Abrigo

MAY 2, 2017

Attend any conference, webinar or professional development course and you will most likely hear the buzz on the importance of becoming more relevant to your clients, adding advisory services and delivering more value.

How To 150

How To Taxes Compliance System 150

Abrigo

MAY 23, 2017

Room to grow advisory services During a webinar, “ How to develop predictable, repeatable, scalable revenue streams ,” participants were asked two questions: what percentage of firm revenue comes from advisory/consulting work, and what percentage would they like to come from advisory work. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 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.

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eBook Compliance Taxes United States 221

Abrigo

OCTOBER 4, 2017

“One of the biggest ways that technology can help accountants is to create deeper, better relationships with clients,” said marketing and practice management consultant Charles Hylan in the eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising.

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Technology eBook Analytics Big Data 150

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.

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Technology eBook Taxes Meeting 150

Abrigo

MAY 16, 2017

During the recent Sageworks webinar, “ How to Develop Predictable, Repeatable and Scalable Revenue Streams ,” Welham and Eberle described methods for developing advisory services that will allow you to create predictable and reliable revenue streams that are not dependent on 100-hour work weeks during tax season.

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Abrigo

AUGUST 14, 2017

Johnson is leading a webinar Thursday hosted by Sageworks, “ The Transformational Firm: Helping Your Clients Increase Cash ,” during which she will address this challenge. To learn more, join the webinar, “ The Transformational Firm: Helping Your Clients Increase Cash.”

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social media eBook Taxes Examples 150

Abrigo

MARCH 29, 2017

She shared her expertise in a recent Sageworks webinar, “ How to Increase Efficiency and Minimize Risk in the Audit Process.” During the webinar, McLaughlin explained that the two biggest challenges for audit firms lie within the tension of managing risk while creating more efficiency during the audit process.

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

JULY 18, 2017

In a recent Sageworks webinar, “ Why Business Owners Don’t Buy Coaching From Their Accountant (And What To Do About It) ,” John Warrillow , author of “Built to Sell: Turn Your Business into One You Can Sell,” discussed a major hurdle for accounting firms that are making the transition from compliance work to value add and advisory services.

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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

Abrigo

JUNE 14, 2017

However, Sageworks asked valuation professionals attending a recent webinar to estimate how long most business valuations take their firms. There is no universal answer to how long a valuation should take, because valuation assignments can vary widely. Among more than 260 respondents, almost a third put the number at between 20 and 29 hours.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

DECEMBER 16, 2016

In a recent Sageworks webinar, 29 Must Haves for a CPA Firm Buyout Plan , Marc Rosenberg, CPA and President of The Rosenberg Associates, covered what it takes to develop a comprehensive, well-written, competitive partner buyout agreement. Additional Resources Checklist/practice aid: “ Retiring Well.”

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Capital eBook Survey Video 150

Abrigo

DECEMBER 28, 2016

A replay of Whitman's webinar hosted by Sageworks, “Lean CPA M&A: Getting to the Finish Line Faster,” can be accessed here.] Whitman, CPA, president and CEO of Whitman Business Advisors LLC. “It It should never be a deal breaker, but it is critical to explore before going down the aisle and signing anything,” he says. [A

Technology 186

Technology Software eBook Operations 186

Abrigo

DECEMBER 28, 2023

Here are the top resources. You might also like this webinar, "Unraveling risk rating: Making sense of your best early warning tool." Abrigo’s most popular banking risk management resources delved into the strategies, processes, and tools for ALM and managing portfolio risks.

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Resources Risk Management eBook Strategy 222

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.

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Mobile Millennials Survey eBook 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

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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.

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Analytics Data Examples eBook 150

Abrigo

AUGUST 3, 2017

Is it reasonable to expect a chef to prepare a gourmet meal when her only resources are dull knives, expired food and an oven that does not heat properly? Sageworks recently published an eBook that provides CPAs and business advisors with a roadmap for selecting technology that will help their firms thrive.

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eBook Resources Phoenix Taxes 186

Social Assurance

JANUARY 25, 2022

Questions to consider: What professional resources do you have access to that can supply you with content ideas? If you need more support to implement the social selling strategy, we have a couple additional learning opportunities for you: Social Selling Webinar. Download our Social Selling eBook.

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