CAS
Latest News
CPE Webcast Nov. 18 – The Thriving Tax Office: Firm Modernization
SafeSend Launches New Client Portals
U.S. Workers Want More Support on Financial Well-Being
Forvis Mazars Adds Florida Accounting Firm MSL
The Present & Future of CAS for Accounting Firms
More than 20 of the profession’s thought leaders met for the Accounting Meta Influencers roundtable discussion on the present and future of CAS, and what this evolving phenomenon will mean for firms, for professionals, and for clients.
Five Ways Offering Advisory Services Can Help You Escape the Accountant’s Trap
Advisory clients have a very high retention rate. This means that, once you get a handful of clients, you won’t have to spend your time looking for new clients.
The Accounting Technology Lab Podcast – Intuit QuickBooks Connect Conference Recap – Dec. 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business Credit Card Spending Up 20 Percent Post-Pandemic
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.