CAS

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

October 7, 2019 

Practical advise for accountants looking to move beyond basic offerings.

October 1, 2019 

With more than 2,000 people, Dixon Hughes Goodman ranks among the nation’s top 20 public accounting firms. Offering comprehensive assurance, tax and advisory services, the firm focuses on major industry lines and serves ...

September 5, 2019 

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...

August 8, 2019 

Grant Thornton LLP has named Jim Peko as the national managing principal of its Advisory Services practice. In this role, he will oversee the strategic direction and operations of the firm’s advisory-services offerings.

July 16, 2019 

When we ask practitioners why they continue to focus their efforts on transactional and compliance services, we find that most feel they don’t feel comfortable providing performance- and strategic-based advisory services because their experience and ...

Jim Boomer

June 24, 2019 

In order to do just that, you need to put yourself in a position to build on your existing client relationships — not tear them down. Use these three steps to plant the seeds of good rapport this summer — and watch as your client relationships blossom into flourishing partnerships during the second half of...…

Jodi Chavez