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How a CPA saved a state millions in health care costs

Marilyn Bartlett, CPA, changed the conversation about health care policy when her penchant for numbers saved Montana’s state employee health plan millions without increasing member or employer contributions.

Avoiding intercompany mistakes

James Tilk is Director of Solutions Strategy for BlackLine. He has eight-plus years of SaaS experience, helping customers across multiple industries solve their most pressing problems with cloud-based accounting and financial close solutions. Prior to that, he spent 10-plus years leading various finance and accounting functions and is an active certified public and management accountant.

CFO optimism is up, but cost concerns remain

Despite a potential recession on the horizon, 54% of CFOs are optimistic or very optimistic regarding the economy, according to Grant Thornton’s first-quarter CFO survey.

Kapil Mehta, CPA, CGMA

Kapil Mehta, CPA, CGMA, is CFO and COO at Allied Digital Services LLC in Torrance, Calif.

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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.