Advisory

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June 25, 2022 

Teamwork Makes the CAAS Dream Work

A strong CAAS practice includes three elements: people, processes, and technology. Hopefully, you’ve established a strong internal team with efficient training and processes already. The third and equally critical element to the success of a thriving ...

Practice management

June 22, 2022 

Creating Your Path to Advisory Services

The path to advisory services is a journey that is likely a multi-year adventure for firms to test out the process with their clients and continue building and scaling year-over-year. A lot of firms already offer one-off planning advice to clients ...

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June 22, 2022 

ITA Doubles Down on CAS at 2022 Spring Collaborative

The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, continued to expand its Client Accounting Services (CAS) track ...

 Guide Focuses on ESG Fraud Risks

June 21, 2022 

Guide Focuses on ESG Fraud Risks

Environmental, social and governance (ESG) initiatives are some of the most important topics discussed in boardrooms today. However, when ESG programs are not implemented correctly, organizations can quickly find themselves enmeshed in a maelstrom of ...