CAS August 18, 2026
Is It Real? – AI Productivity Gains – A Top Technology Initiative Article
If you invest some of this time in yourself and some in your clients with Advisory services, you’ll find that AI can provide the benefits promised.
Mergers and Acquisitions August 11, 2026
UHY Adds Michigan CFO Associates
Top 30 accounting firm UHY is expanding its CAS capabilities by combining with Michigan CFO Associates, a Clinton Township, MI-based provider of fractional CFO, financial leadership, and strategic advisory services to entrepreneur-led businesses.
Firm Management July 15, 2026
Real Products in 2026? – AI and Application Progress – What We See, and How You Can Get There
Understanding what the client wants is the beginning of advisory. Advisory is quite different from what the client would expect from compliance services.
Firm Management June 1, 2026
Why Accounting Firms Should Stop Marketing All Their Services (And What to Do Instead)
Pick the one service that does two things: delivers undeniable value to the client and positions your firm to offer more over time.
Firm Management April 17, 2026
The Missing Link Between Advisory Marketing and Advisory Sales
These services are growing at a double-digit rate of 17%, but success requires more than simply adding new services and hoping for the best.
CAS April 8, 2026
Accounting Firms Need Industry-Specific Go-to-Market Strategies for Their Business Clients
Clients increasingly seek advisors who understand their industry’s regulatory environment, competitive pressures, economic cycles, and operational nuances.
Technology February 11, 2026
Canopy to Bring Bookkeeping Into Its Practice Management Platform
Designed for accounting firms and CAS teams, Canopy Bookkeeping integrates with the company's practice management software, bringing real-time general ledger visibility directly into daily workflows.
Mergers and Acquisitions November 21, 2025
Sax Adds SCL Consulting in Maryland
The top 100 firm has acquired SCL Consulting, a Columbia, MD-based financial consulting firm that specializes in client accounting services, effective Nov. 14.
Firm Management July 24, 2025
How Firms Are Using CAS to Build Better Work-Life Balance
Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.
CAS July 15, 2025
Why Now is the Right Time to Modernize Client Accounting Services
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.
Firm Management June 17, 2025
Accounting Firms Saw Gains in Profits and Clients Over the Past Year
Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.
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.