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CAS Glossary of Terms
This CAS glossary will help you define key terms, concepts, and practices related to your CAS journey. It is aligned to the best practices... Read more
Client Advisory Services, Guides, Whitepapers
 
How Blue J eases the tax research burden for small...
Blue J helps small firms ease the burden of tax research with AI-powered tools built for speed, accuracy, and trust. From real-time updates... Read more
Tax, Tax Research AI, Infographics
 
DCPA25 x Audit Track
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Audit & Assurance, Digital CPA, Videos
 
DCPA25 x CAS Track
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Client Advisory Services, Digital CPA, Videos
 
DCPA25 x Tax Track
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Tax, Digital CPA, Videos
 
How BNA CPAs uses Blue J to deliver faster, smarter tax...
Discover how Bernie Ackerman and his team at BNA CPAs & Advisors transformed their tax research process with Blue J. In this 5-minute... Read more
Tax Research AI, Videos
 
4 minute read
Why AI research is now essential for tax firms
Tax research is no longer just about looking up answers—it’s about enabling your firm to move faster, reason more confidently and deliver... Read more
Tax, Tax Research AI, Blog articles
 
4 minute read
How top firms are turning AI talk into action
Last month, I had the pleasure of attending the 2025 BILL and CPA.com Accountant Partner Council, where, for two and a half days, firm... Read more
Client Advisory Services, Talent, Innovation, Artificial intelligence, Blog articles
 
Solving the cash flow crunch: How CPA firms can help...
Cash flow crises can derail even the strongest businesses—but CPAs are uniquely positioned to help clients avoid disruption and secure the... Read more
Client Advisory Services, Financing advisory, eBooks, Guides, Whitepapers
 
3 minute read
Automation gives CAS staffers a leg up. Here’s why.
Let's say you're announcing to your client advisory service (CAS) team that your firm is investing in powerful new automation technology... Read more
Client Advisory Services, Technology, Blog articles
 
7 minute read
5 accounting marketing strategies to drive growth
Accounting firms face a vastly different world today than they did a decade ago. Competition isn’t just local but global, with success no... Read more
Strategy, Strategy, Blog articles
 
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