Abrigo

JULY 19, 2017

With large responsibilities, break them down into actionable items that can be completed in manageable intervals. Determine your time management pitfalls. The technology will analyze wasted time and provide solutions for time management moving forward. When the end of the day comes, do you wonder where the time went?

Strategy 150

Strategy eBook Analysis Technology 150

PYMNTS

OCTOBER 30, 2020

These services required no additional development resources by the merchant and provided extra data attributes that enhanced insights in Decision Manager. We optimized the risk score, which helped to reduce manual reviews and increased acceptance rates of good customers during this stressful time of shrinking budgets and resources.

Fraud 224

Fraud Resources Policies Online 224

Abrigo

OCTOBER 4, 2017

One of the biggest ways that technology can help accountants is to create deeper, better relationships with clients,” said marketing and practice management consultant Charles Hylan in the eBook, Tech Roadmap: Selecting the Ideal Solutions to Thrive in Business Advising.

Technology 150

Technology eBook Analytics Big Data 150

Abrigo

JULY 22, 2016

It can be difficult to come up with new ways to add value to clients beyond your technical accounting skills or to manage routine processes that are chewing up valuable face-to-face time with clients. It is available in eBook form and in print.

eBook 150

eBook Resources Strategy How To 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. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. These small firms average less than 10 employees and revenue values below $600,000. With this designation comes good news.

eBook 221

eBook Compliance Taxes United States 221

Abrigo

JUNE 14, 2017

Some technology allows valuation work to be annotated and color-coded by users for better workflow trails and improved project management. Plus, easily share, track and manage documents in a web-based Document Manager. Learn More ».

eBook 150

eBook Software Guidelines Technology 150

Abrigo

SEPTEMBER 1, 2017

Retaining the “right” clients for your accounting firm and taking the time to develop loyal relationships with those clients should be a high priority, according to practice management consultant Charles Hylan. It is significantly more expensive to attract a new client to an accounting firm than to invest in client retention, he says.

eBook 150

eBook How To Technology Tools 150

Abrigo

SEPTEMBER 19, 2016

And firms that are considering opportunities for expansion can benefit from knowing where resources can provide the biggest returns. The Sageworks eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors , also offers strategies and inspriration for creating more value for clients and increasing profitability.

Taxes 150

Taxes Compliance eBook Resources 150

Abrigo

MAY 3, 2017

subject to management discretion are usually more predictable than relationships involving transactions that are subject to management discretion. This is because income statement accounts represent transactions over a period of time whereas balance sheet accounts represent amounts as of a point in time.

Analytics 150

Analytics Data Examples eBook 150

Abrigo

MAY 10, 2016

Chris Mercer states in his article on normalizing adjustments that: "Normalizing adjustments are made in valuations to separate unusual or non-recurring or management discretionary items of income or expense on the income statement.

eBook 150

eBook Video Resources Course 150

Abrigo

MARCH 29, 2017

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. The goal is to do less work while managing an appropriate level of risk. Analytics can more effectively focus firm resources.

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

AUGUST 7, 2017

Phillips suggested that accounting and advisory firms looking to hire top candidates should consider several human resources policies that reflect the progressive preferences of the current workforce. “Is When I share these [policies] with managing partners and directors, they roll their eyes and say ‘That wouldn’t work here,’” Phillips said.

Policies 150

Policies Millennials Survey eBook 150

PYMNTS

JUNE 22, 2017

The company recently published a new eBook , Managing The Risk Of Fraud: The View From Corporate Finance, in which Vesta and CFO Research surveyed 155 senior-level finance executives in the U.S. There’s another way, though, in which the fear of fraud bears down on the enterprise. percent of total revenues, a 7.5

Fraud 108

Fraud Innovation Survey eBook 108

Abrigo

JUNE 15, 2017

Without strong and continuous cash flow management, even small changes in cash inflows or outflows—especially if unexpected—can have large impacts on the financial health of these businesses,” said study authors Diana Farrell and Chris Wheat.

Company 150

Company eBook Taxes Industry 150

Abrigo

DECEMBER 28, 2016

This can result, Boomer has said in a previously published article , in the firm’s IT staff being looped in only when management announces that 50 new people will join the firm next week and need the technology to hit the ground running. What will need to happen for the combined entity to move forward in a productive way?

Technology 186

Technology Software eBook Operations 186

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.

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

AUGUST 14, 2017

Accountants may be extremely comfortable offering expertise on tax-related savings or advice on expense and cash management, but they may be less accustomed to steering clients to take specific steps to grow revenue, she adds. Johnson recalled a time when she visited a restaurant’s new location and was disappointed by the experience.

social media 150

social media eBook Taxes Examples 150

Abrigo

MAY 23, 2017

In the eBook, Next-Level Accountants: Your guide to growing a firm of trusted advisors , consultant Allan Koltin, one of Accounting Today’s 100 Most Influential People, suggests picking any client who receives only one service from the firm but who is someone with whom staff typically enjoy working. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

OCTOBER 28, 2016

Helps the auditor organize and manage the engagement so that is performed efficiently and effectively. They also promote documentation of the audit process, which can help in peer reviews and in developing communications with the client’s audit committee or management. Assists in coordination of any work done by specialists.

eBook 150

eBook Analytics Strategy Video 150

FICO

NOVEMBER 16, 2022

In August 2022, we commissioned a survey of 156 global executives and managers from retail banks and retail financial institutions. One of the key themes that we saw in the results is the continued investment in enterprise fraud management systems. Pain Points in Fraud Management Vary by Region. FICO Admin. by Andrew Manuel.

Fraud 52

Fraud Data Survey Regional 52

PYMNTS

DECEMBER 28, 2016

PYMNTS consulted 21 payments executives from across the industry to share their insights on the biggest takeaways from 2016 as part of the “Payments 2016, The Year Of…” eBook. FinTechs looking to displace FIs also, I believe, underestimated that change in how consumers manage, save and spend their money is evolutionary, not revolutionary.

Payments 128

Payments eBook Fintech Regulation 128

Abrigo

JUNE 13, 2016

For example, if a business owner learns that intangible assets are driving 75 percent of the company value and, through greater diligence of intellectual property management, the value would increase, the owner might decide the cost of hiring an expensive patent lawyer is worth it. Wouldn't every owner like to double that number?

eBook 150

eBook Training Conference Video 150

Abrigo

MAY 2, 2017

Otherwise, you will be scurrying around as you seek solutions for managing the presentations and needs that come up in many different areas such as estate planning, valuations or financing. In a traditional CPA firm, the requests of your clients are what will take you to the next step in delivering additional services.

How To 150

How To Taxes Compliance System 150

PYMNTS

APRIL 10, 2020

Here are a few examples of capabilities that enable our clients to manage unforeseen circumstances related to payments: Clearing options: Providing two or more local clearing options in each major region ensures redundancy if one bank partner is disrupted. These capabilities are never more critical than in volatile times.

Payments 150

Payments Regional Resources US 150

Abrigo

DECEMBER 16, 2016

This includes what the partner has done in bringing in business, managing the firm, servicing and retaining clients and even developing staff. Additional Resources Checklist/practice aid: “ Retiring Well.” eBook: Next-Level Accountants: Your guide to growing a firm of trusted advisors.

Capital 150

Capital eBook Survey Video 150

Abrigo

JULY 18, 2017

The turnover trend at Amazon trickles down from the very top and out through managers to the entire employee base, according to Warrillow. Warrillow offered Jeff Bezos as an example. Employees at Amazon have historically lasted only 18 months on average.

eBook 150

eBook Examples Analysis Apple 150

FICO

MARCH 10, 2022

One of the most interesting takeaways for me is that banks have an opportunity for proactive, personalized customer communication, in the channel of their choice, to provide fraud detection and fraud prevention, as well as to manage fraud cases so that they can be bought to a conclusion more quickly and with a better customer experience.

Fraud 52

Fraud Survey Cards Customer Experience 52

FICO

APRIL 7, 2022

Following the highly successful The 11 Commandments of Digital Banking eBook , we are publishing a series of 5 deeper dive blog posts that group the 11 Commandments below into common themes: Digital lift-and-shift is not a strategy! We are focusing our resources on the number one priority - looking after people.". Respect the data.

Digital Banking 52

Digital Banking Security Fraud America 52

PYMNTS

MARCH 19, 2018

These tactics cast a wide net of fraud over the fleet card industry – from issuers and acquirers to fleet managers, employers and employees themselves. The company’s latest solution, EazyFuel , offers fraud and risk management directly to all players in a fleet card transaction, in addition to payment processing and other capabilities.

Fraud 153

Fraud Cards eBook Data 153

Social Assurance

DECEMBER 17, 2021

Think about where your target audience is at (what are they searching for online, what social media platforms are they on, will they download ebooks or read blogs, do they listen to podcasts, etc.) In fact, 57% of financial marketers said that they used software to manage their content strategy. Most likely not.

Strategy 15

Strategy Branding Marketing Marketing Strategies 15

PYMNTS

APRIL 17, 2020

Businesses learn quickly in a crisis which partners are well-managed and which are not.” The main goal for most is to survive and emerge from the other side of the crisis with enough resources to benefit from the eventual bounceback. Businesses learn quickly in a crisis which partners are well-managed and which are not.

Regional 231

Regional Trends Online Marketing 231

FICO

MARCH 28, 2023

See an illustrated explanation in our Applied Intelligence ebook. Instead of internal teams using different platforms and disparate data to develop, launch and manage separate analytic projects, an applied intelligence platform (sometimes called an AI decisioning platform) provides a collaborative space. Think of it this way.

How To 52

How To Analytics Data Strategy 52

CB Insights

OCTOBER 31, 2017

Title: Juicero can’t “carry forward the Juicero mission” Product: The Juicero Cold-Press Juice “Platform” In order to fulfill our mission, we announced last month that we would shift our resources to focus on lowering the price of the Press and Produce Packs. Title: All Romance eBooks is Shutting Down.

Company 78

Company US San Francisco Capital 78