CAS

Address client needs in a changing world

The five key ingredients for success

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 ...

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.

Although none of us know the future, I believe we now have the opportunity to create it.

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.

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.

As 2020 has continued to present unexpected challenges for businesses across all industries, many companies, including accounting firms, are wondering how to position themselves for future success. While growth might not be the most obvious first thought as we emerge from the pandemic, the reality is that your small business clients need your help now […]