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New client services top list of CPA firm priorities

The recent CPA.com Innovation in Public Accounting Survey says practices that have adopted or investigated cloud-based technologies are more likely to perceive a need for faster innovation.

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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.