6 min read
Amy Vetter, CPA, CITP, CGMA, MBA: Mar 3, 2022 4:15:00 PM
When many firms start a Client Advisory Services (CAS) practice, they have a tendency to jump in the same way they might if they were starting a tax...
5 min read
Jessica Veiga: Nov 3, 2021 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...
6 min read
Jessica Veiga: Oct 26, 2021 10:00:00 AM
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,...
5 min read
Aaron Sullivan: Oct 20, 2021 7:30:00 AM
If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...
5 min read
Jessica Veiga: Sep 23, 2021 11:15:00 AM
The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....
7 min read
Aaron Sullivan: Jul 13, 2021 9:30:00 AM
Accountants are in a bit of a weird position these days—remote work is the norm, technology is rapidly changing workflows and firm operations, and...
8 min read
Jessica Veiga: Jun 29, 2021 9:30:00 AM
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...
5 min read
Aaron Sullivan: May 26, 2021 9:30:00 AM
Believe it or not, there’s a lot accountants can learn from professional sports. Take the Olympic steeplechase event in track and field — at the...
6 min read
Jessica Veiga: May 18, 2021 10:00:00 AM
The accounting industry is changing, and with it comes a change to how accounting firms service their clients. For instance, in Sage’s "The Practice...
5 min read
Aaron Sullivan: May 4, 2021 9:30:00 AM
Can you imagine a world without acronyms? Communication would without a doubt be more of a chore, and it would take longer, too. Indeed, acronyms are...
4 min read
Aaron Sullivan: Dec 15, 2020 10:00:00 AM
There’s no denying that more and more firms are positioning themselves to offer their clients advisory services, and the reason is clear. Financial...
4 min read
Aaron Sullivan: Apr 22, 2020 1:30:00 PM
Not everyone who’s familiar with Jody Padar knows why she’s nicknamed the Radical CPA. In addition to being considered a bit progressive with her...
7 min read
Aaron Sullivan: Mar 18, 2020 8:58:00 AM
If there are specific people that business owners trust, their accountant is very high up on the list. Accountants watch over their clients’...