Topic: Year-End Strategy for CAS Firms: Turning Entity Formation & Compliance Into Growth Engines
Year-end isn’t just about closing the books—it’s a powerful opportunity to elevate your role as a strategic advisor. By integrating business formation and compliance into your Client Accounting Services (CAS) offering, you can unlock new revenue streams and deliver the proactive guidance your clients need most.
In this high-impact session, Nellie Akalp, CEO of CorpNet.com, will share actionable insights on how to turn year-end compliance tasks into meaningful advisory engagements. Discover how to align entity formation, compliance, and CAS into a scalable service model that drives firm growth, builds client trust, and increases recurring revenue.
New Client Advisory Services Foundation Curriculum for ProAdvisors
As we told you a few weeks ago, Intuit has initiated a new ‘Client Advisory Services’ curriculum within the ProAdvisor Academy. (Continue Reading)
How Settle Empowers Accountants & E-Commerce Brands with Warren Brown
In this episode of the Accounting Insiders Podcast, host Gary DeHart sits down with Warren Brown, Chief Product Officer and COO of Settle, to discuss how accountants and e-commerce businesses can streamline operations and more. (Continue Reading)
In Case You Missed It
Preparing Tax Clients for the 2026 ACA Open Enrollment Crisis
As open enrollment begins on November 1, tax practitioners face an urgent challenge: helping clients navigate dramatic changes to the Affordable Care Act marketplace coverage. (Continue Reading)
Client Accounting & Advisory Services (CAAS), the Qvinci Way (Part 2)
Going beyond the three common financial statements —Profit & Loss, Balance Sheet, and Cash Flow Statement —takes you from compliance reporting to advisory consulting. The question is how far you take it? (Continue Reading)
Poll: Please Tell Us Your Area of Expertise
We’re working on fresh content and want it to be as helpful and relevant to you as possible. Just one click to share your niche with us!
Poll Question: Which niche best describes your work?
In this Accounting Insiders Podcast episode, Gary DeHart sits down with Rob Hamilton, Head of Go-to-Market at Digits. They talk about how Digits is building the first AI-native general ledger and why , automation is reshaping bookkeeping.
Watch it on YouTube Prefer to listen? Here or on your favorite Podcast App
Insightful Accountant Unveils Sea Days Aboard Celebrity Beyond in 2026
Reset your business. Refocus your vision. Recharge your momentum. Sea Days 2026 is your 7-day strategy retreat at sea. Insightful Accountant is excited to announce its exclusive Sea Days, set to take place aboard the luxurious Celebrity Beyond from July 19-26, 2026. The agenda is now live: Click for more information.
Check Out Our Be Insightful Program:
"How To" Content by the Advisor for the Advisor Be Insightful is our comprehensive membership program designed to educate and train ProAdvisors and Accountants like you to excel in today's ever-changing accounting landscape. Click for more information.
Insightful Accountant, 105 Idlegate Court, Johns Creek,GA 30022, United States
.png?upscale=true&width=1120&upscale=true&name=FF%20D2%20728%20X%20360%20(1).png)
.png?upscale=true&width=520&upscale=true&name=Rob%20Hamilton%201024%20x%20768%20(1).png)
.png?upscale=true&width=1120&upscale=true&name=FF%20D2%20728%20X%20180%20(1).png)