Expert guidance and tools to help you grow your practice

CPA.com

Resources

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.

 

 
LOADING...
No
 
ESG: A new era in practice opportunities
Companies are facing increasing pressure to make environmental, social and governance (ESG) reporting a top priority. These new and evolving... Read more
Innovation, ESG, Reports
 
32 minutes
Accounting and Advisory Firms Need a Transformation...
"Holy Cats" it's exciting to be launching the Digital CPA Podcast with Lindsay Stevenson, Chair of the Advisory Board for the DCPA... Read more
Client Advisory Services, Innovation, Digital CPA, Technology trends, Podcasts
 
9 minutes
Why CAS? Thought leaders discuss trends impacting our...
Hear from CAS thought-leaders Tommye Barrie, Bill Reeb, Kalil Merhib and Kim Blascoe on trends impacting the #accounting profession and the... Read more
Client Advisory Services, Strategy, Videos
 
5 minutes
How Windes is overcoming obstacles and evolving their...
Windes client advisory services (CAS) practice leaders Rob Henderson, Partner-in-Charge of Advisory Services, and Miriam Kaplan, Partner of... Read more
Client Advisory Services, Strategy, Videos
 
30 minutes
Okorie Ramsey, Chair of AICPA talks about Tech...
CPA.com is delighted to have Okorie Ramsey, Chair of the AICPA join Kalil and Kacee to discuss the big picture of what is happening in the... Read more
Innovation, Digital CPA, Technology trends, Podcasts
 
3 minute read
Dynamic Audit Solution (DAS): Built by auditors for...
Today’s auditors in public accounting face myriad demands. Regulators and standard setters require auditors to adhere and comply, clients... Read more
Audit & Assurance, Blog articles
 
DAS: The future of audit is now
All the pieces are in play for the audit profession to seize a monumental opportunity – one that will shift the trajectory of audits, and... Read more
Audit & Assurance, Technology, Whitepapers
 
The Future of Client Advisory Services: Understanding...
Learn how CPA.com’s CAS 2.0 ® methodology and framework can provide a roadmap to drive holistic, long-term growth and practice... Read more
Client Advisory Services, Strategy, Whitepapers
 
3 minute read
An AI-enabled profession: Key takeaways from the 2023...
At CPA.com, we focus on identifying trends impacting accounting and finance professionals and the tools, technologies and strategies they... Read more
Innovation, Artificial intelligence, Blog articles
 
Engaging With Clients Quick-start Guide
The CPA Business Funding Portal allows you to offer financing advisory services to help your small business clients access fast and secure... Read more
Client Advisory Services, Financing advisory, Guides
 
2 minutes
What is spend management?
Learn more about this approachable advisory opportunity, and how spend management technology works for you and your clients. Read more
Client Advisory Services, Spend & expense management, Videos
 
4 minute read
Why indirect tax professionals should pay close...
The indirect tax landscape is rapidly evolving, thanks not only to fast-changing regulations but also to a slew of technological... Read more
Tax, Blog articles