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.
May 13, 2019
Focus on the Digital Client Experience and the Revenue Will Follow
A combination of technology and process can provide powerful tools for your team and clients, but the overall mindset within your firm is also critical. Leaders must prioritize making clients’ lives easier and focus on continuous improvement.
March 15, 2019
4 Keys to Providing Accounting Services to Auto Repair Clients
One of my favorite types of businesses to work with, as a bookkeeper, are auto repair shops. Since the first client of Kildal Services was a repair shop - and actually still IS a client - I have a special place in my nerdy accounting heart for them.
March 14, 2019
New York Accounting Firm Launches Cannabis and Hemp Advisory Practice
The Cannabis and Hemp Advisory practice will provide counsel and support to existing businesses, start-ups, and ancillary service providers within the cannabis industry, especially in the areas of: tax planning; compliance with ...
February 26, 2019
In Search of Technology for Your Firm or Your Clients?
3346 It’s no secret that technology has continued to become a critical component of our lives, both professionally and personally. For small businesses (and even for most of us in our personal lives), keeping up with ever-changing trends and recognizing what tools and products are actually going to help us become more efficient and effective...…
February 14, 2019
Marcum Leads Accounting Industry with Most Net New SEC Clients in 2018
Marcum LLP led the accounting industry with more net new SEC clients in 2018 than any other U.S. accounting firm, according to Audit Analytics. Marcum finished the year with a net gain of 31 SEC registrants, outperforming all Big 4 accounting firms, ...
February 14, 2019 Sponsored
Help Your Clients Make Their Profits Soar With New Features in QBO Projects
Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...
January 17, 2019
12 Questions to Ask Your Clients this Tax Season
Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!
November 27, 2018
Rootworks Helps CPA Firms Offer Business Advisor Services to Clients
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
Year-End Services to Offer Your Business Clients
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
Firm Differentiation, How to Attract New Clients, and the Post-Wayfair Trusted Advisor Role
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
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 ...
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), ...