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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
AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

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CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

Accounting January 14, 2025 

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

In December, more than two dozen accounting profession thought leaders participated in the latest Accounting Meta Influencers roundtable event focused on advisory services, compliance and firm specialization.

Isaac M. O'Bannon

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CAS December 10, 2024 

AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth

CAS practices that participated in the survey reported a median growth rate of 17% and are highly optimistic about the continued opportunity of the practice area.

Isaac M. O'Bannon

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

Using ChatGPT with Strategic Business Methodologies

Small Business November 11, 2024 

Using ChatGPT with Strategic Business Methodologies

Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...

Sandi Smith Leyva

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

CAS November 11, 2024 

Decisions 2024: The Opportunities for Accounting Firms Have Never Been Greater

The outlook couldn't be brighter with new opportunities, technologies, challenges, and clients looking to take advantage of your service offerings.

Randy Johnston

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

Accounting November 7, 2024 

End-of-Year Accounts Receivable Checklist: Ensuring Financial Stability for Your Clients into the New Year

This checklist allows CPAs, accountants, and financial consultants to provide clients with a comprehensive approach to year-end A/R management.

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

Small Business November 6, 2024  Sponsored

Inspiration, Education, and Primo Networking: Intuit Connect Continues to be THE Event for Accounting Professionals

The name change to Intuit Connect encompassed the integrated platform’s ability to help businesses start up and scale up, with accountants as the key advisors who, along with the QuickBooks ecosystem, guide their clients to growth.

Scott Cytron

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Accounting October 24, 2024 

CPE Webcast Oct. 24. – Stop Resisting Change & Start Controlling It

Embark on a journey to explore the foundational principles of change management tailored specifically for the accounting profession.

mortgage-rates161_11567921

Firm Management September 9, 2024 

How CPAs Can Help Clients with Real Estate and Residential Changes

Most financial advisors will have little issue with managing questions involving the dollars and sense of buying, selling or leasing a typical home. It’s when the conversation turns to the complexities of late-in-life relocations that CPAs may find themselves in uncharted territory.

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