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Five major trends and key takeaways from Bill's Accountant Partner Council.
September 24
BILL -
Niching down your CAS practice makes marketing easier … and more effective.
August 27AmberSky Marketing -
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The current wave of M&A activity is driven at least in part by the need for firms to build out their CAS practices quickly, said Joe Woodard at Scaling New Heights
June 18 -
During the annual Scaling New Heights conference in Orlando, Joe Woodard warned that AI means accountants must go beyond advisory and analysis to remain relevant.
June 17 -
Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.
May 13 -
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Optimizing your presence online can maximize the reach of your client advisory services practice — and all your other practices, as well.
April 25AmberSky Marketing -
At its core, CAS/CAAS aims to transcend traditional transactional and compliance services, venturing into the realms of advisory and consulting.
April 23
Boomer Consulting Inc. -
Clock ticks on 2020 returns; remembrances; what's ahead for marketing tech; and other highlights from our favorite tax bloggers.
April 16
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The blend of cutting-edge technology and the warmth of human connection is creating a whole new playing field for professionals
April 4
The B3 Method Institute -
If your practice is launching a CAS practice — or you're just in the initial planning and research stages — making sure you're well-prepared is essential.
April 1 -
Accounting Today -
A recent survey says a large majority of firms enjoyed increased revenue and profit this year, based partially on growing client advisory services and the adoption of value-based pricing.
November 17 -
How to offer advisory services the right way
November 8
FFP Wealth Management -
These services can provide organizations with insight, guidance and expertise to support in-house teams or serve as a fully outsourced team.
October 24
Prager Metis CPAs -
Thought leaders on accounting tech share just what tools and systems a practice has to have today.
September 25 -
To start, many firms fail to recognize the difference between driving demand and fulfilling demand.
September 18
Crosley+Company -
Client accounting services come in all shapes and sizes, depending on what clients want and need.
August 18
Xero -
These five steps can help both budding and established practices go further, faster.
August 18






