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CAS

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

Featured Articles

July 25, 2025   Sponsored

The Future of Accounting: How Intuit’s AI Innovations Are Reshaping the Profession

July 24, 2025  

How Firms Are Using CAS to Build Better Work-Life Balance

July 15, 2025  

Why Now is the Right Time to Modernize Client Accounting Services

July 7, 2025  

43% of Finance Teams Question Their Own Tariff Preparedness

June 30, 2025  

Sales Tax Hive Roundtable Launches to Help Bookkeepers and Accountants Tackle Sales Tax with Confidence
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CAS April 30, 2025 

How to Help Medical Practice Clients with Administrative Fees

To cover some of those costs, it appears that a growing number of doctors are charging their patients a little extra, usually called an “administrative fee.”

Avalara Logo

Accounting June 3, 2025  Sponsored

Archived Webcast: Scale smarter: Automate sales tax to grow your CAS practice

Whether you're looking to launch a client advisory services (CAS) practice or expand an existing one, sales tax compliance presents a key opportunity for growth — and greater efficiency. Sign up today!

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

CAS February 12, 2025 

Forvis Mazars Launches Transportation Profitability Analysis & Network Management Consulting Service

Data and insights from the tool, together with the consulting capacity of the team at Forvis Mazars, will provide an Unmatched Client Experience for carriers seeking to improve their bottom line.

Isaac M. O'Bannon

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

CAS February 6, 2025 

Intuit Connect Continues to Inspire with Learning on Firm of the Future Blog

The Firm of the Future blog recently featured a wrap-up of QuickBooks features to complement Main Stage presentations on the new Intuit Enterprise Suite and new features in QuickBooks Online.

Scott Cytron

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Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

AI & Outsourcing: A Winning Combination for Productivity

Accounting February 3, 2025 

AI & Outsourcing: A Winning Combination for Productivity

Implementing AI along with outsourcing can amplify the productivity benefits and other positives that each strategy offers individually.

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CAS February 3, 2025 

Know Your Numbers for Success: Critical KPIs to Track When Working with an Outsourced Accounting Team

You should be aware of, and monitor specific Key Performance Indicators (KPIs) to ensure seamless integration and effectiveness of your outsourcing team.

Gaynor Meilke

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

Advisory January 16, 2025  Sponsored

2025 Intuit QuickBooks Small Business Annual Report Offers Many Advisory Opportunities for Accountants

This year’s report provides valuable insights for businesses and offers guidance to help you set your clients up for success.

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

Accounting January 14, 2025 

Advisory vs. Compliance: Which Path Leads to Greater Success for Accounting Firms?

In December, more than two dozen accounting profession thought leaders participated in the latest Accounting Meta Influencers roundtable event focused on advisory services, compliance and firm specialization.

Isaac M. O'Bannon

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CAS December 10, 2024 

AICPA and CPA.com Benchmark Survey: Client Advisory Services (CAS) Practices Report 17% Growth

CAS practices that participated in the survey reported a median growth rate of 17% and are highly optimistic about the continued opportunity of the practice area.

Isaac M. O'Bannon

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

Accounting November 13, 2024 

RSM Teams with Additive to Enhance Tax Service Capabilities Using Generative AI

This relationship empowers RSM and its clients to be at the forefront of generative AI adoption through Additive’s groundbreaking tax workflow management platform.

Isaac M. O'Bannon

Using ChatGPT with Strategic Business Methodologies

Small Business November 11, 2024 

Using ChatGPT with Strategic Business Methodologies

Client accounting services often exceed the boundaries of traditional accounting analysis. Many clients want more, such as a strategic planning analysis method such as SWOT, where an ...

Sandi Smith Leyva

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