EXECUTIVE SUMMARY FOCUSING ON CLIENT NEEDS begins with creating a client service plan to use with each client at least once a year. The client service plan helps you learn not only what each client needs but also what it thinks your firms strengths are and how those strengths are
Information management and technology assurance
Microsoft
Microsoft Conference to Provide Consulting Help S taff members who are their firms experts on technology and consulting are not invited to Microsofts June conference, but the nonexperts are. The Partners Conference, presented in cooperation with the American Institute of CPAs, is designed to help senior partners figure out the
Where to Find Help Online
A guide to Internet resources for CPAs. Where to Find Help Online By John J. Gill John J. Gill , CPA, CMA, is a sole practitioner in Newport News, Virginia, specializing in tax and information technology consulting. A member of the
Features
SPONSORED REPORT
Agentic accounting has arrived: What’s hype and what’s real?
Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.
