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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
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Financial Reporting May 22, 2025 

EY Report Shows Lagging Investor Confidence as Digital Assets Surge, Unprecedented Wealth Transfer Challenges

Half of investor respondents (50%) feel underprepared for the transition of wealth across generations, with 45% of survey respondents stating that planning for wealth transfer is become more challenging.

Isaac M. O'Bannon

CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025

Financial Reporting May 19, 2025 

CFOs Most Likely to Spend Cash on Organic Growth and Acquisitions in 2025

Eighty-seven percent of CFOs are likely, or very likely, to spend on organic growth in 2025, according to a survey by Gartner, Inc.

Isaac M. O'Bannon

How to Increase Revenue without Increasing Clients

CAS May 6, 2025 

How to Increase Revenue without Increasing Clients

One of the main goals of any business is to grow revenue, but the real challenge is to determine the proper strategy to do just that. Ultimately, it’s a math equation—music to any accountant’s ears.

small-business1

Small Business May 6, 2025 

ADP Celebrates National Small Business Week with Advice from Nearly 18,000 Small Business Owners

From the rapid rise of new technologies like generative AI to changing employee expectations and a shifting compliance landscape, small businesses continue to seek opportunities to thrive amid an ever-changing environment.

Isaac M. O'Bannon

How Technology Powers Continuous Innovation for CAS Practices

Advisory May 5, 2025 

How Technology Powers Continuous Innovation for CAS Practices

Clients are increasingly looking beyond traditional accounting services and instead want strategic partners capable of providing real-time financial insights and proactive guidance.

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

CAS May 5, 2025 

Adaptive Launches Industry-Specific AI to Help Accounting Firms Scale Construction Services Without Adding Headcount

Adaptive, an automation platform for construction accounting, has launched its next-generation solution designed specifically for accounting firms to grow their construction verticals.

Isaac M. O'Bannon

10 Benefits of Cloud Accounting for Tax Professionals

CAS April 30, 2025  Sponsored

10 Benefits of Cloud Accounting for Tax Professionals

Here are the advantages of cloud accounting and how delivering services in the cloud can revolutionize the way a tax professional operates.

Scott Cytron

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CAS April 30, 2025 

How to Help Medical Practice Clients with Administrative Fees

To cover some of those costs, it appears that a growing number of doctors are charging their patients a little extra, usually called an “administrative fee.”

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

CAS February 12, 2025 

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

Data and insights from the tool, together with the consulting capacity of the team at Forvis Mazars, will provide an Unmatched Client Experience for carriers seeking to improve their bottom line.

Isaac M. O'Bannon

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

CAS February 6, 2025  Sponsored

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.

Scott Cytron

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Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

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