Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. To learn more about taking a unified approach to expanding advisory services, listen to the webinar, “ Expanding Your Firm’s Advisory Services.”

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

APRIL 13, 2017

In addition, the Small Business Administration notes that a lack of available cash or an inaccurate cash flow analysis can affect loan eligibility, which means businesses encounter additional obstacles to growing. Business owners don’t have to imagine the stress that this kind of tight situation can add to operating a business.

eBook 170

eBook Analysis Resources Taxes 170

Abrigo

APRIL 7, 2017

During a recent webinar, titled Calculation v. Results from Sageworks’ poll aren’t completely surprising, considering repeat valuations with the same client aren’t as common as repeat tax work is for, say, tax clients. However, they highlight the pressures facing valuation professionals. Building your valuation practice?

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

Abrigo

SEPTEMBER 20, 2017

A really important estimate Using a number for reasonable compensation that results in a valuation that is too high or too low can cause issues when it comes to alimony payments, gift and estate taxes, regulations, etc., Learn more during the webinar, " Keys to the Never-Ending Search for Reasonable Valuation Compensation."

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Examples Taxes Resources Survey 170

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

JANUARY 11, 2017

In a recent Sageworks webinar, The Rise of the Accounting Entrepreneur , Jason Blumer compared the accounting industry today to that of the past, and explained how accountants today can lead their firms to greater financial success while finding greater personal fulfillment by becoming entrepreneurs. It isn’t what most people think.

Taxes 150

Taxes Compliance How To Innovation 150

Abrigo

OCTOBER 27, 2016

Whether you are performing managerial accounting, financial accounting or tax accounting, your firm can grow by exploring other services that you may be able to provide for each client. Just like you may have a tax solution set up in a box, set up specific solutions to objectives in a “packaged box” for clients.

Taxes 150

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Abrigo

JUNE 10, 2020

Adequately staffed and risk-focused AML resources with good documentation are critical. In the middle of a recession, there can be additional pressure to tighten expenses on cost centers like AML programs. Adequate, risk-focused AML resources are critical. Get adequate resources. Focus BSA/AML resources on risk.

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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. Takeaway 2 In addition to renewable energy, conservation revenue and other revenue sources are also available. Watch Webinar.

Lending 195

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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.

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Abrigo

DECEMBER 25, 2014

Sageworks also has a number of other resources, including helpful checklists, infographics, on-demand webinars and whitepapers, that can help accountants win new clients, retain the best ones and cross-sell additional services. Visit our resources page for more information. Do you miss that busy season high?

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Abrigo

JULY 25, 2017

Read more >> Poll: Top challenge of valuation practices is attracting new clients During a recent webinar, Sageworks polled 275 valuation professionals and found that more than 41 percent recognize their biggest challenge as attracting new clients.

Risk Management 150

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Abrigo

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. Additional Resources Practice Aid: 10 Keys to Growing an Advisory Practice. Coming as no surprise, the data shows 92.2 percent of small firms provide accounting and bookkeeping services and 86.2 Whereas 77.7 Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

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.

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Abrigo

MARCH 31, 2020

Mnuchin on Tuesday announced that in addition to all existing SBA-certified lenders, all federally insured depository institutions, federally insured credit unions, and Farm Credit System institutions are eligible now to participate in the Paycheck Protection Program. SBA lenders, insured depositors, CUs, eligible. Lending & Credit Risk.

How To 195

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Abrigo

SEPTEMBER 1, 2017

In addition, without cultivating relationships with the “right” client, accounting firms are apt to be replaced eventually by competitors – or perhaps even technology. “As Hylan is leading a webinar hosted by Sageworks on Sept. Searching for additional tools? 13: “ How to Build Client Loyalty at Your Firm.” “For

eBook 150

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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. Blog Accountant'

Taxes 191

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Abrigo

MAY 16, 2017

Many CPAs spend the bulk of their careers bearing up under the weight of their tax and compliance workload while bringing in revenues that fall short, given the time and effort invested in a compressed timeframe. Developing predictable revenue streams can help your firm grow in ways you may not have initially thought possible.

eBook 150

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Abrigo

JANUARY 6, 2017

Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Additional resources Webinar replay: Everyday Technology for Everyday Challenges : Free or Low-Cost Tech Solutions to Help Grow Your Firm. Register here.)

Trends 218

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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

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Abrigo

MARCH 10, 2017

In addition, simply being aware of common trouble spots in business valuations may help valuation professionals avoid common slips that might generate professional liability claims. Watch a replay of the free webinar: “ How Valuation Specialists Avoid Professional Liability Claims ” Impaired independence. Ethics Interpretation No.

Video 150

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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.” Analytics can more effectively focus firm resources.

Analytics 150

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Abrigo

AUGUST 3, 2017

Is it reasonable to expect a chef to prepare a gourmet meal when her only resources are dull knives, expired food and an oven that does not heat properly? Nobody runs as many apps at once on a PC as a staff tax preparer.” “One One of the biggest mistakes I see is accountants buying cheap computers.

eBook 186

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Abrigo

JANUARY 23, 2017

There’s a huge opportunity for all of us in the valuation field to assist our owners in valuations and in succession and exit planning,” McDaniel said during a recent webinar hosted by Sageworks. In the process, additional advisory service opportunities may be generated.

Report 150

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Abrigo

MARCH 24, 2023

You might also like this resource: "BSA/AML risk assessment checklist." Analyzing risk factors Risk factor review The following sections provide additional detail and potential questions to aid in analyzing each risk factor as part of the AML/CFT risk assessment. Do you offer services to those without a Tax ID Number (TIN)?

Fraud 195

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Abrigo

FEBRUARY 23, 2023

You might also like this on-demand webinar: "Problem loans: Identifying warning signs and management options" WATCH Takeaway 1 Executive leaders of small community financial institutions face complex issues, including declining deposits. “If Check out our 1071 compliance resources. The result?

Community Bank 195

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Abrigo

SEPTEMBER 26, 2017

Automated solutions can produce the tax returns so CPAs have more time to suggest tax-planning strategies. For example, automated solutions can handle more of the general ledger accounting so accountants have time to identify rising accounts receivable and then make suggestions to the business owner on how to reduce receivables.

Technology 150

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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. Could these models benefit from additional data sources like weather or e-commerce? What forecasting models are stale?

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Abrigo

JULY 3, 2017

In addition to helping accountants meet the requirements of younger business clients, many types of technology tools can help keep clients satisfied concerning quality-of-service needs.

Mobile 150

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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. Cross-selling becomes more complicated, yet it can be successful if the firm dedicates the resources needed.”

Compliance 150

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Abrigo

JUNE 14, 2017

However, Sageworks asked valuation professionals attending a recent webinar to estimate how long most business valuations take their firms. There is no universal answer to how long a valuation should take, because valuation assignments can vary widely. Among more than 260 respondents, almost a third put the number at between 20 and 29 hours.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

MAY 3, 2017

In addition, most auditors already use them in their daily work. Predictive analytics integrate data from various sources (such as enterprise resource planning, point-of-sale, and customer relationship management systems) to predict future outcomes based upon statistical relationships, historical data and regression-based modeling.

Analytics 150

Analytics Data Examples eBook 150

Abrigo

APRIL 20, 2017

Additional Resources eBook: Guide to Audit & Review Best Practices and Pain Points Webinar: How to Increase Efficiency and Minimize Risk in the Audit Process About the Author. Since leaving public accounting, she has been an internal auditor, a tax preparer and a Controller.

Analytics 150

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South State Correspondent

APRIL 24, 2023

In addition, you can limit the tasks so that it only books using Open Table or Delta Airlines (using your login) or by giving it a list of brands to choose from. The application then started to look at, and record, open rates, clicks, and forwards in addition to new deposits. You can name the task and save the agent.

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social media Data Marketing Technology 195

PYMNTS

JANUARY 22, 2018

. “Just think about a standardizing and cutting-edge IT system, and the resources needed to run it.” “It is really who you ask,” said BC Krishna, CEO and founder of MineralTree, in a previous webinar with PYMNTS’ Karen Webster. Penalties would then be due by the company, but also by individual employees.

Management 116

Management Compliance Taxes Marketing 116

Abrigo

DECEMBER 10, 2014

As you prepare for upcoming engagements with your “best” tax and audit clients, be thinking of how you will turn those meetings into opportunities for additional business advisory work once busy season ends. Sageworks has multiple resources for helping you assess your clients’ needs for advisory services.

Meeting 191

Meeting Taxes Industry Strategy 191

Abrigo

FEBRUARY 17, 2016

Jared Johnson, director of business development at BEI, a business management consulting firm and network of exit planning advisors, says mapping out a plan to exit the business can help business owners: • Avoid unnecessary or excessive taxes • Minimize risk during any transition and • Realize the full value of their life’s work.

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Resources Management Survey Taxes 150