CPA.com

Hear Mark Koziel, CEO of the AICPA, and Erik Asgeirsson, CEO of CPA.com, unpack key highlights from yesterday’s 2nd annual AICPA and CPA.com AI in Accounting and Finance Summit, including the latest AI trends transforming the profession and strategies for firms and finance teams to harness the potential of these new capabilities. -See the slides covered: https://lnkd.in/eJsSMzb3 -See the insight boards: https://lnkd.in/ejHFV927 -Read more about the topics discussed at the symposium: https://lnkd.in/eJAb6-bb

Join the next #AICPATownHall this Thursday to hear the team break down the new clarification around financial statement preparation engagements under SSARS 27 and what it means for the future of client advisory service (CAS) practices. 🔗 Register. https://lnkd.in/eF-chQPY Speakers: Erik Asgeirsson, CPA.com, Mark Peterson, AICPA, Erin Hartman, AICPA, Kimberly Blascoe, CPA, CPA.com, Michael Westervelt, AICPA, Becky Munson, CPA, CITP, EisnerAmper

Thinking about launching a client advisory services (CAS) practice? Here's the place to start. Starting a CAS practice takes strategy, alignment, and the right guidance. That’s why we built the CAS 2.0 Practice Introduction learning offering for firms in the early stages of their CAS journey. You can kick off your journey on April 29 for the live Introduction to CAS Workshop and get access to four powerful self-study courses. 🔗Get started. https://lnkd.in/ezaeKqe7

Explore how three firms transformed their financial planning & analysis (FP&A) advisory services using Jirav's Business Insights Optimization System (BIOS) framework. Zebulon LLC, Adviza Growth Partners, and Creative Planning Business Services share their strategies for niche focus, standardization and automation to build high-margin, scalable FP&A practices and move beyond ad-hoc advisory work. Read more. https://lnkd.in/eR3AFDp6

The SALT environment is shifting rapidly, right under your clients’ feet. From commodity code mappings to state-by-state registrations – it’s a lot to keep track of. That's where a "tax tune-up" can help. Here’s a look at some of the top issues firms should help clients address 🔽

Growing your small firm is a journey. From GenAI to automation, growth has never been more within reach. Here’s how to leverage technology to streamline workflows, enhance your firm’s presence, and scale with ease. https://lnkd.in/eMaBHgmN

**Join us, Tues. April 29th at 2PM ET** Cracking the CAS Growth Code: How to Market, Message, and Scale Your Practice When it comes to growing and scaling a client advisory services (CAS) practice, success starts with a strong foundation and a well-crafted marketing strategy. Join Kimberly Blascoe, CPA, CPA, Senior Director of Professional Services at CPA.com and Holly Shier, Chief Marketing Officer at Rehmann, for an insightful webinar on how to effectively market your CAS practice.

We’re passionate about helping firms expand into client advisory services (CAS), one of the fastest-growing areas in the profession today. Our new CAS 2.0 Practice Introduction offering is designed to help you: - Understand the core components of a high-performing CAS practice - Learn strategies for staffing and selecting technology - Communicate the value of CAS to clients and internal stakeholders If you’re just getting started with CAS and want to build a strong foundation, we’re here to help with expert insights, tools, and resources. Get started now: https://lnkd.in/ecjgbxmJ

**Join us live, Weds. April 23rd at 2PM ET** Approachable CAS: Tech-Enabled Spend Management Advisory   What if your firm could move from reactive expense reporting to real-time, strategic spend advisory? On April 23rd, we’re hosting a webinar to show exactly how it’s done—you’ll learn how tech-enabled spend management can automate workflows, uncover budget insights, and elevate your CAS value.

In this edition of the #AICPATownHall newsletter, we explore the effects of tariffs and programmatic federal funding freezes on the profession. Plus, all the technical updates and DC news you count on.