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Offering advisory services: Piecemeal or holistic approach?

Abrigo

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150
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The most useful (and rarely used) types of data analytics

Abrigo

subject to management discretion are usually more predictable than relationships involving transactions that are subject to management discretion. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller. Relationships involving transactions that are not.

Analytics 150
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How to increase efficiency and minimize risk in the audit process using analytics

Abrigo

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. During the webinar, McLaughlin explained that the two biggest challenges for audit firms lie within the tension of managing risk while creating more efficiency during the audit process.

Analytics 150
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Foreign Tax Compliance Reporting — FATCA vs. CRS

FICO

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). Two aspects are of interest: possible additional tax revenue from foreign accounts and additional information on the customers.

Taxes 53
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FinDEVr Silicon Valley: Looking Back, Moving Forward

Fintech Labs Insights

Signed deal with Vision FCU to provide its money management app. Partnered with fellow Finovate alum NCR to launch new money management platform. Powered Homeownership Preservation Foundation’s digital money management app. Offered digital wealth management for BancAlliance Member Banks. Hired former Yodlee CFO.

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242 Startup Failure Post-Mortems

CB Insights

We are confident that to truly have the long-term impact we want to make, we need to focus on finding an acquirer with an existing national fresh food supply chain who can carry forward the Juicero mission. … we never managed to raise the next round in time so … the ugly reality slapped us hard. Product: All Romance eBooks.

Company 78