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

A 360º Data View Will Transform Your Firm into a Super Force

By Jessica King on Apr 27, 2021 10:00:00 AM

The role of accounting professionals has been in constant evolution for decades. Traditionally, accountants and CPAs were relegated to the books and compliance duties. This is mostly due to the pre-spreadsheet and pre-internet era when these tasks legitimately took up most of a firm’s available bandwidth. 

Topics: CAS Accounting data Accounting reporting
7 min read

Who Benefits the Most From Automation at Your Firm?

By Aaron Sullivan on Mar 2, 2021 4:00:00 PM

New tech can give accounting firm owners and partners mixed emotions. On one hand, there’s the hope of improving processes while driving greater revenue. On the other hand, there are concerns related to cost and how to implement a new tool across the entire company. There’s a lot to consider!

Topics: Accounting firm scale CAS Accounting efficiency
9 min read

How to Launch New Accounting Services (Step-by-Step)

By Jessica King on Feb 9, 2021 5:30:00 PM

What are all businesses—accounting firms included—trying to achieve on a daily basis?

Topics: Accounting firm growth CAS Accounting Services
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

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