Type
Topic
2025 AI Tax Research Solution Outlook Report
Tax research is at a tipping point. With AI adoption accelerating, firms face a choice: embrace these solutions now or...
CAS Glossary of Terms
This CAS glossary will help you define key terms, concepts, and practices related to your CAS journey. It is aligned...
Solving the cash flow crunch: How CPA firms can help clients through financing advisory
Cash flow crises can derail even the strongest businesses—but CPAs are uniquely positioned to help clients avoid disruption and secure...
FAQ: SSARS standard clarification
The evolving role of client advisory services (CAS) has created uncertainty around the application of SSARS standards—especially when financial statements...
The Art of Verticalization
An accountant’s step-by-step guide As the accounting landscape evolves, one thing is clear: specialization is the new competitive edge. Accounting...
The evolution of business payments
Upleveling CAS just got easier The variety of digital payments available offer firms the opportunity to flex their advisory muscles....
The New Tax Leader’s Almanac: Practical Insights on 2025 State and Local Tax Changes
While The New Tax Leader’s Almanac provides a valuable overview of the 2025 state and local tax (SALT) compliance landscape,...
CPA.com and BILL growth & technology survey
High-tech. High-yield. High-growth. The accounting profession is evolving faster than ever. Firms with a forward-thinking vision are seizing the opportunity....
2024 CAS Benchmark Survey
Client advisory services (CAS) growth continues to outpace median firm revenue growth. CAS practices reported a median growth rate of...
The Prompting Playbook
Unlock the full potential of generative AI for tax research with the Blue J Prompting Playbook. This guide equips tax...
Indirect Tax Policy: 2024 Trends
Featuring expert insights from Vertex, CPA.com and Wipfli, this whitepaper examines the latest in sales and use tax legislation and...
The AP software selection checklist
Selecting a software vendor to handle your accounts payable and financial operations is an important task for your firm and your clients. The vendor you choose can help streamline processes, reduce time spent on routine AP tasks by your staff, a change how you interact with your clients - for the better. This checklist highlights the features that your firm should be considering when identifying, evaluating, and selecting potential solutions.