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How to Evolve Your Tax Firm into a CAS Practice

How to Evolve Your Tax Firm into a CAS Practice

In this white paper, you'll learn - based on advice from industry pros like Geni Whitehouse, Jason Staats, and more - how to become an indispensable partner that provides strategic value to your clients with CAS.
Published: September 7, 2023

The accounting landscape and the traditional CPA’s role are rapidly transforming as automation and artificial intelligence come into play. To stay relevant, experts advise firms to add client advisory services (CAS) to their traditional tax and audit practices. So, how do you make the leap?

You’ll learn:

  • What tech-savvy, growth-focused clients want from their CPAs
  • Why solely doing taxes and audits leaves firms vulnerable
  • How practices of all sizes can adopt an advisory focus
  • Tips to become clients’ trusted business advisor and partner
  • The tech stack and tools modern firms need to be effective

Take the first step by downloading the white paper today.

Download