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.
Firm Management July 12, 2024
Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)
In the competitive world of accounting and advisory services, offering Client Accounting Services (CAS) or Client Accounting Advisory Services (CAAS) can set firms apart and strengthen client relationships.
Accounting July 3, 2024
Recap of the Accounting Thought Leader Think Tank – The Accounting Technology Lab Podcast – July 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss the invitation-only Accounting Thought Leader Think Tank Symposium, which gathered dozens of the most influential accounting technologists, practitioners, advisors, and policy makers in the profession. The event was held just prior to the 2024 AICPA Engage Conference.
Accounting Technology Lab Podcast June 28, 2024
Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024
Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.
CAS June 27, 2024
How SEO Can Drive CAS Growth for Accounting Firms
SEO is all about optimizing the pages of a website so that they rank higher on search engines like Google. The higher the ranking, the more visibility you'll receive.
Accounting June 24, 2024
The Hidden Costs of Late Invoice Payments
It has never been more critical for business consultants to work closely with clients to mitigate the prevalence of late invoice payments.
Advisory June 7, 2024
Building a Scalable Accounting Firm: A Q&A on Growth Strategies for Accountants
Strategic business planning is a difficult skill to master for any entrepreneur, and this is something many of my firm’s clients and accounting firm entrepreneurs are actively working on.
Accounting May 23, 2024
PCPS Survey on Client Accounting Services (CAS) is Open to Professionals
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
Summer Marketing Initiatives for Small to Mid-Sized Accounting Firms
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
Attracting and Retaining Clients Starts with Tech Expertise
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.
Accounting Technology Lab Podcast March 27, 2024
The Accounting Technology Lab Podcast – Review of SOBI Analytics – Mar. 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
5 Ways Firms Can Support Entrepreneurs in 2024
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
The Present & Future of CAS for Accounting Firms
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.