Abrigo

NOVEMBER 25, 2014

For some accountants, tax and audit services are attractive for the recurring revenue streams and steady client base they provide. “Any time that you send a client to work with someone else, there is a risk you could lose that client,” Wapner said during the webinar.

Taxes 170

Taxes Guidelines Maine Regional 170

Abrigo

JANUARY 19, 2016

In the same way, valuation professionals should leverage their existing networks while also looking externally for new sources of prospects if they want to grow their valuation business, according to a recent webinar hosted by Sageworks Valuation Solution. ESOP plans necessitate valuations for regulatory compliance.

Taxes 150

Taxes Regional Compliance Survey 150

PYMNTS

FEBRUARY 21, 2019

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. That rate — so often treated as a holy, infallible commandment — is anything but. Different Programs.

Taxes 128

Taxes San Francisco New York City Case Study 128

Abrigo

JANUARY 14, 2015

Valuation work lacks as much repeat business (unless it’s tied to a recurring engagement like employee stock ownership plans) as tax preparation and other traditional accounting services, according to the Journal of Accountancy ’s review of the study. ” Burkert asked during the webinar.

Study 150

Study Compliance Report Data 150

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? “So they hope the clients will come back after they pass them off to a valuation firm.” Image credit : [link].

Taxes 191

Taxes Survey Technology Comparison 191

Abrigo

FEBRUARY 23, 2023

You might also like this on-demand webinar: "Problem loans: Identifying warning signs and management options" WATCH Takeaway 1 Executive leaders of small community financial institutions face complex issues, including declining deposits. Check out our 1071 compliance resources. The result? Talk to a specialist to learn more.

Community Bank 195

Community Bank Kansas City Community Lending 195

Abrigo

AUGUST 19, 2020

As with any global or regional disaster, illicit actors are taking advantage of the increased pool of possible victims. The COVID-19 impact is real, as is the associated isolation, anxiety, and sometimes grief. These factors are known to lead to a growing population of vulnerable targets for fraudsters who prey on these circumstances.

Fraud 195

Fraud System Trends Software 195