CAS

Leaders in CPA firms across the country agree that Client Accounting Services (CAS) is an emerging, growing and profitable opportunity. In fact, it is one of the fastest growing new revenue segments of many Top 100 Firms, but it is relevant and ...

Whether it is capturing data from credit card receipts, reconciling bank statements, reimbursing expense reports, or automatically updating IRS tax statuses, these tools utilize a combination of machine learning, Optical Character Recognition (OCR), ...

The SAN Client Advisory Services Program builds on the growth of Sage’s partner ecosystem across the U.S. - which now includes over 11,000 accountants - and proposes an actionable roadmap for implementing higher-value, consulting services across ...

Joni Johnson-Powe, principal of Taxnologi Solutions, LLC, was recently interviewed by Scott Peterson, Vice President of U.S. Tax Policy and Government Relations at Avalara. Taxnologi Solutions is a company made up of tax consultants who are skilled in ...

Armanino LLP has launched a combined Risk Assurance and Advisory Services practice to enhance its ability to offer a wide range of risk and compliance solutions to clients. The move brings an innovative approach to compliance with a ...

To lay the foundation for its growth plan, WBWS has hired professionals across multiple disciplines in recent months, such as law, tax, accounting and marketing, to increase its expertise and capacity to provide holistic wealth management services, as ...

Every business has a unique set of needs when it comes to selecting service providers. For example, depending on the size of the company or the specific matter at hand, there are a variety of options to think about when choosing a firm to handle your ...

That national accounting and advisory firm of BDO USA, LLP has expanded its healthcare advisory services practice through the acquisition of the consulting division of PBC Advisors.