Latest updates for Client Accounting Services

Fresh curated links around Client Accounting Services are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • The case for the enrolled agent in advisory services
  • IFAC debuts Client Classification Tool
  • Project Accounting 101: What Consulting and Agency Firms Need to Know

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Fresh articles and ideas

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accountingtoday.com /1 month ago

The case for the enrolled agent in advisory services

If your firm is struggling to staff an advisory practice, it's worth asking whether an EA could be the ideal candidate you're overlooking.

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accountingtoday.com /1 week ago

IFAC debuts Client Classification Tool

The International Federation of Accountants introduced a Client Classification Tool for small and medium-sized accounting practices.

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accountingdepartment.com /1 month ago

Project Accounting 101: What Consulting and Agency Firms Need to Know

TL;DR: Project accounting tracks the financial performance of individual client engagements rather than the business as a whole. For consulting and agency firms, this means monitor...

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accountingtoday.com /3 weeks ago

Accountants help construction companies field PE offers

Accounting firms that have been wooed by private equity investors are starting to see PE firms now wooing their construction industry clients.

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tax.thomsonreuters.com /1 month ago

How to build client trust across your accounting advisory team

  Every accounting firm has one – the partner that clients ask for by name. Whatever their name, the pattern … The post How to build client trust across your accounting advisory te...

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accountingtoday.com /1 week ago

Larson Gross expands CAS abilities with ScaleUp acquisition

The Regional Firm acquired ScaleUp Financial Solutions, expanding its advisory and consulting capabilities.

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blog.insightfulaccountant.com /1 month ago

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 designed to help accountin...

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accountingtoday.com /1 month ago

Savant rebrands tax arm, adds two Illinois firms

Savant Wealth Management rebranded its tax and consulting arm as Savant Accounting & Business Advisory and simultaneously acquired two tax firms, expanding its presence in Illi...

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independent.ie /3 weeks ago

Accountancy service in criminal investigation for allegedly manipulating clients’ tax returns

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accountingtoday.com /2 weeks ago

Clients spend $5K a year on accounting for as long as they can

How much a business will dig into its pockets for an accountant increases as the business scales — but not evenly, according a report.

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accountingtoday.com /1 month ago

Strategies for services: What top firms are offering clients

The Fastest-Growing Firms are taking two main approaches: moving to advisory, and laser-focusing on niches.

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accountingtoday.com /2 days ago

What I knew about your client before you ever called me

A former IRS Revenue Officer discusses what's already in the file, what to check first, and the mistakes that hurt clients.

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blog.insightfulaccountant.com /1 month ago

Check Out The Insightful Accountant Job Board

Are You Seeking New Career Opportunities in Accounting?  Visit the Insightful Accountant Job Board!

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accountingtoday.com /4 days ago

Group teams with CPAs to promote Education Freedom Tax Credit

ACE Scholarships is partnering with thousands of tax professionals and CPAs to raise awareness of the new tax credit for sending children to private schools.

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accountingtoday.com /1 month ago

How a tax credential can help advisors keep business 'sticky'

Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.

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accountingtoday.com /1 week ago

Accountants United to End Cancer Council to converge in Central Park

Accountants will be gathering this Sunday in Central Park for the Making Strides Against Breast Cancer Walk to raise money for the American Cancer Society.

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natlawreview.com /1 month ago

Hall CPA Acquires Tooth & Coin

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accountingdepartment.com /1 week ago

Before the Deal Closes: A Financial Integration Checklist

TL;DR: Acquisitive companies should build a 90-day financial integration plan covering chart of accounts mapping, intercompany transaction handling, and consolidated reporting befo...

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rtaccountants.co.uk /1 month ago

An average loss of £700 – the true cost of not listening to an accountant

Accounting support from social media and AI might seem helpful at a time when people are looking to bring down costs, as it is effectively free. However, there is a hidden cost to...

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accountingtoday.com /3 days ago

How accounting firms can spend less time managing client documents

Labor shortages and tighter filing deadlines might dominate the headlines, but capacity management has also become a major challenge for accounting practices.

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accountingtoday.com /1 month ago

Accrual acquires Puzzle's tech to add to CAS offering

Accrual, generally known as a tax and practice management solutions provider, has acquired the technology and business of AI-guided bookkeeping and accounting solutions provider Pu...

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abovethelaw.com /3 days ago

Accounting Firms Are Learning The Legal Business. Lawyers Need To Learn The Accounting.

There is a difference between improving the business of law and allowing the economics of that business to interfere with the practice of law. The post Accounting Firms Are Learnin...

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accountingtoday.com /1 month ago

How firms can integrate API solutions for business formation and compliance filings

An API solution lets accounting firms provide essential business filing services to clients in all 50 states.

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accountingtoday.com /1 month ago

Audit: Higher fees, fewer clients

And the Big Four continue to claim the majority of audit fees.

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Sources covering Client Accounting Services

abovethelaw.com

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blog.insightfulaccountant.com

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natlawreview.com

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tax.thomsonreuters.com

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accountingdepartment.com

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accountingtoday.com

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