Business

Client Accounting Advisory Services (CAS) encompass a wide and varied spectrum of services. Many firms start by transforming traditional, after the fact accounting services to business process outsourcing (BPO), but how and what to include next can be a challenging decision…

One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth…

Businesses have a need for a qualified CFO, yet not all can afford, or even find a quality candidate. This is where the opportunity exists for firms to market CFO Services, but..…

Dashboards help you to effectively communicate complex financial data into meaningful visualizations, revealing key performance indicators (KPIs) and insights to clients…

Effectively managing the client relationship requires higher levels of team collaboration and mandates holistic approaches to “helping” clients. Learn how to build a cross-functional service team that works between engagements and jobs to create superior client experiences…

The most successful CPA firms have an eye to the future, action and momentum; they are becoming future ready. Join Erik Asgeirsson as he provides his annual update on emerging topics for digital CPAs, shares transformative technologies, and highlights success stories from around community…

It may feel you are always on a quest to streamline your processes.  If so, that is good!  As technology continues to automate work, we should continually be refining our processes, to take advantage of what is available…

Upon meeting a prospective client you conduct an interview to assess their fit as a client and your services. Then you may have a trial period to ensure you work well with the client and their needs…

In this extremely dynamic and competitive landscape it is critical for businesses to have clear growth strategies. One must be able to support the client’s strategic ambitions and be able to suggest alternative methods to support their growth…

Offering outsourced accounting services requires a range of skill sets, talents and roles. Finding one person that can, and excels, at performing all functions is a challenge, to say the least…

For those that have started a Client Accounting Advisory Services (CAS) practice you have come to realize there is tremendous value to a client in performing a Client Assessment…

As client accounting advisory services (CAS) mature more questions are arising:

A strong business case contains sustainable growth models including viable market entry strategies, bottom-line impact, and highlights for the increased clients’ needs for a part-time CFO and/or on-demand services…

Many professional accountants are not taught project management skills, yet they are required to manage the implementation of new technology, onboard new clients, build new service areas and more…

The audit of the future is being heavily disucssed with the emerging technologies entering the assurance space. What does this mean for A&A practices? What do we need to concider and what should we be planning for? In this session here what the future of A&A looks like, and where you can start…

For most firms when you began your CAS practice you onboarded any client that expressed interest, which, at times, resulted in regret and frustration in your team…

There is a market need for more sales and use tax (SUT) services, yet many firms have not placed a strategic focus on how they will develop their service line…

The profession is buzzing about the audit of the future. The tech stack for this transformed service area has a new tech stack. Join this session to hear how the tools and systems have and are evolving…

Offering profitable, high volume advisory services today has its rewards but also its own set of unique risks.  Traditional accounting services primarily report on “what has happened”.  Advisory services frequently provide insight on “what may happen”…

With the drive to advisory services many accounting professionals are looking for knowledge on how to develop the consultant within. There are principles and techniques to learn…

The Novel Coronavirus has dramatically changed the landscape of business travel. More and more employees are working from home, often in states that differ from the location of their old office…

COVID-19 tax changes made significant changes to TCJA changes including for NOLs, business loss limitations and depreciation. This program reviews the details of these changes with a focus on how they change prior tax planning approaches…

This session considers if and when Covid-19 legislation and the QBI deduction have changed our thinking on the choice of entity. This year’s Covid-19 legislation aimed to provide tax relief to businesses suffering from Covid’s stay-in-place orders…

The accounting and finance profession has always adapted during unprecedented times, and we are riding the momentum of our successes to leverage change to seize new opportunities. Together, the profession is taking steps to continue evolving and growing so we can thrive in the future…