Abrigo

FEBRUARY 27, 2020

Abrigo's Business Lending Readiness Survey found many processes stymie those efforts. Abrigo’s 2020 Business Lending Readiness Survey found many bankers are dealing with processes that stymie those efforts. Survey: Repetitive data entry common. Another 9% of respondents said turnaround is 8 weeks or longer. learn more.

Lending 243

Lending Survey Data System 243

PYMNTS

APRIL 4, 2018

Recent data from PYMNTS shows 84 percent of surveyed gig workers would do more work if they were paid faster. How Smarter Payments are Enabling Instant Tax Refunds. Approximately 15 million tax filers begin the process of getting a refund in January.

Taxes 100

Taxes Report System blockchain 100

PYMNTS

MARCH 23, 2020

It’s too soon to tell how the coronavirus crisis will impact corporates’ financial and payment operations, but while analysts continue to raise the alert about consumer payments fraud, the risk of B2B payments fraud persists, particularly as more employees work from home. The report surveyed U.K.

Philadelphia 178

Philadelphia Fraud Taxes Survey 178

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. These small firms average less than 10 employees and revenue values below $600,000. Whereas 77.7

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

SEPTEMBER 28, 2020

They also need to collect and verify vendors’ details to comply with anti-crime regulations, adhere to tax reporting requirements and deliver convenient digital payments to these suppliers. Smooth B2B operations depend on robust data gathering, but many companies rely on manual methods to collect information and complete supplier enrollment.

Data 166

Data Management Taxes Meeting 166

Abrigo

APRIL 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. The Fed’s latest Small Business Credit Survey , conducted in 2023 and released in 2024, found that nearly 60% of employer firms had sought financing in the previous 12 months. At the same time, 59% pursued credit to meet operating expenses.

Lending 243

Lending St. Louis Community Marketing 243

Perficient

OCTOBER 15, 2024

These rules are about as fun as reading tax code, but they’re crucial in ensuring customer data is protected, privacy is maintained, and banks don’t end up with regulators breathing down their necks. Companies like American Express have adopted Alation’s tools to streamline their data governance operations.

Tools 221

Tools Data Compliance Regulation 221

PYMNTS

DECEMBER 15, 2020

Apply the local sales tax and the new total is $48.07. will go to taxes, $8.29 A recent PYMNTS survey revealed that more than one-third of eatery operators said they would have shuttered during the COVID-19 crisis had it not been for these partnerships. Of that $65.36 paid by the customer, $44 will go to Smoke, $4.07

California 227

California New York Taxes Illinois 227

PYMNTS

DECEMBER 15, 2017

A new survey from Citizens Bank explores how mid-market CFOs in the U.S. 14), Citizens Commercial Banking released the results of its newest survey, which examines input from 300 CFOs at companies with between $25 million and $2 billion in annual revenue. . In an announcement Thursday (Dec. ”

Marketing 116

Marketing Payments Survey Taxes 116

PYMNTS

MARCH 13, 2017

70 percent of SMEs didn’t use tax software in 2016 , found Office Depot in its most recent Small Business Index survey. Nearly a quarter of small businesses said they still use paper forms when filling out taxes. The statistics were published last week from BDRC Continental, which surveyed 100,000 U.K. small businesses.

Financial Technology 127

Financial Technology Technology social media Taxes 127

PYMNTS

NOVEMBER 15, 2018

Dun & Bradstreet recently released a survey that found only about one-quarter of finance executives believe blockchain will emerge as the dominant B2B payments technology by 2028; instead, professionals believe online payments and eChecks will lead the way.

blockchain 187

blockchain Payments System Survey 187

PYMNTS

APRIL 30, 2018

Fifty-two percent of SMBs predict business payments will be digital within the next five years , said Bank of America, while mobile phones are used by nearly all small business owners today – 89 percent say they use smartphones and other mobile devices to manage their business and operations like basic tasks, digital banking and digital payments.

Taxes 144

Taxes America National Community 144

PYMNTS

NOVEMBER 14, 2018

Corporate treasurers say they remain fairly unconcerned about global trade tensions and incoming interest rate hikes, and have not changed their payments practices as a result of these issues, according to a new survey from Dun & Bradstreet. D&B published its report on Tuesday (Nov.

Survey 115

Survey Strategy Conference Taxes 115

PYMNTS

DECEMBER 2, 2019

million tax-exempt groups active in the U.S., These organizations need to demonstrate to donors and community members that donations were spent appropriately to retain tax-exempt statuses and encourage future donations. . There are approximately 1.56 The agency found these nonprofits generated $2.5 trillion in revenues and $2.4

Management 141

Management Taxes Groups Regulation 141

Abrigo

OCTOBER 21, 2024

2) Obtain all credit file information , including: Most recent annual review Origination credit package for the operative loan Most recent financials – both borrower(s) and all guarantor(s) If applicable, most recent appraisal, most recent environmental report, property condition reports, field exams or other third-party documentation.

Strategy 195

Strategy Management Taxes Meeting 195

PYMNTS

OCTOBER 28, 2019

Wayfair’s case enabled cities and states to pass economic nexus laws that require out-of-state sellers to collect and remit taxes on local residents’ sales, and it permitted these jurisdictions to implement marketplace facilitator laws necessitating that eCommerce platforms collect and remit taxes on third-party merchants’ sales. .

Taxes 105

Taxes South Dakota Retail Arizona 105

PYMNTS

FEBRUARY 20, 2020

31, 2019, with total operating revenues of $249.3 The company also reported non-GAAP total operating revenues of $238.4 such as non-operating nest income, income tax benefit and expense, and more. Green Dot reported its earnings for its fourth quarter ending Dec. million, showing a slight uptick from $245.1

Report 130

Report Operations Taxes Study 130

Abrigo

MAY 22, 2024

Takeaway 2 Several small business lending processes can tax both borrowers and staff. The Fed’s latest Small Business Credit Survey , conducted in 2023 and released in 2024, found that nearly 60% of employer firms had sought financing in the previous 12 months. At the same time, 59% pursued credit to meet operating expenses.

Lending 195

Lending St. Louis Community Marketing 195

PYMNTS

OCTOBER 1, 2020

A survey by PYMNTS and Mitek found that around 70 percent of respondents who'd recently opened accounts with financial institutions didn't feel comfortable sharing biometric information. The key could be communication, with the survey finding that 64.1 Since March, over 1 million GOV.UK

Survey 130

Survey Security Taxes Fraud 130

PYMNTS

MARCH 14, 2019

The two published their newest “ Treasury Perspectives ” survey this week, a report that polled corporate treasurers and finance executives about their plans and economic outlook. The 340 survey respondents, based mostly in North America and Europe, revealed their rising concerns over political gridlock in the U.S.

Fraud 115

Fraud Survey Taxes Regulation 115

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

PYMNTS

APRIL 1, 2019

Companies are also turning to digital marketplaces to tap into workers’ expertise while lowering operating costs. . A December 2018 survey from Connect Solutions found that this kind of remote employment offers perks for both workers and employers. Digital onboarding in the gig economy .

Payments 183

Payments Survey Online Company 183

Abrigo

JULY 17, 2017

While accountants express the desire to generate a large share of firm revenue from providing advisory services , survey data has shown that many firms derive very little revenue from the types of value-added, consultative services that comprise advisory. Recognize that there are set stages in the way you approach these services,” he says.

Honolulu 150

Honolulu Taxes eBook Leadership 150

PYMNTS

DECEMBER 18, 2017

50 percent | Portion of North American CFOs who believe large companies will benefit the most from tax reform, according to a CNBC survey. In addition, three-quarters of CFOs across North America told researchers that their companies supported at least one version of the GOP’s tax reform plans. Of those, only 3.35

Bitcoin 100

Bitcoin Data Taxes cryptocurrency 100

Abrigo

DECEMBER 30, 2016

Number dumping Surveys and executives consistently point to the use of excessive data in presentations as aggravating. Researchers believe the human mind operates at a high level of conceptual thinking rather than being focused on many smaller details, which means any numbers presented should be essential to the overarching points being made.

Data 170

Data Taxes Analysis Examples 170

PYMNTS

SEPTEMBER 9, 2020

trillion in stimulus checks tended to use those payments to bolster their savings or pay down debt – and only a small percentage of those surveyed actually spent that money. A recent report by the National Bureau of Economic Research (NBER) finds that recipients of the initial $2.2

Payments 173

Payments Survey National Taxes 173

PYMNTS

DECEMBER 18, 2018

In “The Age of the Entrepreneur” report , published last week, Bench surveyed more than 1,000 entrepreneurs in the U.S., ” Even with the age differences, there are commonalities between entrepreneurs across all age groups in the Bench survey. including freelancers and owners of businesses with up to 10 employees.

Survey 144

Survey Groups Technology Tools 144

PYMNTS

OCTOBER 23, 2017

That’s the topic of Right Networks’ latest survey , which asked 364 small- and medium-sized businesses about their use of the technology and how it impacts their operations overall. Take a look at the key data points from Right Networks’ SMB Cloud Impact survey. —76

Survey 116

Survey Data Technology Taxes 116

Abrigo

JANUARY 3, 2023

Sound construction loan principles and processes Start with the basics to build a successful construction loan operation at your financial institution. Owner-occupied borrowers’ repayment comes from the business operation. Lenders should require at least one survey and include it as part of appraisal and title work before closing.

Lending 195

Lending Policies Survey Risk Management 195

South State Correspondent

SEPTEMBER 13, 2023

From survey and polling data, payees and payers say that they will use instant payments because of their speed about 20% of the time. Maybe the payer needs a breakout of taxes, or perhaps the payee was only able to ship a partial order. Doesn’t every business want to reduce the operating cost of reconciling their AP and AR positions?

Payments 221

Payments Fraud Data Taxes 221

PYMNTS

MAY 29, 2019

The firms revealed plans to pool their resources and industry expertise to broaden small business lending operations and add equipment financing to the BitX Funding platform. Pelagic operates as a direct lender as well as a collaborator with dealers to help small businesses obtain non-bank equipment financing.

Capital 128

Capital Lending Taxes Analysis 128

Abrigo

AUGUST 3, 2017

Brian Tankersley, who is technology editor for CPA Practice Advisor and co-author of the annual “Accounting Firm Operations and Technology Survey” published by CPA Trendlines, says hardware is an easily overlooked aspect of technology at some firms. Nobody runs as many apps at once on a PC as a staff tax preparer.” “One

eBook 186

eBook Resources Phoenix Technology 186

PYMNTS

FEBRUARY 21, 2020

The IRS is committed to fairness in the tax system, and we want to remind people across all income categories that they need to file their taxes,” said Paul Mamo, director of collection operations for the agency’s small business and self-employed division. The Do Not Call Registry is not the only factor in play.

Taxes 141

Taxes Course Boston Florida 141

PYMNTS

APRIL 23, 2019

Bookkeeping is at the core of many essential processes in the back office: tax filing, working capital management and access to financing, to name a few. Indeed, integrating various apps and platforms was cited as the largest focus of technology investments for small businesses recently surveyed by CompTIA.

Fintech 154

Fintech Taxes Capital Analysis 154

PYMNTS

MAY 23, 2017

Written in conjunction with Forbes, the report, which surveyed C-Suite executives from U.S. According to TMF, just 12 percent of survey respondents cited decreasing operational costs and boosting cost efficiency as their top motivation behind exploring international markets. businesses?” Instead, nearly half (45.6

US 100

US Compliance Taxes Trends 100

Abrigo

JANUARY 29, 2020

Ag borrowers and lenders are currently face a variety of challenges, but there are a few areas that are of particular concern, according to the fall 2019 ABA and Farm Mac Agricultural Lender Survey. The grim farm profitability landscape has led producers to alter their operating behavior.

Lending 195

Lending How To FDIC Survey 195

PYMNTS

MARCH 16, 2018

Research released last year by Deloitte in its Global Corporate Treasury Survey 2017 found foreign exchange risk management remains a key function for treasurers. More than 50 percent of treasurers surveyed said FX volatility is a challenge, and Remlinger said this trend will continue to press service providers for more advanced solutions.

Risk Management 134

Risk Management Survey Management Fintech 134