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Jan 9, 20241 min read
E163 - Components of an Exceptional CAAS Practice
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Nov 28, 20234 min read
The CAS Team: 5 Steps to Elevate the Client Experience
Today, being a successful firm isn't just about technical skills; it's the people responsible for leadership, relationships, and...
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Sep 19, 20231 min read
E148 - CAS Transformation is Only a Piece of Overall Business Transformation
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. On this episode of the...
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Sep 6, 20233 min read
Developing the Client Advisory Professional
More firms are expanding their advisory services and looking for ways to help their staff develop the skills needed to deliver high-value...
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Aug 22, 20231 min read
E144 - Tech-Driven Success: Embracing CAS for a Whole Suite Approach
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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May 23, 20234 min read
Add Sales Tax Compliance Referrals to Your Practice’s Revenue Strategy
If there’s one thing that’s constant, it’s change. That’s certainly true when it comes to taxes. Rates, rules, treaties, and industry...
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Dec 13, 20226 min read
What’s happening today in the world of CAS for nonprofits: 3 leaders share their experiences
Are there any clients better positioned to benefit from Client Advisory Services (CAS) than nonprofits? CAS practices provide a variety...
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Jul 19, 20224 min read
10 Strategies to Improve Client Accounting Services
Many CPA firms are risk-averse, but are you so risk-averse that you’re missing value-added opportunities? Technology is rapidly changing...
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Jan 11, 20221 min read
E62 - Process in Your CAS Services is Key to Efficiency & Consistency
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Dec 15, 20214 min read
Talent is Key for Success in Client Advisory Services
by Phil Quimby, Product Marketing Manager – CAS, CPA.com Client Advisory Services (CAS) is the fastest growing area of consulting in...
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Nov 18, 20211 min read
Talent is Key for Success in Client Advisory Services
Client Advisory Services (CAS) is the fastest growing area of consulting in public accounting. Building the right team to start or expand...
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Nov 16, 20211 min read
E55 - Why Are Advisory Services So Scary for Accountants
Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...
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Nov 9, 20215 min read
Survey: Firm CAS Practices Break Out with 20% Growth
Survey: Firm CAS Practices Break Out with 20% Growth CPA.com and AICPA compiled benchmark data for this increasingly strategic accounting...
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Sep 28, 20211 min read
Recruiting & Developing FP&A Talent – 4 Tips for your CAS Practice
Client Advisory Services (CAS) practices have been leading the way in growth for CPA firms for several years now. Initial data from...
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