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Why Accounting Professionals Struggle to Price Advisory Services

One of the questions I was asked recently was why so many accounting professionals struggle to price advisory services confidently.

Should I Sell or Hold My Harvest

You may have seen that we are running a short webinar series with Figured and want to learn more.  

Four Ways Your Firm Can Enter AI Advisory (Without Buying a Consultancy)

On Tuesday morning, Oct. 6, Citrin Cooperman announced that it had acquired Rosetree Solutions, an AI consultancy that has served as a launch partner...

Infinite Ties Expands CAS Ecosystem

Infinite Ties, a practitioner-built ecosystem for Client Advisory Services (CAS), has announced an expansion of its online experience. The...

Crunchafi Acquires BUCS Analytics

Crunchafi, a leader in SaaS technology for CPA firms and financial professionals, today expanded its platform with more than 150 data integrations,...

What Financial Statements Can’t Tell You

Financial statements are one of the most important tools we have for understanding a business.They tell us what happened.

Not All Revenue Creates Safety

One of the assumptions many business owners quietly carry is this:

Designing a CAS-Ready Tech Stack for Your Firm

How to design a scalable, CAS-ready tech stack that fits your accounting firm. It starts with identifying what you have today, knowing your ideal...

Modernize Bookkeeping Into a Continuous CAS Engine

Modernize bookkeeping to power a continuous, CAS-ready engine.

Redefine bookkeeping as an always-on system, not a month-end event

Most firms that...

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Webinars This Month

Oct 28
Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

October 28, 2026 · 12:00 PM ET

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Oct 28
You Already Know Enough: How to Start Your First CFO Advisory Conversation.

You Already Know Enough: How to Start Your First CFO Advisory Conversation.

October 28, 2026 · 2:00 PM ET

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Oct 29
The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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