Four Ways Your Firm Can Enter AI Advisory (Without Buying a Consultancy)
Explore four strategic entry points your firm can take to enter the AI advisory space without acquiring a consultancy, maximizing client value ...
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Recent CAS Articles
Crunchafi Acquires BUCS Analytics
Crunchafi acquires BUCS Analytics, adding 150+ Integrations and expanded CAS capabilities.
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Insightful Accountant's job board lists opportunities for tax and accounting professionals to potentially find their next career.
Read articleNot All Revenue Creates Safety
Revenue growth doesn't guarantee business stability. Discover why operational visibility and structure are crucial for sustainable success.
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Pricing issues often stem from deeper emotional and structural challenges rather than simple math, and learn how to create sustainable ...
Read articleTop 5 Accounting Firm Pain Points - Share Yours
Explore the top pain points facing accounting firms today, from AI integration to pricing models. Share your challenges and strategies in the ...
Read articleBotkeeper Signs Off After 11 Years
Enrico Palmerino, Founder and CEO of Botkeeper has announced to their customers the 'closure of Botkeeper' after 11 years of operation.
Read articlePilot Unveils Their 'AI Accountant' to Run Entire Bookkeeping Process
Pilot has announced that bookkeeping is now fully autonomous, empowering business owners to focus on growth and local accountants to deliver ...
Read articleAnalytical Sommelier via Qvinci QTAP at Future Forward
Qvinci's Turnkey Advisory Program (QTAP) is the quickest way you can turn your compliance practice into an advisory practice, and build your ...
Read articleWhy just Report, when You can Advise, with Qvinci
Qvinci's advisory features give you the clarity and confidence you need to help your clients make the best possible business decisions.
Read articleClient Accounting & Advisory Services (CAAS), the Qvinci Way (Part 2)
In this multi-part series, Murph takes you through the process of converting from 'compliance accounting' to 'advisory services' using Qvinci.
Read articleClient Accounting & Advisory Services (CAAS), the Qvinci Way (Part 1)
In this multi-part series, Murph takes you through the process of converting from 'compliance accounting' to 'advisory services' using Qvinci.
Read articleWhy Every Accountant Should Think Like a CAS Organization
Learn why adopting a Client Advisory Services (CAS) approach can transform your accounting firm into a strategic business partner and drive ...
Read articleTo CAS or Not -- It's Not a Tough Question
Discover why Client Advisory Services (CAS) are essential for accounting firms and how to effectively implement them to provide valuable advice ...
Read articleYou’re Already a CAS Firm—Whether You Admit It or Not
Discover why every accounting firm is already a CAS firm and how embracing this mindset can unlock new opportunities and revenue streams for ...
Read articleToday's Future Forward Event is Qvinci
During the upcoming Future Forward of August 5, 2025, you will learn how Qvinci can provide you with a path to a forward-looking Advisory ...
Read articleQvinci is Your Path to a Forward Advisory Practice Future
During the upcoming Future Forward of August 5, 2025, you will learn how Qvinci can provide you with a path to a forward-looking Advisory ...
Read articleAlmost 3/4th of US Accountants report increased profits last year
Xero report shows U.S. accounting and bookkeeping sector continues to evolve with firms reporting strong revenue growth, increased profits and ...
Read articleADP® Introduces New Resource Center to Empower Accountants
ADP® has introduced a new Resource Center to empower Accountants with strategic advisory tools.
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QuickBooks
Reporting
Qvinci
Analytics
Benchmarking
Key-performance-indicators (KPIs)
Trusted Advisor
Client Advisory Services
Qvinci: The Key to Client Advisory Services
Qvinci is your key to Client Advisory Services and turning mere consulting into 'trusted advisory.'
Read article6 Steps to Grow Your Bookkeeping/Accounting Firm
Discover six essential steps to grow your bookkeeping or accounting firm, from defining your niche to leveraging technology and expanding ...
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Free
ProAdvisors
Accounting
Bookkeeping
Accountants and Bookkeeper
Accounting Industry Staffing Shortage
Critical Accountant Shortage
Learn about the critical shortage of accountants, impacting firms nationwide. Discover the reasons behind the crisis and how it's affecting the ...
Read articleMeasuring the Success of Your DE&I Strategy
Discover the disparities in DE&I within the accounting profession and the alarming perception gap between leaders and employees. Learn how ...
Read articleLeveraging IRS Online Tools
Learn how tax practitioners can leverage the latest IRS online tools to streamline processes and improve efficiency. Stay up to date with the ...
Read articleClient Communication Essentials for Accountants
Learn how to improve client communication as an accountant with essential tips on trust-building, managing challenges, and maintaining ...
Read articlePeeling Back the Curtain on the Vendor/Firm Relationship
Insightful Accountant delves into the crucial relationship between vendors and accounting firms, emphasizing the importance of shared vision and ...
Read articleWant to 'migrate' back to QB Desktop?
Discover an easier way to migrate back to QuickBooks Desktop from QuickBooks Online using exportmybooks.com. Learn how this app simplifies the ...
Read articleUnderstanding CPFF Contracts
Discover the importance of CPFF contracts and DCAA compliant timekeeping for accurate government contract accounting and audit readiness. Learn ...
Read articleThe QuickBooks Online App for Windows and Mac Users
Discover the newly available QuickBooks Online App for Windows and Mac, enhancing workflow and simplifying the transition from desktop to online ...
Read articleCustomizing the Icon Bar in QuickBooks Desktop
Learn how to customize the icon bar in QuickBooks Desktop to improve your user interface and workflow efficiency.
Read articlePending Transactions in QB Desktop
Learn how to use Pending Transactions in QuickBooks Desktop to manage incomplete sales without posting them to the general ledger. Discover this ...
Read articleThe MacGyver-esque Way to Track Consignments for the Consignee
Learn a streamlined method for consignees to track consignment inventory and sales, ensuring efficient accounting and reporting processes.
Read articleIntuit Announces New Desktop Payroll Changes
QuickBooks Desktop Payroll pricing changes for 2023 announced. Learn how these updates will affect ProAdvisors and existing users. Read on for ...
Read articleThe Six Weapons of Influence
Discover Dr. Robert Cialdini's six weapons of influence and how to ethically boost your sales and business success.
Read articleIs Construction The Right Niche For You?
Thinking about specializing in construction accounting? Discover the pros and cons to help you decide if this lucrative and complex industry is ...
Read articleAI from the Perspective of HAL 9000
Explore the evolution of AI from HAL 9000 in "2001: A Space Odyssey" to modern machine learning and deep learning applications in business.
Read articleCase Study: Running the Favorite Tools in Your Practice
Learn how Jameson & Co. leverages cloud-based and managed services to streamline their accounting practice, enhance security, and improve ...
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CAS Webinars
QBTalks-Apps - Client Advisory Services using Qvinci
Learn how easily your firm can turn low-value compliance work into high-value advisory services with metrics, analysis and forecasting your ...
View webinarJune 3 QBTalks-Apps features Client Advisory Services using Qvinci
Learn how easily your firm can turn low-value compliance work into high-value advisory services with metrics, analysis and forecasting your ...
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Qvinci Client Accounting & Advisory Services Webinar is TODAY!
In this multi-part series, Murph takes you through the process of converting from 'compliance accounting' to 'advisory services' using Qvinci.
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Webinar
QuickBooks
Reporting
Qvinci
Analytics
Benchmarking
Key-performance-indicators (KPIs)
Trusted Advisor
Client Advisory Services
Today's QB Talks: How Qvinci Can Bolster Your Advisory Business
During today's QB Talks, Qvinci will show you how to turn consulting into 'trusted advisory' services.
View webinarBecoming an Accounting Firm of the Future: The Benefits of Embracing New Technology
Discover how adopting cutting-edge technology can revolutionize your accounting firm, from improving audits to enhancing employee and client ...
View webinarTools & templates
CAS Resources
Infinite Ties Expands CAS Ecosystem
Infinite Ties expands training tracks, journey-based resources, and individual memberships to create clearer paths to build, strengthen, and ...
View resourceApp Aware: Omni by Artifact AI
Omni by Artifact AI is a workflow tool for accounting and Client Advisor Services providers.
View resourceNew Client Advisory Services Foundation Curriculum for ProAdvisors
Intuit's ProAdvisor Academy's new Client Advisory Services curriculum requiring 44 hours of training, plus examination time, and offers a badge ...
View resourceThomson Reuters Unveils New AI-native Agentic Applications
Thomson Reuters has unveiled their new 'Ready to Advise' and 'Ready to Review' AI-native Agentic Applications to transform tax and advisory ...
View resource2023 Desktop ProAdvisor Certifications Added to Training Portal
New QuickBooks Desktop 2023 ProAdvisor Certifications are now available in the QuickBooks Training Portal. Earn CPE credits with self-paced ...
View resourceIn-depth guides
CAS Guides
Guide
Premium
Financial Statements
Advisory
CAS
Financial Forecasting
The Conversations Behind The Numbers
What Financial Statements Can’t Tell You
Financial statements are designed to tell us what happened—but they don't always explain why it happened. Understanding the financial operations ...
View guideDesigning a CAS-Ready Tech Stack for Your Firm
How to design a scalable, CAS-ready tech stack that fits your accounting firm.
View guideModernize Bookkeeping Into a Continuous CAS Engine
Modernize bookkeeping to power a continuous, CAS-ready engine.
View guideHow to Consistently Win New Accounting Clients
A step-by-step marketing playbook to consistently win new accounting clients.
View guideAmazon Accounting 101: What Every Bookkeeper Needs to Know Before Taking on a Seller
Discover essential insights for Amazon accounting, from deposits to understanding fees and inventory, ensuring accurate bookkeeping for your ...
View guideStarting Your QuickBooks Online Company File Over
Learn how to start over with QuickBooks Online by purging your data within the first 60 days of your subscription. Follow these steps for a ...
View guideStay current on CAS and bookkeeping
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