5 min read
Jessica Veiga: Nov 3, 2021 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it ain’t easy, but it’s an essential piece of providing accounting advisory services.
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5 min read
Aaron Sullivan: Oct 28, 2021 11:28:45 AM
With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...
6 min read
Jessica Veiga: Oct 26, 2021 10:00:00 AM
Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...
5 min read
Aaron Sullivan: Oct 20, 2021 7:30:00 AM
If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...
5 min read
Aaron Sullivan: Oct 19, 2021 10:30:00 AM
Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...
5 min read
Jessica Veiga: Oct 12, 2021 11:00:20 AM
There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...
5 min read
Jessica Veiga: Sep 29, 2021 1:07:13 PM
With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...
5 min read
Aaron Sullivan: Sep 24, 2021 8:00:00 AM
Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s...
5 min read
Jessica Veiga: Sep 23, 2021 11:15:00 AM
The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....
6 min read
Aaron Sullivan: Sep 16, 2021 7:45:00 AM
Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered...
5 min read
Aaron Sullivan: Sep 14, 2021 8:00:00 AM
It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom...
4 min read
Jessica Veiga: Sep 7, 2021 2:00:00 PM
You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...
4 min read
Aaron Sullivan: Aug 30, 2021 8:30:00 AM
This might seem counterintuitive, but narrowing your firm’s focus to specialize in one or a few markets can actually increase your firm’s growth...