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Offering advisory services: Piecemeal or holistic approach?

Abrigo

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. To learn more about taking a unified approach to expanding advisory services, listen to the webinar, “ Expanding Your Firm’s Advisory Services.”

Honolulu 150
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CRE loan distress: Spot the symptoms, diagnose, and treat problem loans

Abrigo

Beyond a hard money default due to a payment or maturity event, early warning signs for CRE loans typically manifest as a : Failure to pay real estate taxes. Each of these signs is a major CRE red flag as it represents a lack of cash and resources to pay required obligations, mitigate catastrophic risks, and support value.

Strategy 221
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How Diversified Revenue Streams Impact Ag Borrowers

Abrigo

You might also like this webinar, How the 2021 Roadmap for Producers will Influence Ag Lending. Takeaway 1 To make their land more profitable, farmers are taking advantage of renewable energy resources. Watch Webinar. Ag lenders and borrowers should thoroughly assess the energy resources that best fit their needs.

Lending 195
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Ensuring AML Programs Minimize Personal Liability

Abrigo

The former Chief Operational Risk Officer was fined for insufficient action on AML program deficiencies and staffing issues. Adequately staffed and risk-focused AML resources with good documentation are critical. Adequate, risk-focused AML resources are critical. Get adequate resources. Focus BSA/AML resources on risk.

Resources 195
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Small U.S. accounting firms and their consultative future

Abrigo

The recent Accounting Firm Operations and Technology Survey (AFOT), available as a PDF eBook at CPA Trendlines , produced by Randolph P. percent provide tax preparation services. percent provide tax preparation services. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. Whereas 77.7 Whereas 77.7

eBook 220
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New guide focuses on improving cash flow to grow the business

Abrigo

Business owners don’t have to imagine the stress that this kind of tight situation can add to operating a business. The Definitive Guide to Improving Cash Flow explains how to identify areas where poor cash flow impacts the operations and growth of the business so the benefits of improving cash flow are clear and can inspire change.

eBook 170
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3 top tech trends for public accountants to watch in 2017

Abrigo

Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Additional resources Webinar replay: Everyday Technology for Everyday Challenges : Free or Low-Cost Tech Solutions to Help Grow Your Firm. Register here.)

Trends 218