CAS
BDO Launches New Digital Advisory Business
For the middle market, digital disruption is both an existential threat and an unprecedented opportunity. It’s a new world order of increasing connectivity, complexity and risk, one that no business can ignore...
2019 Year-End Tax Planning Tips for Individual Clients
As the year winds to a close, tax professionals have the opportunity to look at their clients’ tax situations to identify tax savings or deferral options that may help decrease their tax liability.
Furever Bookkeeping Expanding Virtual CFO, Outsourced Controller, Strategic Business Advisor & Virtual Advisory Services
Furever Bookkeeping announcing expansion of their in-house CPA backed, advisory CFO services platform including: expert virtual CFO, outsourced Controller and virtual advisory services for business owners, giving their clients the single most financial...
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that […]
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level ...
Crafting a Plan: How to Be Strategic in Offering Client Accounting Services
In the first installment in this series on how to develop a full-fledged CAS offering, Pete Potsos, CPA, of Bill.com, provided valuable tips on how to get started. Specifically, the article explained what’s involved in turning interest in CAS into action and incorporating automation for a successful CAS practice. This is part 2 in a […]
Wolters Kluwer Launches Client Collaboration Module
The new CCH Axcess Client Collaboration module saves firms and their clients time when engaging, onboarding, and collaborating throughout the engagement by providing each side with a frictionless experience for all communication, from secure source ...
Wolters Kluwer Hosts Inaugural Meeting of the Global Audit Advisory Board
Held in New York City last month, the inaugural meeting of the Global Audit Advisory Board served as the perfect platform to bring together leading global audit practitioners, thought leaders and Wolters Kluwer experts to exchange insights about the ...