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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

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

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

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, CPE, Webinars, Upcoming webinars

Tax, Tax Research AI, Videos

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 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

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

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