CAS

November 27, 2018 

Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.

November 21, 2018 

This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...

September 21, 2018 

In a recent interview with Avalara, Jennifer Kolterman, CPA, a director at Hutchinson and Bloodgood LLP in the accounting firm’s San Diego, Calif., office, discussed how she and the firm maintain success in the accounting profession.

September 1, 2018 

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Jim Boomer

August 21, 2018 

Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...

Roman Kepczyk

August 21, 2018 

The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...

July 31, 2018 

Joni Johnson-Powe, principal of Taxnologi Solutions, LLC, was recently interviewed by Scott Peterson, Vice President of U.S. Tax Policy and Government Relations at Avalara. Taxnologi Solutions is a company made up of tax consultants who are skilled in ...

Scott Peterson

June 28, 2018 

Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...

June 25, 2018 

To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...

April 24, 2018 

Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...

February 5, 2018 

That national accounting and advisory firm of BDO USA, LLP has expanded its healthcare advisory services practice through the acquisition of the consulting division of PBC Advisors.

January 29, 2018 

ProfitCents University is designed to guide CPAs and accounting professionals through a step-by-step transition from a focus on compliance services, such as tax and audit, to higher-profit advisory work and value-added services. Accounting profession ...