CAS

The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.

SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.

Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.

The primary focus for small business owners in 2024 is generating more revenue, with many small businesses wanting to add to their payrolls.

More than 20 of the profession’s thought leaders met for the Accounting Meta Influencers roundtable discussion on the present and future of CAS, and what this evolving phenomenon will mean for firms, for professionals, and for clients.

Advisory clients have a very high retention rate. This means that, once you get a handful of clients, you won’t have to spend your time looking for new clients.

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.

Create communication policies and adopt technologies that will improve the client experience.