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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.

 

 
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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