FICO

JANUARY 22, 2020

We recently conducted a survey with banks in the region and found that 4 out of 5 (78 percent) have seen their fraud losses increase. The survey bore this out with 40 percent of banks in FICO’s survey naming social engineering as the number one fraud concern when it comes to real-time payments. by Dan McConaghy.

Survey 52

Survey Fraud Payments Regional 52

PYMNTS

APRIL 24, 2020

The survey said that 35 percent of respondents expect to hear communication from the IRS by email, despite years of warnings from the IRS and law enforcement agencies that the tax agency will never email an individual about their tax filing.

Taxes 159

Taxes Exercises Security Study 159

PYMNTS

MARCH 27, 2018

How to separate the episodic from full-on stress? Asked Webster, is the aforementioned 50 percent in such straits because people do not understand how to save money? Sixty percent of those same employees indicated in our survey that since joining the FinFit platform, they no longer use such financial products.

Taxes 101

Taxes United States Lending System 101

Abrigo

MAY 5, 2017

Instead, applicants have more gripes about the process they encountered at financial institutions than about the financial aspects of their transactions, according to the 2016 Small Business Credit Survey by the Federal Reserve. Borrowers want as much information as possible on the website so they can easily determine how to apply,” he said.

Survey 150

Survey Online Lending Taxes 150

Abrigo

JANUARY 18, 2016

How an electronic tax return reader provides more time for advisory services As accountants and their staff scramble to complete client W-2s and 1099s to meet other deadlines related to the start of tax season, it’s hard to see an end to the crazy schedules.

Taxes 150

Taxes Meeting Analysis Data 150

PYMNTS

DECEMBER 18, 2017

The voice-activated assistant can use context to anticipate what everyday users might need or want to do, and then offer helpful suggestions on how to get those things done. 50 percent | Portion of North American CFOs who believe large companies will benefit the most from tax reform, according to a CNBC survey. Of those, only 3.35

Bitcoin 100

Bitcoin Data Taxes cryptocurrency 100

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? At the same time, owners obviously have unmet needs related to growing their companies.

Taxes 191

Taxes Survey Technology Comparison 191

Abrigo

OCTOBER 9, 2014

Everyone in the banking industry seems to be asking the same question these days: How can we facilitate growth? We can find answers in the August Bank Director’s 2014 Growth Strategy Survey , which asked executives from banks of all sizes across the United States about their growth strategies for the next 12 months. Blog Bank'

Community Bank 236

Community Bank Strategy Community Survey 236

PYMNTS

FEBRUARY 20, 2020

such as non-operating nest income, income tax benefit and expense, and more. By excluding those values, Green Dot believes it can provide value to investors, regarding trends in the overall nature of finances and how its operation is going. The company also reported non-GAAP total operating revenues of $238.4

Report 130

Report Operations Taxes Study 130

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. percent provide tax preparation services. percent provide tax preparation services. Johnston, Leslie Garrett, PhD and Brian Tankersley, presented the focus areas of small accounting firms.

eBook 220

eBook Compliance Taxes United States 220

Abrigo

MARCH 23, 2017

Unlike traditional accounting services (such as tax preparation and audits) that some clients need each year, valuations are often performed to meet a one-time need triggered by situations such as a shareholder dispute, a divorce settlement or a bankruptcy. How would you describe your transition plan? Do you have one? Is it documented?

San Diego 150

San Diego Taxes Survey Video 150

Abrigo

OCTOBER 17, 2014

Many of those clients will be facing major life and business decisions in the near future as they approach retirement age, presenting a unique opportunity for accountants to assist them through services that go beyond tax preparation. Join “ How to Prepare for Booming Growth in Valuation Services ” on Oct. 21 at 1 p.m.

Taxes 191

Taxes How To Training Resources 191

Abrigo

JULY 17, 2017

While accountants express the desire to generate a large share of firm revenue from providing advisory services , survey data has shown that many firms derive very little revenue from the types of value-added, consultative services that comprise advisory. Recognize that there are set stages in the way you approach these services,” he says.

Honolulu 150

Honolulu Taxes eBook Leadership 150

PYMNTS

MAY 29, 2019

“We understand the hard asset side of the business, what it takes to get transactions closed and how to get to the ‘yes.'” ” Their press release noted that eight out of 10 companies lease equipment to optimize cash flow, obtain tax advantages and gain protection from equipment obsolescence.

Capital 128

Capital Lending Taxes Analysis 128

Abrigo

JUNE 15, 2017

How much cash is enough to meet the vital needs of a business? A survey by the JPMorgan Chase Institute found that cash balances vary dramatically across industries, but in many cases, cash is scarce enough that the typical small business has little room for error. “A A large share of small businesses in the U.S.

Company 150

Company eBook Taxes Industry 150

PYMNTS

MAY 23, 2017

Written in conjunction with Forbes, the report, which surveyed C-Suite executives from U.S. According to TMF, just 12 percent of survey respondents cited decreasing operational costs and boosting cost efficiency as their top motivation behind exploring international markets. businesses?” firms explored cross-border markets.

US 100

US Compliance Taxes Trends 100

PYMNTS

MARCH 16, 2018

Research released last year by Deloitte in its Global Corporate Treasury Survey 2017 found foreign exchange risk management remains a key function for treasurers. More than 50 percent of treasurers surveyed said FX volatility is a challenge, and Remlinger said this trend will continue to press service providers for more advanced solutions.

Risk Management 134

Risk Management Survey Management Fintech 134

Abrigo

APRIL 27, 2016

With so many accounting firms wrapping up tax season and looking to other engagements in the year, it’s the ideal time to redouble efforts to be the trusted advisor your business clients want. Download a complimentary one-page guide, “ Before and After Tax Season: How to Increase Revenue and Add Value? ”

Taxes 150

Taxes Analysis Examples Technology 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.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

JANUARY 19, 2016

In the AICPA’s 2013 Forensic and Valuation Services Membership Top Issues Survey , bringing in new clients was the top issue among CPAs in firms ranging from sole practitioner to large full-service public accounting firms and in forensic and valuation specialty practices. Winning new business is of primary concern to valuation professionals.

Taxes 150

Taxes Regional Compliance Survey 150

Abrigo

SEPTEMBER 1, 2017

“As blockchain technology starts to take front stage, as tax technology and cloud computing and other pieces of technology are doing what an accountant has typically done, our need to provide differentiated services is increasing, and is increasing dramatically,” according to Hylan of The Growth Partnership. Searching for additional tools?

eBook 150

eBook How To Technology Tools 150

PYMNTS

MAY 19, 2016

Nearly all of the micro-business owners surveyed by Invoice2go, which provides eInvoicing solutions for micro-firms and freelancers, said the control of being able to work for themselves is a definite benefit to owning and operating a micro-business. That doesn’t mean freelancers are always sitting pretty, however.

Survey 100

Survey Resources Training Operations 100

PYMNTS

MARCH 2, 2020

Sixty-three percent of small business owners taught themselves how to manage invoicing and taxes , a new report from the U.K. the survey of 1,000 SMBs suggested that the self-taught method isn’t helping with the U.K.’s Conducted by takepayments Ltd.,

Payments 143

Payments Report Training Regulation 143

Abrigo

NOVEMBER 13, 2023

Streamline your annual review process Which loans need them, what processes to avoid, and how to save time working with borrowers' complex credit needs. Make sure to look at lien perfection, tax payments, and insurance. You don’t want to be in that situation.” Profitability analysis.

Analysis 195

Analysis Lending System Survey 195

PYMNTS

JULY 22, 2020

billion adjusted pre-tax loss for the June quarter on a revenue drop exceeding $11 billion compared to 2019. PYMNTS’ report series Navigating the COVID-19 Pandemic , based on periodic surveys of thousands of U.S. United lost more than $1.6 Ditto Delta , which logged a $3.9 percent decline to $19.4 Why People Won’t Fly.

Taxes 130

Taxes Report Survey Trends 130

Abrigo

APRIL 16, 2015

They may view successful technology integration solely as a way to assist the business rather than as a way propel it, according to recent research from Wolters Kluwer, CCH, a global information services and publishing company that works with tax and finance professionals. But other firms view technology as much more.

Technology 150

Technology Referral Marketing Survey Michigan 150

Abrigo

MARCH 25, 2015

According to valuation and forensic specialists queried in the 2014 AICPA Survey on International Trends in Forensic and Valuation Services , two recent and potential sources of business-valuation demand are shareholder/partner disputes and marital dissolutions (family law/matrimonial disputes). Kennedy Jr.,

Survey 150

Survey Guidelines Chicago Taxes 150

PYMNTS

SEPTEMBER 25, 2019

They can also use such offerings to gain a deeper understanding of labor and supply costs, taxes and overall profit margins. Firms that adopt such solutions must train managers and other workers on how to use them, a process that requires recalling workers from job sites and making them sit in offices for training.

Tools 108

Tools Management Software Training 108

Abrigo

DECEMBER 30, 2016

Number dumping Surveys and executives consistently point to the use of excessive data in presentations as aggravating. Number dumping is understandable, given how easy PowerPoint makes it to generate slides with all of the information anyone could ever need. In other words, by the end of the analysis, most of the report is pre-written.

Taxes 170

Taxes Data Analysis Examples 170

Abrigo

DECEMBER 5, 2014

Survey after survey, including a recent one by Accounting Today , finds this to be among the top issues keeping accountants awake at night. Whether your accounting firm is small, medium or large, one of the biggest issues you’re facing is attracting and retaining clients. ” Blog Accountant'

Survey 170

Survey Industry Marketing Taxes 170

PYMNTS

JUNE 10, 2020

Beyond the challenges of the pandemic that is forcing businesses to grapple with all manner of operating challenges, tax complexity has been building over the years on a global stage — and it’s only going to increase. When we surveyed our customers, we saw that close to 70 percent were looking to make the transition in the next 12 months.

Taxes 131

Taxes South Dakota Software Compliance 131

South State Correspondent

OCTOBER 20, 2022

Figure out how to fix the critical path of problems to improve time-on-task. Innovative banks not only provide quick tutorials upfront during the onboarding process but have pre-built customer journeys that follow up with automated educational material around anticipated events such as month-end reconciliation or tax time. The result?

Policies 195

Policies Training Customer Experience Examples 195

Abrigo

NOVEMBER 13, 2014

Let’s face it: business owners need accountants for more than taxes alone. And they desire guidance on how to plan for the future – both in their business and in their personal finances. Leveraging technology to improve your client relationships makes sense from an efficiency standpoint.

Technology 220

Technology Strategy Data Report 220

Jeff For Banks

JUNE 11, 2018

Such as having a real estate taxes savings account. Perhaps lease part of the branch to a CPA or a small insurance agency or something that tends to serve the same customers you are targeting to recoup some of the build-out and real estate taxes that come with a larger branch. Still a 78 basis point beta.

Taxes 60

Taxes Compliance Survey National 60

Independent Banker

DECEMBER 31, 2021

Independent Banker ’s annual Community Bank CEO Outlook survey reveals how community bank leaders plan to leverage today’s deposit-laden banking environment to grow this year. How long is your to-do list? Several things were not much of a concern at all for bankers in the survey. By Katie Kuehner-Hebert.

Community Bank 144

Community Bank Community Lending Louisiana 144

Abrigo

MARCH 31, 2015

Unlike many traditional accounting services, such as tax preparation and auditing, valuation work is often a one-and-done kind of engagement. A recent AICPA survey found that 87 percent of them consider the task extremely to somewhat important. Blog Accountant Valuation'

Marketing 150

Marketing Meeting Case Study Course 150

FICO

FEBRUARY 27, 2019

Silicon Valley analytics firm FICO recently conducted a survey with regional banks and found that more than 90 percent of them fear they or their peers, may risk inadvertently facilitating the next money laundering scandal. Asian Money Laundering Scandals: How To Stop Them. How APC Will Fight Financial Crime in Panama.

Compliance 45

Compliance Regional Survey Analytics 45