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CAS

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

Small Business November 5, 2026 

Five Collections Habits Accountants Can Help Small-Business Clients Adopt

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Featured Articles

November 3, 2026  

Selling Advice, Not Hours: Packaging Advisory Services Clients Understand

November 3, 2026  

Levvy Announces New Connection to Claude and ChatGPT

October 29, 2026  

Helping Profitable Clients Understand Where Their Cash Went

October 27, 2026  

Before You Add Clients, Fix the Bookkeeping Workflow

October 26, 2026  

Chapter 11 Warning Signs: What the Client’s CPA Sees First
Helping Clients Make Better Cash Flow Decisions

CAS August 4, 2026 

Helping Clients Make Better Cash Flow Decisions

An advisor's role is not deciding for owners, but revealing how choices impact cash flow before commitments are made.

Mike Milan

Non-Deductible IRAs: A Sound Way to Save Even More for Retirement

CAS July 29, 2026 

Non-Deductible IRAs: A Sound Way to Save Even More for Retirement

You may want to rely on a nondeductible IRA to supplement contributions to an employer-provided plan.

Ken Berry, JD

Americans Lost $68 Billion to Scams in 2025

CAS July 23, 2026 

Americans Lost $68 Billion to Scams in 2025

6% of the U.S. population were victims of financial scams in 2025, with total losses reaching approximately $68 billion.

How Firm Principals Work Themselves Out of a Job

CAS July 22, 2026 

How Firm Principals Work Themselves Out of a Job

Giving yourself time to work on the business instead of in the business is essential.

Tom Wadelton

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

CAS July 21, 2026 

Rethinking the RMD: The Giving Strategy Hidden Inside Your Client’s IRA

For clients in these situations, a QCD may be meaningfully more efficient than a cash gift paired with an income tax deduction.

Bill Knox, JD, LLM

Specialty Tax Forum to Gather Russian-Speaking Professionals in Miami, Oct. 22-24

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.

Isaac M. O'Bannon

Depreciation 1  5689872d321eb

Financial Reporting July 16, 2026 

Why Small Business Clients Keep Getting Depreciation Wrong — And What CPAs Can Do About It

Fixed asset management isn't exciting but it's easy to get wrong. That makes it an under-served advisory opportunity.

Gregg Hopfeldt

Beyond the Scan-and-Populate: Moving AI to the Client-Facing Front Lines

Firm Management July 13, 2026 

Beyond the Scan-and-Populate: Moving AI to the Client-Facing Front Lines

Instead of asking how automation can optimize firm overhead, firm leaders must challenge themselves to ask a more transformative question: How can AI provide real-time, proactive growth strategies that directly benefit your clients?

Rachel Farris, CPA

Stop Billing for Data Entry. Start Charging for Judgment

CAS July 9, 2026 

Stop Billing for Data Entry. Start Charging for Judgment

If software does the data entry, what are you selling? The firms with the best answer are pricing past the trend.

Alon Livshitz

When No One Has the Full Picture, the Gaps Fill Themselves

Small Business July 7, 2026 

When No One Has the Full Picture, the Gaps Fill Themselves

The way most SMBs manage travel expenses looks almost exactly the way it did when they had ten employees instead of thirty.

Amy Vetter

Intuit Connect ON: What You Need to Know About the Latest Platform Innovations

Accounting June 26, 2026 

Intuit Connect ON: What You Need to Know About the Latest Platform Innovations

From Intuit QuickBooks core improvements to a reimagined partner program, the throughline was direct: Accountant feedback drives Intuit’s roadmap.

Scott Cytron

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

Technology June 4, 2026 

Avalara Introduces Tax Content Essentials to Simplify Tax Rate Compliance for Growing Businesses

ATC Essentials gives businesses the accurate, up-to-date tax rate data they need.

Isaac M. O'Bannon

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