eBook Management Marketing Taxes 
Abrigo
SEPTEMBER 26, 2017
Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.
Abrigo
JULY 11, 2016
Despite a decade of eReaders and eBooks, many people still prefer printed books, according to Deloitte and other researchers. "I Writing in the book’s foreword, Sageworks Chairman Brian Hamilton said businesses need their accounting firms to do more than simply offer traditional services such as compiling financials or providing tax returns.
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Abrigo
SEPTEMBER 19, 2016
Market research in the U.S. is a $20 billion industry, according to industry-market researcher IBISWorld , indicating that U.S. The good news is that even if your firm isn’t spending substantial amounts on market research, there is a significant amount of information in the marketplace about what business clients want from their CPA.
Abrigo
JUNE 14, 2017
This is because technology leaders benefit from new markets, the ability to scale and collaborate, as well as the opportunity to innovate. Some technology allows valuation work to be annotated and color-coded by users for better workflow trails and improved project management. Learn More ».
Abrigo
AUGUST 14, 2017
When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.
Fintech Labs Insights
OCTOBER 3, 2016
Signed deal with Vision FCU to provide its money management app. Partnered with fellow Finovate alum NCR to launch new money management platform. Powered Homeownership Preservation Foundation’s digital money management app. Offered digital wealth management for BancAlliance Member Banks. Hired former Yodlee CFO.
CB Insights
OCTOBER 31, 2017
Twenty months of my absence have allowed the “professional” top managers to kill the company using the money of rich oligarchs. Fresco’s head of community marketing, Johnathan Hamiter, began sending employees private Slack messages saying funding seemed “pretty bleak” and encouraging them to look for other jobs.
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