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How CPAs Can Help Loan Officers Assess Business’ Risks, Valuations

NCR

As auditors, we take on a fiduciary responsibility to verify each client’s financial records – their tax returns, income statements and each line of the balance sheet. We also scrutinize revenue projections based on a variety of business and market factors such as consumer demand and the entrepreneur’s go-to-market strategy.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. In real time the tax man received their payment and the waiter has received their tip. He has more than 30 years of experience in financial technology and is a recognized leader in financial and technology marketing.

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