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A beginner's journey: CAS Workshop Experience

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.
Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.

Contributors to 200% Growth

Kevin Stephens, partner of Hinton Burdick, says people + knowledge + technology contributed to 200% growth.
Kevin Stephens, partner of Hinton Burdick, says people + knowledge + technology contributed to 200% growth.

Define or measure success?

Neal Spencer reminding us how to define success, not measuring it.
Neal Spencer reminding us how to define success, not measuring it.

Is too much advice possible?

Neal Spencer, 2016 Digital CPA Conference keynote speaker, discusses with Samantha Mansfield ways to navigate making gut wrenching decisions.
Neal Spencer, 2016 Digital CPA Conference keynote speaker, discusses with Samantha Mansfield ways to navigate making gut wrenching decisions.

Do you have the same passion for your job as your sport team?

When you have integrity, quality and people what else do you need to run a successful practice? Neal Spencer, founder of Thrive or Just Survive, discusses 1 thing we all need to bring to the office... Read more
When you have integrity, quality and people what else do you need to run a successful practice? Neal Spencer, founder of Thrive or Just Survive, discusses 1 thing we all need to bring to the office every day.

Seeing Opportunities Through the Challenges

Kevin Stephens, partner of Hinton Burdick, discussing opportunity of meeting high client expectations.
Kevin Stephens, partner of Hinton Burdick, discussing opportunity of meeting high client expectations.

The Importance of Authentication and Authorization

Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and the risk to firms that don't follow proper authentication and authorization procedures.

Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and the risk to firms that don't follow proper authentication and authorization procedures.

Alan Anderson-New strategies to efficiently manage audit confirmations

Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations.

Alan Anderson, Founder of ACCOUNT-ability Plus, discusses a new approach for firms to manage their audit confirmations.

Confirmation.com Testimonial - Mark Zinman, CPA, CITP

Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation.com has helped streamline their audit confirmation process and bring efficiency to their firm.

Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation.com has helped streamline their audit confirmation process and bring efficiency to their firm.

Confirmation.com Introduction

Learn more about Confirmation.com and how their online audit confirmations can help you better manage your confirmation process.

Learn more about Confirmation.com and how their online audit confirmations can help you better manage your confirmation process.

Confirmation Firm Testimonial, Kim Thomason

Confirmation.com Firm Testimonial: Thomason Financial Resources

Confirmation.com Firm Testimonial: Thomason Financial Resources

Confirmation Testimonial, Brian Joyce

Joseph Decosimo and Company, PLLCs

Joseph Decosimo and Company, PLLCs

Automating the Bill Payment Process - Stacey White

Stacey White of Accumulus Advisors shares how utilizing Bill.com makes the bill payment process a lot easier and frees up time to work on more complex tasks.

Stacey White of Accumulus Advisors shares how utilizing Bill.com makes the bill payment process a lot easier and frees up time to work on more complex tasks.

Harness the power of an automated bill management solution

Manage your client's cash flow, payables and receivables - anytime, anywhere.

Manage your client's cash flow, payables and receivables - anytime, anywhere.

Bill.com Testimonial, Jill Frillman

Bookkeeping Etc., Inc.

Bookkeeping Etc., Inc.

Bill.com Testimonial, Patrick Teixeira

Sea View Partners

Sea View Partners

Bill.com Testimonial, Pat Carson

Carson & Crew

Carson & Crew

Bill.com Testimonial, Diana Murray

ASAP Accounting and Payroll Services

ASAP Accounting and Payroll Services

A beginner's journey: CAS Workshop Experience

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was attended CPA.com's Client Advisory Workshop.

The Power of the Digital Client Advisory Services Roadmap Workshop

Sharon Berman of Rehmann explains the impact the CAS workshop has made on her firm, and why it is a must attend event for all Client Advisory Services practitioners.

Sharon Berman of Rehmann explains the impact the CAS workshop has made on her firm, and why it is a must attend event for all Client Advisory Services practitioners.

Client Accounting Services Workshop Introduction

An Introduction to CPA.com's Client Accounting Services Workshop.

An Introduction to CPA.com's Client Accounting Services Workshop.

Client Advisory Services Workshop Facilitator Testimonial - Dixie McCurley

Dixie McCurley of Trusted CFO Solutions discusses how to be successful in client accounting services and the future of the profession.

Dixie McCurley of Trusted CFO Solutions discusses how to be successful in client accounting services and the future of the profession.

Client Accounting Services Workshop Testimonial Carolyn Hall, CPA

CPA.com Client Accounting Services Workshop Testimonial Carolyn Hall, CPA Manager, Wiss & Company, LLP.

CPA.com Client Accounting Services Workshop Testimonial Carolyn Hall, CPA Manager, Wiss & Company, LLP.

Client Accounting Services Workshop Testimonial - Eric DeVriese

CPA.com Client Accounting Services Workshop testimonial from Eric DeVriese, DeVriese and Associates.

CPA.com Client Accounting Services Workshop testimonial from Eric DeVriese, DeVriese and Associates.

Providing Outsourced Accounting Services with Intacct

Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with peace of mind by providing the accounting support they need.

Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with peace of mind by providing the accounting support they need.

Elevating the Outsourced Accounting Practice - Paula Saidy

Paula Saidy of Burr Pilger Mayer discusses how the firm leverages technology to provide real-time services for their clients and increase value.

Paula Saidy of Burr Pilger Mayer discusses how the firm leverages technology to provide real-time services for their clients and increase value.

Evolution of Technology - Javier Goldin, CPA

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth opportunities and how his firm is delivering these services to clients.

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth opportunities and how his firm is delivering these services to clients.

Providing Client Advisory Services - Russ Faye

Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology.

Russ Faye of Wiss & Company discusses the advisory support they provide to clients with cloud technology.

Intacct Testimonial, McGladrey

Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey

Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey

Expense Reporting Challenges

Learn how you can implement Expensify's solution to help your clients of all sizes alleviate their expenses.

Learn how you can implement Expensify's solution to help your clients of all sizes alleviate their expenses.

Expensify Testimonial - Aaron Berson, CPA - Part 1

Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process.

Aaron Berson of EisnerAmper LLP discusses the value of automating the expense management process.

Expensify Testimonial - Aaron Berson, CPA - Part 2

Aaron Berson of EisnerAmper LLP shares why they selected Expensify as their expense management solution.

Aaron Berson of EisnerAmper LLP shares why they selected Expensify as their expense management solution.

Expensify - Realtime expense reports in one click

Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and with good reason. A pioneer in the expense management space, Expensify has become the model for what is... Read more

Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and with good reason. A pioneer in the expense management space, Expensify has become the model for what is now considered a modern expense management solution.

Blockchain's Impact on Financials

Blockchain is a hype word in today’s market. Daniel Burrus, Tom Hood and Erik Asgeirsson discuss the impact they believe that it will have on the profession.

Blockchain is a hype word in today’s market. Daniel Burrus, Tom Hood and Erik Asgeirsson discuss the impact they believe that it will have on the profession.

How Hard and Soft Trends Impact Client Accounting

Daniel Burrus, Tom Hood, and Erik Asgeirsson have a conversation which uncovers how hard and soft trends relate to the tasks of today’s Virtual CFO, and how these trends can impact the ways in which... Read more

Daniel Burrus, Tom Hood, and Erik Asgeirsson have a conversation which uncovers how hard and soft trends relate to the tasks of today’s Virtual CFO, and how these trends can impact the ways in which they are advising their clients.

The Four Modules of the Anticipatory Organization

The Anticipatory Organization™ Finance and Accounting Edition consists of four modules, each consisting of 7 lessons. Program creator Daniel Burrus discusses the content of each module.

The Anticipatory Organization™ Finance and Accounting Edition consists of four modules, each consisting of 7 lessons. Program creator Daniel Burrus discusses the content of each module.

How to Leverage Anticipatory Organization Model

The Anticipatory Organization Model is a four-part series, that is meant to be both watched, then discussed with others. This video offers advice from content creators of the best ways to leverage... Read more

The Anticipatory Organization Model is a four-part series, that is meant to be both watched, then discussed with others. This video offers advice from content creators of the best ways to leverage the materials.

Owning Your Leadership

Erik Asgeirsson and John Engels, founder of Leadership Coaching Inc., discuss the Owning Your Leadership program, and how it enables the profession’s leaders to better coach and lead their teams.

Erik Asgeirsson and John Engels, founder of Leadership Coaching Inc., discuss the Owning Your Leadership program, and how it enables the profession’s leaders to better coach and lead their teams.

Taking Full Responsibility for Self

In order for one to truly control your own destiny, you need to take full responsibility for your wants, needs and actions. Erik Asgeirsson and John Engels discuss why this is essential to truly own... Read more

In order for one to truly control your own destiny, you need to take full responsibility for your wants, needs and actions. Erik Asgeirsson and John Engels discuss why this is essential to truly own your leadership.

Paychex Testimonial - David Ligotti, CPA/PFS

Hear how David Ligotti, owner of Oakwood Business Services, LLC utilizes Paychex to help process and maintain over 30 payrolls per week for his restaurant clients.

Hear how David Ligotti, owner of Oakwood Business Services, LLC utilizes Paychex to help process and maintain over 30 payrolls per week for his restaurant clients.

Paychex Partner Program

The value of the Paychex Partner Program.

The value of the Paychex Partner Program.

Kevin Besikoff - Paychex

Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex

Kevin Basikof of Lurie, Basikof, Lapidus & Company LLP talks about payroll outsourcing with Paychex

Vertex SMB Testimonial - Craig Cookle, CPA - Sales and Use Tax: Importance of Proactive Conversations with Clients

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having proactive sales and use tax conversations with your clients.

Vertex SMB Testimonial - Craig Cookle, CPA - Sales and Use Tax: Opportunity

Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm. How can you help your clients?

Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state regulations and the opportunity this presents for your firm. How can you help your clients?

Vertex SMB Testimonial - Craig Cookle, CPA - Sales and Use Tax: Current Regulatory Issues

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that will affect your clients’ businesses.

CPA.com and Vertex SMB Sales Tax Automation Program

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Revolutionize the way your firm handles sales and use tax compliance for your small to mid-size business clients.

Unassigned Data Report

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you aren’t currently registered. This helps clients to determine where they are doing business and have... Read more

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you aren’t currently registered. This helps clients to determine where they are doing business and have nexus. Maximize compliance with minimal risk. Watch the video tutorial.

Returns Only Filing

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to file and remit payment on your behalf.... Read more

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready returns. These returns can then be filed, or allow Vertex SMB to file and remit payment on your behalf. Grow your line of business with a proven and reliable solution. Watch the video tutorial.

Dustin Hostetler, Chief Innovation Officer, and Lean Six Sigma Consultant, Boomer Consulting, Inc.

Dustin Hostetler discusses how to effectively and successfully implement process improvements during a merger.

Dustin Hostetler discusses how to effectively and successfully implement process improvements during a merger.

Marc Staut, Industry Thought Leader And Strategist

Marc Staut discusses the importance of matching cultures during a merger and how technology plays a significant role in that process.

Marc Staut discusses the importance of matching cultures during a merger and how technology plays a significant role in that process.

James Bourke, CPA, CITP, CFF, CGMA, Partner, WithumSmith+Brown

Jim Bourke discusses the importance of having IT at the seat of the table in the planning phase of M&A and the cost per FTE for technology that firms should budget for.

Jim Bourke discusses the importance of having IT at the seat of the table in the planning phase of M&A and the cost per FTE for technology that firms should budget for.

Jim Boomer, CPA.CITP, MBA, CEO, Boomer Consulting, Inc.

Jim Boomer explains the key drivers to M&A activity and 5 key areas to address in your firm to ensure success.

Jim Boomer explains the key drivers to M&A activity and 5 key areas to address in your firm to ensure success.

XCM Corporate Explainer

XCM Testimonial - Greg Kaufman and Jeff Seargeant, CPA

Watch Greg Kaufman and Jeff Seargeant, co-founders and partners at Waypoint Solutions, explain how XCM has helped streamline their processes and bring efficiency to their firm.

Watch Greg Kaufman and Jeff Seargeant, co-founders and partners at Waypoint Solutions, explain how XCM has helped streamline their processes and bring efficiency to their firm.