Advisory services

How Small-Business Owners can Benefit from Strong Client Relationships with Accountants One of the biggest complaints small-business owners have about their accounting firms is that accountants don’t develop client relationships…

We’ve collected our top CAS-related articles from 2021 to help firms navigate the client accounting and advisory path. Read on to get all of the information you need to ensure advisory services offers will be lasting, long-term successes at your firm.

That’s why maintaining a healthy cash flow should always be front of mind with clients.

The time is now to harness the power of today’s powerful technologies, productize client accounting and advisory services, and provide clients with all of the support they want. In our upcoming webinar (The Client Accounting and Advisory Services Playbook) Roman Kepczyk, Director of Firm Technology Strategy at Right Networks, will present several approaches and resources to support this conclusion.

Most of the firms we have consulted with in the past two years are experiencing the most successful and profitable years in their history. The majority would say they have…

A short history of self service in accounting. Ready?   1978: A small business owner has her bookkeeper log cash transactions in a One-Write manual entry system. Payroll is done…

As technology advances, automation is used for financial and accounting processes traditionally done manually. In response, accounting professionals are shifting roles—transitioning from task-oriented, compliance work to comprehensive strategic advising. An…

On its face, it can seem like an easily solvable equation. Clients are looking for more value from their CPA firm or accounting professional. From their end, CPA firms and…