Abrigo
AUGUST 3, 2017
Sageworks recently published an eBook that provides CPAs and business advisors with a roadmap for selecting technology that will help their firms thrive. The eBook contains a wealth of advice for evaluating solutions for the specific challenges of a firm. Nobody runs as many apps at once on a PC as a staff tax preparer.” “One
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. percent provide tax preparation services. Coming as no surprise, the data shows 92.2 Whereas 77.7
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Abrigo
APRIL 13, 2017
The eBook concludes with a one-page practice aid that briefly summarizes and includes quick tips on how to “Avoid Cash Flow Catastrophes.” Additionally, the guide includes an overview of technology that helps create and accelerate cash flow, from smartphone-enabled credit card readers to business intelligence software.
Abrigo
JULY 11, 2016
Despite a decade of eReaders and eBooks, many people still prefer printed books, according to Deloitte and other researchers. "I Writing in the book’s foreword, Sageworks Chairman Brian Hamilton said businesses need their accounting firms to do more than simply offer traditional services such as compiling financials or providing tax returns.
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.
Abrigo
SEPTEMBER 19, 2016
Identifying service opportunities is especially important for firms looking to transition from a focus on compliance services , such as tax and audit, to value-added advisory services that might generate higher margins. After all, accountants are commonly known as providing services such as tax preparation and audits.
Abrigo
JULY 17, 2017
Requirements for delivering an advisory service “can differ quite a bit depending on the type of advisory service,” he says, given the differences between risk advisory services, tax planning, or performance management consulting, for example. Consequently, the methodology that will be the backbone of the service deserves some focus.
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