CAS

 Client Accounting Services – What Is It, Really?

September 1, 2018 

Client Accounting Services – What Is It, Really?

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

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August 21, 2018 

APIs and RPA Tools Automate Client Services

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

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June 28, 2018 

Armanino Launches Risk Assurance and Advisory Services

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 ...

 Wymer Brownlee Plans to Double Client Assets in 6-8 Years

June 25, 2018 

Wymer Brownlee Plans to Double Client Assets in 6-8 Years

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 ...

big4firms

April 24, 2018 

4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm

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 ...

cohn-reznick1

January 24, 2018 

CohnReznick Expands Transactional Advisory Services Team

In just four years, CohnReznick’s Transactional Advisory Practice has grown to more than 30 dedicated Transactional Advisory Professionals, including five Partners and now, four Managing Directors, in cities across the U.S. including, Boston, Chicago, ...