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Blog

Where Tax and CAS Meet

All the industry experts agree: implementing client advisory services (CAS) is critical to the ongoing growth and profitability of your firm. CAS not only adds revenue and profitability to your firm, but it is also a “sticky factor” that makes it difficult for your clients to compare you to your competition. Plus, with automation and … Continue reading… “Where Tax and CAS Meet”

Profit First? Ew.

A couple of weeks ago, the following email landed in our support inbox: “WOW…PROFITS FIRST? Really? Not ‘PEOPLE FIRST’? Really doesn’t say much about the corporate culture there.” And that got me to thinking: It’s time to write a blog about this particular elephant in the room. Profit and corporate greed We’ve all heard the … Continue reading… “Profit First? Ew.”