CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
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), ...
August 21, 2018
New Sage Client Advisory Services Program Gives Accountants Actionable Roadmap to Support Future Growth
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
The culture of a service-oriented firm is to look, listen and adapt to their clients’ needs.
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 ...
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 ...
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 ...
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 ...
February 5, 2018
BDO Acquires Consulting Division of PBC Advisors, Expands Healthcare Advisory Practice
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
Online Learning Center Guides Accountants from Compliance Services to Advisory Roles
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 ...
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, ...
January 23, 2018
How to Transform from an Accounting Firm into an Advisory Firm
Your cheese is moving. You’d have to be living under a rock to not be aware how much of a leap forward we took as a profession in 2017. From technology to process, talent development to growth strategy – many firms underwent not just minor change but ...
December 6, 2017
Advisory Services Take Off As Revenue Channel for Accounting Firms
In the study, 61% of firms had per-client revenues of $5,500 per year, showing that investing in advisory services has become a large source of revenue for firms.