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Advisory

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

Featured Articles

July 22, 2026  

CLA Teams with Digits to Build Proprietary AI Model

July 21, 2026  

Registration Open for Ensuring Success 2026 – Free Online CPE and IRS CE Conference Dec. 9-10, 2026

July 21, 2026  

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

July 16, 2026  

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

July 16, 2026  

Luxury Liabilities: Serving High-Net-Worth Clients
Nearly Two-Thirds of Finance Leaders Adopt More Cautious Cash Management Practices Amid Economic Turbulence

Accounting May 6, 2025 

Nearly Two-Thirds of Finance Leaders Adopt More Cautious Cash Management Practices Amid Economic Turbulence

As these dynamics shift, nearly two-thirds (63%) of financial leaders have adopted more cautious cash management practices.

Isaac M. O'Bannon

small-business1

Small Business May 6, 2025 

ADP Celebrates National Small Business Week with Advice from Nearly 18,000 Small Business Owners

From the rapid rise of new technologies like generative AI to changing employee expectations and a shifting compliance landscape, small businesses continue to seek opportunities to thrive amid an ever-changing environment.

Isaac M. O'Bannon

How Technology Powers Continuous Innovation for CAS Practices

Advisory May 5, 2025 

How Technology Powers Continuous Innovation for CAS Practices

Clients are increasingly looking beyond traditional accounting services and instead want strategic partners capable of providing real-time financial insights and proactive guidance.

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

CAS May 5, 2025 

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

Adaptive, an automation platform for construction accounting, has launched its next-generation solution designed specifically for accounting firms to grow their construction verticals.

Isaac M. O'Bannon

Discussing the 2025 AICPA AI Symposium – The Accounting Technology Lab Podcast – May 2025

Accounting Technology Lab Podcast May 2, 2025 

Discussing the 2025 AICPA AI Symposium – The Accounting Technology Lab Podcast – May 2025

This week Randy Johnston and Brian Tankersley, CPA, discuss the recent AICPA AI Symposium. Watch the video, listen to the audio podcast, or read the transcript.

Brian Tankersley, Randy Johnston

KPMG Launches AI-Powered Tariff Modeler

Financial Reporting May 1, 2025 

KPMG Launches AI-Powered Tariff Modeler

With the KPMG tariff modeler, companies can enhance their preparedness for trade disruption, potentially minimize financial impacts, and maintain strategic focus despite policy uncertainty.

Isaac M. O'Bannon

10 Benefits of Cloud Accounting for Tax Professionals

CAS April 30, 2025  Sponsored

10 Benefits of Cloud Accounting for Tax Professionals

Here are the advantages of cloud accounting and how delivering services in the cloud can revolutionize the way a tax professional operates.

Scott Cytron

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CAS April 30, 2025 

How to Help Medical Practice Clients with Administrative Fees

To cover some of those costs, it appears that a growing number of doctors are charging their patients a little extra, usually called an “administrative fee.”

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

checklist1

Advisory April 23, 2025 

Stop Running in Place: 12 Competencies for Building a Future-Ready Firm

Where are you consistently noticing leadership gaps, process inefficiencies, or talent shortages? Those aren't just pain points—they're opportunities for ongoing growth.

Arianna Campbell

child care blocks 1  5bfed89dc1133

Advisory April 18, 2025 

After the Deadline: How CPAs Can Use Child Care Tax Credits to Deliver Year-Round Value to Business Clients

The Employer-Provided Child Care Credit (IRC §45F). It allows employers to claim up to $150,000 in annual federal tax credits for supporting Child Care.

Sage and Wipfli Team Up for New Tech Innovations for Healthcare

Accounting April 16, 2025 

Sage and Wipfli Team Up for New Tech Innovations for Healthcare

Sage Intacct Clinical eProcurement and Sage Intacct EMRConnect were developed in partnership with Wipfli and are designed to address the unique needs of healthcare finance leaders.

Isaac M. O'Bannon

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