Building a CAS practice

FromAccounting Today Podcast

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Building a CAS practice

FromAccounting Today Podcast

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Length:

23 minutes

Released:

May 17, 2021

Format:

Podcast episode

Description

Veteran accounting technologist David Bergstein talks about creating a playbook for client accounting services, and building a technology stack to support it.

Released:

May 17, 2021

Format:

Podcast episode

Titles in the series (100)

Accounting Today’s editors talk with thought leaders and changemakers from across the public accounting profession.

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Inside CAS 2.0: Client accounting services has been hugely successful as a service offering, but president and CEO and vice president of growth and professional services say firms need to evolve toward the next stage: client advisory services. by Accounting Today Podcast
32 min listen
Creating entertainment for accountants: of FloQast and of FloQast Studios take us behind the scenes of creating the first comedy series for accountants, "PBC," and share why the company is building its own content studio. by Accounting Today Podcast
26 min listen
Taking partner comp to the next level: Partner compensation systems should be about much more than just divvying up the money, says of Axiom Consulting Partners — they should also be about achieving the firm's strategic goals. by Accounting Today Podcast
29 min listen
Fighting climate change through taxes: , global vice chair of tax at Big Four firm EY discusses tax-related trends highlighted by the recent COP 26 gathering, from carbon taxes to the tax incentives in recent and planned legislation around the world. by Accounting Today Podcast
15 min listen
Sales tax issues for 2022: of Avalara shares the top issues sales and use tax issues for the coming year, starting with the unexpected large amount of money in state coffers. by Accounting Today Podcast
22 min listen
New tools for DEI: the diversity, equity & inclusion director at Top 100 Firm EisnerAmper, discusses a new incentive program to get staff involved in DEI efforts, as well as the accounting profession's progress in this area. by Accounting Today Podcast
17 min listen
Accounting's 'Mom' problem: CPA Moms founder talks about the issues facing women and mothers in accounting, and why innovative approaches like her unique franchise model can help. by Accounting Today Podcast
26 min listen
Staffing trends for 2022: of Vaco discusses the obstacles and opportunities facing those looking to hire accountants in the New Year. by Accounting Today Podcast
19 min listen
Surviving tax season: of Top 100 Firm Prager Metis discusses the major issues practitioners should be aware of for the rest of tax season. by Accounting Today Podcast
23 min listen
Building a profitable firm: Looking for profitability? First you need to define what it means for you and your partners, and then you need to get past some all-too-common misconceptions, say , co-managing partners of CPA firm consultants Rosenberg Associates and co-authors of... by Accounting Today Podcast
34 min listen
A tax prep revolution?: , chief tax information officer of Jackson Hewitt, discusses the tax prep chain's flat-fee offering, what tax season's going to look like, and the future of tax prep. by Accounting Today Podcast
31 min listen
Brace yourselves for 2022: Industry expert Allan Koltin shares his expectations for the next 12 months in accounting by Accounting Today Podcast
31 min listen
Auditing ESG reports on climate change and sustainability: , global assurance vice chair at EY, discusses how accounting firms can provide audit and assurance services to help companies with their ESG reporting and the formation of the new International Sustainability Standards Board. by Accounting Today Podcast
17 min listen
Innovations in employee benefits: Lou Ann Hutchison of details a unique new way firms can offer benefits to staff: the lifestyle spending account. by Accounting Today Podcast
22 min listen
Why the Metaverse matters to you: , the newly appointed chief Metaverse officer at Prager Metis, explains why his firm is pioneering this new digital space, and what it can offer accountants. by Accounting Today Podcast
24 min listen
'Sunny Gets Money' and the value of financial literacy: CPA and accounting educator talks about the importance of financial literacy, her new book of finance advice for kids, and her role as an accounting educator. by Accounting Today Podcast
18 min listen
A major inflection point in the firm life cycle: NxtStep Consulting founder identifies the key point at which growing firms need to change how they operate, or risk stagnating, and shares what the key issues they need to deal with. by Accounting Today Podcast
22 min listen
EY's $1B bet on audit technology: , global assurance digital leader at Ernst & Young, and , EY’s global assurance innovation and emerging technology leader, discuss the firm's $1 billion investment in AI and other advanced technologies for auditing, as the firm contemplates... by Accounting Today Podcast
21 min listen
A turning point in ESG reporting?: EY Americas corporate and ESG reporting thought leader dives into the recent SEC proposals around climate disclosures amid the broader context of the rise of ESG reporting. by Accounting Today Podcast
21 min listen
Getting progressive with technology: , the leader of the FreshBooks Accounting Partner Program talks about how firms can leverage new technologies to improve their client experience. by Accounting Today Podcast
24 min listen
The chief future officer: CFOs and corporate accountants face a future full of challenges and opportunities, according to , the executive vice president of business growth and engagement at the AICPA. by Accounting Today Podcast
22 min listen
Succession planning for small firms: AICPA vice president of small firm interests dives into the details of finding an exit plan for smaller practices, which can be even more fraught and complex than for larger firms. by Accounting Today Podcast
21 min listen
The next business model for accounting firms: The incoming CEO of RSM, , shares his thoughts on the challenges and opportunities facing the accounting profession, and where he's taking his firm in particular. by Accounting Today Podcast
20 min listen
Issues in cannabis accounting: NACATPros' discusses the latest developments in the industry, and what accountants and tax pros who serve it need to know. by Accounting Today Podcast
24 min listen
What should your marketing team look like?: Rhonda Clark, executive director of the Association for Accounting Marketing, and Christine Nelson, lead communications consultant of Ingenuity Marketing, lay out how firms should be throughout their life cycle. by Accounting Today Podcast
28 min listen
Accountants and the fight against corruption: , director of public policy and regulation at IFAC talks about accountants' role in fighting economic crime worldwide, and the federation's new anti-corruption action plan. by Accounting Today Podcast
24 min listen
Private equity in accounting: of Whitman Business Advisors offers a primer on what the entry of PE money into the accounting profession means for firms. by Accounting Today Podcast
33 min listen
The future of audit: , CEO of public accounting at the AICPA, shares the latest trends and newest developments in this fast-changing corner of the profession, and looks ahead to what's next. by Accounting Today Podcast
23 min listen
Bridging the gap between accounting and management: — the founders of Avise, a provider of cloud-based accounting and finance software aimed at startups — look at how the information business leaders need from their accountants changes as a business grows — and why accountants and management... by Accounting Today Podcast
24 min listen
Making DEI work in accounting: , the director of diversity and inclusion at the AICPA and CIMA, discusses what the profession needs to do to move the dial on diversity in accounting. by Accounting Today Podcast
23 min listen

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Accounting's past — and future: The co-leaders of the Rosenberg Group, look back at three decades of change in the accounting profession — and what lies ahead. by Accounting Today Podcast
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AI and the firm of the future: , chief practice officer at Top 100 Firm Wipfli, offers a practical look at artificial intelligence, current use cases, and how accounting firms should be thinking about it. by Accounting Today Podcast
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The changing of the guard: The profession is seeing wholesale shifts in generational approaches across a range of areas, say of the Visionary Group, as they dive into how best to navigate all those changes. by Accounting Today Podcast
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Building a more attractive profession: Accounting hought leader shares the three areas that public accounting needs to address: life-work balance, DEI and salaries. by Accounting Today Podcast
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No retreat from DEI: The AICPA's talks about why the perception that companies are scaling back their diversity efforts is wrong, and how accounting can move forward in its pursuit of diversity, equity and inclusion. by Accounting Today Podcast
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Growth factors for accounting firms: What goes into the recipe for accounting firm success? of TriMerit Specialty Taxes goes over the ingredients, and how best to combine them. by Accounting Today Podcast
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Making mentoring work: the chair of the AICPA and vice president of SOX at Kaiser Permanente, dives into how accounting firms can make the most of this important recruiting and career development tool, and the benefits it offers for both mentee and mentor. by Accounting Today Podcast
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The accountant's economic outlook for 2024: chief economist of ADP, shares her thoughts on what's in store economically for the year ahead, what accountants should be worried about, and why the new normal will be anything but normal. by Accounting Today Podcast
31 min listen
What makes an accounting firm succeed?: The first step is defining 'success,' says Nerd Enterprises' , before diving into how modern accounting firms can thrive. by Accounting Today Podcast
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Everything accountants need to know about PEOs: It's not just hiring staff that's difficult -- managing them can be a major roadblock for growing businesses. One solution for that is the professional employer organization, and senior vice president and general manager of ADP TotalSource, explains... by Accounting Today Podcast
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Get ready for tax season!: president of the National Conference of CPA Practitioners, shares the major issues that tax pros should be paying attention to in the run up to April 15, as well as expectations around IRS responsiveness, and the latest small-business trends. by Accounting Today Podcast
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The new shape of the CPA exam: With a radically new version of the test launching in 2024, the American Institute of CPAs' vice president of CPA examination and pipeline, details the major changes, and shares valuable insights for how candidates can approach it. by Accounting Today Podcast
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What should be in your tech stack?: Technology thought leader of K2 Enterprises shares how firms should be building and thinking about their arsenal of tech tools. by Accounting Today Podcast
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A pipeline progress report: As the flow of young people into the profession slows, and more and more old accountants are leaking away, the CEO of public accounting at the AICPA, and , chair of the National Pipeline Advisory Group, share what's being done in the short term and... by Accounting Today Podcast
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Is CRM worth it?: Customer and client relationship management systems have come a long way, says of Inovautus Consulting – and it's time for firms to give them a second look. by Accounting Today Podcast
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Construction for accountants: Construction companies love their accountants – and well they should, given the help they need on a range of compliance issues. of ADP shares the latest issues in the construction industry, and what they need from their CPAs. by Accounting Today Podcast
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The ERC nightmare: Lots of businesses have claimed the Employee Retention Credit who don't actually qualify for it — and in many cases it's going to be up to their accountants to set them right. of Tri-Merit Tax Specialty Tax Professionals and the Unique CPA podcast... by Accounting Today Podcast
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What's holding the profession back?: share their unique perspectives as African-Americans who lead three of the biggest state CPA societies (respectively, the New Jersey Society of CPAs, the Illinois CPA Society, and the New York State Society of CPAs) on the major challenges facing... by Accounting Today Podcast
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PE makes a big splash: The entry of private equity into public accounting has raised a lot of hopes and expectations and concerns – not all of which can pan out. of the Visionary Group examines the opportunities, what it will mean for your firm, and how it will play out... by Accounting Today Podcast
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Emerging risks for accountants: of insurance provider McGowan Pro look at the new areas that are sparking claims against firms – and the tools they can use to protect themselves. by Accounting Today Podcast
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Renovating your back office Description: For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says Rachel Anevski, the founder of Matters of Management.: Renovating your back office Description: For accounting firms to scale, they need to build a stronger infrastructure of professional HR, marketing, IT and other support systems, says , the founder of Matters of Management. by Accounting Today Podcast
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The state of accounting technology: , executive vice president at K2 Enterprises, shines a spotlight on what accounting tech can do for you now — and what it's going to do for you in the future. by Accounting Today Podcast
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The perils of promotions: Promoting a top performer doesn't always guarantee they'll stay -- in fact, it's often their ticket out. ADP chief economist shares the surprising data, and how to navigate these transitions better. by Accounting Today Podcast
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Demystifying AI: There is going to be a big gap between accountants who use artificial intelligence and those who don't, says , executive vice president at K2 Enterprises, who shares ideas for leveraging this transformative technology. by Accounting Today Podcast
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Transforming international tax rules: , global vice chair of tax at EY, discusses the latest developments on the global minimum tax and digital service taxes at the Organization for Economic Cooperation and Development, and how they will affect the U.S. by Accounting Today Podcast
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Building a CAS practice

Building a CAS practice

Description

Titles in the series (100)

More Episodes from Accounting Today Podcast

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