Abrigo
SEPTEMBER 26, 2017
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. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.
Abrigo
SEPTEMBER 19, 2016
Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.
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Abrigo
MAY 2, 2017
While it sounds great in theory and everyone agrees, just how is this to be accomplished when most of your efforts are currently focused on finding new clients for the seeming financial security of gaining a heap of tax and compliance work? For example, Welham considered the example of Toyota.
Abrigo
JULY 17, 2017
Requirements for delivering an advisory service “can differ quite a bit depending on the type of advisory service,” he says, given the differences between risk advisory services, tax planning, or performance management consulting, for example. Consequently, the methodology that will be the backbone of the service deserves some focus.
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.
Abrigo
JUNE 14, 2017
For example, valuation professionals may spend hours adjusting financials, checking and double-checking calculations. This is because technology leaders benefit from new markets, the ability to scale and collaborate, as well as the opportunity to innovate.
Abrigo
MAY 3, 2017
For example, if an analysis showed that the average sale was between $50 and $75 per transaction, anything outside of that range could be flagged for follow-up. For example: Relationships in a stable environment are usually more predictable when compared to relationships in a dynamic or unstable environment.
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