Abrigo

OCTOBER 27, 2016

Whether you are performing managerial accounting, financial accounting or tax accounting, your firm can grow by exploring other services that you may be able to provide for each client. Just like you may have a tax solution set up in a box, set up specific solutions to objectives in a “packaged box” for clients.

Taxes 150

Taxes social media Examples Community 150

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Nearly 150 webinar participants answered this question in the informal poll.

eBook 150

eBook Compliance Taxes Study 150

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. I don’t want my veteran bankers writing a credit memo,” he said. The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

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. 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

eBook Compliance Taxes United States 220

Abrigo

SEPTEMBER 1, 2017

In addition, without cultivating relationships with the “right” client, accounting firms are apt to be replaced eventually by competitors – or perhaps even technology. “As Hylan is leading a webinar hosted by Sageworks on Sept. 13: “ How to Build Client Loyalty at Your Firm.” “For Searching for additional tools?

eBook 150

eBook How To Technology Tools 150

Abrigo

MARCH 29, 2017

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. She shared her expertise in a recent Sageworks webinar, “ How to Increase Efficiency and Minimize Risk in the Audit Process.” Analytics can more effectively focus firm resources.

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

FEBRUARY 10, 2021

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

Lending West Virginia Resources Operations 195

Abrigo

APRIL 13, 2017

Owners who are busy running the day-to-day business may lack the time or financial expertise to identify why cash isn’t coming in fast enough to provide a decent cushion or resources for growth, but they don’t have to accept the status quo.

eBook 170

eBook Analysis Resources Taxes 170

Abrigo

MARCH 10, 2017

Utilizing technology that automates processes and reduces opportunities for human error can also help generate accurate, defensible values in a timely manner, especially when the technology is modeled after professional standards. Watch the complete webinar featuring Raspante here. Standards, such as the AICPA’s SSVS No.

Video 150

Video Taxes Industry Risk Management 150

Abrigo

OCTOBER 17, 2014

Business clients see their accountant as a trusted resource with the knowledge and expertise to help them improve their business and avoid pitfalls. Providing business valuations is a type 2 service, or a higher-level engagement beyond traditional accounting, auditing and tax services. 21 at 1 p.m. 21 at 1 p.m. Blog Accountant'

Taxes 191

Taxes How To Training Resources 191

Abrigo

DECEMBER 27, 2022

You might also like this resource: "BSA/AML Risk Assessment Checklist." The advance payment may be described as a fee, tax, commission, or incidental expense that will be repaid later. Watch the webinar. Technology adoption: The “people” side of change. DOWNLOAD . Keep me informed. Whitepaper. Learn More.

Fraud 195

Fraud Trends cryptocurrency Software 195

Abrigo

JUNE 14, 2017

However, Sageworks asked valuation professionals attending a recent webinar to estimate how long most business valuations take their firms. Utilizing technology is one way to reduce the amount of time it takes to produce a valuation. enterprises that are technology leaders produce faster revenue growth than technology laggards.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

AUGUST 19, 2020

Embrace technology to help your department and institution successfully shift to remote work. Imposter scams, money mule schemes, tax fraud, charity solicitations, and cybercrime exploitation methods have all found solid ground to twist a known fraud typology in something that looks legitimate during the fears of the pandemic.

Fraud 195

Fraud System Trends Software 195

Abrigo

DECEMBER 23, 2015

It’s common knowledge that clients need tax returns or financial statements completed and submitted in a timely manner. It’s also well known that the information derived from these resources can be crucial in strengthening a client’s ability to reach their goals. Once a client can’t imagine business without your solution, implement it!

Compliance 150

Compliance Taxes Resources Management 150

Abrigo

JULY 3, 2017

Accountants looking for another reason to justify technology investments in their firms should consider this: The firm’s next generation of business clients are likely to require accounting services that are all or mostly digital.

Mobile 150

Mobile Millennials Survey eBook 150

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. Brings capabilities of open source and third-party technologies under one roof and security model.

Analytics 129

Analytics Data Leadership Strategy 129

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. ” What is clear, though, is that demand for T&E technologies is on the rise.

Management 116

Management Compliance Taxes Marketing 116

Abrigo

APRIL 20, 2017

Technology Can Help Today, technology can help with something called technology enabled analytics. Technology enabled analytics address this. But technology enabled analytics highlight unusual variances or those that are in excess of prescribed tolerable levels. . They can: • Improve the quality of the analytics.

Analytics 150

Analytics Referral Marketing eBook Data 150

Abrigo

JANUARY 23, 2017

There’s a huge opportunity for all of us in the valuation field to assist our owners in valuations and in succession and exit planning,” McDaniel said during a recent webinar hosted by Sageworks. In the process, additional advisory service opportunities may be generated.

Report 150

Report Analysis Video Taxes 150

Abrigo

JANUARY 21, 2016

In recent ProfitCents webinars, attendees were asked what barriers were holding their firm back from offering advisory services. Time has always been one of the most limited resources for CPAs. Cross-selling becomes more complicated, yet it can be successful if the firm dedicates the resources needed.”

Compliance 150

Compliance Resources Comparison Industry 150

South State Correspondent

APRIL 24, 2023

Just when you were getting your bank’s head around how you will operationalize ChatGPT (our breakdown HERE ), AutoGPT, an application built on top of ChatGPT, gets released and takes the technology to a new level. Podcast / Presentations – The application can build an outline for a show, webinar, or presentation.

social media 195

social media Data Marketing Technology 195

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. Thanks to technology, analytics can be largely automated.

Analytics 150

Analytics Data Examples eBook 150

PYMNTS

MARCH 1, 2018

The package must include the laundry list of financial records lenders want to review: balance sheets and financial statements, bank statements, tax returns, accounts payable and receivable and details about the vendors on those lists, as well as details about outstanding loans and tax returns. It Will Happen – Not If, But When.

Data 101

Data Lending Taxes Innovation 101

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? The same holds true for CPAs and business advisors trying to create a thriving practice without proper technology or staffing.

eBook 186

eBook Resources Phoenix Taxes 186

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195