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Client Advisory Services (CAS)

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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…