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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