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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.

 

 
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4 minute read
How CPA firms can price, position, and productize spend...
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting... Read more
Spend & expense management, Technology, Blog articles
 
The FP&A technology champion in your CAS practice
Why they’re important, how to choose one, and how to make them successful Client advisory services (CAS) firms looking to expand their... Read more
Client Advisory Services, Financial planning & analysis, Whitepapers
 
4 minute read
Card-based spend management technology: Benefits for...
This article first appeared in the CPA Practice Advisor’s Special Report: Spend Management Advisory: A Growing Opportunity for Accounting... Read more
Spend & expense management, Technology, Blog articles
 
4 minute read
Navigating sales tax compliance: The role of technology...
Sales tax management software for remote sellers has become a required tool. Here we'll explore the role of sales tax software, from its... Read more
Tax, Sales & use tax, Technology, Blog articles
 
4 minute read
AI for tax research? At small firms, it's a game...
Ask anyone working in a smaller accounting firm whether they feel they have enough resources to do their job correctly and the answer you're... Read more
Innovation, Artificial intelligence, Tax, Tax Research AI, Blog articles
 
4 minute read
Expense reports are no longer a requirement with a...
This CPA.com blog explores how spend management software is changing how organizations control traditionally hard-to-quantify employee and... Read more
Client Advisory Services, Spend & expense management, Blog articles
 
CAS Marketing Toolkit
Elevate your firm's client advisory services (CAS) practice with this comprehensive marketing toolkit from CPA.com and the Association for... Read more
Client Advisory Services, Branding, Toolkits
 
March 20
Cracking the CAS Growth Code: How to Market, Message...
Client advisory services (CAS) continues an upward trend, with a reported median growth rate of 17% and a projected 99% median growth for... Read more
Client Advisory Services, CPE, Webinars, Upcoming webinars
 
2024 CAS Benchmark Survey
Client advisory services (CAS) growth continues to outpace median firm revenue growth. CAS practices reported a median growth rate of 17%... Read more
Client Advisory Services, Reports
 
4 minute read
How to scale FP&A advisory services
Key takeaways from three firms that did it. Building a successful, profitable financial planning and analysis (FP&A) advisory practice that... Read more
Client Advisory Services, Financial planning & analysis, Blog articles
 
The Prompting Playbook
Unlock the full potential of generative AI for tax research with the Blue J Prompting Playbook. This guide equips tax professionals with the... Read more
Tax, Tax Research AI, eBooks
 
2 minute read
Finding advisory opportunities during tax season...
Tax season is a whirlwind for small to mid-size CPA firms. Between small business K-1 returns, complex individual tax filings, and reviewing... Read more
Client Advisory Services, Financing advisory, Blog articles