PYMNTS

JUNE 25, 2018

Marry tech and talent, then risk management can pay dividends, notes an upcoming PYMNTS webinar. However, for many financial services firms, RegTech’s (Regulatory Technology) potential is limited by any number of causes. Among those factors: the cultural hallmarks of the organizations adopting such technologies.

Risk Management 167

Risk Management Management Strategy Compliance 167

Abrigo

JULY 17, 2017

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150

Honolulu Taxes eBook Leadership 150

Abrigo

JANUARY 7, 2021

Relevant tax forms, quarterly financial statements, or bank statements are acceptable documentation. All other items, such as subcontractor costs, reimbursements for purchases a contractor makes at a customer's request, investment income, and employee-based costs such as payroll taxes, may not be excluded from gross receipts. .

Taxes 195

Taxes Lending Connecticut Capital 195

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. 21 at 1 p.m. Valuation services can help you retain clients. 21 at 1 p.m. Blog Accountant'

Taxes 191

Taxes How To Training Resources 191

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. Johnston, Leslie Garrett, PhD and Brian Tankersley, presented the focus areas of small accounting firms.

eBook 220

eBook Compliance Taxes United States 220

Abrigo

MAY 22, 2020

CRBs are real, essential businesses paying federal taxes, and many argue that they should be included in federal programs. During the recent Abrigo webinar, “ The Opportunity Cost of Avoiding Cannabis Banking During COVID-19 ,” just 14% of respondents answered that they are already banking CRBs in a poll. learn more. C&I Loans.

Lending 195

Lending Industry Taxes Community 195

PYMNTS

FEBRUARY 21, 2019

For that, thank digital and mobile technologies, and the ability to analyze data in such a way as to find those seemingly small, but meaningful differences in the cost of driving throughout various locations. Beyond that, though, using the IRS rate can lead to unnecessary expenses, including tax-related ones, for employers.

Taxes 128

Taxes San Francisco New York City Case Study 128

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

FEBRUARY 27, 2020

Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays for lenders and credit analysts. Digital technology standardizes and automates many of the tasks causing the biggest headaches and delays described in the survey. Be ready to weather tighter times better than peers. “It Learn More.

Lending 243

Lending Survey Data System 243

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

Taxes social media Examples Community 150

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.

eBook 150

eBook Compliance Taxes Study 150

Abrigo

APRIL 27, 2017

During a recent webinar with Sageworks , David O’Connell, a Senior Analyst at Aite Group , presented data from a recent survey by Aite of small and medium business borrowers. As David pointed out on the webinar, this shows great patience on the part of borrowers, they know that the application process can take time.

Survey 150

Survey Lending Data Groups 150

Abrigo

AUGUST 3, 2017

The same holds true for CPAs and business advisors trying to create a thriving practice without proper technology or staffing. Sageworks recently published an eBook that provides CPAs and business advisors with a roadmap for selecting technology that will help their firms thrive.

eBook 186

eBook Resources Phoenix Technology 186

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. 13: “ How to Build Client Loyalty at Your Firm.” “For Searching for additional tools?

eBook 150

eBook How To Technology Tools 150

Abrigo

APRIL 27, 2016

With so many accounting firms wrapping up tax season and looking to other engagements in the year, it’s the ideal time to redouble efforts to be the trusted advisor your business clients want. Using technology in your accounting practice can help you to more easily provide this advice. in the Washington, D.C.,

Taxes 150

Taxes Analysis Examples Technology 150

Abrigo

MARCH 10, 2017

Utilizing technology that automates processes and reduces opportunities for human error can also help generate accurate, defensible values in a timely manner, especially when the technology is modeled after professional standards. Watch the complete webinar featuring Raspante here. Standards, such as the AICPA’s SSVS No.

Video 150

Video Taxes Industry Risk Management 150

Abrigo

AUGUST 28, 2022

You might also like this webinar, "Position yourself for high-yielding ag loan growth." The most recent Iowa Farm and Rural Life Poll on farmers’ use of communications and computing technologies found in 2020 that 66% of farmers said they use a smartphone, up from 30% in 2014. Limit data entry to a single point. download whitepaper.

Lending 195

Lending System Analysis Data 195

Abrigo

JANUARY 27, 2017

In a recent Sageworks webinar , Steven Martin, vice president at Sageworks, cited cash flow as the top concern of small business owners. During the webinar, Steven cited the five things small business borrowers are looking for in a lender: 1. Access to Capital 2. Good Deal 5.

Online 150

Online Capital Software System 150

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.” To learn more, view the webinar, " How to Increase Efficiency and Minimize Risk in the Audit Process."

Analytics 150

Analytics How To eBook Fraud 150

Abrigo

DECEMBER 23, 2015

It’s common knowledge that clients need tax returns or financial statements completed and submitted in a timely manner. As technology continues to revolutionize the accounting profession, it’s important to remain ahead of the marketplace and implement new opportunities to clients.

Compliance 150

Compliance Taxes Resources Management 150

Abrigo

JANUARY 20, 2016

Be sure to follow Isaac for the latest accounting information, particularly on topics related to technology and innovation. He shares a variety of content- from webinars on the ACA to quotes from Dr. Martin Luther King Jr.-with Follow Kelly for all things tax-related.

social media 150

social media New York Maryland Taxes 150

Abrigo

JUNE 14, 2017

However, Sageworks asked valuation professionals attending a recent webinar to estimate how long most business valuations take their firms. Utilizing technology is one way to reduce the amount of time it takes to produce a valuation. enterprises that are technology leaders produce faster revenue growth than technology laggards.

eBook 150

eBook Software Guidelines Technology 150

Abrigo

FEBRUARY 7, 2023

You might also like this webinar, "How to manage a high-performing construction loan portfolio." Technology can help reduce or eliminate common problems that construction lenders face during the complicated draw process. Technology increases draw interest income by speeding up the entire process of approving and funding draw requests.

Lending 195

Lending Management Risk Management Software 195

Abrigo

APRIL 13, 2017

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. The eBook concludes with a one-page practice aid that briefly summarizes and includes quick tips on how to “Avoid Cash Flow Catastrophes.”

eBook 170

eBook Analysis Resources Taxes 170

Abrigo

JULY 3, 2017

Accountants looking for another reason to justify technology investments in their firms should consider this: The firm’s next generation of business clients are likely to require accounting services that are all or mostly digital.

Mobile 150

Mobile Millennials Survey eBook 150

Abrigo

SEPTEMBER 14, 2016

For at least a decade, the accounting profession’s thought leaders have preached the need for accountants to grow advisory services, and many firms would like nothing more than to reduce their reliance on tax returns and other compliance services to generate revenue. Image (modified) credit: Ada Gonzalez via Flickr CC.

eBook 150

eBook Compliance Groups Taxes 150

PYMNTS

NOVEMBER 16, 2017

And the team got another crash course in tax compliance after the first year, when a lack of planning left them scrambling at tax season to hunt down information and vendors — some of whom had since gone out of business. EST. Webinar Preview. It was a nice crash course early on,” Wu said. 7 at 12:00 p.m.

Taxes 115

Taxes Compliance Course Payments 115

CFPB Monitor

NOVEMBER 21, 2014

Marc Patterson On November 18, 2014, the CFPB staff and Federal Reserve Board co-hosted a webinar that addressed questions about the Final TILA-RESPA Integrated Disclosure Rule that will be effective for applications received by creditors or mortgage brokers on or after August 1, 2015. A full recording of the webinar can be accessed here.

Taxes 120

Taxes Examples Maine Industry 120

PYMNTS

JUNE 22, 2020

And second, the Opportunity Fund has also seen that every dollar it lends to an SMB creates $2 in local economic activity in the form of wages, spending and tax revenues. First, for every dollar someone invests in a small business, 50 percent to 60 percent of that stays in the local community, Urrutia said. I Think We Can Do It’.

Maine 246

Maine Lending Community Fintech 246

Abrigo

APRIL 20, 2017

Technology Can Help Today, technology can help with something called technology enabled analytics. Technology enabled analytics address this. But technology enabled analytics highlight unusual variances or those that are in excess of prescribed tolerable levels. . They can: • Improve the quality of the analytics.

Analytics 150

Analytics Referral Marketing eBook Data 150

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

Report Analysis Video Taxes 150

Abrigo

JULY 20, 2024

Takeaway 3 To fully capitalize on the forthcoming C&I wave, institutions need the right products, systems, people, and technology. Digital engagement : CRE credit risk management tends to focus primarily on annual tax returns and rent rolls, while C&I lending relies on higher-frequency reporting.

Lending 195

Lending Risk Management Management Capital 195

PYMNTS

JANUARY 22, 2018

Expense management technology is now a saturated market, particularly for the small business space – which is notoriously difficult to serve, because they are too small for large, enterprise-grade solutions, but too large for consumer-specialized tools. ” What is clear, though, is that demand for T&E technologies is on the rise. “It

Management 116

Management Taxes Compliance Marketing 116

Abrigo

SEPTEMBER 20, 2023

Join Abrigo for a webinar discussing risk assessments' role in compliance. And those same economic factors might lead financial institutions to curtail vital investments like anti-fraud technologies, making themselves more vulnerable. Effective KYC starts with identifying the typical demographic associated with 1st-party fraud.

Fraud 195

Fraud Cards Trends Software 195

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. Brings capabilities of open source and third-party technologies under one roof and security model.

Analytics 149

Analytics Data Leadership Strategy 149

South State Correspondent

DECEMBER 12, 2024

We assume that every Boomer cannot handle technology, and every Millennial wants to get married late. One is that e-books are one of the most effective marketing tools banks have to not only generate leads but leads that convert at higher rates than other techniques such as webinars and in-person meetings.

social media 195

social media Tools Marketing Data 195

Abrigo

FEBRUARY 10, 2021

You might also like this webinar, How the 2021 Roadmap for Producers will Influence Ag Lending. We always advise landowners to undergo an assessment to protect these funds from taxes and help them to create entity strategies or fund new equipment for the greatest value. Watch Webinar. keep me informed. Opportunities.

Lending 195

Lending West Virginia Resources Operations 195