CAS

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.

Cash flow is tight for many SMBs, and business owners need greater visibility into their cash flow to mitigate the impact of unexpected expenses.

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.

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.

It involves an understanding of your clients' unique needs, the complexities of their business, the value your firm is offering and bringing to the table, and the competitive landscape.

CPA.com is spearheading efforts to support firms with strategy and business model design around ESG.

Building a CAS practice can take time but data shows it is more than worth the investment — survey data indicates that 72% of respondents indicate that they have a strong growth pipeline for their CAS offerings.

When properly managed and prioritized, financial, operational and legal data has the potential to contribute significant strategic value to a business that extends far beyond meeting compliance requirements.