Advisory
Latest...
New Tax Scam Targets Clean Energy Tax Credit
Fewer Workers Planning to Change Jobs
Oklahoma Taxpayers Get Extended Deadline Due to Storms
California Gas Tax Increases
![logo[1]](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/logo_1_.60f5895b10ec0.png)
BPM Celebrates 35th Anniversary
Founded by three colleagues in July of 1986, BPM has since grown into one of the largest California-based accounting and consulting firms, with an increasing presence across the West Coast. A nationally recognized brand with more than 800 talented profess
![pros on move](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/pros_on_move.60e89de03f915-768x620.png)
Professionals on the Move: July 9, 2021
Professionals on the Move is a round-up of recent hiring announcements and promotions around the profession.
![fists clients pixabay mohamed_hassan paper-3213924_960_720](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/fists_clients_pixabay_mohamed_hassan_paper_3213924_960_720.60e5b9f762a05-768x484.png)
5 Ways for CPAs to Become Trusted Financial Advisors
The accounting landscape is changing rapidly as more CPA firms begin adding advisory services to their offerings. In one recent survey, 60 percent of firms reported offering strategic advisory services for clients. While the industry has known for ...
![cloud accounting](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/cloud_accounting.60c763864f0b2-768x432.png)
Client Experience for Today – Client Advisory Services
Few topics are as near and dear to me as Client Advisory Services. Those of you who have followed both my teaching career around the world for decades, and this column for almost 20 years, know that I’ve tried to bring you the latest in software and ...
![ICPAs Illinois logo](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/ICPAs_Illinois_logo.60e5ad544bfed.png)
ICPAS SUMMIT21 Returns to Rosemont as Illinois’ Premier Event for Accounting and Finance Professionals
ICPAS SUMMIT21’s more than 50 sessions will be hosted by more than 60 thought leaders, including keynotes from some of the accounting profession’s most influential people. The event will be available both in-person and virtually.
![sleep-french-bulldog-Pixabay-Mylene2401-4713013_1920](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/sleep_french_bulldog_Pixabay_Mylene2401_4713013_1920.60e469b30106d-768x576.png)
How to Help Your Clients Sleep Better at Night
It’s time to stop measuring success by how many tax returns you have completed, and start measuring against the growth your clients have had since working with you. Advisory services is more about helping solve financial problems that keep clients up ...
![Practice management](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/Practice_management.60ccea47a2cb0-768x512.png)
How to Decide and Pitch Your Firm’s CAS Pricing
Pricing your Client Accounting Services (CAS) offering correctly to ensure reasonable profitability (and to ensure your clients feel value to price balance) is a major decision you will make in your CAS practice.
![strategy1_11652166](https://www.cpapracticeadvisor.com/wp-content/uploads/sites/2/2021/07/strategy1_11652166.60d263254182e.png)
3 Tips to Successful Client Advisory Services
Prior to starting or expanding client advisory services, you may want to perform a quick check-up of your existing technology. While automation is always important for CPA firms in general, it becomes a vital component when you begin to offer ...