Special Program Root Tag

As technology continues to transform Client Accounting Services, firms are reimagining their talent strategies to stay ahead. This panel will explore how leading firms are investing in professionals with both technical and advisory skills while leveraging offshore teams to expand capacity and efficiency. Panelists will discuss how continuous learning, upskilling, and global collaboration are helping CAS practices adapt to new technologies like AI — and what it takes to build the agile, future-ready firm that clients now expect.

AI is transforming the way firms deliver Client Accounting Services (CAS). In this session, a panel of firm leaders and technology experts will discuss how AI and automation are reshaping workflows, improving accuracy, and freeing up time for higher-value advisory work. Learn how firms are using AI tools to streamline data entry, forecasting, KPI reporting, and client communication — and how AI agents are powering real-time insights, scenario planning, and proactive client outreach. Discover what it takes to move from reactive reporting to truly strategic advising in the age of intelligent automation.

CAS 3.0 marks a powerful evolution in how firms serve their clients. This session will explore how leading practices are moving beyond financial reporting to deliver holistic, strategy-driven guidance that helps clients make key growth and operational decisions. Panelists will discuss how integrated tech stacks are driving efficiency and expanding service offerings, and how proactive, data-driven insights are empowering firms to predict outcomes and guide clients toward smarter, future-focused business strategies.

New York City's new pied-à-terre tax is prompting financial advisors to help wealthy clients reassess their options, from residency status to estate plans.

The annual list recognizes the 100 top workplaces in the profession.

Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.

By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.

For many firms, the decision to pursue private equity is not theoretical; it is a complex leadership conversation that touches every aspect of the firm, from culture and governance to partner economics and long-term strategy. In this session, accounting firm leaders who have evaluated — and in some cases pursued or declined — private equity will share how their leadership teams approached the decision-making process.

Private equity transactions in accounting are evolving quickly. What began as a relatively new source of capital for a handful of firms has become a more sophisticated market with changing deal structures, different investor expectations, and new questions around governance, leadership control, compensation, and exit strategies. This panel will explore how PE deals are being structured today, what firms should understand about recapitalizations and future liquidity events, and how the role of investors is changing as the profession moves deeper into its PE era.

Strategic investment in accounting is no longer a niche topic reserved for the largest firms. As firms confront succession challenges, capital constraints, talent shortages, and the need to invest in technology, leaders are exploring a wider range of ownership and growth models — from traditional mergers to alternative practice structures and private equity-backed platforms.

The billable hour was always just a stand-in for something harder to measure. AI has finally made that obvious.

Accounting Today's annual ranking of the top firms in accounting software reselling.

The AI Native Accounting Foundation announced the winners of its first-ever AI Native Accounting Awards.