CAS

Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...

Another tax season is here and many of you are bracing for the 60+ hour work weeks. Your focus is on preparing financial statements, tax returns, and delivering them to your clients. Keeping your head down and getting it done!

Business Foundation Services represent an advisory engagement that provides a firm’s clients with the basics of a new business launch—from entity type and retirement plan selection to accounting software setup and training.

This is the time of year that lists are made (and checked twice). It’s also a great time for CPAs to consult with clients and offer much-needed year-end advice. Here’s a year-end checklist for critical end-of-year tasks to get your clients in top shape...

In a recent interview with Avalara, Jennifer Kolterman, CPA, a director at Hutchinson and Bloodgood LLP in the accounting firm’s San Diego, Calif., office, discussed how she and the firm maintain success in the accounting profession.

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...

The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...