CAS July 16, 2026
Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24
The Association of Russian-Speaking Accountants and Tax Professionals (ARSAT), has announced a national forum for 2026.
March 18, 2021
What Do You Hear When You Listen to Your Clients?
It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...
March 17, 2021
Advisory Services Best Practices: Turning Tax Return Problems Into Business Lifecycle Engagements
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
February 17, 2021 Sponsored
Putting Clients First: Understanding the New Normal
Address client needs in a changing world
February 17, 2021 Sponsored
Growing Your Practice with Advisory Services
The five key ingredients for success
February 10, 2021
Most Tax Pros See Their Future in Advisory, According to Survey
Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...
February 8, 2021
New Automation and Collaboration Platform for Assurance and Advisory Sector
Fieldguide’s cloud-native platform augments the expertise of practitioners with a flexible workflow automation engine across cybersecurity and regulatory standards such as SOC 2, NIST CSF, ISO 27001, SOX404, and PCI DSS.
February 5, 2021
Client Experience for the Future
Although none of us know the future, I believe we now have the opportunity to create it.
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January 5, 2021
Five Questions Your Clients Need Answered When Selling a Business
Clients often consult their certified public accountant when considering selling a business. Conducting business valuations, proposing deal structures and outlining potential tax consequences are valuable skills.
January 4, 2021
Using Technology to Create a Differentiated Client Experience
The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.
December 11, 2020
Finding Growth Opportunities in Challenging Times – Increasing Client Interest in New Services
,” which identified the services clients most valued from their accountants. The report was based on survey responses of more than 650 accountants and business professionals across the country. Growing as an accounting firm requires identifying and understanding the services your client base most wants and needs. Among small businesses, the biggest pain points consistently...…
December 9, 2020
2020 in Review: CPA Firms Redefine Their Role with Small Business and Ramp Up Advisory Offerings
CPA firms reaffirmed their value to small business clients in 2020, even as they reshaped the way they deliver their services, said Erik Asgeirsson, president and CEO of CPA.com.
December 9, 2020
How Can CPAs Adapt to Changing Client Needs?
Accounting firms must embrace new technology to continue to enhance their value for clients. In a recent survey, 66 percent of accountants said their firms needed to utilize technology more to compete. Advances in technology can provide new ...