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CAS expert Kane Polakoff digs deep into the current staff of client advisory services, and how this fast-growing service offering is rapidly evolving.
August 4 -
Client advisory services are proving to be a game changer in how accounting firms engage with their clients, especially when fused with tax advisory services.
July 22
Carlos Contábil -
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Accounting firms are reporting bigger profits and more clients, according to a new report.
June 13 -
Students are looking for more than traditional accounting roles — they want to be problem-solvers, advisors and tech-savvy professionals.
June 5
Ignite Spot Accounting Services -
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Here are three ways accountants can shift from support role to strategic force, helping organizations stay profitable, predictable and well-positioned.
May 29
Certinia -
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If you think true financial planning is all about investments and annual returns, think again.
April 3
Arrowroot 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 31
Navan -
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 -
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Recent data has found that successful firms maintain a balance of both advisory and compliance engagements.
September 27













