery and reflect on changes that the disruption of the last year set in motion for your... Read more Tax, Sales & use tax, Blog articles 5 minute read 3 firms, 3 different reasons to adopt the .cpa domain Why have thousands of firms, including most in the Top 500, acquired the .CPA domain? What’s driving sole proprietors, mid-size firms and... Read more Firm Management, Web domains, Blog articles Decentralized Finance – a Primer for Accounting... This thought leadership report from the Wall Street Blockchain Alliance and CPA.com introduces the subject of “Decentralized Finance”, more... Read more Innovation, Blockchain & digital assets, Technology trends, Whitepapers Saasable Helps Unlock Recurring Revenue Trends Do your small business clients know what their recurring revenue is? Probably not, yet that’s almost certainly where a large portion of... Read more Innovation, Technology trends, Blog articles OnPoint PCR - Product Tour Are manual processes and overworking engagements slowing down your preparation, compilation and review work? Designed to resolve those... Read more Audit & Assurance, Technology, Webinars 5 early-stage companies that are disrupting the... We recently announced the 2021 cohort for the startup accelerator we run with the Association of International Certified Professional... Read more Innovation, Technology trends, Blog articles Delivering next-level insights for CAS clients... Does your Client Advisory Services (CAS) practice deliver insight to clients beyond financial statements? At many firms, that’s as far as... Read more Client Advisory Services, Financial planning & analysis, Whitepapers 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 came to... Read more Audit & Assurance, Technology, Success stories CNBC sounds the alarm for clients on Virtual Currency... Wondering when or if your clients will start asking about virtual currency reporting? With this issue finally making its way to mainstream... Read more Innovation, Blog articles Credit Union Audit Report Delivery, Compliance, and... For credit unions, audited financials are critical today. This is especially true for the credit union-CPA firm-regulator ecosystem and for... Read more Audit & Assurance, Technology, Webinars Evolving your digital transformation CPAs have a crucial role in making firms, clients and organizations resilient through digital transformation. Laying the groundwork for... Read more Innovation, Profession insights, Whitepapers The Digitally Connected Prep, Comp, Review and Audit... Hosted by Accounting Today, industry experts discuss bringing a solid technology foundation to your A&A service line, and how to create a... Read more Audit & Assurance, Technology, Webinars OnPoint EBP - Product Tour Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits pursuant to ERISA... Read more Audit & Assurance, Technology, Webinars OnPoint A&A Suite Read more Audit & Assurance, Technology, Videos Search, SEO and the Advantages of a .CPA Domain for... Moving to a new web address, an updated ‘online’ business location, is just like upgrading to the ‘exclusive’ office in your city. Depending... Read more Firm Management, Web domains, Blog articles Transform Your EBP Practice in 30 Days Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits. Read more Audit & Assurance, Technology, Webinars The .CPA Domain: A Bright Line for Security and Trust... It’s easy to grasp the branding advantages the new Internet domain for the CPA profession, .cpa, can offer. Less obvious but just as... Read more Firm Management, Web domains, Blog articles Checking in on the innovators: the 2020 Startup... When it comes to early-stage companies chosen for our Startup Accelerator program, we’re a little like proud parents. “They grow so fast,”... Read more Innovation, ESG, Blog articles HR Advisory: Answering the Client Call Discover how Meredith Anderson of Coval Anderson Coval LLC. was able to turn an emerging client need for HR advice into an opportunity for... Read more Client Advisory Services, Human resources advisory, Firm Management, Human capital management, Success stories Technology Guide for Preparation, Compilation and... The typical practitioner is challenged with discovering and assessing relevant technology for their business, and it can take away from the... Read more Audit & Assurance, Technology, Whitepapers Part 1 of 5 - Engagement Setup and Build: Insights for... In this session, focusing on Engagement Setup and Build, we will discuss how common challenges like “overworking” engagements (i.e. doing... Read more Audit & Assurance, Technology, Webinars Part 2 of 5 - Real-Time Collaboration: Insights for... Surveying over 400 accountants last year on prep, comp and review services, the #1 cited challenge was getting timely and complete... Read more Audit & Assurance, Technology, Webinars Part 3 of 5 - Security: Insights for Technology around... For many firms, particularly smaller firms, it can be challenging to ensure that all your systems and technology adhere to security... Read more Audit & Assurance, Technology, Webinars Top 3 Blockchain Use Cases of 2020 Blockchain technology has exploded into the FinTech ecosystem and various industries over the last few years, evolving well beyond the buzz... Read more Innovation, Blog articles Part 4 of 5 - Integration of Methodology and... As you complete your prep, comp or review work, how much automation exists today in how you generate letters, reports and financial... Read more Audit & Assurance, Technology, Webinars Part 5 of 5 - Cloud Ecosystem: Insights for Technology... What does your overall cloud technology stack look like? When you consider all of the various aspects of offering prep, comp and review... Read more Audit & Assurance, Technology, Webinars, On-demand webinars Top A&A Engagement Challenges & How to Address Them Read more Audit & Assurance, Technology, Infographics Engagement Letters: New Risks Addressed, Best Practices... Engagement Letters: New Risks Addressed, Best Practices for Firms That’s a conclusion you can draw from the number of CPA firm engagements... Read more Audit & Assurance, Practice management, Blog articles Where Opportunity Meets Value: Business Model Trends... In this emerging trends survey report, we collected data from more than 650 accountants and business professionals who purchase accounting... Read more Client Advisory Services, Spend & expense management, Whitepapers OnPoint EBP - Streamline Your Audit Process Traditional guidance tools for employee benefit plan audits are often prone to redundant data entry and missing documentation which directly... Read more Audit & Assurance, Technology, Videos The IRS requires reporting crypto assets this season.... How many of your clients with crypto assets are aware the IRS requires them to include crypto transactions on their 2019 taxes? If your... Read more Innovation, Blog articles Managing EPL (Employment Practices Liability) Risk In this podcast, you’ll hear from Laura Lapidus, an employment attorney and the Management Liability (EPL) Risk Control Director at CNA... Read more Audit & Assurance, Technology, Podcasts Matters for Consideration: A CPA Firm Quality and Risk... In this podcast we dive into some key matters for consideration (MFC) for assurance firms and discuss how firms can use that information to... Read more Audit & Assurance, Technology, Podcasts Tackling the Top Challenges of A&A Services Is your firm leveraging a strong technology foundation to standardize its approach to A&A work? If you are looking to improve efficiency and... Read more Audit & Assurance, Technology, Webinars Collaborate Securely and Effectively On PBC Documents... Is receiving information from clients in a timely manner a top challenge in your audit process? Many firms struggle with collecting client... Read more Audit & Assurance, Technology, Webinars Sales & Use Tax (SUT) compliance will loom large for... If your firm is like most today, it’s being inundated with emails and phone calls from anxious small business clients who are trying to... Read more Tax, Sales & use tax, Blog articles Engagement Letters: Foundational Best Practices Hear from Stan Sterna, JD from Aon, and Sarah Ference from CNA, in this podcast from the Modernizing Your Practice mini-series, as they... Read more Audit & Assurance, Technology, Podcasts Privity in Third-party Audit Claims Hear from Stan Sterna, JD from Aon, in this podcast from the Modernizing Your Practice mini-series, as he explains the implications of... Read more Audit & Assurance, Technology, Podcasts Hosting Services Interpretation, Portals and More – A... Hear from Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division, in this podcast from the... Read more Audit & Assurance, Technology, Podcasts Assessing Challenges and Opportunities for your EBP... From implementing new standards, to evolving technology, to managing client collaboration, managing an EBP practice can be quite involved... Read more Audit & Assurance, Technology, Webinars A Who’s Who of the Group That Brings You Digital CPA The Digital CPA Conference is always the capstone to our year here at CPA.com. It’s perhaps the purest form of what we do to help firms... Read more Innovation, Digital CPA, Blog articles The Internet of Things Should Be on Your Radar The Internet of Things (IoT) is about to become a major phenomenon, and there are substantial implications for accountants, finance... Read more Innovation, Technology trends, Blog articles Increase Your Margins & Value with AP Automation Thousands of accounting firms like yours are growing their advisory services by automating and enabling bill pay for their business clients... Read more Client Advisory Services, Bill pay, Webinars Accelerate into Advisory Client advisory services, (CAS), can position your firm for more strategic success – if you know how to navigate its three phases. As... Read more Client Advisory Services, Spend & expense management, Whitepapers Could Recent $1.2 Million Church Fraud Have Been... A church administrator in southwestern Pennsylvania allegedly skimmed more than $1.2 million in funds from his employer over the past seven... Read more Innovation, Profession insights, Blog articles Setting the stage for CAS success Client advisory services, (CAS), is on a growth path to surpass traditional offerings and is moving steadily up the list of strategic... Read more Client Advisory Services, Bill pay, Whitepapers 5 Key Principles of Successful Accounting Firm... The key issues facing accounting firm leaders has remained somewhat constant over the years, however, today, marketing has earned its spot... Read more Client Advisory Services, Bill pay, Whitepapers 5 Guiding Principles for Building a Successful Client... In our newly released eBook, learn how firms who are making the transition from transaction-based accounting to higher value outsourced... Read more Client Advisory Services, Bill pay, Whitepapers AI is Entering Accounting More times than I can count lately, I have heard “that is something from a sci-fi movie,” regarding consumer technology. Mark Zuckerberg has... Read more Innovation, Artificial intelligence, Blog articles Happily, a cloudy forecast for cyber security It's every accountant's nightmare: A hacker breaks into your computer system and steals clients' personal and financial information. Your... Read more Innovation, Technology trends, Blog articles Tech Leaders Get Their Say: Wrapping up the AICPA/CPA... We concluded another successful AICPA/CPA.com Executive Roundtable on Jan. 21-22, an event Seth Fineberg of AccountingWEB rightly called the... Read more Innovation, Technology trends, Blog articles Yes
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