Firms Grow Through Referrals

March 1, 2008

Please note: This item is from our archives and was published in 2008. It is provided for historical reference. The content may be out of date and links may no longer function.

April 24, 2026

Facing cost pressures, CFOs turn to AI and automation

April 23, 2026

How to start a CPA practice: Lessons from a firm founder and a risk expert

April 23, 2026

AI and governance issues: 3 keys to bridging a costly gap

Technology
Firm Practice Management
- Practice Growth & Client Service

How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.

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Firms Grow Through Referrals

Facing cost pressures, CFOs turn to AI and automation

How to start a CPA practice: Lessons from a firm founder and a risk expert

AI and governance issues: 3 keys to bridging a costly gap

Features

Elder fraud rises as scammers use AI

How to protect nonprofits from hidden fraud risks

Ways to de-risk concentrated stock portfolios

How are finance teams really using AI and automation?

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How to find the right CAS clients

From The Tax Adviser

Current developments in taxation of individuals: Part 1

Current Developments in Taxation of Individuals: Part 1

Considerations for intergenerational split-dollar arrangements

Navigating the Form 1099-DA reporting maze

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