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CAS

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

October 29, 2026  

Helping Profitable Clients Understand Where Their Cash Went

October 27, 2026  

Before You Add Clients, Fix the Bookkeeping Workflow

October 26, 2026  

Chapter 11 Warning Signs: What the Client’s CPA Sees First
payroll-tax-holiday-1040cs1203_11143868

Payroll October 7, 2026 

When a Client’s Payroll Question is an Employment Law Question

Your clients receive more useful support when a question is resolved and the next payroll reflects that resolution.

George S. Azadian

Dext Payments Launches in Canada

Technology October 5, 2026 

Dext Payments Launches in Canada

Dext Payments is now available to Dext customers using QuickBooks Online and Xero across Canada.

Isaac M. O'Bannon

Infinite Ties Expands Online CAS Curriculum, Resources

Technology September 30, 2026 

Infinite Ties Expands Online CAS Curriculum, Resources

Infinite Ties, a practitioner-built online community and training platform for client advisory services, has introduced new training, implementation resources, and tools designed to help accounting firms turn CAS strategy into day-to-day practice.

Jason Bramwell

Cash-Register-SC11

Small Business September 21, 2026 

40% of Small Businesses Lack Cash Reserves to Survive a Month of Late Client Payments

Businesses that weather a late payment without lasting damage tend to be the ones with a plan already in place.

Isaac M. O'Bannon

Five Checks Before a Small Business Should Send an Account to Collections

Accounting September 16, 2026 

Five Checks Before a Small Business Should Send an Account to Collections

These five checks can help your client prepare a commercial account for referral and keep the records accurate afterward.

Avi Grunwald

Accounting Profession Thought Leader Randy Crabtree Launches The Brainstorm Group

CAS September 16, 2026 

Accounting Profession Thought Leader Randy Crabtree Launches The Brainstorm Group

The Brainstorm Group will help organizations strengthen their cultures, develop and retain talent, embrace change and create environments.

Isaac M. O'Bannon

The Decision Evidence Record: What Should Survive After the Client Meeting

Accounting September 16, 2026 

The Decision Evidence Record: What Should Survive After the Client Meeting

When the conversation ends, the conclusion should not be the only thing that remains. The file should still explain the decision when the result arrives.

Mike Milan

Crunchafi Acquires BUCS Analytics, Adding 150+ Integrations and Expanded CAS Capabilities

Technology September 16, 2026 

Crunchafi Acquires BUCS Analytics, Adding 150+ Integrations and Expanded CAS Capabilities

The acquisition strengthens Crunchafi’s platform for CAS teams, the fastest-growing service area in CPA firms.

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

Accounting September 16, 2026 

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

This year’s online event will be held Dec. 9 and Dec. 10, 2026, with seven free, one-hour, educational sessions each day.

Isaac M. O'Bannon

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

Financial Reporting September 15, 2026 

Expensify Becomes One of the First Expense Management Tools Available in Claude for Small Business

New integration with Anthropic brings automated expense management, receipts, and spend insights directly into Claude.

AI Disclosure Is Not About the Tool. It Is About the Trust

Technology September 15, 2026 

AI Disclosure Is Not About the Tool. It Is About the Trust

Clients may not need a list of every technology their accountants use, but they do need confidence that AI risks are being managed.

Donny Shimamoto

Intuit ProPartner Accountants: A New Era, New Benefits, and New Opportunities

Accounting September 15, 2026 

Intuit ProPartner Accountants: A New Era, New Benefits, and New Opportunities

Firms don't need to do anything to stay covered between now and 2027. The ProAdvisor Program remains the program of record until ProPartner Accountants launches, and it will continue unchanged until then.

Scott Cytron

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