PYMNTS

DECEMBER 10, 2018

While entrepreneurs continue to reflect record-level optimism, their top concerns are increasingly including the tight labor market and the importance of retaining staff in such a climate. “And that’s the way the market economy works, for better or worse.” How did small businesses fare in job growth last month?

Marketing 148

Marketing Data Survey America 148

Abrigo

JULY 15, 2015

The transition from compliance to consulting makes sense: tax season is just that, a “season,” and nearly 60 percent of respondents to a Sageworks survey indicated they saw an increase in total revenue by adding financial services to their accounting practice. The advantage of working capital is obvious to some degree.

Management 150

Management Resources Capital Taxes 150

PYMNTS

AUGUST 20, 2020

Managing cash flow for landlords is already a challenge, according to Manoj Varsani, CEO and founder of U.K.-based As he recently told PYMNTS, traditional financial institutions (FIs) can lack the industry-specific knowledge and product offerings to address landlords’ unique pain points, which go far beyond managing late payments.

Taxes 141

Taxes Management Industry Payments 141

PYMNTS

OCTOBER 8, 2019

This week’s B2B Data Digest dives into the latest surveys of U.S. Hiring continues to be a challenge as business owners not only struggle to find qualified workers in a tight labor market, but find professionals who will help that company achieve its goals. The firm surveyed more than 300 U.S. 76 percent of U.S.

Survey 134

Survey Taxes Data Report 134

PYMNTS

DECEMBER 18, 2018

Technology may be enabling automation in small business (SMB) accounting and financial management, but rather than cutting out the need for human accountants in the field, this tech disruption is supporting a change in the profession. This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant.

Management 134

Management Fintech Tools Technology 134

PYMNTS

FEBRUARY 9, 2019

The latest research from Wells Fargo , Euler Hermes and Intuit finds late payments and market volatility are among the largest reasons why SMBs and larger enterprises struggle with cash flow, a scenario that has its own domino-effect of negative consequences. Fifty-two percent of U.S. The same can be said for 51 percent of U.K. In the U.S.,

Survey 158

Survey Capital Management Taxes 158

PYMNTS

FEBRUARY 8, 2018

If death and taxes are sureties, insurance payments rank up there, as people insure homes and autos and apartments against any number of calamitous scenarios. Only 23 percent of those surveyed are satisfied with the way insurance firms disburse payments — nearly at the bottom of the barrel. In one example, One, Inc.

Taxes 101

Taxes Payments social media Policies 101

PYMNTS

FEBRUARY 9, 2019

The latest research from Wells Fargo , Euler Hemes and Intuit finds late payments and market volatility are among the largest reasons why SMBs and larger enterprise struggle with cash flow, a scenario that has its own domino-effect of negative consequences. 52 percent of U.S. The same can be said for 51 percent of U.K. In the U.S.,

Survey 123

Survey Management America Capital 123

Abrigo

SEPTEMBER 19, 2016

Market research in the U.S. is a $20 billion industry, according to industry-market researcher IBISWorld , indicating that U.S. The good news is that even if your firm isn’t spending substantial amounts on market research, there is a significant amount of information in the marketplace about what business clients want from their CPA.

Taxes 150

Taxes Compliance eBook Resources 150

PYMNTS

JANUARY 2, 2019

Their December 2018 survey found “digital readiness” to be the c-suite’s top priority for 2019, with executives also reflecting their concern that the biggest risks their companies face are intensifying. “The Finance professionals spoke with Gartner, Inc. Its “ Can blockchain revolutionize international trade?

blockchain 201

blockchain North Carolina Survey Analysis 201

PYMNTS

JANUARY 28, 2020

Yet despite improvements in accounting software, cash flow management remains a headache that threatens the very existence of many companies. Survey after survey reflects how large SMBs’ cash flow woes really are. Cloud accounting providers’ focus is on making sure you pay your taxes, and you have your reporting.

Payments 151

Payments Data Survey Management 151

Abrigo

SEPTEMBER 6, 2017

Federal Reserve Small Business Credit Survey The 2016 Small Business Credit Survey from the Federal Reserve states that moving into 2017, small businesses “expressed continued optimism while also reporting trouble making ends meet and accessing credit.” “But one of the most concerning things is the change,” says Brown. “If

Survey 150

Survey Taxes Comparison Fintech 150

PYMNTS

JANUARY 17, 2019

As innovative technologies move down stream, small and medium-sized businesses are poised to benefit significantly from being able to customize a flexible payroll and human capital management (HCM) program. The vast majority of the 35,000 survey respondents told the APA that they get paid via direct deposit, with only 4.3

Capital 173

Capital Tools Survey Management 173

PYMNTS

NOVEMBER 14, 2018

Reports in Business Insider said Square hopes to streamline SMBs’ employee benefits management by adding health insurance and retirement savings solutions into its payroll service, features that could reduce the tax burden on small firms.

Taxes 128

Taxes Guidelines Conference Survey 128

FICO

JANUARY 6, 2022

As credit issuance, account management and collections enter the digital age, the opportunity for innovative experimentation is accelerated and made more complex by the wide range of data and decision points a digital platform enables. The importance of this was shown in a recent FICO survey. The Pillars of Experimentation.

Management 52

Management social media Customer Experience Strategy 52

PYMNTS

MARCH 16, 2018

Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. Because APIs facilitate integration between two services, the technology allows FinTechs to innovate in their niche markets, rather than attempting to be a jack of all trades. “I

Risk Management 134

Risk Management Survey Management Fintech 134

PYMNTS

APRIL 30, 2018

Fifty-two percent of SMBs predict business payments will be digital within the next five years , said Bank of America, while mobile phones are used by nearly all small business owners today – 89 percent say they use smartphones and other mobile devices to manage their business and operations like basic tasks, digital banking and digital payments.

Taxes 144

Taxes America National Community 144

ABA Community Banking

OCTOBER 1, 2019

Heated competition for bank funding is an increasingly important focus for community bank leaders, according to an annual survey released today by the Federal Reserve, the FDIC and the Conference of State Bank Supervisors. The post Survey Finds Cost of Funds Top of Mind for Community Bankers appeared first on ABA Banking Journal.

Survey 49

Survey Community FDIC Community Bank 49

PYMNTS

SEPTEMBER 25, 2019

Project managers and construction workers often have to manage their funds, operating budgets and other related expenses themselves, and losing track of any of these components can increase the time to project completion and final costs. A lack of access to spend management tools can add further delays and expenses.

Tools 108

Tools Management Software Training 108

PYMNTS

JANUARY 27, 2020

Market forces (and, some would say, unabashed corporate greed) repurposed legions of former full-timers into a virtual army of self-employed free agents. On that score, these newly minted SMBs need fast, scalable solutions that help to manage risk and are easy to use. In It for the Money .

Software 220

Software New York Taxes Compliance 220

PYMNTS

FEBRUARY 21, 2020

With direct marketing hit by robocall abuse and the National Do Not Call Registry , direct-to-consumer (D2C) brands and other not-so-usual suspects are looking into and in some cases reinstating door-to-door sales. We want to ensure taxpayers know their options to get right with their taxes and avoid bigger issues later.”.

Taxes 141

Taxes Boston Florida Course 141

PYMNTS

APRIL 20, 2016

The world of corporate treasury management has of late had to focus especially hard on the management portion of the job description. And with good reason, as a slew of regulations, spanning Dodd-Frank, Basel III and the money market Rule 2a-7 reform, have kept treasurers on their toes mastering the devils that lie within the details.

Taxes 100

Taxes Regulation Management Marketing 100

PYMNTS

SEPTEMBER 6, 2017

The company’s latest 2017 Global Corporate Treasury Survey was recently published, and it’s not surprising that, since its 2015 report, Deloitte found that treasurers continue to face new pressure from their executive committees and boards to become a strategic, value-added role within the enterprise. Technology Tripping Up Treasury.

Risk Management 108

Risk Management Survey Management System 108

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. Has it been communicated to management? Do you have one? Is it documented?

San Diego 150

San Diego Taxes Survey Video 150

PYMNTS

MARCH 2, 2020

Late payments are a reflection of a broader challenge in B2B payments: Large corporate buyers can wield their market power with small suppliers that lack leverage to negotiate faster payment terms. Sixty-three percent of small business owners taught themselves how to manage invoicing and taxes , a new report from the U.K.

Payments 143

Payments Report Training Regulation 143

PYMNTS

NOVEMBER 29, 2018

Key to their Open Banking plans are their corporate clients, according to new research from Accenture , which surveyed more than 750 executives across global banks, large corporations, and small- to medium-sized businesses (SMBs). KPMG and 3GEM announced their own report earlier this week, which surveyed 1,000 U.K.

Survey 140

Survey Data Taxes Innovation 140

PYMNTS

NOVEMBER 30, 2020

But Coombs added that many entrepreneurs don’t have a choice, because costly professional services from accountants, lawyers, marketing firms or the like is often more than small businesses want to pay for (or can even afford to). Consider the example of a business that needs $10,000 of tax work done.

Payments 192

Payments United States Taxes Exercises 192

PYMNTS

NOVEMBER 13, 2018

In other scenarios, FinTech firms are hoping to use APIs to fill market gaps left by what bank account data alone can’t do — as initiatives like PSD2 and Open Banking have, in some ways, highlighted the shortcomings of bank data. “It works on something called a complete record. .” In the U.S.,

Data 184

Data Fintech Mobile Analysis 184

PYMNTS

JANUARY 24, 2020

The Deloitte CFO Signals Survey was released earlier this month, and researchers found nearly all chief financial officers at large U.S. For SMBs in need of short-term labor for a marketing project or equipment installation, gig workers can be immensely beneficial, he said. corporations expect the U.S.

Survey 130

Survey System Capital Management 130

PYMNTS

MAY 6, 2019

on Monday (May 6), banks and financial service providers are releasing troves of new data on how small businesses are managing money and preparing for growth. Fifty-four percent of small firms surveyed by TD Bank expect revenue to increase , a 2 percent increase from this time last year, the bank said.

Survey 115

Survey America Analysis Data 115

Abrigo

NOVEMBER 13, 2023

Read the 2023 Loan Review Survey results for expert analyses of emerging trends WATCH WEBINAR Takeaway 1 Annual loan review is separate from covenant testing and underwriting, but many banks conflate these processes. Make sure to look at lien perfection, tax payments, and insurance. You don’t want to be in that situation.”

Analysis 195

Analysis Lending System Survey 195

PYMNTS

MAY 18, 2017

Robo-advisors are online portfolio management solutions relying on computer algorithms to manage client investments with little human involvement. Because robo-advisors’ decision-making is carried out by computer algorithms, they cost considerably less than a human-managed service. A survey conducted last year of 1,018 U.S.

Survey 101

Survey Management Digital Banking Taxes 101

PYMNTS

SEPTEMBER 9, 2019

billion a year from a widespread legal sports betting market, largely as the result of increased fan engagement, and data from this survey show that bettors are more likely to engage with the league, its media partners and with other fans,” the trade group said. Lack of confidence will lead to lower tax revenues.”.

Innovation 137

Innovation Payments Taxes User Experience 137

PopularBank

APRIL 15, 2021

In a 2019 survey conducted by MyBankTracker , respondents in the U.S. At the onset of the pandemic, the market experienced extreme volatility, with the S&P 500 index falling 34%. Tax planning. The education planning process empowers you to frame savings goals, timelines and tax-advantaged plans (e.g.,

Taxes 97

Taxes Strategy Study Survey 97

PYMNTS

SEPTEMBER 12, 2019

A recent survey of decision-makers from financial institutions (FI), investment firms and asset management and insurance companies found that many are choosing to proactively ramp up their defenses rather than potentially running afoul of regulations or paying heavily for failing to stop crime. A report found that the U.S.

cryptocurrency 116

cryptocurrency Regulation Compliance blockchain 116

PYMNTS

JANUARY 23, 2017

New research from the realms of supply chain management, financial services and SMEs uncovers how businesses today are approaching risk mitigation and which threats are instilling the most fear. That’s according to SAP SuccessFactors and Oxford Economics, which surveyed 4,100 FinServ executives across markets.

Survey 100

Survey Taxes Groups Analysis 100

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