Exercises Management Taxes Technology 
Abrigo
JUNE 9, 2016
Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. Technology is also making it easier to scale new advisory services, such as business valuation. Learn more: “ Beginner’s Guide to Providing Business Advisory Services.”
PYMNTS
APRIL 24, 2020
The information security and technology news publication said tricksters, trying to take advantage of vulnerable Americans, have been sending out emails impersonating the Small Business Association’s (SBA) Payment Protection Program (PPP). The COVID-19 pandemic, like other disasters, has created a playground for cybercriminals.
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Insights on Business
MAY 3, 2019
As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. In the past, clients managed their finances in silos. Tailoring specialized content through the use of analytics and AI.
PYMNTS
NOVEMBER 30, 2020
But trying to save some money by getting good advice on the cheap is an exercise in futility, QuickFee CEO Bruce Coombes told Karen Webster in a recent discussion. Consider the example of a business that needs $10,000 of tax work done. The technology to solve this problem is there,” Coombes said.
PYMNTS
NOVEMBER 29, 2017
Payments for goods between suppliers, wholesalers and retail distributors are in cash; payments to employees are in cash; tax payments are in cash; even paying the power company and water bill are contingent on cash. Ralston argued it’s a situation blockchain technology is uniquely well-suited to solve.
South State Correspondent
MAY 31, 2023
Despite that increase in profitability, banks need to be mindful of how they manage their branch and customer base to increase profitability further. Tax, accounting, phone repair, shared office space, coffee, and food spots have all been successfully tried to increase branch traffic like HomeTown Bank (MN) below.
Gonzobanker
MAY 31, 2019
Technology Utilization. Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. This exercise will reveal not only the number of times the same element is rekeyed in disparate systems, but also the number of times these elements may actually increase. Taking Stock.
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