Abrigo

JUNE 8, 2022

You might also like this webinar, "Elder Financial Exploitation – The Hidden Crime." EFE frequently occurs without the explicit knowledge or consent of a senior or disabled adult, and can deprive them of vital financial resources for their future needs. Model Risk Management: Regulatory Priorities and Best Practices. Learn More.

Training 195

Training Fraud National Resources 195

Abrigo

FEBRUARY 10, 2021

You might also like this webinar, How the 2021 Roadmap for Producers will Influence Ag Lending. Takeaway 1 To make their land more profitable, farmers are taking advantage of renewable energy resources. Land value At the end of the project, all that farmers and ranchers have left are land value and soil management.

Lending 195

Lending West Virginia Resources Operations 195

Abrigo

NOVEMBER 7, 2016

Tolin, who recently led a Sageworks webinar for accountants on launching new services, noted that the Oreo cookie has been around for many decades, and it has probably been in the mature stage of its life cycle for a while. Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. How do I innovate?

Taxes 170

Taxes Innovation Examples Case Study 170

Abrigo

FEBRUARY 23, 2023

Relationship focus helps CFIs Small banks can leapfrog competitors and better serve their communities by combining their unique advantages with smart management and partnerships. Declining deposits, higher cost of funds, and ever-increasing competition are just a few challenges these executives are managing. The result?

Community Bank 195

Community Bank Kansas City Community Lending 195

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. Nearly 150 webinar participants answered this question in the informal poll.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

JUNE 10, 2020

Adequately staffed and risk-focused AML resources with good documentation are critical. Adequate, risk-focused AML resources are critical. Get adequate resources. You must find a way to get the resources, and I think that message is coming around loud and clear these days.” Focus BSA/AML resources on risk.

Resources 195

Resources Regulation Compliance Policies 195

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. Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

SEPTEMBER 6, 2017

In a recent Sageworks webinar, “Best Practices for Automating Simple Member Business Relationships,” Vice President of Strategy at Sageworks Peter Brown discusses ways to improve borrower satisfaction. People want money - that is why borrowers come to you.

Survey 150

Survey Taxes Comparison Fintech 150

Abrigo

AUGUST 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

Abrigo

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. As described in the Journal of Accountancy’s Consulting services can grow your firm—if managed properly , this trend of moving towards consulting services exemplifies the new strategy many accounting firms have adopted. Whereas 77.7 Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

Abrigo

MARCH 29, 2017

Since leaving public accounting, she has been an internal auditor, a tax preparer and a controller. She shared her expertise in a recent Sageworks webinar, “ How to Increase Efficiency and Minimize Risk in the Audit Process.” The goal is to do less work while managing an appropriate level of risk.

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

SEPTEMBER 26, 2017

Other technology, such as customer relationship management (CRM) solutions, such as Salesforce, make it easier to manage engagements, track action items and market new services to existing clients. Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies.

Technology 150

Technology eBook Taxes Meeting 150

Abrigo

DECEMBER 23, 2015

It’s common knowledge that clients need tax returns or financial statements completed and submitted in a timely manner. It’s also well known that the information derived from these resources can be crucial in strengthening a client’s ability to reach their goals.

Compliance 150

Compliance Taxes Resources Management 150

Abrigo

OCTOBER 17, 2014

Business clients see their accountant as a trusted resource with the knowledge and expertise to help them improve their business and avoid pitfalls. Providing business valuations is a type 2 service, or a higher-level engagement beyond traditional accounting, auditing and tax services. 21 at 1 p.m. 21 at 1 p.m. Here are four: 1.

Taxes 191

Taxes How To Training Resources 191

Abrigo

MARCH 10, 2017

Professional liability claims against CPAs for valuations aren’t as frequent as claims made against accountants for tax-related services, but valuation-related claims tend to involve larger dollar amounts, according to John Raspante, director of risk management for the North American Professional Liability Insurance Agency LLC, or NAPLIA.

Video 150

Video Taxes Industry Risk Management 150

Abrigo

SEPTEMBER 1, 2017

Retaining the “right” clients for your accounting firm and taking the time to develop loyal relationships with those clients should be a high priority, according to practice management consultant Charles Hylan. Hylan is leading a webinar hosted by Sageworks on Sept. 13: “ How to Build Client Loyalty at Your Firm.”

eBook 150

eBook How To Technology Tools 150

Abrigo

MARCH 24, 2023

You might also like this resource: "BSA/AML risk assessment checklist." Step two Identify inherent risk vs. residual risk Inherent risk is any activity or factor posed to the credit union, notwithstanding applying any management or risk mitigation tools. plying any management or risk mitigation tools.

Fraud 195

Fraud Compliance Examples Analysis 195

Abrigo

JUNE 14, 2017

However, Sageworks asked valuation professionals attending a recent webinar to estimate how long most business valuations take their firms. Some technology allows valuation work to be annotated and color-coded by users for better workflow trails and improved project management. Learn More ».

eBook 150

eBook Software Guidelines Technology 150

Abrigo

MAY 3, 2017

subject to management discretion are usually more predictable than relationships involving transactions that are subject to management discretion. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller. Relationships involving transactions that are not.

Analytics 150

Analytics Data Examples eBook 150

Abrigo

JANUARY 21, 2016

In recent ProfitCents webinars, attendees were asked what barriers were holding their firm back from offering advisory services. Time has always been one of the most limited resources for CPAs. As the old adage goes, why reinvent the wheel when the wheel helps pay the bills and keeps my manager/partner/board members happy?

Compliance 150

Compliance Resources Comparison Industry 150

Abrigo

FEBRUARY 17, 2016

However, this process will be a new experience for most owners, since chances are, they’ve never tried to exit a business before, according to a 2014 survey of North American business owners by the Business Enterprise Institute (BEI) , a business management consulting firm and network of exit planning advisors. A strong management team.

Resources 150

Resources Management Survey Taxes 150

South State Correspondent

MARCH 28, 2024

The breadth of these programs is massive and combines grants, tax credits, production incentives, tax relief, and private investment stimulus. This is all on top of the tax benefits, such as the Employee Retention Credits businesses still claim have yet to be dispersed. There are lots of details and breadth in these programs.

America 195

America Strategy Taxes Community 195

MyBankTracker

JULY 6, 2020

It’s a great choice if you’re a DIYer, want a robo-advisor or need portfolio management. Fidelity is good for… Investors who want low-cost trading options Individuals who want to invest with fractional shares People who want to invest with a robo-advisor Investors who need a managed portfolio option. Pros Cons. $0

Online 52

Online Taxes Management Tools 52

MyBankTracker

JULY 6, 2020

It’s a great choice if you’re a DIYer, want a robo-advisor or need portfolio management. Fidelity is good for… Investors who want low-cost trading options Individuals who want to invest with fractional shares People who want to invest with a robo-advisor Investors who need a managed portfolio option. Pros Cons. $0

Online 52

Online Taxes Management Tools 52

PYMNTS

MARCH 1, 2018

The package must include the laundry list of financial records lenders want to review: balance sheets and financial statements, bank statements, tax returns, accounts payable and receivable and details about the vendors on those lists, as well as details about outstanding loans and tax returns. It Will Happen – Not If, But When.

Data 101

Data Lending Taxes Innovation 101

FICO

JUNE 16, 2022

In order to deal with the rising cost of living and other challenges, anyone managing collections portfolios and effective debt recovery strategies needs these capabilities. Variables include a host of multiple factors including available assets, financial morality, debt servicing obligation and resourcefulness. by Bruce Curry.

Meeting 52

Meeting Analytics Strategy Data 52

Abrigo

APRIL 19, 2022

You might also like this webinar on assessing global cash flow. Analysts must dig for potential indirect demands on resources that could prevent the borrower from repaying as agreed,” says Heath. Watch the webinar. Avoid common mistakes in your global cash flow analysis Get proficient in your global cash flow analysis efforts.

Analysis 195

Analysis Taxes Lending Examples 195

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195

Filene

APRIL 4, 2016

These resources will help us bring access to fairly priced financial products for many of the 50 million underbanked Americans. In addition to helping small business owners receive critical funding, this program includes training on business essentials such as setting up point-of-sale terminals, paying taxes, and managing receivables.

Lending 28

Lending Community Data Washington 28

South State Correspondent

APRIL 24, 2023

Since it still was not done with its task, it made a further refinement by looking at every customer’s domicile, pulling the state’s incremental tax brackets, and then customizing the email (below). The application changed the subject line again to “Take Advantage of Tax-Free Savings: Increase Your Health Savings Account Contribution.”

social media 195

social media Data Marketing Technology 195

Abrigo

MARCH 31, 2020

15 and verify the borrower had employees for whom they paid salaries and payroll taxes. For more information on the Paycheck Protection Program and how to manage through it, visit Abrigo’s CARES Act and Paycheck Protection Program Resources page, and register for Friday’s webinar, “ SBA Lending: What’s Going On and How Abrigo Can Help. ” .

How To 195

How To Lending Illinois System 195

Cisco

OCTOBER 2, 2020

Earnings Before Interest, Taxes, Depreciation, and Amortization (“EBITDA”) is a metric used to evaluate a company’s operating performance and how much profit they’re bringing to the bottom line. The economic volatility brought on by COVID-19 has impacted EBITDA across the Financial Services sector.

Analytics 129

Analytics Data Leadership Strategy 129

Abrigo

JULY 25, 2017

It can also be a great time to read professional development material dispensed in manageable doses. Read more >> Sageworks has additional resources for business valuation professionals looking to generate firm growth or explore best practices.

Risk Management 150

Risk Management Video Taxes Resources 150