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New IAS 'tax courses' offered in ProAdvisor Academy

This Monday Minute looks at two new tax-related trainings available within the Intuit ProAdvisor Academy's Intuit Accountant Suite training....
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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 information is...
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App Aware: Kintsugi

Kintsugi connects to a firm's accounting, billing, payment, and HR/payroll systems, then continuously monitors transactions and workforce changes against...
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FloQast Introduces New AI Accounting Innovations at TakeControl 2026

FloQast, an Accounting Workflow Automation platform created by accountants for accountants, today unveiled a suite of innovations at its annual...
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Qvinci Launches New RoyaltyHub for Royalty Automation

Qvinci, a global leader in financial and operational performance management, today announced the launch of Qvinci RoyaltyHub, an integrated solution...
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Xero Brings Live Financial Data into ChatGPT and Claude

Small business owners and their advisors shouldn’t have to navigate a complex web of tools and workflows to manage their finances. What they do need is a...
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Free Training CAS Resources Infinite Ties Ecosystem(s)

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...

Free CAS Mergers & Acquisitions Integrations Crunchafi BUCS Analytics

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,...

Premium Financial Statements Advisory CAS Financial Forecasting The Conversations Behind The Numbers

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.

Premium Business Growth Advisory CAS The Conversations Behind The Numbers Operations

Not All Revenue Creates Safety

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

Premium Accounting Technology Tech Stack CAS Sheri Radler

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...

Premium QuickBooks Bookkeeping Automations Workflow CAS

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...

Premium Content Marketing Business Growth Niche CAS

How to Consistently Win New Accounting Clients

A step-by-step marketing playbook to consistently win new accounting clients.

Clarifying your niche and positioning for growth

For years, many...

Free Practice Management Workflow Client Data Review CAS Pricing AI Adoption

Top 5 Accounting Firm Pain Points - Share Yours

I had a conversation recently with a practitioner who shared that his pain points and/or areas of focus for the rest of the year are:

Accounting Technology Client Advisory Services CAS

Why Every Accountant Should Think Like a CAS Organization

The landscape of accounting and bookkeeping is changing. No longer is it enough to deliver timely and accurate financials alone. Today’s...

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Sep 22
Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

Who Do You Really Want as a Client? How to Build an Ideal Client Profile That Makes Your Marketing Easier

September 22, 2026 · 2:00 PM ET

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Sep 23
The CAS Opportunity: CAS is the Future

The CAS Opportunity: CAS is the Future

September 23, 2026 · 12:00 PM ET

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Sep 24
The Truth About Doing Taxes With AI

The Truth About Doing Taxes With AI

September 24, 2026 · 12:00 PM ET

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Sep 24
The Daily Sales: Serving Up Data from the POS to the Books

The Daily Sales: Serving Up Data from the POS to the Books

September 24, 2026 · 2:00 PM ET

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Sep 29
Beyond the P&L: Uncovering True Profitability For Agriculture Clients

Beyond the P&L: Uncovering True Profitability For Agriculture Clients

September 29, 2026 · 12:00 PM ET

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Sep 30
When AI Does the Bookkeeping: Where Accountants Create Value Next

When AI Does the Bookkeeping: Where Accountants Create Value Next

September 30, 2026 · 2:00 PM ET

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