Technology September 16, 2026
Crunchafi Acquires BUCS Analytics, Adding 150+ Integrations and Expanded CAS Capabilities
The acquisition strengthens Crunchafi’s platform for CAS teams, the fastest-growing service area in CPA firms.
Technology September 10, 2026
Dixie McCurley Named Intuit’s First Managing Partner in Residence
The new role is designed to bring the voice and perspective of accounting firms directly into Intuit’s strategy, innovation, products, and services, the company says.
CAS September 7, 2026
The Client Intelligence Advantage: Fueling High-Value Advisory Growth
Start treating client intelligence as a continuous, firm-wide discipline, rather than an annual survey.
Technology September 2, 2026
Accrual Takes the Leap Into CAS By Acquiring Puzzle’s Technology
After launching in February, San Francisco-based Accrual is jumping into client accounting services with both feet after acquiring the accounting firm-specific technology and business of Puzzle.
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.