Technology
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 […]
How to Maximize Profits and Revenue for Your Firm by Scaling CAS
Firms looking to scale their CAS offerings frequently face some common complications. Among them are converting compliance clients to CAS, securing buy-ins from partners and practices, establishing a marketing plan and marketing resources, optimizing ...
New Features in CCH Axcess Give Proactive Tax & Accounting Tools
During its annual CCH Connections User Conference, today Wolters Kluwer Tax & Accounting showcased several new, powerful features in its groundbreaking CCH Axcess iQ solution, which leverages artificial intelligence and predictive analytics to help firms turn complex regulatory and legislative change into engagement opportunities. Part of the award-winning CCH Axcess platform, CCH Axcess iQ helps […]
AICPA to Host Forensic and Valuation Services Conference Nov. 4-6 in Vegas
New technologies, emerging industries and renewed interest in complex financial instruments are among the many issues that will be discussed during the American Institute of CPA’s (AICPA) 2019 Forensic and Valuation Services Conference. The conference, being held Nov. 4-6 at Caesar’s Palace in Las Vegas, offers professionals the opportunity to hone their skills and build […]
New Cloud Options from Wolters Kluwer Streamline Audits
Attendees experienced hands-on demonstrations of CCH Axcess Financial Prep, the profession’s first dynamic cloud-based trial balance solution already in market; CCH Axcess Knowledge Coach, a cloud-based digital audit management tool; and CCH Axcess ...
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 ...
Kabbage Launches Kabbage Payments to Help Small Businesses Get Paid Faster
Kabbage expands into payment processing as part of its new suite of cash-flow management solutions for small businesses