CAS

Featured Articles

meeting laptop pixabay Aymanejed-3196481_1920

February 17, 2020 

3 Secrets to Ensure Successful (and Profitable) Client Meetings

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

BDO

January 21, 2020 

BDO Launches New Digital Advisory Business

For the middle market, digital disruption is both an existential threat and an unprecedented opportunity. It’s a new world order of increasing connectivity, complexity and risk, one that no business can ignore...

fists clients pixabay mohamed_hassan paper-3213924_960_720

November 15, 2019 

How to Get Started with Client Accounting Services

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…

Pete Potsos

accounting software pixabay Goumbik office 2717014_960_720

October 28, 2019 

How to Get Started with Client Accounting Services

Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...

Automation_technology _.5558c5b706074

October 28, 2019 

Crafting a Plan: How to Be Strategic in Offering Client Accounting Services

In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a...…

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...