CAS
Accounting Firm Eisner Amper Partners with Real Estate Advisory Firm
This collaboration will leverage each firm’s deep resources and expertise to provide a holistic platform that incorporates their business advisory and technology capabilities. This will provide clients with timely and actionable data to improve and ...
8 best plays for winning the client accounting and advisory services game
Your playbook for successful CAAS implementation.
Accounting Firm Warren Averett Launches Virtual Environment for Clients
Warren Averett Engage leverages several technologies to bring collaboration tools, open-items lists, screen sharing, video capabilities and additional resources in a virtual environment. Warren Averett Engage will be available to ...
2020 Review of NetClient CS
NetClient CS Thomson Reuters cs.thomsonreuters.com From the 2020 reviews of client portals for accounting firms. NetClient CS is the accounting firm client portal system from Thomson Reuters, and part of the vendor’s broad firm management suite that includes applications for tax, accounting, payroll, client collaboration, audit services, document management and other core practice areas. NetClient […]
Transforming Accounting Services Personnel to a Client Advisory Mindset
From all indications, the transformation of the accounting profession to a more advisory focus is already well under way. Taking a learning organization approach will help ensure that your firm develops a comprehensive client advisory mindset.
Report Shows Trends for Accounting Advisory Services
The survey data indicates that being able to offer expert insights when it comes to finances will give firms the upper hand when it comes to implementing value pricing as it enables them to provide a better customer experience.
Long Days and Fireflies and How to Help Our Clients
July has always been my favorite month. When July begins, there’s still an endless sea of summer ahead, the days are long, the fireflies twinkle in the evening, and the air is warm.
Bill.com and CPA.com Report Shows Trends for Accounting Advisory Services
The report is based on the responses of more than 650 accountants and business professionals across the nation and offers valuable pricing benchmarks and emerging trends for firms of all sizes while showcasing the shifting expectations on what ...