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. • What is your target market for new clients? Blog Accountant' • Have you, or are you prepared to research the needs of your potential customers? youtube:Iv05Cci1cfw].

Taxes 150

Taxes Video Compliance Meeting 150

Abrigo

NOVEMBER 12, 2015

Hectic schedules and an immense workload often prevent accountants from fulfilling their role as a trusted advisor during tax season. Though strategic planning for clients must be put on hold during these times, there are things your firm can do to construct its business planning around tax season and open the door to firm growth.

Taxes 150

Taxes How To Marketing 150

Chris Skinner

SEPTEMBER 13, 2019

Things we’re reading today include … Deutsche Bank is first to settle bond-rigging lawsuit, amid federal probe Hong Kong’s bourse seeks to snap up the London Stock Exchange Steven Mnuchin begins reforming America’s giant mortgage-guarantee firms Google to pay €1bn to end French tax probe Hong Kong stock market operator … The post (..)

Taxes 178

Taxes Google Operations Marketing 178

PYMNTS

FEBRUARY 27, 2020

A surge cap in Chinese stocks, fueled by the stimulus package from the government to combat the virus-riddled economy, has brought about fears of a repeat of the 2015 market crash, according to Reuters on Wednesday (Feb. He urged investors in a blog post on Feb.

Marketing 146

Marketing Capital New York Taxes 146

Abrigo

MARCH 31, 2015

Unlike many traditional accounting services, such as tax preparation and auditing, valuation work is often a one-and-done kind of engagement. Try to incorporate networking and marketing with activities you already enjoy. Blog Accountant Valuation' Consider these ideas: Showcase your business through community participation.

Marketing 150

Marketing Meeting Case Study Course 150

Chris Skinner

FEBRUARY 24, 2017

The post Things worth reading: 24th February 2017 appeared first on Chris Skinner's blog.

Taxes 190

Taxes Fintech Security Cards 190

Abrigo

FEBRUARY 24, 2016

By Warren Sheydwasser With no shortage of tasks to complete during tax season, many financial professionals don’t need help expanding their to-do list. You commonly exchange many email messages with your clients but have you ever considered using your signature line as a marketing tool? Ask me how I can help.” Make a YouTube video.

social media 150

social media Marketing Video Tools 150

Chris Skinner

JUNE 2, 2017

The race to become Islamic banking’s fintech hub The super-rich are different: they pay less tax. The post Things worth reading: 2nd June 2017 appeared first on Chris Skinner's blog.

Policies 185

Policies Community Bank Taxes Regulation 185

Chris Skinner

NOVEMBER 5, 2017

UK businesses are flourishing despite Brexit uncertainty Paradise Papers: Tax haven secrets of ultra-rich exposed Vince Cable attacks RBS over mistreatment of small business customers Crash fears escalate as soaring markets hit highs not … The post Things worth reading: 6th November 2017 appeared first on Chris Skinner's blog.

Taxes 150

Taxes Marketing 150

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

Accenture

APRIL 21, 2017

European banks are in the midst of a ‘perfect storm’ of negative interest rates, regulatory pressures and market disruption, and are in search of new sources of value. The solution of choice for each bank must be qualified based on the specific characteristics of its client segments and local market considerations.

Management 209

Management Innovation Taxes Marketing 209

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. Interests and affinities in different market segments.

Analytics 332

Analytics Technology Strategy Taxes 332

Abrigo

APRIL 7, 2017

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. Consider downloading a free checklist, Marketing Checklist: Maintain Or Grow Your Practice , of tips and techniques to grow your firm.

Referral Marketing 150

Referral Marketing social media Taxes Resources 150

Abrigo

APRIL 8, 2015

Tax liabilities are another source of variability in projecting cash flows. A business is not likely to be in touch with every tax change, and that is why the company hires tax professionals and advisers. Read his Blog. Blog Accountant Business Owner CFO Valuation' This goes for accounts payable as well.

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. Here are four: 1. 21 at 1 p.m.

Taxes 191

Taxes How To Training Resources 191

PYMNTS

APRIL 30, 2019

This means investors will have access to the same high performance, low latency exchange and clearing infrastructure that powers many of the world’s most liquid futures markets. Suspension, Taxes and a Breach. In other news, Australia wants to make sure crypto traders are paying their fair share in taxes.

Bitcoin 134

Bitcoin Taxes New York Oklahoma 134

Abrigo

SEPTEMBER 1, 2021

Drug Trafficking Organizations (DTOs) are a key concern From drug cartels to street gangs, the illegal drug market has been a constant money-maker for DTOs. . Read our blog series on the FinCEN's priorities. Would you like others articles like this in your inbox? Start with Part 1: Implications for Community Financial Institutions.

Training 195

Training Regulation Community Austin 195

Abrigo

APRIL 14, 2015

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 ? But, at the height of tax season, accountants face the race against the clock. Blog Accountant'

Taxes 150

Taxes Meeting Resources Video 150

PYMNTS

JULY 23, 2018

ClientWhys , a provider of marketing automation software and marketplace for cloud accounting and tax industries, has launched a new small business accounting marketplace. According to CPA Practice Advisor , CountingWorks will help U.S. According to CPA Practice Advisor , CountingWorks will help U.S. Through Aug.

social media 101

social media Taxes Marketing Automation Software 101

Abrigo

DECEMBER 31, 2014

Distribute the list by email or in person to each client when you present their financials or tax returns. Consider identifying and marketing an industry niche or a specific service, such as business valuations or benchmarking, so that clients and prospects clearly understand how you are unique among competitors. Blog Accountant'

Meeting 207

Meeting Strategy Examples Industry 207

Abrigo

AUGUST 3, 2017

Even the most qualified accounting or advisory professionals cannot reasonably be expected to create a market-leading practice without these basic tools and quality ingredients. Nobody runs as many apps at once on a PC as a staff tax preparer.” “One Tankersley has more tech information on his blog, CPA Technology Blog.

eBook 186

eBook Resources Phoenix Technology 186

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 Resources eBook 150

Abrigo

JULY 19, 2017

For banks and credit unions seeking to automate data entry, there are several software options on the market. 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. This happens when a computer sees an image of a tax return.

Taxes 150

Taxes Software Data Lending 150

Jeff For Banks

FEBRUARY 11, 2012

If so, I suppose you are expecting me to offer my opinion on the most recent thought leadership on word-of-mouth and direct mail marketing. It has been suggested to not discuss religion or politics in a business blog. But it''s my blog! I hope the title of this post compelled you to read its contents. But I will not.

Marketing 92

Marketing Leadership Taxes Groups 92

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

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. who are already reaching that market and network with them to benefit from their knowledge and experience.

Meeting 191

Meeting Industry Taxes Strategy 191

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' Attracting and retaining qualified staff.

Analysis 207

Analysis Survey Compliance Guidelines 207

Abrigo

OCTOBER 21, 2014

Positive consequences include “fostering economic growth, by promoting more efficient capital allocation, greater market liquidity, a lower cost of capital and a better allocation of capital.” Blog Bank Credit Union' ” Naturally, the standards set forth can have positive and negative economic consequences.

Analysis 207

Analysis Capital Conference Taxes 207

Abrigo

APRIL 15, 2015

At what level does the market value the company? Your writer spent ten years valuing companies in the public sector and did work on several IPOs and secondary offers in the those markets. Anything other than that is market timing and not based in the practice of valuation. Read his Blog. Blog Accountant CFO Valuation'

New York City 150

New York City Operations Exercises New York 150

PYMNTS

OCTOBER 9, 2019

Because threat actors often get recipients’ emails from password breach lists, they sometimes include passwords to lend authenticity,” Hunter Johnson, Cofense Professional Services at Cofense, wrote in a blog post. We are starting to see more demand pick up in the market,” Lim said. According to Bloomberg , bitcoin gained as much as 6.6

Bitcoin 116

Bitcoin San Francisco Taxes Compliance 116

Abrigo

JUNE 27, 2023

Key Takeaways Real estate markets are vulnerable to money laundering and fraud because of their transaction size and appreciation over time. The real estate market is enticing to more than just new homeowners or investors. Real estate market AML risks Real estate is a proven, traditional, and well-established marketplace.

El Paso 195

El Paso United States Miami New York City 195

Abrigo

DECEMBER 5, 2014

If your practice is filled with price-focused clients who want and use only routine tax and accounting services, you are probably working harder every year with perhaps not as much to show for it in the way of revenue growth or security. ” Blog Accountant' “Then you can work to become a top tier networker,” Fox says.

Survey 170

Survey Industry Marketing Taxes 170

PYMNTS

JUNE 12, 2019

In a recent blog post citing Billentis research, Sovos highlighted some of the successful eInvoice mandates across Latin America, with Brazil reporting $58 million in tax revenue increases as a result of such a mandate, while Chile and Mexico were able to reduce their VAT gaps by as much as 50 percent.

America 139

America Taxes Regulation Fraud 139

PYMNTS

FEBRUARY 8, 2019

If bad days are measured by declines in stock market prices, then yesterday (Feb. billion tax charge, and adjusted earnings per share (EPS) came in at $.19. Grubhub operates in an increasingly challenging market. 7) was a really bad day for Grubhub. Investor reaction to the disappointment was swift and brutal. million or $.06

Marketing 148

Marketing Taxes Online Report 148

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. C&I Loans. Lending & Credit Risk. SBA Lending.

Fraud 150

Fraud Lending Los Angeles Taxes 150

PYMNTS

OCTOBER 6, 2020

The latest round was led by Insight Partners and also included existing investors, Chargebee said in a blog post. With the largest global footprint in terms of payment, billing and tax management coverage, Chargebee enables businesses to rapidly move into new markets, geographies, and recurring business models.”.

Software 130

Software Taxes Marketing Capital 130

Abrigo

OCTOBER 20, 2015

Varying Valuation Methods Within valuation methodology there are three primary approaches to valuation: asset, income, and market. Tax Considerations The purchase of an ownership interest by either the company or the remaining owners is not tax deductible. These negotiations are not usually friendly and often lead to litigation.

Taxes 150

Taxes Policies Resources Company 150