CAS
Advisory Services Best Practices: Turning Tax Return Problems Into Business Lifecycle Engagements
We got into this profession to help our clients achieve their goals and grow their businesses, and even if most of your work involves individual returns, there are still personal goals to meet. It’s time to put your advisory services hat on ...
Putting Clients First: Understanding the New Normal
Address client needs in a changing world
Growing Your Practice with Advisory Services
The five key ingredients for success
Most Tax Pros See Their Future in Advisory, According to Survey
Many of the professionals surveyed noted that they were forced into a de facto business advisor role during the onset of the pandemic, as clients sought advice about everything from applying for Paycheck Protection Program loans to how to manage their ...
New Automation and Collaboration Platform for Assurance and Advisory Sector
Fieldguide’s cloud-native platform augments the expertise of practitioners with a flexible workflow automation engine across cybersecurity and regulatory standards such as SOC 2, NIST CSF, ISO 27001, SOX404, and PCI DSS.
Client Experience for the Future
Although none of us know the future, I believe we now have the opportunity to create it.
Five Questions Your Clients Need Answered When Selling a Business
Clients often consult their certified public accountant when considering selling a business. Conducting business valuations, proposing deal structures and outlining potential tax consequences are valuable skills.
Using Technology to Create a Differentiated Client Experience
The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.