CAS

In an unusual event for an outsourced financial services firm, Consero earns a significant cash infusion from BV Investment Partners.

Survey finds clients are more likely to refer their accountant if they offer client accounting services.

CountingWorks is an accounting professional marketplace for small businesses.

Moving through tax season affords accounting professionals an excellent platform to educate your clients about how best to approach their long game.

Wiss & Company’s story of how it created a branded client accounting services offering that became successful.

Today’s technology gives accountants the ability to advise their clients on an array of business matters far beyond traditional tax or audit services.

Accountants must adapt to change before they’re forced to, says the AICPA VP.

OnPoint PCR provides a full-service solution for preparation, compilation and review.

As companies seek new ways to grow in a competitive business environment, accounting firms can position themselves as much more than just the traditional provider of help with taxes or audits.

Participants will gain access to benchmarking data and personalized reports.

The Neat-Freak Partner Program is available to all firms and is set up to facilitate collaboration between accountants and their clients, while also providing incentives.

Client accounting services are the new revenue segment you cannot afford to miss.

Two firms share their experiences with cloud-based systems.

Andy Armanino will step down at the end of 2018; brother Matt will take over in 2019.

The Top 100 Firm’s new practice turns technology into booming business.

Accountants need to look beyond disruption to leverage the power of emerging tools and software.

The program now offers services, resources and technology tailored to large firms, as well as the features it offered before for small and midsized firms.

Three firms share their experiences with client accounting services.

With the solution, CPAs can help companies improve their bottom line by evaluating the effects of benefit plans.