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Featured

A beginner's journey: CAS Workshop Experience

Matt Tunink was tasked with implementing cloud solutions into his firm. His first step was...

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"Accomplishing the Impossible"

John O’Leary, best-selling author of “On Fire,” discusses how obstacles always seem in front of...

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"3 Questions to Ask Yourself"

John O’Leary, best-selling author of “On Fire,” provides 3 questions we all need to ask...

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"Tip of the Iceberg with Blockchain"

Blockchain is not Bitcoin; it is an initial use case.

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"Is Blockchain the End of the Audit?"

The auditor role becomes even more important with the inclusion of Blockchain. What more...

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Audit Confirmations

The Importance of Authentication and Authorization

Brian Fox, CPA discusses common trends of sending confirmation requests to third parties, and...

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New strategies to efficiently manage audit confirmations

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

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Confirmation.com Testimonial - Mark Zinman, CPA, CITP

Watch Mark Zinman, managing partner at Zinman & Company, explain how Confirmation.com has...

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Confirmation.com Introduction

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

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Confirmation Firm Testimonial, Kim Thomason

Confirmation.com Firm Testimonial: Thomason Financial Resources

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Confirmation Testimonial, Brian Joyce

Joseph Decosimo and Company, PLLCs

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Bill Management

Developing Area for CAS: High Net-Worth Individuals

Larry Kammerer of Moss Adams LLP discusses the growing opportunity of working with high net-...

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Constructing the CAS Practice

Larry Kammerer of Moss Adams LLP shares the important factors to consider as you build your...

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Bill.com Video Overview

Learn more about the Accountant Partner Program

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Optimizing Bill Pay for for Clients

Michele Hammann of SS&C Solutions discusses how they streamline their bill pay process and...

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Bringing a Bill Pay Solution to Non Profits

Charlie Jones of Marshall, Jones & Co shares the advantages of working with Bill.com in the...

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Automating the Bill Payment Process - Stacey White

Stacey White of Accumulus Advisors shares how utilizing Bill.com makes the bill payment process...

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Client Advisory Services

Speed Bump Ahead

Client Accounting Advisory Services (CAS) is a business line many firms are actively developing...

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Move from Auditor to CAS Practitioner

Jenni Huotari, CPA, partner with Eide Baily, shares how a career in auditing has given her...

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CAS is a Model for Non-Traditional Staffing

Hear a testimonial of a successful Client Accounting Services (CAS) manager in a CPA firm that...

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Big AH-HA's of a CAS Leader

Tami Davis, Client Accounting Service (CAS) leader for Grimbleby, Coleman, CPAs, Inc. shares...

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CAS: Obtaining Leadership Buy-in

Set achievable goals and reporting back to your leadership is key to gaining firm buy-in to a...

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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...

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Client Accounting

Exceeding Expectations: Sage Intacct Accountants Program

In this video Tommye Barie from Mauldin & Jenkins discusses her experiences as a member of...

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How CAS Makes You a Partner with Your Clients

Michele Hammann of SS&C Solutions discusses how CAS has helped their practice provide more...

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Providing Outsourced Accounting Services with Sage Intacct

Stacey White of Accumulus Advisors shares how Intacct helps them provide their clients with...

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Evolution of Technology - Javier Goldin, CPA

Javier Goldin of Goldin Group shares why client accounting is an area with tremendous growth...

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Providing Client Advisory Services - Russ Faye

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

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Intacct Testimonial, McGladrey

Intacct Testimonial: Barbara Martin & Michael Smith from McGladrey

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Expense Management

Expense Reporting Challenges

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

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Expensify Testimonial - Aaron Berson, CPA - Part 1

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

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Expensify Testimonial - Aaron Berson, CPA - Part 2

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

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Expensify - Realtime expense reports in one click

Expensify was recently named one of the Most Innovative Companies in 2015 by FastCompany, and...

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Hear From Your Community

Accounting Career Path Through CAS

For a career in the Client Accounting Advisory Services (CAS) department of a CPA firm you don’t...

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Take Aways from DCPA17

Jenni Huotari, CPA, partner at Eide Baily, shares her top 3 take aways from DCPA17, and how they...

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Role of the DCPA Community

AI, Blockchain, Data Analytics, oh my… Digital CPA (DCPA) Community brings us from being...

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Which technologies do we go after?

Access to information is abounding. The key is to “get skilled.”

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Adapting Technology to Create Disruption

Is it the technology or innovators that adapt technologies to create new business models that...

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Artificial Intelligence or Augmented Intelligence?

Leon Katsnelson, CTO from IBM, and Greg LaFollette, CPA.CITP, CGMA, discuss the importance of...

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Human Capital Management

2017 Digital CPA – Paychex – Elinor Litwack

Elinor Litwack of Geldman, Rosenberg and Freedman, CPAs explains the benefits of outsourcing...

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2017 Digital CPA – Paychex – Philip Horrisberger

Hear more on the evolution of the Paychex Partner Program and the growing importance of Human...

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2017 Digital CPA – Paychex – Mark Flint

Learn why Mark Flint of Flint & Associates, partner with Paychex in managing the payroll...

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Introducing AccountantHQ

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Paychex Testimonial - David Ligotti, CPA/PFS

Hear how David Ligotti, owner of Oakwood Business Services, LLC utilizes Paychex to help process...

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Paychex Partner Program

The value of the Paychex Partner Program.

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Sales & Use Tax

Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP offers his guidance on the importance of having...

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Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP discusses the implications of growing aggressive state...

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Vertex Testimonial - Craig Cookle, CPA - Sales and Use Tax...

Craig Cookle, CPA, Partner at Wipfli LLP provides insight on the current regulatory issues that...

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CPA.com and Vertex Sales Tax Automation Program

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

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Unassigned Data Report

The Vertex SMB Unassigned Data Report is used to identify taxes collected in locations where you...

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Returns Only Filing

The Returns Only offering allows firms to generate accurate, compliant, and signature-ready...

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Workflow Automation - CPA Firms

A Workflow Tool for Your Corporate Clients

Jim Bourke of Withum+ explains why XCM workflow is also a great tool for their business clients...

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Best-of-Breed Workflow Technology

Jim Bourke of Withum+ shares why they chose XCM workflow technology and the benefits of having a...

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Employee Retention & Engagement

Jim Bourke of Withum+ discusses the importance of workflow technology to keep staff engaged and...

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Addressing Firm-Wide Workflow Challenges

Jim Bourke of Withum+ discusses how XCM solved many workflow pain points across the firm.

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Optimizing Resource Allocation with XCM

Mike Sabbatis shares how XCM helps with Resource Allocation Scheduling and Calendar-Based...

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Dustin Hostetler, Chief Innovation Officer, and Lean Six...

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

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