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Kane Polakoff: What You’re Still Getting Wrong About CAS | Gear Up for Growth

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Too many potential clients, not enough staff or capacity.

Sponsored by True Advisor: The Definitive Success Guide for Client Advisory Services by Hitendra Patil

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The step-by-step operating guide for firms building, pricing, and scaling advisory services that clients value—and pay for.

Gear Up for Growth
With Jean Caragher
For CPA Trendlines

“CAS is kicking CASS right now,” says Kane Polakoff, principal and CAS practice leader at CohnReznick, in the new episode of Gear Up for Growth, hosted by Jean Caragher, president of Capstone Marketing.

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“It’s on fire, especially over the last five or six years. The demand is incredible, but the key is having a strong delivery mechanism and the right capacity to provide real value to clients.”  READ MORE →

Quality Work Vs. Quality Service

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young man in suit staring at laptop screen

They’re not the same thing.

By Domenick J. Esposito
8 Steps to Great

Over the years, I have enjoyed reading and internalizing the insights of David Maister, highly regarded author, speaker and practice management consultant.

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Many years ago (circa 1993), Maister wrote a professional service firms article titled “Quality Work Doesn’t Mean Quality Service.”
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Make Tax Season More Fun

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four young happy office employees

Twelve ways it can be better.

By Ed Mendlowitz
Tax Season Opportunity Guide

Tax season presents exciting opportunities for accounting firms and their staffs. Every moment should be enjoyed and appreciated.

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Following are 12 reasons:

1. Tax season is profitable and accounting is a business where we try to maximize our earnings. Sure, there is a great concentration of work in a short period with occasional pressure, but if handled properly, the work can be managed sensibly with tensions at reasonable levels. I also believe much of the pressure is self-induced by poor scheduling, inadequate quality control and the lack of uniform systems that are followed by everyone in the firm, particularly the partners.

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It’s Time to Think about Your Exit Strategy

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businessman thinking with hand on his chin

It’s never too early to consider your legacy.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

Building a successful advisory practice is a significant achievement. But have you considered what happens next once you’ve reached your current goals? It’s easy to get caught up in the day-to-day operations and growth of your firm without thinking long-term. However, true freedom and peace of mind come from knowing you have a plan for the future of your business and the impact you’ll leave behind.

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This article delves into the critical topics of exit strategy and legacy. We’ll explore why it’s essential to plan for the future even in the early stages of building your firm, discuss various options for eventually selling or transitioning your business, and get you thinking deeply about the legacy you want to create. Planning your exit isn’t about wanting to quit – it’s about building a business that’s a valuable asset and ensuring your hard work carries on according to your wishes.
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The People Side of CAS

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smiling woman standing at end of table, speaking with three seated colleagues

How to build a thriving team and culture.

By Hitendra Patil
Client Accounting Services: The Definitive Success Guide

Client Advisory Services is fundamentally driven by people. While technology and automation streamline workflows and improve insights, people are the defining edge of any CAS practice. Behind every strategic financial recommendation, dashboard insight and advisory conversation is a skilled professional ready to serve, solve and lead.

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Technology and tools can only take you so far. It’s your people who bring advisory to life. In this post, we look at the human capital behind every successful CAS practice. You will discover how to cultivate advisory skills, train existing staff to think strategically, recruitment and retention strategies, and structure your team to support sustainable growth. Most importantly, you will learn how to foster a firm culture that values insight, curiosity and proactive client impact.
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