Firm Management July 24, 2025
How Firms Are Using CAS to Build Better Work-Life Balance
Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.
CAS July 15, 2025
Why Now is the Right Time to Modernize Client Accounting Services
The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.
Firm Management June 17, 2025
Accounting Firms Saw Gains in Profits and Clients Over the Past Year
Accounting firms in the U.S. have had a profitable last 12 months, due to adding new clients, technology, and service offerings, according to a new report from Xero.
Advisory May 5, 2025
How Technology Powers Continuous Innovation for CAS Practices
Clients are increasingly looking beyond traditional accounting services and instead want strategic partners capable of providing real-time financial insights and proactive guidance.
Firm Management October 12, 2023
The Future is Client-Centric: Preparing Your Firm for Success
Create communication policies and adopt technologies that will improve the client experience.
Firm Management October 11, 2023
How to Harness Case Studies in Your Marketing Efforts
Studies highlighting triumphs are a best-practice marketing method to capture the attention of prospective clients and nurture their conversion to loyal clients.
Mergers and Acquisitions October 11, 2023
CohnReznick Acquires Division from Exiger
The staff and contracts are being absorbed into CohnReznick’s rapidly expanding government advisory practice.
Advisory October 5, 2023
Mindful Communication: The Secret to Deeper Client Engagement in Your Accounting Practice
Mindful communication is the cornerstone of deep client engagement. When practiced, it transforms routine client meetings into profound, trust-building encounters.
Firm Management October 4, 2023
Schneider Downs Wealth Management Names New CEO
Eichelberger has more than 25 years of experience in the financial services industry, and he has a lengthy history of advising high net worth individuals, foundations, endowments and retirement plans.
Small Business October 4, 2023
Spend Management is the Next Focus for Client Accounting Services
Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.
Advisory October 3, 2023
Client Relationships 2.0: Enhancing Trust with Expanded Offerings
Prioritizing communication, building a client-centric culture and gathering feedback will help you strengthen that trust while meeting your client’s needs and adding value.
Small Business October 3, 2023
AI Stats and Trends for Small Business Marketing
The small businesses who are currently using tools powered by AI overwhelmingly agree that it is making their businesses more successful. They are working more efficiently, saving money, improving customer experiences, and growing quicker.