Abrigo

OCTOBER 28, 2015

Likewise, accountants each year experience a tax season that requires detailed planning and precise execution. One way to organize those efforts as tax season approaches is to think of your planning in terms of three general areas: capacity, communication and conclusion.

Taxes 150

Taxes Meeting Software Examples 150

Abrigo

FEBRUARY 26, 2015

While tax accountants may not be able to see the light at the end of the busy season tunnel yet, the spring is sure to come. If your firm has already begun post-busy season planning, partners and managers have likely touched on shifting into consultant mode during the coming weeks. Blog Accountant' youtube:Iv05Cci1cfw].

Taxes 150

Taxes Video Compliance Meeting 150

Abrigo

SEPTEMBER 29, 2016

Sageworks hosted the 5th Annual Risk Management Summit September 14-16 at the AT&T Executive Education and Conference Center in Austin, Texas. Summit attendees had the opportunity to experience several new features at this years’ conference including the ALLL User preconference, the Tax Return Challenge and Industry-Specific roundtables.

Risk Management 150

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Perficient

OCTOBER 20, 2020

Recently, I was working on an engagement for a long term Hyperion / Oracle client who is considering replacing Hyperion / Oracle with OneStream as their strategic Corporate Performance Management solution. With the focus of this blog on MarketPlace, this option will be selected. So “What is MarketPlace”? use on a daily basis.

Training 294

Training Compliance Security Examples 294

Chris Skinner

SEPTEMBER 30, 2018

Things we’re reading today include … Digital start-ups complain they’re being frozen out of £775m RBS remedies contest City minister vows to defend London London’s online trading groups hit by European crackdown Overseas banks push for tax cuts ahead of Brexit How the IMF can manage the global economy better … The post Things (..)

Taxes 192

Taxes Groups Online Management 192

Abrigo

FEBRUARY 18, 2016

In this webinar, Sageworks is teaming up with Linda Keith CPA again to bring you more great information about tax return analysis. Linda has been a guest speaker on several Sageworks webinars that covered topics like Global Cash Flow , Red Flags for Tax Return Analysis and Making Judgement Calls for Tax Return Analysis.

Guidelines 150

Guidelines Analysis Taxes Training 150

Perficient

SEPTEMBER 9, 2020

If you have stumbled across this blog I’m sure it’s because you searched “Data Conversion” Like most, you have a boss to whom you answer and your boss wants answers. Too much rationalization can create “change management” headaches for employees, customers, and suppliers. Do Convert FA Tax Books.

Data 322

Data Taxes System Report 322

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.

Management 150

Management Resources Capital Taxes 150

Abrigo

OCTOBER 25, 2014

Tip: When presenting financial statements or tax returns to a client, identify one or two open-ended questions to ask so that you can start the dialogue with clients about their business concerns and begin to offer proactive advice. “When they think of their accountant, they think of taxes,” he says.

Taxes 284

Taxes Study Survey Fraud 284

South State Correspondent

JULY 5, 2022

In a stagflation environment, as interest rates rise and cash flow (earnings before interest, taxes, depreciation, and amortization (EBITDA), or net operating income (NOI)) decreases, the borrower’s capacity to service debt as measured by the debt service coverage ratio (DSCR) decreases rapidly.

Management 195

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Perficient

MARCH 2, 2021

This exercise can seem especially daunting within the SCM application realm, specifically, because the breadth and depth of these capabilities are severely intertwined not just amongst themselves, but also with other parts of the application ecosystem like Finance, Reporting, Tax and Master Data, just to name a few. .

Exercises 322

Exercises Comparison Apple Meeting 322

Abrigo

APRIL 19, 2022

Not analyzing (or requesting) all of the necessary tax forms Tax returns and their supporting schedules are vital to performing a GCF analysis correctly. This may involve integrating multiple partnership and corporate tax returns, business financial statements, K-1 forms, and individual tax filings. Learn More.

Analysis 195

Analysis Taxes Lending Examples 195

Ublocal

FEBRUARY 27, 2024

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future.

Management 98

Management Taxes Strategy New Hampshire 98

Abrigo

MARCH 10, 2015

Tax and audit season got you down? This post on the blog “How Should We Account for Me” sums it up nicely. Perhaps in between tax returns you’re enjoying a view of the water from your favorite beach (or one you’ve always wanted to visit), or a serene scene of a log cabin high atop a mountain. Blog Accountant'

Taxes 150

Taxes Wisconsin social media Exercises 150

Abrigo

MARCH 10, 2015

Tax and audit season got you down? This post on the blog “How Should We Account for Me” sums it up nicely. Perhaps in between tax returns you’re enjoying a view of the water from your favorite beach (or one you’ve always wanted to visit), or a serene scene of a log cabin high atop a mountain.

Taxes 150

Taxes Wisconsin social media Exercises 150

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

Perficient

JULY 27, 2020

In a previous blog, Digitally Catering to New Customers Post-COVID , I explored the impact COVID has had and is continuing to have on B2B healthcare organizations, specifically in areas such as commerce and site traffic for organizations that sell health/wellness products. Do you have a support team set up to handle B2C calls and questions?

Analytics 332

Analytics Technology Strategy Taxes 332

Abrigo

APRIL 8, 2015

Additionally, going through each item will raise important questions for the financial oversight of the company, and it can be used to hone in on poor strategic or financial decisions and help shape strong management. Tax liabilities are another source of variability in projecting cash flows. Read his Blog.

Taxes 150

Taxes New York City Exercises Policies 150

Abrigo

OCTOBER 17, 2014

Many of those clients will be facing major life and business decisions in the near future as they approach retirement age, presenting a unique opportunity for accountants to assist them through services that go beyond tax preparation. Blog Accountant' 21 at 1 p.m. 21 at 1 p.m.

Taxes 191

Taxes How To Training Resources 191

Abrigo

MAY 11, 2021

An institution can look at their debt-to-income (DTI) ratio, which does not count for living expenses or taxes, or their debt service coverage (DSC) ratio, which is generally the net of their living expenses and taxes. Credit Risk Management. three years) or the weighted average over a specific time period (i.e., Learn More.

Analysis 195

Analysis Lending Taxes Comparison 195

Abrigo

APRIL 14, 2015

One key to successful firm management parallels the elementary school adage, “check your work.” Here are a few questions worth asking yourself, your partners and your staff about what can be learned from busy season: Did we succeed in sticking to the resolutions that you set forth for tax season ? Blog Accountant'

Taxes 150

Taxes Meeting Resources Video 150

Abrigo

DECEMBER 31, 2014

Studies have shown that accountants’ top pain points consistently include winning new clients, retaining current ones and managing a compressed workload. Distribute the list by email or in person to each client when you present their financials or tax returns. Blog Accountant'

Meeting 207

Meeting Strategy Examples Industry 207

Abrigo

APRIL 22, 2015

client This business owner tends to slip in questions about managing business finances at the end of a meeting or a call related to something entirely different. For example, a discussion about preparing tax returns ends with what the owner thinks may be a simple question about how to get clients to pay more quickly. Blog Accountant'

Report 150

Report Taxes Analysis Meeting 150

Abrigo

APRIL 14, 2017

A credit risk manager at one bank with $900 million in total assets estimated that her team received approximately 8,220 tax returns in the 2015 calendar year. The company was named “Overall Most Innovative” for its Electronic Tax Return Reader (ETRR). Previous winners include Intuit, Xero, Bill.com, Wells Fargo and Capital One.

Innovation 150

Innovation Taxes Analysis Lending 150

Abrigo

JULY 19, 2017

One of the most common ways to import the data from a tax return into a digital system is to use Optical Character Recognition (OCR) software. However, for more complex data like a tax return that has both letters and numbers of varying lengths, OCR is not very accurate. This happens when a computer sees an image of a tax return.

Taxes 150

Taxes Software Data Lending 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

DECEMBER 17, 2014

Demand for valuation services is growing, according to a recent AICPA survey , with increased opportunities expected in shareholder/partner disputes, contractual disputes, family law, and gift and estate taxes, among other areas. Blog Accountant'

Analysis 207

Analysis Survey Compliance Guidelines 207

Abrigo

DECEMBER 9, 2014

Note, the list isn’t exhaustive but is meant to highlight some important talking points: • Identify which source documents are required from the borrower and what time period they should cover (consider both recency and duration) • Specify what quality of borrower data (audited, compiled, tax returns, etc.)

Training 170

Training Policies Analysis Community Bank 170

PYMNTS

DECEMBER 19, 2019

Online accounting software provider QuickBooks is now part of the Starling Business Marketplace, Starling Bank said in a blog post on Wednesday (Dec. Businesses can use the cloud-based software to collect, analyze and organize transactions, making tax assessments smooth. Unlimited invoices can be sent and car mileage tracked.

Taxes 131

Taxes Software Compliance Management 131

Abrigo

JUNE 9, 2016

Accounting, audit and tax services are unlikely to be the growth engines of the accounting profession in the coming years. The weeks and months following the end of tax and audit seasons represent an excellent time for firm leaders to take stock of their accounting practices and the services clients may need.

Exercises 150

Exercises Taxes Training Risk Management 150

Abrigo

DECEMBER 3, 2015

Sageworks, a provider of credit risk and portfolio management solutions , regularly hosts complimentary webinars for banks and credit unions. During this webinar, attendees heard from Sageworks risk management consultants on how to determine if a loan is impaired and how that impacts the calculation of the ALLL.

Risk Management 150

Risk Management Taxes How To Management 150

Abrigo

APRIL 15, 2015

To accurately ascribe a value to a company, a manager must first project cash flows into the future. Most seasoned and talented investors look for EBITDA, which is an acronym for what the company makes from its operations; it excludes non-operational concerns such as taxes and capital structure. Read his Blog.

New York City 150

New York City Operations Exercises New York 150

Abrigo

NOVEMBER 7, 2016

Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. And in the same way that most people know what to expect from a basic Oreo (two thin chocolate wafers sandwiching a creamy filling), they typically know what to expect from an accountant providing tax, audit or general accounting services.

Taxes 170

Taxes Innovation Examples Case Study 170

Abrigo

JUNE 8, 2022

Prize/Lottery Scammers coerce their victims to send an "import tax" or "fee" to receive the money they supposedly won in a lottery. . Model Risk Management: Regulatory Priorities and Best Practices. How can your financial instiution prevent elder financial exploitation? Get the latest information from FinCEN. BSA Training. Learn More.

Training 195

Training Fraud National Resources 195

PYMNTS

MARCH 19, 2019

“Instagram is a place for people to treat themselves with inspiration, not a place to tax themselves with errands. PayPal said its full-stack processing platform, called PayPal for Partners, “allows Instagram to manage the end-to-end commerce experience for buyers and sellers,” according to a blog post from PayPal EVP and COO Bill Ready.

social media 212

social media Retail Report Video 212

Abrigo

OCTOBER 15, 2020

The SBA’s Lender Application Form requires lenders to certify that they have “complied with the applicable lender obligations,” including confirming receipt of the borrower’s certifications, receipt of information regarding employee pay and taxes, and the average monthly payroll costs. Credit Risk Management. C&I Loans. Learn More.

Fraud 150

Fraud Lending Los Angeles Taxes 150

PYMNTS

FEBRUARY 27, 2020

One of them, Shen Shikai, who manages money pooled amongst his friends, told Reuters, this was “already a bubble,” and “a game of the greater fool.” He urged investors in a blog post on Feb. He urged investors in a blog post on Feb. percent gain in China’s blue-chip CSI 300 index.

Marketing 146

Marketing Capital New York Taxes 146