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CAS

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

Building a Tax Practice Clients Rely on All Year

April 8, 2026  

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

April 6, 2026  

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth
Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

CAS April 23, 2026 

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

The FanCAS-Kit provides a proven roadmap to Get Started, Grow, and Scale CAS—transforming the traditional seasonal tax model into a monthly advisory-ready firm.

The Missing Link Between Advisory Marketing and Advisory Sales

Firm Management April 17, 2026 

The Missing Link Between Advisory Marketing and Advisory Sales

These services are growing at a double-digit rate of 17%, but success requires more than simply adding new services and hoping for the best.

Katie Thomas

Building a Tax Practice Clients Rely on All Year

Advisory April 17, 2026 

Building a Tax Practice Clients Rely on All Year

With the digital transformation bringing automation into the tax process, now is the perfect time to transform your tax practice with client advisory services.

Sangeeta Chhabra

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

CAS April 8, 2026 

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.

Jon Hubbard

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

CAS April 6, 2026 

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

The research also reveals a sharp disconnect on the impact of all-in-one platforms inside organizations.

Whether PE-Backed or Not, Building Client Relationships Must Remain a Priority

CAS April 6, 2026 

Whether PE-Backed or Not, Building Client Relationships Must Remain a Priority

More than half of the largest 30 U.S. accounting firms have either sold an ownership stake or part of their business to private equity investors.

Square Expands Business Lending Program

Small Business March 30, 2026 

Square Expands Business Lending Program

The company says it extends credit to businesses that traditional financial institutions deem too risky or too small.

Fraud Vigilance is a Team Sport Now: What to Learn with AI

Financial Reporting March 27, 2026 

Fraud Vigilance is a Team Sport Now: What to Learn with AI

Fraud has always required more than one set of eyes. Now you have the infrastructure to make that possible at scale.

Amy Vetter

Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

Financial Reporting March 25, 2026 

Do Gen Z and Young Millennials Speak a Different Language When it Comes to Money?

A new U.S. study from Reach3 Insights finds that 58% of Gen Z and young millennials say financial brand language does not reflect how they actually think or talk about money.

Isaac M. O'Bannon

PwC CEO Says Partners Who Resist AI ‘Have No Place at the Firm’

CAS March 25, 2026 

PwC CEO Says Partners Who Resist AI ‘Have No Place at the Firm’

Paul Griggs said some tax and consulting services will change into AI-powered automated tools that clients could access “without a PwC person in the loop.”

Isaac M. O'Bannon

Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets

Small Business March 16, 2026 

Why Insurance No Longer Matches the Risk on Your Clients’ Balance Sheets

Many companies are now retaining a larger first layer of loss and funding that exposure through operating cash flow, existing reserves or borrowing capacity.

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