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CAS

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

Building a Tax Practice Clients Rely on All Year

April 8, 2026  

Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients

April 6, 2026  

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth
Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy

Firm Management December 8, 2025 

Why ‘Getting One Step Better’ Should Be Every Accountant’s Client Philosophy

If you're like most accountants working with small businesses, you've learned the hard way that giving clients everything they need all at once usually results in them doing nothing at all.

Matthew Patrick, CPA

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

Accounting November 25, 2025 

THIS WEEK: Free Online CPE and IRS CE Conference Dec. 10-11

The event is free for professionals - all sessions qualify for one hour of certified CPE credit in various fields of study, while five of the tax-focused sessions also offer an hour each of CE credit.

Isaac M. O'Bannon

Sax Adds SCL Consulting in Maryland

Mergers and Acquisitions November 21, 2025 

Sax Adds SCL Consulting in Maryland

The top 100 firm has acquired SCL Consulting, a Columbia, MD-based financial consulting firm that specializes in client accounting services, effective Nov. 14.

Jason Bramwell

government-shutdown1

Firm Management October 17, 2025 

Shutdowns Are Inevitable: How CPAs Can Shield Clients from Revenue Disruption

Even a short interruption can slow contracting cycles, halt reimbursements and stall consumer spending in regions dependent on federal employment or funding.

3 Key Areas CFOs Need to Focus On in the Near-Term

Accounting September 10, 2025 

3 Key Areas CFOs Need to Focus On in the Near-Term

CFOs and finance leaders grappling with the volume and pace of AI developments in corporate finance should focus on three areas in the near term, according to Gartner Inc., a business and technology insights company.

Isaac M. O'Bannon

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

Small Business August 27, 2025  Sponsored

AI Integrations in ProConnect Tax: Moving from Science Fiction to Real-Life, Practical Implementation

The question is no longer whether you should embrace AI, but how you will adopt it as a technology cornerstone of your firm’s growth and success.

Scott Cytron

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Technology August 22, 2025  Sponsored

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

Embracing these and other innovations will allow you to deliver higher-value services, solidify their position as trusted advisors, and ultimately, drive greater success for their clients in an increasingly data-driven world.

Becoming Your Clients’ Most Trusted Voice

Advisory August 18, 2025 

Becoming Your Clients’ Most Trusted Voice

While technical skills might get clients in the door, it's the relationship that transforms them from occasional clients to loyal advocates.

Amy Vetter

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

How Firms Are Using CAS to Build Better Work-Life Balance

Firm Management July 24, 2025 

How Firms Are Using CAS to Build Better Work-Life Balance

Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

43% of Finance Teams Question Their Own Tariff Preparedness

CAS July 7, 2025 

43% of Finance Teams Question Their Own Tariff Preparedness

The insightsoftware study reveals that access to modern forecasting tools and real-time data creates a decisive advantage in navigating economic uncertainty.

Isaac M. O'Bannon

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