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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.

Taxes 40
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Finovate Fall 2016 Live Blog – Day 1

William Mills

Visualizing data for trends and market projection, visualize data in different ways. Built a workflow for the bank so the bank can approve payment and see all compliance and tax information. Marketing is headed by Stephanie Barrueto and Product Engineering by Linda Yang. Who is the target market? How safe is this?

Mobile 40