CAS

February 17, 2020 

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...

Darren Root, CPA, CITP, CGMA

January 29, 2020 

“At CRI, we recognize the capacity in which we are considered leaders in our profession and we have not only the staff but also the partner group to reflect that. We understand the direction that our industry is headed and are constantly looking to ... "

January 27, 2020 

Download this FREE eBook to take a closer look at the myths around advisory services and how you can move past them for the betterment of your firm and your clients.

January 21, 2020 

For the middle market, digital disruption is both an existential threat and an unprecedented opportunity. It’s a new world order of increasing connectivity, complexity and risk, one that no business can ignore...

November 26, 2019 

As the year winds to a close, tax professionals have the opportunity to look at their clients’ tax situations to identify tax savings or deferral options that may help decrease their tax liability.

Mike D'Avolio

November 19, 2019 

Furever Bookkeeping announcing expansion of their in-house CPA backed, advisory CFO services platform including: expert virtual CFO, outsourced Controller and virtual advisory services for business owners, giving their clients the single most financial...

November 15, 2019 

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos

October 28, 2019 

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...

October 28, 2019 

In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…

October 24, 2019 

The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...

October 17, 2019 

Held in New York City last month, the inaugural meeting of the Global Audit Advisory Board served as the perfect platform to bring together leading global audit practitioners, thought leaders and Wolters Kluwer experts to exchange insights about the ...

October 8, 2019 

As 2019 comes to a close, many tax professionals are already providing their small business clients with tax planning advice for tax year 2019, in addition to tax compliance services. Tax reform presents a good opportunity for all practitioners to ...

Mike D'Avolio