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The 411 from Tom Hood on the future of finance

Hear a midsummer update on skills, finance leadership opportunities, and some of the focus areas of the Future of Finance Leadership Advisory Group in this podcast episode with transcript.

A suitably summer story: One CPA’s travel quest

A Vermont CPA explains his family’s accounting lineage, why he’s so intent on listening, and how he’s progressing on several travel quests in this podcast episode with transcript.

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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.