CAS

Startups have unique needs and requirements, and startup founders face complex accounting and tax situations such as venture capital due diligence, cash flow management, compensation issues, and more. As CPAs it’s an exciting opportunity to provide ...

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

Serve your clients in productive ways, get more business, and free up your time to focus on improving your firm. Who wouldn’t want this for their business?

Having a clear client communication policy is often forgotten as a part of the engagement. Everyone needs to understand the client’s part, the firm’s part, and the collaborative part. Communication policies help your firm achieve this goal. If your firm h

Globally, more firms are have created or are interested in creating a more diversified selection of services, looking beyond the tax season to offering a variety of advisor services such as forecasting, budgeting, and strategy for their clients.

TAS Scale provides proven methodology, guidance and content solutions to help firms shift from a compliance-driven business to a tax advisory service business. This is a personalized program that gives firms a dedicated client success manager that will...

Nationally ranked Top 50 accounting firm The Bonadio Group has rebranded its consulting and advisory practices as Bonadio Advisory to better assist clients with improving operational performance, mitigating risk and achieving their business goals.

Practice Ignition, aclient engagement and commerce platform for the professional services industry, has become Ignition to reflect growth from its core proposal and payment automation solution to a broader client engagement platform ...