PYMNTS

NOVEMBER 14, 2018

Corporate treasurers say they remain fairly unconcerned about global trade tensions and incoming interest rate hikes, and have not changed their payments practices as a result of these issues, according to a new survey from Dun & Bradstreet. D&B published its report on Tuesday (Nov.

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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

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PYMNTS

AUGUST 1, 2018

A new survey from K2E Canada suggests small business accountants understand that technological disruption is a major challenge, yet few are addressing the issue. Specifically, workflow management is the area in which technology may be most disruptive for the profession in the coming years.

Technology 101

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PYMNTS

DECEMBER 15, 2017

A new survey from Citizens Bank explores how mid-market CFOs in the U.S. 14), Citizens Commercial Banking released the results of its newest survey, which examines input from 300 CFOs at companies with between $25 million and $2 billion in annual revenue. . In an announcement Thursday (Dec. ”

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Abrigo

JANUARY 6, 2017

The thing about databases is they’re siloed and they’re generally centralized, and they’re owned and managed by someone who has unilateral editorial rights. Some 90 percent of respondents in the Future of the Cloud Computing Survey reported they use the cloud in some way. Cloud computing has implications for accounting firm growth.

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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.

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PYMNTS

MARCH 14, 2019

The two published their newest “ Treasury Perspectives ” survey this week, a report that polled corporate treasurers and finance executives about their plans and economic outlook. The 340 survey respondents, based mostly in North America and Europe, revealed their rising concerns over political gridlock in the U.S.

Fraud 115

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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

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PYMNTS

DECEMBER 18, 2017

According to Patrick Gauthier, vice president and general manager of Amazon Pay, even travel experiences benefit from Alexa’s help. 20,000 | Cryptocurrency bitcoin finally managed to break the barrier after all, reaching a value of more than $20,000 per coin before the end of 2017. Of those, only 3.35 Of those, only 3.35

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Cisco

APRIL 26, 2022

Their goal is to move beyond tax-related services to deliver a holistic financial services platform to small businesses and their employees, inclusive of banking services. A recent global survey of bank executives by The Economist Intelligence Unit highlights AI’s anticipated impact on competitiveness. Customer Value.

Big Data 148

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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

PYMNTS

MARCH 16, 2018

Remlinger, Project Manager — Solutions for Business at foreign exchange technology firm OANDA. For OANDA, that means developing a robust foreign exchange (FX) management solution for corporate treasurers — only the company isn’t targeting treasurers directly with the tool. Certainly regulations like PSD2 and the U.K.’s

Risk Management 134

Risk Management Survey Management Fintech 134

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

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PYMNTS

APRIL 23, 2019

Financial management is mission-critical to the health and vitality of small business (SMB), but it’s also one of the most difficult tasks for entrepreneurs and business owners that may have the skills to launch new products or services, but lack the accounting expertise to handle the numbers.

Fintech 154

Fintech Taxes Capital Analysis 154

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

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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. These small firms average less than 10 employees and revenue values below $600,000. Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

MAY 29, 2019

The firms revealed plans to pool their resources and industry expertise to broaden small business lending operations and add equipment financing to the BitX Funding platform. Pelagic operates as a direct lender as well as a collaborator with dealers to help small businesses obtain non-bank equipment financing.

Capital 128

Capital Lending Taxes Analysis 128

PYMNTS

FEBRUARY 21, 2020

The IRS is committed to fairness in the tax system, and we want to remind people across all income categories that they need to file their taxes,” said Paul Mamo, director of collection operations for the agency’s small business and self-employed division. The Do Not Call Registry is not the only factor in play.

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Taxes Boston Florida Course 141

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

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PYMNTS

MAY 9, 2019

Operational pain points are often not addressed until they have to be addressed, then, because of that neglect, they suddenly require all sorts of investments in terms of time and money. I think, naturally, companies put more attention on customers, and receiving revenue from those customers, than they do on managing payments to suppliers.

Resources 177

Resources Management Payments Operations 177

PYMNTS

SEPTEMBER 19, 2019

Cash management becomes a continuous process, throughout the business day. To that end, said Ron Chakravarti, Treasury Advisory Group head at Citi, the role of the treasury management team in optimizing cash on a day-to-day basis is changing as real-time operations (and payments) increasingly command attention.

Management 116

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PYMNTS

APRIL 1, 2019

Companies are also turning to digital marketplaces to tap into workers’ expertise while lowering operating costs. . A December 2018 survey from Connect Solutions found that this kind of remote employment offers perks for both workers and employers. Digital onboarding in the gig economy . percent being paid instantly.

Payments 183

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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. Small businesses are notoriously not that strategic about looking at cash flow, whether managing receivables or payment terms, or making sure they don’t have outstanding balances,” Woloszczuk said.

Survey 130

Survey System Capital Management 130

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.

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PYMNTS

MARCH 2, 2020

nearly doubling to more than $29 billion last year, the FSB said small businesses are seeking lending to manage their cash flows disrupted by unpaid invoices. Sixty-three percent of small business owners taught themselves how to manage invoicing and taxes , a new report from the U.K. operations.

Payments 143

Payments Report Training Regulation 143

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.”. Digital Wallets.

Innovation 137

Innovation Payments Taxes User Experience 137

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. Perform documentation in a centralized operations function so controls are in place to generate exceptions.

Analysis 195

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PYMNTS

MAY 19, 2016

National Small Business Week has come and gone, but challenges of operating a small business are evergreen. And as the size of the company gets smaller, problems like cash flow management often get bigger. The Association for Enterprise Opportunity found that 92 percent of companies in the country operate with five or fewer people.

Survey 100

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Abrigo

OCTOBER 25, 2014

Technology provider The Sleeter Group recently surveyed small- and medium-sized businesses about why they left their accountant, and the top reason was because the accountant gave only reactive – rather than proactive -- advice. “When they think of their accountant, they think of taxes,” he says.

Taxes 284

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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. Leading the challenges for bankers responding to this year’s survey are increasing loans (56.1%) and increasing earnings (54%). What changes will 2022 bring?

Community Bank 144

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TrustBank

APRIL 26, 2021

The Washington Long-Term Care Program is the nation's first public state-operated long term care insurance program. percent payroll tax on all employee wages, beginning January 1, 2022. Is There a Cap on the Amount of Wages That Are Taxed? Which Employees Are Subject to Tax/Premium Collections? 04, will be funded by a 0.58

Washington 64

Washington Taxes Idaho Oregon 64

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

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Abrigo

DECEMBER 30, 2016

Even if you are among the many people who fear public speaking more than they fear death, chances are that you will be required to present financials to clients or managers at some point in the coming year. Furthermore, sub-par financial presentations can actually lower your perceived value by clients or managers.

Taxes 170

Taxes Data Analysis Examples 170

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

JULY 6, 2020

34 percent of furloughed employees were asked to commit furlough fraud , according to a survey from U.K.-based The number of businesses that reported an increase in BEC attacks targeting their operations increased by 36 percent. based Crossland Employment Solicitors. ” The U.K. 200 percent more BEC scams hit U.S.

Fraud 148

Fraud Missouri California Report 148

PYMNTS

JUNE 2, 2016

APEX Analytix , which focuses on supply chain management and optimizing the use of working capital, late last month announced the newest release of its FirstStrike SmartVM, which is software geared toward sourcing, scrubbing and simultaneously cleaning data that flows across corporate clients’ transoms about their suppliers.

Data 100

Data Analytics Fraud Taxes 100

Abrigo

OCTOBER 18, 2016

Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager. Financial information is used to explain current circumstances and to justify future plans.

How To 150

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