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How tax accountants can provide valuation services

Abrigo

For some accountants, tax and audit services are attractive for the recurring revenue streams and steady client base they provide. “Any time that you send a client to work with someone else, there is a risk you could lose that client,” Wapner said during the webinar.

Taxes 170
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How to develop proactive advisory services

Abrigo

Attend any conference, webinar or professional development course and you will most likely hear the buzz on the importance of becoming more relevant to your clients, adding advisory services and delivering more value. Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150
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What Basic Functions Should My Loan Origination System (LOS) Perform?

Abrigo

While a financial institution often primarily focuses on securing software to originate business loans, a commercial LOS provides scalability when it offers integrated solutions on one platform to manage all stages of the life of the loan. Stay up to date on loan origination systems and lending best practices. Lending & Credit Risk.

System 195
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Understanding 1st-party fraud: Risks and resolutions

Abrigo

Join Abrigo for a webinar discussing risk assessments' role in compliance. Given the current economic climate in the United States, it is essential to understand the effect personal financial security has on 1 st -party fraud. The scam here is an inside job, making it inherently more elusive.

Fraud 195
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A too-busy-to-change mentality can cost accounting firms new business

Abrigo

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 ? Image credit : [link]. Blog Accountant'

Taxes 191
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The Middle Market’s Expense Management Conundrum

PYMNTS

There is another market segment, however, that similarly struggles to secure this Goldilocks effect, with products that aren’t too small and aren’t too large: the middle market. There are two key focuses for mid-market expense management tools, he said: infrastructure and regulatory compliance.

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Small banks: Big challenges and big opportunities

Abrigo

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. Check out our 1071 compliance resources. The result? Talk to a specialist to learn more.