Accounting firms rely on their clients for revenue. In a similar respect, clients rely on these firms for their services. While the relationship is mainly transactional, it's not always easy to manage ...

Client accounting services — also referred to as client advisory services, CAS or CAAS — focus on providing advisory accounting rather than the compliance-heavy services that generally characterize ...

I receive many calls from colleagues asking how they could provide and market advisory services to clients. Many of them look far and wide trying to solve the mystery of the "client advisory services ...

RALEIGH, N.C.--(BUSINESS WIRE)--ShareFile®, the secure, collaborative client experience solution, today announced the release of ShareFile® for Accounting, designed with the unique needs of accounting ...

Client advisory services (CAS) is the fastest-growing service area in the profession (see the sidebar, “CAS By the Numbers”). As the area matures, some firms have moved from solely providing financial ...

As the accounting profession evolves in tandem with technological advancements, client expectations are shifting, too. Modern accountants are increasingly seeking ways to enhance their business models ...

In simplest terms, onboarding is the focused and intentional integration of a client into your practice. Digging deeper, onboarding communicates the norms a client can expect when dealing with your ...

Porte Brown LLC, a Chicagoland accounting firm providing accounting, audit, tax, and technology services, announced today that they have won the Best of Accounting 5 Year Gold Award for providing ...

Maxine Wagner has joined Widmer Roel, a local public accounting and business advisory firm, assisting the CAS department. Maxine, as a CAS Associate, provides 1099 reporting, accounts payable ...