CAS August 20, 2026
The Accountant’s Guide to Agentic ROI
The question for accountants now is how do you turn ambition around agentic AI into commercial value.
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.
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.
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.
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.
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.
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 ...
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.
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.
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.
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.
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.
Advisory September 5, 2024
CAS Transformation is Only One Piece of Business Transformation
According to the AICPA’s CAS Benchmark Survey, CAS practices have experienced double-digit growth each year since 2018, and there is still room to grow.