Abrigo

SEPTEMBER 26, 2017

In fact, among thought leaders recently interviewed for Sageworks’ eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising , web-meeting technologies was named by a majority when asked which technology is having the biggest impact on their own firms.

Technology 150

Technology eBook Taxes Meeting 150

Abrigo

JULY 19, 2017

In addition, Sageworks recently released an eBook , Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising , featuring advice from 11 industry experts advice on how to invest in technology solutions that work best for your firm.

Strategy 150

Strategy eBook Analysis Technology 150

PYMNTS

SEPTEMBER 25, 2019

More practically, this means the consumer can buy and access Oprah Book Club selections via the Apple Books service (both eBooks and audiobooks), and Apple TV will feature the famous former talk show host out of Chicago interviewing authors. First up is Ta-Nehisi Coates, one of the best current U.S. What About Amazon?

Apple 117

Apple eBook Online United States 117

Abrigo

NOVEMBER 29, 2016

Lenning’s webinar is one of many resources Sageworks provides to accountants and valuation professionals regarding best practices for business advisory services and audit work. Lenning eventually formed Excel University as resource to fill that gap and provide a progressive learning experience in Excel.

eBook 150

eBook Resources Data Video 150

PYMNTS

SEPTEMBER 25, 2019

More practically, this means the consumer can buy and access Oprah Book Club selections via the Apple Books service (both eBooks and audiobooks), and Apple TV will feature the famous former talk show host out of Chicago interviewing authors. First up is Ta-Nehisi Coates, one of the best current U.S. What About Amazon?

Apple 108

Apple eBook Online United States 108

Abrigo

SEPTEMBER 1, 2017

Hylan explains that these clients, commonly referred to as “A” or “B” clients, see the accountant as a trusted resource and are calling your firm before they make major decisions. At the end of the day, a good client is someone who’s more than just the underlying compliance client – they’re consultative clients as well.”

eBook 150

eBook How To Technology Tools 150

Abrigo

JULY 22, 2016

The book is aimed at helping firms identify concrete steps to evolve their strategies, products and resources in order to cultivate a firm of trusted advisors and scale an accounting or valuation business. It is available in eBook form and in print.

eBook 150

eBook Resources Strategy How To 150

Abrigo

JUNE 30, 2017

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. These small firms average less than 10 employees and revenue values below $600,000. With this designation comes good news.

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

OCTOBER 30, 2020

These services required no additional development resources by the merchant and provided extra data attributes that enhanced insights in Decision Manager. We optimized the risk score, which helped to reduce manual reviews and increased acceptance rates of good customers during this stressful time of shrinking budgets and resources.

Fraud 224

Fraud Resources Policies Online 224

Abrigo

SEPTEMBER 19, 2016

And firms that are considering opportunities for expansion can benefit from knowing where resources can provide the biggest returns. The Sageworks eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors , also offers strategies and inspriration for creating more value for clients and increasing profitability.

Taxes 150

Taxes Compliance eBook Resources 150

Abrigo

OCTOBER 4, 2017

Moving forward this will only become a more important issue, therefore the establishment of solidified principles and policies for tech education are vital for success.

Strategy 150

Strategy Leadership Training eBook 150

Abrigo

JULY 24, 2017

Sageworks’s new CashSage technology is able to import your Quickbooks data, identify the factors which can drive future cash, and provide industry-specific recommendations for your company in better management of cash flow, as featured on CPA Practice Advisor.

Strategy 150

Strategy Management eBook Analysis 150

Abrigo

NOVEMBER 11, 2016

Erik Asgeirsson, president and CEO of CPA.com, the technology subsidiary of the AICPA, and accounting software guru Doug Sleeter offer good advice for evaluating your practice and for mapping your tech strategy in the eBook, " Next-Level Accountants: Your guide to growing a firm of trusted advisors.”

Technology 150

Technology eBook Maryland Training 150

Abrigo

MAY 10, 2016

Additional Resources eBook: Next-Level Accountants: Your Guide to Growing a Firm of Trusted Advisors Checklist: Business Valuation Document Checklist Sageworks Valuation Solution Sageworks Valuation Solution is a web-based, business valuation solution that helps firms streamline workflow, scale existing processes and increase realization rates.

eBook 150

eBook Video Resources Course 150

Abrigo

JUNE 15, 2017

Advisors such as accountants can also be great resources of information based on their work with other businesses. Using industry benchmarks or industry data can help owners of existing businesses see how they compare to their peers and can help startups estimate needed cash balances.

Company 150

Company eBook Taxes Industry 150

Abrigo

MARCH 17, 2017

The guide, an eBook available here , covers how to identify opportunities to generate more cash and how to improve key financial metrics affecting cash generation. To help business owners and their advisors take advantage of opportunities to increase cash, Sageworks recently published “ The Definitive Guide to Improving Cash Flow.”

Analysis 150

Analysis eBook Examples Technology 150

PYMNTS

DECEMBER 28, 2018

Mike Camerling, CEO of AEVI , contributed the following piece as part of PYMNTS’ 2018 year-end eBook. Acquirers and merchants must be free to boldly experiment, but most small to medium-sized merchants have scant resources or time to commit to the effort.

eBook 128

eBook Innovation Industry Digital Strategies 128

Abrigo

JUNE 26, 2017

Additional Resources eBook : The Definitive Guide to Improving Cash Flow Practice Aid : Avoid Cash Flow Catastrophes About CashSage CashSage is a cash flow analysis solution provided by Sageworks to help business owners and their advisors uncover key business drivers and generate recommendations that will improve cash.

Management 199

Management eBook Analysis System 199

PYMNTS

NOVEMBER 6, 2018

Noltensmeyer spoke with PYMNTS about a recent TokenEx eBook focusing on PCI controls and General Data Protection Regulation (GDPR) data privacy concerns. Understanding how to mitigate the risks associated with those types of data is essential, especially in an environment where breaches are so costly.

Compliance 179

Compliance Data Security eBook 179

Abrigo

JUNE 20, 2017

Additional Resources: eBook: Building Value: The 5 Keys for Achieving Success Checklist: How to Embrace Technology and Grow Your Firm. Adding a Quarterly Roundup with appropriate benchmarking and performance metrics will keep your clients focused on their goals and objectives versus chasing the problem of the day.

How To 191

How To eBook Meeting Trends 191

Abrigo

JULY 17, 2017

Additional Resources Webinar : “How to develop predictable, repeatable, scalable revenue streams” eBook: Next-Level Accountants: Your guide to growing a firm of trusted advisors About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

DECEMBER 28, 2023

Here are the top resources. Papers, infographics on risk management Resources related to banking headlines were popular For banking risk and accounting staff, managing challenges tied to interest rates, liquidity, and credit portfolios will remain top-of-mind in 2024.

Resources 221

Resources Risk Management eBook Strategy 221

Abrigo

JUNE 14, 2017

After all, another poll question by Sageworks found that more than 41 percent of valuation professionals see attracting new clients as their biggest challenge.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

AUGUST 7, 2017

Phillips suggested that accounting and advisory firms looking to hire top candidates should consider several human resources policies that reflect the progressive preferences of the current workforce. “Is Is your company a great place to work or a lousy place to work?

Policies 150

Policies Millennials Survey eBook 150

Abrigo

MARCH 29, 2017

Analytics can more effectively focus firm resources. Additional Resources eBook: Audit & Review Best Practices and Pain Points Article: The benefits of audit technology About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

Analytics 150

Analytics How To eBook Fraud 150

PYMNTS

JUNE 22, 2017

The company recently published a new eBook , Managing The Risk Of Fraud: The View From Corporate Finance, in which Vesta and CFO Research surveyed 155 senior-level finance executives in the U.S. There’s another way, though, in which the fear of fraud bears down on the enterprise. percent of total revenues, a 7.5

Fraud 108

Fraud Innovation Survey eBook 108

PYMNTS

DECEMBER 28, 2016

PYMNTS consulted 21 payments executives from across the industry to share their insights on the biggest takeaways from 2016 as part of the “Payments 2016, The Year Of…” eBook. Download the eBook. But change occurs on users’ timelines, which FIs are better able to weather than FinTechs. That’s what real innovation is all about.

Payments 128

Payments eBook Fintech Regulation 128

Abrigo

DECEMBER 28, 2016

Resources EBook: Next-Level Accountants: Your guide to growing a firm of trusted advisors Whitepaper: The Automation Revolution: How Technology is Changing the Way Firms Operate About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

Technology 186

Technology Software eBook Operations 186

Abrigo

MAY 3, 2017

Predictive analytics integrate data from various sources (such as enterprise resource planning, point-of-sale, and customer relationship management systems) to predict future outcomes based upon statistical relationships, historical data and regression-based modeling. Predictive analytics: These help answer the “What will be?” type questions.

Analytics 150

Analytics Data Examples eBook 150

Abrigo

AUGUST 14, 2017

Additional Resources eBook : Next-Level Accountants: Your guide to growing a firm of trusted advisors Webinar replay : Expanding Your Firm's Advisory Services About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

social media 150

social media eBook Taxes Examples 150

Abrigo

JULY 3, 2017

Additional Resources eBook : The Definitive Guide to Improving Cash Flow Webinar : Expand Your Firm’s Advisory Services About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

Mobile 150

Mobile Millennials Survey eBook 150

Abrigo

MAY 23, 2017

In the eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors , consultant Allan Koltin, one of Accounting Today’s 100 Most Influential People, suggests picking any client who receives only one service from the firm but who is someone with whom staff typically enjoy working. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

APRIL 20, 2017

Additional Resources eBook: Guide to Audit & Review Best Practices and Pain Points Webinar: How to Increase Efficiency and Minimize Risk in the Audit Process About the Author. The simple fact is with bigger and better technology, data is available and can be analyzed at a much more granular level.

Analytics 150

Analytics Referral Marketing eBook Data 150

Abrigo

JUNE 13, 2016

Wouldn't every owner like to double that number? Your firm might be able to reveal that opportunity and help them achieve growth they didn't even know was possible.

eBook 150

eBook Training Conference Video 150

Abrigo

OCTOBER 28, 2016

Additional Resources eBook: Audit & Review Best Practices and Pain Points Article: The benefits of audit technology About ProfitCentsf ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

eBook 150

eBook Analytics Strategy Video 150

Abrigo

MAY 16, 2017

Additional Resources eBook: The Definitive Guide to Improving Cash Flow Webinar: How to transform relationships in your accounting firm About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

eBook 150

eBook Taxes System How To 150