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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
The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Accounting Technology Lab Podcast April 11, 2023 

The Technology Lab Podcast – Review of Microsoft Power Query – April 2023

Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Microsoft Power Query, Microsoft’s Data Connectivity and Data Preparation technology.

Brian Tankersley, Randy Johnston

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

March 29, 2023  Sponsored

How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced

You want your clients to have a seamless experience you can manage and the client can use with ease, while also using the data to help the client grow their business.

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Taxes March 28, 2023 

Top Reasons to Switch to Advisory Services and the Tools to Get You There

Many firms that offer advisory services see a positive impact on relationships with clients, financial growth, and more. 

clients1

Taxes March 27, 2023 

How Client Conversations Can Turn Tax Season Into Opportunity Season

This offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year’s tax season.

Jeannie Ruesch

How Firms Can Use Payroll to Build Trust with Clients

Advisory March 10, 2023 

How Firms Can Use Payroll to Build Trust with Clients

Having insights into payroll also can allow accountants better insight into tax credits that clients may qualify for.

How to Set Fees for Advisory Services Engagements

Advisory February 28, 2023 

How to Set Fees for Advisory Services Engagements

You already know that hourly billing is archaic, punishes you for being efficient, limits your earning potential, and is generally a terrible idea.

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting February 21, 2023 

Accounting Thought Leaders Discuss Future of the Profession, Advisory Services, and Tax

Accounting thought leaders convened in New York City Feb. 20-22, 2023, for CPA Practice Advisor's 13th annual Accounting Thought Leader Symposium.

Isaac M. O'Bannon

AuditFile Partners with AuditClub for Audit Efficiency and Quality

Accounting February 9, 2023 

AuditFile Partners with AuditClub for Audit Efficiency and Quality

New AuditFile software feature helps firms connect with AuditClub fractional auditors to complete audits and reviews under tight deadlines

3 Ways Retirees Can Make Money From Home

January 24, 2023 

3 Ways Retirees Can Make Money From Home

Retirees have options to turn their lifelong work experience into profitable, work-from-home jobs.

How Your Firm’s Digital Client Experience is Directly Related to Staff Happiness and Productivity

Firm Management January 18, 2023 

How Your Firm’s Digital Client Experience is Directly Related to Staff Happiness and Productivity

The challenge facing professionals today is that practitioners from all firm sizes are having to spend too much of their time doing low-value administrative work, instead of ...

What Clients Want vs. What Many Firms are Delivering

Firm Management January 11, 2023 

What Clients Want vs. What Many Firms are Delivering

Most practitioners pride themselves on delivering accurate, complete, and timely information to clients, and engaging with them in a friendly and focused way.

2023 is the Year for Client Advisory Services

Firm Management December 28, 2022 

2023 is the Year for Client Advisory Services

95 percent of accounting firm leaders say their clients want more business advisory services, yet many small and mid-sized firms shy away from adding advisory services.

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