Advisory December 8, 2025
Building the Next Generation of Global Delivery
The next era of global delivery will be defined by firms that invest in capability, embrace technology‑enabled operating models, and cultivate strategic partnerships.
October 28, 2019
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...
October 28, 2019
Crafting a Plan: How to Be Strategic in Offering Client Accounting Services
In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…
October 28, 2019
How to Maximize Profits and Revenue for Your Firm by Scaling CAS
Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...
October 28, 2019
AICPA to Host Forensic and Valuation Services Conference Nov. 4-6 in Vegas
New technologies, emerging industries and renewed interest in complex financial instruments are among the many issues that will be discussed during the American Institute of CPA’s (AICPA) 2019 Forensic and Valuation Services Conference. The conference, being held Nov. 4-6 at Caesar’s Palace in Las Vegas, offers professionals the opportunity to hone their skills and build...…
October 24, 2019
High-Growth Accounting Firms Generate Nearly $1 Million More in Revenue Per Equity Partner
High-growth firms spent nearly 42% more of their marketing budget on digital marketing techniques than low-growth firms. While traditional marketing investments such as sponsorships, membership dues, and networking events remain top expenses at most ...
October 24, 2019
Wolters Kluwer Launches Client Collaboration Module
The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...
October 24, 2019
Kabbage Launches Kabbage Payments to Help Small Businesses Get Paid Faster
Kabbage expands into payment processing as part of its new suite of cash-flow management solutions for small businesses
October 23, 2019
Accounting Firm Sikich Acquires Illinois Firm Scanlan & Leo
Professional services firm Sikich announced Tuesday that it has agreed to acquire Oak Brook, Illinois-based public accounting firm, Scanlan & Leo, Ltd.
October 23, 2019
Wolters Kluwer Kicks off 15th Annual Connections User Conference
In addition to exciting keynotes and numerous networking events, attendees can choose to attend more than 80 learning sessions across five tracks - Accounting & Audit, CCH Axcess, Management, Tax, and Technology. The learning tracks are offered ...
October 22, 2019
Accounting Firm Weaver Expands to Oklahoma
The national accounting firm Weaver, one of the 35 largest certified public accounting firms in the United States, announced today its expansion into Oklahoma City with audit partner Zeeshan Khan at the helm. The office is located at 101 Park Avenue, Suit
October 21, 2019
IRS Warns of Charity Fraud
A key feature of this year’s campaign is an online hub where charity professionals and counter-fraud experts can discuss and share ideas through a series of live interactive webinars, help sheets and case studies.
October 21, 2019
Accounting Firm Friedman LLP to Open Office in L.A., Move New Jersey Location
The accounting and business advisory firm Friedman LLP has opened a new location in Los Angeles and relocated its New Jersey office. The firm has locations throughout the U.S., as well as in Beijing and Shanghai, China.