CAS
Firm Differentiation, How to Attract New Clients, and the Post-Wayfair Trusted Advisor Role
In a recent interview with Avalara, Jennifer Kolterman, CPA, a director at Hutchinson and Bloodgood LLP in the accounting firm’s San Diego, Calif., office, discussed how she and the firm maintain success in the accounting profession.
Client Accounting Services – What Is It, Really?
Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...
APIs and RPA Tools Automate Client Services
Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...
New Sage Client Advisory Services Program Gives Accountants Actionable Roadmap to Support Future Growth
The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...
The culture of a service-oriented firm is to look, listen and adapt to their clients’ needs.
Joni Johnson-Powe, principal of Taxnologi Solutions, LLC, was recently interviewed by Scott Peterson, Vice President of U.S. Tax Policy and Government Relations at Avalara. Taxnologi Solutions is a company made up of tax consultants who are skilled in ...
Armanino Launches Risk Assurance and Advisory Services
Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...
Wymer Brownlee Plans to Double Client Assets in 6-8 Years
To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...
4 Reasons Your Firm Can Serve Clients Better Than a Big 4 Firm
Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...