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If you think true financial planning is all about investments and annual returns, think again.
April 3Arrowroot Family Office -
The institute's Accounting and Review Services Committee clarified a standard on financial statement prep that has major ramifications for CAS practices.
March 31 -
All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, not the sort of thing that they really value.
March 24 -
The advisory services that artificial intelligence will dominate are primarily transactional and rely heavily on data analytics to deliver insights and advice.
March 20 -
Kim Blascoe of CPA.com dives into CAS's extraordinary growth rates, the key practices of a high-performing CAS practice, and more.
February 10 -
The latest data on revenue growth for CAS practices, statistics from IRS Criminal Investigation for the full year of 2024, and other major metrics.
January 16 -
In the realm of client accounting services, improvements in one area — travel and expense management — can have an outsized effect on maximizing efficiency for firms.
December 31Navan -
The American Institute of CPAs and CPA.com released their 2024 CAS Benchmark Survey.
December 11 -
The website was created to foster collaboration and share best practices and resources around client accounting services.
December 4 -