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? Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150

How To Taxes Compliance System 150

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 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

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.

social media 150

social media eBook Taxes Examples 150

Abrigo

MAY 23, 2017

While some believe the fear mongering is overdone, many firms in the accounting profession are nonetheless seeking to move from the kind of backward-looking compliance work (such as tax preparation and auditing) that is increasingly automated. Experts offer numerous tips.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

JUNE 15, 2017

By examining the credits and debits (for payroll, loan or tax payments, supplies purchased or other expenses) within business deposit/savings accounts, JPMorgan Institute determined each business’s cash buffer. “A large share of small businesses in the U.S. Review sources of incoming cash and list all of the one-time and recurring outflows.

Company 150

Company eBook Taxes Industry 150

Abrigo

MAY 3, 2017

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

Analytics Data Examples eBook 150

Abrigo

MARCH 29, 2017

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

Analytics How To eBook Fraud 150

FICO

OCTOBER 26, 2017

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

Taxes Compliance Report eBook 53

Fintech Labs Insights

OCTOBER 3, 2016

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.

San Francisco 18

San Francisco Taxes Lending Colorado 18

CB Insights

OCTOBER 31, 2017

Twenty months of my absence have allowed the “professional” top managers to kill the company using the money of rich oligarchs. Doug Stephens, founder of consultancy Retail Prophet, said the company suffered from having too few managers from the fashion industry and too many from the technology sector. Product: Shoes.com.

Company 78

Company US San Francisco Capital 78