Today's Features
AUDIT & ASSURANCE

From Deloitte Spinout to Market Disruptor: Streamworks Targets the Mid-Tier Audit and Assurance Software Gap

Sharma

Rebranded from Auvenir, the independent platform doubles down on AI, quality management, and underserved firms.

By CPA Trendlines

Auvenir, the audit and compliance technology platform originally developed within Deloitte, has officially spun out as an independent company under a new name: Streamworks Tech.

The move marks a strategic shift—not just in ownership, but in market focus, product direction, and long-term vision.

“Ultimately, both sides agreed that… the customers are in the best hands, and the technology is in the best hands, with us continuing forward [as an independent company],” said Neeraj Sharma, chief operating officer of Streamworks Tech. READ MORE →

PRO Member Exclusive

Fourteen Questions for Weighing Independence vs. Merger

legs-only view of two businesspeople walking up stairs with briefcases in office

Stay independent but keep looking upward.

By Domenick J. Esposito
8 Steps to Great

Your firm was knocking the cover off the ball with a strategy of getting bigger with quality growth, stronger with quality talent, and more profitable but it is increasingly obvious that it has become difficult competing in today’s mid-market space.

MORE by Domenick J. Esposito
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The business environment is anemic and organic growth is hard to come by. Your challenge is exacerbated when you see an insufficient number of young superstars and rainmakers and your senior partners, mostly baby boomers, don’t have an awful lot of “golf course” left to play.
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MARKETING & SALES

Put Thought Leadership into Your Marketing

Businesswoman lassoing light bulb

You can’t just acquire new business. You have to retain it.

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

I bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. When you’re only serving your local area, you need to focus on things like signage, local advertising, the Yellow Pages, your website, Google My Business, Yelp, Chamber of Commerce and word-of-mouth referrals. Those are all great ways to get noticed by people in your area who would benefit from the services you offer.

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When your customer base isn’t confined to a specific location, however, it changes the game a bit. You still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (SEO) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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ADVISORY & CONSULTING

Build Growth into Your CAS Blueprint

Business hand holding hot chart in crystal ball

Responding to demand is not enough. You need a plan.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

For many firms, client accounting services begins with a single strategic question and grows into a powerful service line. Today, CAS is not just a value-add but a crucial driver of relevance, client loyalty and sustainable revenue. This growth indicates a promising future for firms willing to invest in CAS expansion.

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The 2024 AICPA/CPA.com CAS Benchmark Survey shows that CAS is no longer in its early stages. It is now progressing rapidly, with a median growth rate of 17 percent, and more than half of the firms expect to increase CAS revenue by 25 percent or more in the following year. Despite this growth, only 21 percent of firms have a formal CAS strategy in place. Without clear direction, growth efforts are scattered, leading to inconsistent client targeting, disjointed marketing and uncoordinated service delivery. As a result, capacity hits a ceiling, ideal client profiles become unclear and the value firms provide goes unrecognized outside their existing client base.
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