Abrigo

JANUARY 6, 2017

Ellison-Taylor, chairman of the AICPA , recently noted that technology tops her list of the most important trends shaping 2017 because it will drive so many of the profession’s opportunities and challenges in the year ahead. But how are accountants supposed to keep up with all of the technological trends ?

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

NOVEMBER 7, 2016

Tolin, who recently led a Sageworks webinar for accountants on launching new services, noted that the Oreo cookie has been around for many decades, and it has probably been in the mature stage of its life cycle for a while. Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. How do I innovate?

Taxes 170

Taxes Innovation Examples Case Study 170

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

Taxes Compliance How To Innovation 150

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? Leveraging technology is also important for your firm’s reputation.

Taxes 191

Taxes Survey Technology Comparison 191

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

SEPTEMBER 20, 2023

Join Abrigo for a webinar discussing risk assessments' role in compliance. And those same economic factors might lead financial institutions to curtail vital investments like anti-fraud technologies, making themselves more vulnerable. Effective KYC starts with identifying the typical demographic associated with 1st-party fraud.

Fraud 195

Fraud Trends Cards Software 195

Abrigo

FEBRUARY 27, 2020

Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays for lenders and credit analysts. Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays described in the survey. Be ready to weather tighter times better than peers. “It Learn More.

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Lending Survey Data System 243

Abrigo

APRIL 27, 2017

During a recent webinar with Sageworks , David O’Connell, a Senior Analyst at Aite Group , presented data from a recent survey by Aite of small and medium business borrowers. As David pointed out on the webinar, this shows great patience on the part of borrowers, they know that the application process can take time.

Survey 150

Survey Lending Data Taxes 150

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 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

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. Johnston, Leslie Garrett, PhD and Brian Tankersley, presented the focus areas of small accounting firms.

eBook 220

eBook Compliance Taxes United States 220

Abrigo

APRIL 27, 2016

With so many accounting firms wrapping up tax season and looking to other engagements in the year, it’s the ideal time to redouble efforts to be the trusted advisor your business clients want. Using technology in your accounting practice can help you to more easily provide this advice. in the Washington, D.C.,

Taxes 150

Taxes Analysis Examples Technology 150

Abrigo

JANUARY 27, 2017

In a recent Sageworks webinar , Steven Martin, vice president at Sageworks, cited cash flow as the top concern of small business owners. During the webinar, Steven cited the five things small business borrowers are looking for in a lender: 1. Access to Capital 2. Good Deal 5.

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Online Capital Software System 150

Abrigo

OCTOBER 17, 2014

Many of those clients will be facing major life and business decisions in the near future as they approach retirement age, presenting a unique opportunity for accountants to assist them through services that go beyond tax preparation. 21 at 1 p.m. Valuation services can help you retain clients. 21 at 1 p.m. Blog Accountant'

Taxes 191

Taxes How To Training Resources 191

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

PYMNTS

NOVEMBER 16, 2017

And the team got another crash course in tax compliance after the first year, when a lack of planning left them scrambling at tax season to hunt down information and vendors — some of whom had since gone out of business. EST. Webinar Preview. It was a nice crash course early on,” Wu said. 7 at 12:00 p.m.

Taxes 115

Taxes Compliance Course Payments 115

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.” To learn more, view the webinar, " How to Increase Efficiency and Minimize Risk in the Audit Process."

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

DECEMBER 27, 2022

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. Advance fee schemes: Advance fee fraud occurs when investors are asked to pay a fee upfront for an investment deal to go through.

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

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. “It

Management 116

Management Compliance Taxes Marketing 116

Abrigo

DECEMBER 23, 2015

It’s common knowledge that clients need tax returns or financial statements completed and submitted in a timely manner. As technology continues to revolutionize the accounting profession, it’s important to remain ahead of the marketplace and implement new opportunities to clients.

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

Abrigo

JANUARY 20, 2016

Be sure to follow Isaac for the latest accounting information, particularly on topics related to technology and innovation. He shares a variety of content- from webinars on the ACA to quotes from Dr. Martin Luther King Jr.-with Follow Kelly for all things tax-related.

social media 150

social media New York Maryland Taxes 150

Abrigo

FEBRUARY 10, 2021

You might also like this webinar, How the 2021 Roadmap for Producers will Influence Ag Lending. We always advise landowners to undergo an assessment to protect these funds from taxes and help them to create entity strategies or fund new equipment for the greatest value. Watch Webinar. keep me informed. Opportunities.

Lending 195

Lending West Virginia Resources Operations 195

Abrigo

SEPTEMBER 14, 2016

For at least a decade, the accounting profession’s thought leaders have preached the need for accountants to grow advisory services, and many firms would like nothing more than to reduce their reliance on tax returns and other compliance services to generate revenue. Image (modified) credit: Ada Gonzalez via Flickr CC.

eBook 150

eBook Compliance Taxes Groups 150

Abrigo

APRIL 13, 2017

Additionally, the guide includes an overview of technology that helps create and accelerate cash flow, from smartphone-enabled credit card readers to business intelligence software. The eBook concludes with a one-page practice aid that briefly summarizes and includes quick tips on how to “Avoid Cash Flow Catastrophes.”

eBook 170

eBook Analysis Resources Taxes 170

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

FEBRUARY 5, 2021

You might also like this webinar: "Detecting PPP Fraud: Optimizing Your AML Solution". Even after redoing this certification, borrowers may then still be declined on the same application due to another incorrect validation rule (for instance, an Applicant Tax ID issue),” the letter said. That issue was resolved. mail, Craig said.

Fraud 195

Fraud Lending Taxes Regulation 195

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

JUNE 10, 2020

Consider outsourcing BSA/AML work as one option in order to remain compliant and meet short-term needs for alert or case-monitoring to address seasonal issues, such as tax season, or employee issues, such as a leave of absence. Ensure good documentation. BSA Rules and Regulation. Fraud Prevention. Learn More. BSA Rules and Regulation.

Resources 195

Resources Regulation Compliance Policies 195

CFPB Monitor

OCTOBER 7, 2014

Marc Patterson On October 1, 2014, the CFPB staff and Federal Reserve Board co-hosted a webinar that addressed questions about the Final TILA-RESPA Integrated Disclosure Rule that will be effective for applications received by creditors or mortgage brokers on or after August 1, 2015. Section 1026.37(f)(1)(i)

Taxes 114

Taxes Payments Industry Compliance 114

South State Correspondent

MARCH 28, 2024

These programs aim, in part, to mobilize the private sector by pairing its capital with public investment to stimulate American manufacturing and infrastructure improvement, creating new jobs plus innovating in industries like clean energy and technology. These acts impact more than 55,000 locations throughout the U.S.

America 195

America Strategy Taxes Community 195

PYMNTS

NOVEMBER 2, 2020

Here’s the latest news from Google and the technology industry, which is coming under increasing global scrutiny from regulatory watchdogs, consumers and organizations. UN Committee Indicates Support For Initiative To Tax Big Tech In Developing Nations. streaming company to pay taxes, Techwire Asia reported. Regulation.

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Taxes National Regulation Google 212

PYMNTS

MAY 4, 2017

In the latest webinar series, PYMNTS’ Karen Webster jumped into the findings of the Global Cash Index, gaining a sense of the story behind the numbers in the United States and the Americas in general. Cash is dead? Keep a lid on the casket talk. Cards are perhaps proving a sticking point in the move toward electronic payments.

ATM 192

ATM Millennials United States Study 192

Abrigo

MAY 3, 2017

Thanks to technology, analytics can be largely automated. But the technology can take on the mundane aspects of what auditors do to make the job far more interesting and meaningful. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller. Learn more by watching a brief overview video.

Analytics 150

Analytics Data Examples eBook 150