Jessica Veiga

Jessica Veiga is an experienced B2B marketing expert with a history of working in software, SaaS, technology, accounting, and services spaces. Jessica's passion for social sciences and communication drew her to sales and marketing, where she has worked with clients across a range of industries, including retail, education, technology, and more. With real-world experience at top marketing and software companies in Boston, assisting hundreds of businesses across numerous stages of growth, and a BS in Psychology & Counseling, Jessica is uniquely qualified as a senior leader and team player to help lead businesses to maximize their reach, tell their stories, digitally evolve, and build mission-driven marketing strategies.

5 min read

Solve Your Capacity Planning Challenges With These 4 Action Items

Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. 

It’s more like trial and error—you keep at it and try different strategies until you start to get the vocab slightly...

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5 min read

To Better Serve Clients, Focus on These Soft Skills in Accounting

Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships.

So for accounting professionals to find success, they must go above and beyond day-to-day accounting services. The key to unlocking this...

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5 min read

Better CAS Means Better Questions: 5 Questions You Should Be Asking Clients

How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it ain’t easy, but it’s an essential piece of providing accounting advisory services.

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6 min read

How to Know Which Clients Would Benefit from Advisory—And What They Want From You

Let’s take a moment to consider how different accounting is these days.

It’s no longer just about balancing books, running payroll, preparing taxes, and performing audits. These are still priorities, of course, but thankfully AI makes all of these much...

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5 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging focuses on how CAS is the future of the industry and should be considered a huge money-making...

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5 min read

The 5 Deliverables Businesses Really Want From a Virtual CFO

With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an accountant’s job—far from that! But we are saying that it’s changing the game for all levels of accounting...

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5 min read

When's the Perfect Time to Offer CAS Services?

The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future. This creates a new opportunity for firms everywhere to start offering CAS services—they can be your key to...

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5 min read

How Bookkeeping Fits Into CAS & Why You Should Set it to Autopilot

You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or businesses, maintaining accurate, up-to-date ledgers and creating timely financial reports lie at the core of...

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5 min read

Follow These Marketing Best Practices to Drive More CAS Leads

As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s right.

That’s because most firms built their client foundation on bookkeeping and tax preparation...

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6 min read

What Accounting Firms Need to Know to Overcome Talent Retention Challenges

Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality accountants—and keep them—while focusing on growing the business.

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4 min read

Your Most Urgent Need Is Capacity—Here's How to Increase It

If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many growth-focused firms that capacity is a major issue, and firms will do whatever they can to increase it.

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5 min read

The Most Important Metric for Firm Growth Is Revenue Per Client—Here's Why

How do you drive success in terms of sales and growth? Are you looking at average revenue per client (ARPC) as a key metric?

To be fair, ARPC is a metric often prioritized by software companies, but in this day and age, firms can learn a lot from this...

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8 min read

These 6 Non-Accounting Strategies Will Help You Build Your Dream CAS Practice

When it comes to adding accounting advisory services to your firm’s menu of offerings, there are a lot of resources available that will tell you to do this or do that. In fact, a quick Google search returns more than 81 million results for the question,...

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