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.

eBook 150

eBook Compliance Taxes Groups 150

Abrigo

JUNE 9, 2016

Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. Services geared toward compliance, meanwhile, are typically needed but not necessarily wanted, so clients continue to push for the cheapest options.

Exercises 150

Exercises Taxes Training Risk Management 150

Abrigo

MARCH 24, 2023

Step two Identify inherent risk vs. residual risk Inherent risk is any activity or factor posed to the credit union, notwithstanding applying any management or risk mitigation tools. After adjusting the inherent risk for the credit union’s risk management controls, residual risk represents the bank or credit union’s current risk.

Fraud 195

Fraud Compliance Examples Analysis 195

Abrigo

SEPTEMBER 20, 2023

Join Abrigo for a webinar discussing risk assessments' role in compliance. How financial institutions can prevent losses from 1st-party fraud Learn strong approaches to identifying, preventing, and detecting 1st-party fraud that will keep your AML program on top of fraud trends. Learn about the benefits and logistics in this whitepaper.

Fraud 195

Fraud Trends Cards Software 195

PYMNTS

FEBRUARY 2, 2021

Tax compliance has never been a simple issue for businesses. Enter Software as a Service (SaaS), and even tax codes have been playing catch-up with the subscription business. As the marketplace shifts toward a more SaaS-based strategy, you can be sure that we're going to see a shift in tax guidance as well.”.

Taxes 220

Taxes Software Compliance United States 220

Abrigo

MARCH 3, 2015

Offering advisory services like valuation engagements or calculations of value can also provide new options for tax accounting firms to spread work and revenue throughout the year so they can address challenges related to workload compression. But how can you approach existing accounting clients to offer your valuation services?

Taxes 150

Taxes Compliance Strategy Report 150

Abrigo

AUGUST 11, 2016

If you think back to the start of your accounting career – whether it was 40 years ago or four – much has changed in the intervening years: technology, of course, tax laws, professional standards, even workplace traditions. Download “ Future of Accounting: Key Trends.”. Son : Mind.

Trends 150

Trends Taxes Chicago Google 150

Abrigo

MAY 31, 2016

Many accountants, however, continue to run their practices the way they have been for years: focused on compliance-related services, battling compressed work schedules and lamenting pricing pressure.

Strategy 150

Strategy Taxes How To Resources 150

Abrigo

DECEMBER 17, 2014

Demand for valuation services is growing, according to a recent AICPA survey , with increased opportunities expected in shareholder/partner disputes, contractual disputes, family law, and gift and estate taxes, among other areas. This improves consistency and quality control as you perform valuations in compliance with AICPA guidelines.

Analysis 208

Analysis Compliance Survey Guidelines 208

PYMNTS

DECEMBER 14, 2017

Taxes, customs, language barriers and global payments are just some of the many factors that cripple their supply chain. That’s where supply chain management solutions like Ingram Micro’s Shipwire API come in handy. TO DOWNLOAD THE DECEMBER EDITION OF THE PYMNTS.COM X-BORDER RECEIVABLES REPORT , CLICK THE BUTTON BELOW.

Trends 115

Trends Payments blockchain Report 115

PYMNTS

AUGUST 3, 2016

The business of cross-border domain name trading can be beset with compliance issues and confusing billing systems. Another priority was compliance, as the company had to be sure that it was trading appropriately. Compliance. company, it faced new compliance regulations, specifically OPEC sanctions.

Compliance 100

Compliance System Online Regulation 100

Abrigo

DECEMBER 31, 2014

Studies have shown that accountants’ top pain points consistently include winning new clients, retaining current ones and managing a compressed workload. Distribute the list by email or in person to each client when you present their financials or tax returns. Now is the perfect time to work toward addressing these concerns.

Meeting 208

Meeting Strategy Examples Industry 208

Abrigo

OCTOBER 13, 2016

Despite such positive feedback, the day-to-day grind of audits, tax returns and financial statement preparation may leave some accountants feeling like they are running on empty when it comes to feeling inspired.

Strategy 150

Strategy Survey Taxes Analytics 150

PYMNTS

FEBRUARY 13, 2017

For merchants, conducting cross-border trade often means following another nation’s local rules around payment acceptance, compliance, taxes and physical requirements and a host of other factors that vary between borders. Companies that are not in compliance with another nation’s trading rules can be in for a rude awakening.

Compliance 100

Compliance Taxes Regulation Operations 100

PYMNTS

JANUARY 14, 2019

In an interview with PYMNTs’ Karen Webster, Saqib Nazir, managing director of Africa at Emergent Technology delved into the ways the payments landscape across Africa is ripe for digital and mobile conduits, and a “cash light” mentality that focuses on the needs and desires of a burgeoning and youthful population.

Mobile 212

Mobile social media Taxes Technology 212

FICO

SEPTEMBER 14, 2017

Reduced communication results in lower compliance and an increase in downstream problems. Not only is automated communication less expensive, it requires less staff to manage, and enhances the citizen experience. This results in increased compliance and a decrease in inbound phone calls. Customer Service. Filing/Registration.

Taxes 61

Taxes Compliance US Analytics 61

CB Insights

NOVEMBER 21, 2019

Download the CB Insights and PwC Canada MoneyTree report to see all the data. A company’s primary line of business is implied by its current serviceable addressable market (SAM), management guidance, marketing materials, press releases, clientele, and/or partnership activity. Accounting and expense management. Real estate.

Fintech 93

Fintech Marketing US Technology 93

CB Insights

OCTOBER 21, 2018

Download the free report for a data-driven look. Regulatory & Compliance. Wealth Management. Canopy Tax. Regulatory & Compliance. Regulatory & Compliance. Regulatory & Compliance. Regulatory & Compliance. Regulatory & Compliance. Regulatory & Compliance.

Fintech 78

Fintech Lending Capital Analytics 78

FICO

OCTOBER 26, 2017

This article is from Michael Blicker , a senior consultant in FICO's compliance solutions group. You would think one system would be enough to manage foreign tax compliance. In 2010 the IRS (Internal Revenue Service) started to define the details of FATCA (Foreign Account Tax Compliance Act).

Taxes 53

Taxes Compliance Report US 53

Lex Sokolin

DECEMBER 25, 2019

a wealth management service from Set Protocol. A year ago, they were disconnected and difficult to use, unless you like installing browser plugins and downloading strange Internet software. The set of licenses and regulatory entities that Schwab holds allows it to bank, broker, and manage assets and charge these market fees.

blockchain 52

blockchain Bitcoin Software Lending 52

PYMNTS

MARCH 19, 2020

“By moving to the cloud, you don’t have to deal with downloading, installing, updating and maintaining the software and servers used,” Rana said, also pointing to the added benefit of “decreased risk of data loss” as servers automate data backups and security. ” A Waterfall Effect. .” ”

Software 155

Software Data Resources Taxes 155

William Mills

SEPTEMBER 7, 2016

Data and Analytics are a profit center rather than something that just needs to be managed. Demo: A Wealth Management Company (ACME)– GoodData can embed analytics directly in ACME’s dashboard. Andrew just needs to review the account and forward on to compliance for their review. Turning Data into Insight and further into Action.

Mobile 40

Mobile Cards Fraud Data 40

CB Insights

MAY 23, 2019

Download the full 25-page report. Zenefits skirts compliance regulations. Zenefits skirts compliance regulations. Select Investors: MasterCard, Wellington Management. But the model doesn’t always work perfectly. want to know THE TOP 20 REASONS STARTUPS FAIL? Table of contents. Outcome Health fights for its life.

Fraud 78

Fraud Las Vegas Company Video 78

Fintech Labs Insights

JULY 22, 2015

Advisor Software will provide an overview of its wealth management cloud platform – an end-to-end suite of APIs, apps and widgets that power digital investment advice and financial planning applications. Why it’s a must-see: It has nearly 120 APIs that will power the next generation of digital wealth management applications.

San Francisco 12

San Francisco Video Fintech Data 12

Fintech Labs Insights

AUGUST 1, 2016

Avoka’s customer acquisition platform integrates multiple fintech services to help banks, wealth managers and insurers use mobile and digital channels to onboard customers. Consdata offers banks and financial institutions a comprehensive platform for e-form management and customer communication complexities.

How To 12

How To Analytics Millennials Data 12