Catapult Your CAS Practice: Marketing Strategies to… Client advisory services (CAS) is one of the fastest growing service areas in the... 1 hour Register Now
Spend management: An entry point for scalable advisory As the accounting profession continues to evolve, a growing number of firms are gaining a... 1 hour View Webinar
How to go beyond credit card points to revolutionize… Today’s business owners are in love with their credit card reward points, but at what cost... 1 hour View Webinar
Automation: The cornerstone of a well-designed CAS… In an era where automation is vital and change can be challenging, it’s important to focus... 1 hour Watch now
Why the future is vertical - Best practices to… Want to know how to enhance firm efficiency? Operationalize. The data is in and 77% of CAS... 1 hour View Webinar
CPA.com Survey Finds: SMBs Seek Spend Management… Today’s businesses face economic uncertainty and rising inflation. As a result, small and... 1 hour View Webinar
5 Steps to Spend Management Advisory Join us as we walk through steps firms must take before introducing spend management... 1 hour View Webinar
Leverage expense management technology to power your… Late expense reports, out of policy credit card transactions and vendor overcharges. Is... 1 hour View Webinar
Spend Management Advisory: How to price, position and… Summit CPA has built a multimillion-dollar Client Advisory Services (CAS) practice with 72... 1 hour View Webinar
How firms can create efficiencies and secure talent… The next generation of Client Advisory Services (CAS) brings a more holistic view to... 1 hour Watch Now
On-demand Demo: Unlock greater client insights and… Are you spending hours reconciling client transactions and closing their books each month... 1 hour View Webinar
Discover firm growth with approachable advisory For firms looking to introduce advisory services, or enhance their existing CAS practices... 1 hour Register Now