Abrigo

JANUARY 11, 2017

In a recent Sageworks webinar, The Rise of the Accounting Entrepreneur , Jason Blumer compared the accounting industry today to that of the past, and explained how accountants today can lead their firms to greater financial success while finding greater personal fulfillment by becoming entrepreneurs. It isn’t what most people think.

Taxes 150

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Abrigo

JUNE 8, 2022

You might also like this webinar, "Elder Financial Exploitation – The Hidden Crime." EFE frequently occurs without the explicit knowledge or consent of a senior or disabled adult, and can deprive them of vital financial resources for their future needs. June 15 is World Elder Abuse Awareness Day. billion in 2020, increasing from $2.6

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Abrigo

APRIL 7, 2017

During a recent webinar, titled Calculation v. Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. However, they highlight the pressures facing valuation professionals. Building your valuation practice?

Referral Marketing 150

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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

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Abrigo

JUNE 10, 2020

Adequately staffed and risk-focused AML resources with good documentation are critical. Adequate, risk-focused AML resources are critical. Get adequate resources. You must find a way to get the resources, and I think that message is coming around loud and clear these days.” Focus BSA/AML resources on risk.

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Abrigo

SEPTEMBER 6, 2017

In a recent Sageworks webinar, “Best Practices for Automating Simple Member Business Relationships,” Vice President of Strategy at Sageworks Peter Brown discusses ways to improve borrower satisfaction. People want money - that is why borrowers come to you.

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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

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Abrigo

JANUARY 6, 2017

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.)

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Abrigo

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. Coming as no surprise, the data shows 92.2 percent of small firms provide accounting and bookkeeping services and 86.2 Whereas 77.7 Whereas 77.7

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Abrigo

MAY 16, 2017

Many CPAs spend the bulk of their careers bearing up under the weight of their tax and compliance workload while bringing in revenues that fall short, given the time and effort invested in a compressed timeframe. Developing predictable revenue streams can help your firm grow in ways you may not have initially thought possible.

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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.

social media 150

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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.

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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'

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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.

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Abrigo

MARCH 10, 2017

Professional liability claims against CPAs for valuations aren’t as frequent as claims made against accountants for tax-related services, but valuation-related claims tend to involve larger dollar amounts, according to John Raspante, director of risk management for the North American Professional Liability Insurance Agency LLC, or NAPLIA.

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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. Be on the lookout in 2023 for the following trends identified by the FBI. DOWNLOAD . Stay on top of trending cyber threats.

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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.

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Abrigo

SEPTEMBER 1, 2017

“As blockchain technology starts to take front stage, as tax technology and cloud computing and other pieces of technology are doing what an accountant has typically done, our need to provide differentiated services is increasing, and is increasing dramatically,” according to Hylan of The Growth Partnership. Searching for additional tools?

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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.

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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. “If Check out our 1071 compliance resources. The result?

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Abrigo

AUGUST 19, 2020

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. BSA Rules and Regulation. Card Fraud. Customer Due Diligence. Financial Cybersecurity. Fraud Prevention.

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Abrigo

SEPTEMBER 26, 2017

Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies. For example, automated solutions can handle more of the general ledger accounting so accountants have time to identify rising accounts receivable and then make suggestions to the business owner on how to reduce receivables.

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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.

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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

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Abrigo

MARCH 24, 2023

You might also like this resource: "BSA/AML risk assessment checklist." Do you offer services to those without a Tax ID Number (TIN)? Get ready for upcoming exams with this webinar, "AML/CFT hot topics for 2023: Are you prepared?" You might also like this resource , "BSA examination prep checklist."

Fraud 195

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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.

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PYMNTS

JANUARY 22, 2018

. “Just think about a standardizing and cutting-edge IT system, and the resources needed to run it.” “It is really who you ask,” said BC Krishna, CEO and founder of MineralTree, in a previous webinar with PYMNTS’ Karen Webster.

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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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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

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Abrigo

DECEMBER 10, 2014

As you prepare for upcoming engagements with your “best” tax and audit clients, be thinking of how you will turn those meetings into opportunities for additional business advisory work once busy season ends. Sageworks has multiple resources for helping you assess your clients’ needs for advisory services.

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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. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller.

Analytics 150

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Abrigo

FEBRUARY 17, 2016

Jared Johnson, director of business development at BEI, a business management consulting firm and network of exit planning advisors, says mapping out a plan to exit the business can help business owners: • Avoid unnecessary or excessive taxes • Minimize risk during any transition and • Realize the full value of their life’s work.

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South State Correspondent

MARCH 28, 2024

The breadth of these programs is massive and combines grants, tax credits, production incentives, tax relief, and private investment stimulus. This is all on top of the tax benefits, such as the Employee Retention Credits businesses still claim have yet to be dispersed. There are lots of details and breadth in these programs.

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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

MyBankTracker

JULY 6, 2020

Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains. That can mean a tax break. But the more you invest, the more the fees add up over time.

Online 52

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MyBankTracker

JULY 6, 2020

Are Tax Loss Harvesting and Automatic Rebalancing Included? Tax-loss harvesting and automatic rebalancing can help manage your investments more efficiently. When you harvest tax losses , you sell investments at a loss to offset gains. That can mean a tax break. But the more you invest, the more the fees add up over time.

Online 52

Online Taxes Management Tools 52

Abrigo

APRIL 19, 2022

You might also like this webinar on assessing global cash flow. Analysts must dig for potential indirect demands on resources that could prevent the borrower from repaying as agreed,” says Heath. Watch the webinar. Avoid common mistakes in your global cash flow analysis Get proficient in your global cash flow analysis efforts.

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