7 min read

When's the Perfect Time to Offer CAS Services?

By Jessica King on 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. This creates a new opportunity for firms everywhere to start offering CAS services—they can be your key to growth in this year and beyond.

Topics: Accounting advisory services CAS Accounting firm strategy firm creativity
10 min read

Audit Is Changing...What’s Your New Money Maker?

By Aaron Sullivan on 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 services we’ve relied on as traditional money makers aren’t growing at the same pace as they used to. 

Topics: Accounting advisory services CAS Audit CFO services
11 min read

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

By Jessica King on 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 do this or do that. In fact, a quick Google search returns more than 81 million results for the question, “how to build accounting advisory” (although the most relevant/helpful results are probably limited to the first few pages). 

Topics: Accounting advisory services CAS firm creativity Advisory Strategy
7 min read

4 Common Pitfalls in Advisory (and How To Avoid Them)

By Aaron Sullivan on 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 beginning, it looks like any ordinary distance race. Then come the hurdles...then comes the hurdle-water pit. It takes a lot of endurance, planning, and strength to master the race, and almost no one comes out of it completely dry!

Topics: Accounting advisory services firm creativity Accounting challenges
9 min read

Selling CAS in 2021: Your First Steps Toward Big Results

By Jessica King on 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 of Now 2019 report, 44% of accountants believe that “business advisory” is a necessary skill set for the industry. But fewer than 20% of practices offer advisory (with only 5% offering outsourced CFO services).

Topics: Accounting advisory services CAS firm creativity Selling CAS
8 min read

How Your Firm Defines CAS Will Determine Your Growth Strategy

By Aaron Sullivan on 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 fantastic. But FWIW (for what it’s worth)—for an acronym to be truly effective, it must be defined and clear for everyone involved.

Topics: Accounting firm growth Accounting advisory services CAS firm creativity
7 min read

How to Determine What Client Advisory Deliverables to Offer

By Aaron Sullivan on 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 guidance is a cornerstone of business success, and business owners need a trusted advisor to provide a data-driven path to achieving their goals—and avoiding costly mistakes.

Topics: Accounting advisory services CAS client advisory services firm creativity
6 min read

How to Beat the Big Firms by Leveraging Accounting Tech

By Aaron Sullivan on 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 online presence (check out her Twitter and LinkedIn pages), she’s passionate about leveraging quality technology to create a better accounting firm.

Topics: accounting technology The Radical CPA Accounting firm growth Accounting advisory services
10 min read

Why You Should Practice Accounting Advisory With Emotion

By Aaron Sullivan on 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’ finances, make recommendations for cost-saving and growth opportunities, and they ultimately provide their clients with advisory services on how their businesses can and should grow in the future.

Topics: The Radical CPA Accounting advisory services Emotional advisory Accounting firm tips coronavirus listen on the go

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