CAS

April 21, 2022 

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

April 6, 2022  Sponsored

Serve your clients in productive ways, get more business, and free up your time to focus on improving your firm. Who wouldn’t want this for their business?

March 23, 2022 

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

March 21, 2022 

Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.

Mary Girsch-Bock

March 3, 2022 

TAS Scale provides proven methodology, guidance and content solutions to help firms shift from a compliance-driven business to a tax advisory service business. This is a personalized program that gives firms a dedicated client success manager that will...

March 1, 2022 

Nationally ranked Top 50 accounting firm The Bonadio Group has rebranded its consulting and advisory practices as Bonadio Advisory to better assist clients with improving operational performance, mitigating risk and achieving their business goals.

February 28, 2022 

Practice Ignition, aclient engagement and commerce platform for the professional services industry, has become Ignition to reflect growth from its core proposal and payment automation solution to a broader client engagement platform ...

February 23, 2022 

BKD’s Nonprofit Advisory Services can assist nonprofit leaders and CFOs with nonprofit financial reporting, grants management and compliance, audit preparation, budget development and more.

January 31, 2022 

Eduardo Chung returns as a Principal in the firm's Tax Practice & Procedures Group, while Craig Venokur joins as a Partner with the Accounting & Advisory team.

January 28, 2022  Sponsored

Intuit QuickBooks has announced two new products that provide small businesses and their employees faster access to their money, plus greater cash flow flexibility so they can succeed and prosper: QuickBooks Get Paid Upfront and QuickBooks Early Pay.

December 10, 2021 

The CPA Business Funding Portal has been a highly effective platform for CPAs and CPA firms assisting clients with government-backed business relief, such as funds distributed through the Small Business Administration’s Paycheck Protection Program (PPP).

December 7, 2021 

Your clients that survived the pandemic did so by pivoting, adapting and downright changing in ways they may have never expected. While their core model or values may be the same, there’s something new about them, influenced by their experiences over ...