CPA Trendlines Cites 4impactdata for Leadership in CAS Tech
CPA Trendlines announces a new strategic partnership with 4impactdata, citing their Business Guidance System that helps firms deliver 10X Advisory without adding headcount.
CAS
Make Clients Part of Your CAS Team | It’s Not Just the Numbers
“If they’re consistently uncooperative, they’re not a good CAS client, no matter how much they pay.”
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
In the world of client accounting and advisory services (CAS), most firms focus on building internal teams, refining processes, and adopting the right technology. Yet, one crucial element often gets overlooked: the client.
In a recent episode of It’s Not Just the Numbers, co-hosts Damien Greathead and Penny Breslin explore why clients must be treated as integral members of the team, and what happens when firms fail to define the client’s role in the process. Their conversation, drawn from decades of working with accounting firms around the world, provides a blueprint for CPAs and firm owners aiming to elevate their CAS practices.
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Traditionally, accountants position clients as recipients of a service; for example, the client would deliver documents once a year, and the firm would produce a tax return. That transactional model doesn’t work in CAS, says Breslin.
Bot Wars: Wolters Kluwer, Intuit, Thomson Reuters Battle for AI Dominance in CPA Firms | Cornerstone Report
Smart new toolbox or Pandora’s Box? Inside the surge behind agentic AI. By CPA Trendlines Research Cornerstone Report The accounting industry is undergoing a seismic technological shift as artificial intelligence transitions from a buzzword to a business imperative. MORE Cornerstone … Continued
Gocke: Operations Overhaul Doubles Firm Rev | It’s Not Just the Numbers
Structured operations freed partners to focus on clients and doubled revenue in six years.
This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by “It’s Not Just the Numbers: How to Move Beyond the Numbers and Deliver Real Value for Your Clients”
by Penny Breslin and Damien Greathead – See Today’s Special Offer
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Running a modern accounting firm requires more than technical expertise. Partners must balance client relationships, business development, and administrative responsibilities, often leaving firms stretched thin.
In a recent episode of It’s Not Just the Numbers, Doug Gocke, chief operations officer at a mid-sized California firm, describes how restructuring responsibilities and focusing on operations helped his firm double revenue in six years without significantly increasing staff or client count.
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Gocke, who refers to his role as “chief of all trades,” said growth came from building teams before taking on new clients, creating clear accountability, and relentlessly reviewing procedures.
Why Advisory Is Broken. And What Comes Next
It starts with a conversation.
By Eric Eager
10X Advisory
For years, advisory services have been positioned as the future of the CPA profession. Conferences are filled with “moving up the value chain” sessions, and firm leaders are under growing pressure to make the shift. But here’s the hard truth: most firms are still trying to deliver tomorrow’s services using yesterday’s methods.
MORE Client Accounting Services here | MORE Tech and Fintech here | MORE: Steven Ladd: Start Advisory with Empathy | Woodard: Move Past Reports; Deliver Results | Advisory-CAS Ascending: What Research Reveals About the Future
Long discovery meetings. Manual analysis. Generic PowerPoint decks. Pricing models built on billable hours instead of business outcomes. These are the hallmarks of the old world of advisory—time-intensive, inconsistent, and hard to scale.
And they simply don’t hold up anymore. Today’s business owners are moving faster, expecting more, and looking to their advisors for real-time, relevant, and actionable guidance. But most firms are still operating with a rearview mirror—offering valuable insights that often arrive too late to act.