CAS

At the end of the day, building relationships with our clients and helping them succeed is our goal. These are just a few of the ways we like to ensure each client that comes to us is the right fit for their needs and ours.

The Information Technology Alliance (ITA), an independent membership association of leading mid-market technology professionals, consultants and product/service providers in North America, today announced the Virtual Spring Collaborative, to be held online from April 26-28, 2021. Attendees can expect a full session agenda designed for ITA members and guests, in addition to networking with leaders of […]

From the April 2021 Issue. When did collaboration become a “must have?” While many milestone releases of products could be shown as the starting line, working simultaneously together on the same file is an attitude. It is different this decade than it was at any time before. While I still despise getting large documents via […]

It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...

We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...

Address client needs in a changing world

The five key ingredients for success

Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...