CAS July 15, 2025
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.
July 14, 2025 Sponsored
Accounting May 23, 2024
The survey is open to practitioners and firm leaders offering transactional accounting and bookkeeping through advisory services in the U.S., regardless of firm size.
Advisory April 22, 2024
The slower pace of summer offers a prime opportunity to engage with current clients in more relaxed settings and attract new clients who are preparing for the end-of-year financial rush.
CAS April 17, 2024
SMBs rely on their accounting firms for a variety of needs, but one particular area they feel strongly about is having an understanding of the technology they use.
Technology March 27, 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss and review SOBI Analytics, an AI-driven platform, built specifically with CAS (Client Advisory Services) accounting firms in mind.
Advisory February 1, 2024 Sponsored
The primary focus for small business owners in 2024 is generating more revenue, with many small businesses wanting to add to their payrolls.
CAS January 19, 2024
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.
Advisory December 27, 2023
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.
Small Business December 20, 2023
Technologists Randy Johnston and Brian Tankersley, CPA, discuss technologies presented at the Intuit QuickBooks Connect user conference.
Firm Management October 12, 2023
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Small Business October 11, 2023
Amid inflation and high interest rates, small businesses are increasingly turning to credit cards for operational and growth expenses.