Abrigo

OCTOBER 21, 2024

List the items needed in writing (current financials, aging schedules, rent rolls, interim statements, missing tax returns, guarantor personal financial statements/tax returns). You might also like this webinar, "When good loans go bad: Managing problem and distressed loans." 2) Determine if the collateral is perfected (e.g.,

Strategy 195

Strategy Management Taxes Meeting 195

Abrigo

JANUARY 6, 2017

Accountingfly CEO Jeff Phillips will lead a webinar on recruiting and hiring an advisory services team on Jan. Additional resources Webinar replay: Everyday Technology for Everyday Challenges : Free or Low-Cost Tech Solutions to Help Grow Your Firm. Register here.)

Trends 218

Trends blockchain Taxes Survey 218

Abrigo

NOVEMBER 7, 2016

Tolin, who recently led a Sageworks webinar for accountants on launching new services, noted that the Oreo cookie has been around for many decades, and it has probably been in the mature stage of its life cycle for a while. Your accounting, audit and tax services -- they’re all pretty much mature services,” she said. How do I innovate?

Taxes 170

Taxes Innovation Examples Case Study 170

Abrigo

NOVEMBER 28, 2014

How many times have you had to refer a client out to another financial services firm because your firm is too busy putting out fires with tax and audit work to provide business analytics or other advisory services ? Image credit : [link]. Blog Accountant'

Taxes 191

Taxes Survey Technology Comparison 191

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

MAY 11, 2021

You might also like this webinar on assessing global cash flow. In an informal poll during the webinar, attendees were asked about their effectiveness creating and utilizing global cash flow analysis in the lending process. Watch the webinar. When to use GCF at your institution. 20/30/50 split over three years).

Analysis 195

Analysis Lending Taxes Comparison 195

Abrigo

MAY 2, 2017

Attend any conference, webinar or professional development course and you will most likely hear the buzz on the importance of becoming more relevant to your clients, adding advisory services and delivering more value. Rely on annual revenue that is much less dependent on 100-hour work weeks during tax season.

How To 150

How To Taxes Compliance System 150

Abrigo

MAY 12, 2015

One of the more challenging components of tax return analysis is analyzing global cash flow with multiple pass-through entities – especially without double-counting or leaving cash flow out. More than 270 lenders joined the webinar, and 57 questions were asked. How many years of tax returns should be used?

Guidelines 150

Guidelines Taxes Video How To 150

Abrigo

SEPTEMBER 21, 2021

Cooley has led webinars for Abrigo on loan review for banks and loan review for credit unions , and he describes those traits in the webinars, along with the strategic advantages of loan review. Watch the video above, a preview of the webinars, or continue reading to learn more. Watch Webinar. Keep me informed.

Video 195

Video Analysis Risk Management Training 195

Abrigo

JUNE 29, 2017

During a recent Sageworks webinar , Linda Keith, CPA, covered the top questions she gets from bankers on k-1’s, pass-throughs and global cash flow analysis. View the webinar recording to see Keith’s answers to all 15 questions. Keith averages 60 people on her site per day looking for insight on this question.

Analysis 150

Analysis Guidelines Taxes Training 150

Abrigo

AUGUST 26, 2024

You might also like this webinar: "Conducting an effective Q factor framework." I recently discussed appropriate risk and control environments for CECL during an ABA webinar hosted by Mike Gullette, the ABA’s Senior Vice President of Tax and Accounting. Robust risk assessments are crucial for model oversight and governance.

Compliance 195

Compliance Management Regulation Data 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. Join “ How to Prepare for Booming Growth in Valuation Services ” on Oct.

Taxes 191

Taxes How To Training Resources 191

Abrigo

JULY 17, 2017

Shimamoto is leading a Sageworks webinar on July 20, “ Expanding Your Firm’s Advisory Services ,” to share information about commonly used professional frameworks for providing advisory services. To learn more about taking a unified approach to expanding advisory services, listen to the webinar, “ Expanding Your Firm’s Advisory Services.”

Honolulu 150

Honolulu Taxes eBook Leadership 150

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

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

MAY 1, 2020

or who received annualized pay of more than $100,000 during any period in 2019; state and local employer taxes assessed on an employee’s compensation (i.e., State Unemployment Tax Act, or SUTA) during the eight-week covered period Employee counts : The average number of FTEs per month for both the eight-week period and either a) Feb.

Taxes 195

Taxes Lending Payments Report 195

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

JUNE 30, 2017

percent provide tax preparation services. percent provide tax preparation services. Webinar: How to develop predictable, repeatable, scalable revenue streams About ProfitCents ProfitCents helps thousands of accounting firms and business consultants acquire and retain clients through differentiated, high-value services.

eBook 220

eBook Compliance Taxes United States 220

PYMNTS

JUNE 25, 2018

Marry tech and talent, then risk management can pay dividends, notes an upcoming PYMNTS webinar. In advance of the upcoming webinar titled “RegTech: Transforming Compliance Through Enabling Technology,” Clayton Mitchell, principal of Crowe Horwath , stated that RegTech’s effectiveness can be limited by internal factors.

Risk Management 167

Risk Management Management Strategy Compliance 167

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.

Taxes 150

Taxes Compliance Resources eBook 150

Abrigo

SEPTEMBER 20, 2017

A really important estimate Using a number for reasonable compensation that results in a valuation that is too high or too low can cause issues when it comes to alimony payments, gift and estate taxes, regulations, etc., Learn more during the webinar, " Keys to the Never-Ending Search for Reasonable Valuation Compensation."

Examples 170

Examples Taxes Resources Survey 170

Abrigo

APRIL 2, 2015

During a recent educational webinar, Sageworks partnered with Grant Thornton , one of the world’s leading organizations of independent audit, tax and advisory firms, to explain the key principles from the recent guidance, along with the most significant ways it may impact banks and credit unions. Blog Bank Credit Union'

Taxes 150

Taxes Maine Analysis Regulation 150

Abrigo

JANUARY 14, 2015

Valuation work lacks as much repeat business (unless it’s tied to a recurring engagement like employee stock ownership plans) as tax preparation and other traditional accounting services, according to the Journal of Accountancy ’s review of the study. ” Burkert asked during the webinar.

Study 150

Study Compliance Report Data 150

PYMNTS

FEBRUARY 21, 2019

In a new PYMNTS webinar, Karen Webster and Danielle Lackey, chief legal officer at expense management provider Motus , spoke about those changes, and how companies can get with this trend to save money and even make employees happier. That rate — so often treated as a holy, infallible commandment — is anything but. Different Programs.

Taxes 128

Taxes San Francisco New York City Case Study 128

Abrigo

FEBRUARY 27, 2020

For example, an online loan application that feeds into a credit analysis solution allows the borrower to enter personal and financial information, such as tax returns , at their convenience, even outside institution business hours. The sample, while not necessarily representative of the entire universe of U.S. Lending & Credit Risk.

Lending 243

Lending Survey Data System 243

Abrigo

DECEMBER 18, 2023

You might also like this webinar on credit department housekeeping. They explained adopting a more nuanced approach during a recent Abrigo webinar for bankers. Learn more about effective risk rating systems in this on-demand webinar. If they can’t do that, you’re going to have a problem.”

Risk Management 221

Risk Management Management Lending Capital 221

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

SEPTEMBER 26, 2016

If so, it might be time to learn how you can elevate your role as a CPA from a finance or tax advisor to one of a business consultant. In a recent Sageworks webinar , Katie Tolin of CPA Growth Guides explained how to build revenue and client relationships by making the transition to “business consulting."

Meeting 150

Meeting Analytics Taxes How To 150

Abrigo

NOVEMBER 13, 2014

Let’s face it: business owners need accountants for more than taxes alone. Learn more at the upcoming webinar, “ Leverage Technology to Grow Your Firm ” on Nov. And they desire guidance on how to plan for the future – both in their business and in their personal finances. 18 at 1 p.m. 18 at 1 p.m.

Technology 220

Technology Strategy Data Report 220

Abrigo

MAY 16, 2017

Many CPAs spend the bulk of their careers bearing up under the weight of their tax and compliance workload while bringing in revenues that fall short, given the time and effort invested in a compressed timeframe. Developing predictable revenue streams can help your firm grow in ways you may not have initially thought possible.

eBook 150

eBook Taxes System How To 150

Abrigo

SEPTEMBER 6, 2017

In a recent Sageworks webinar, “Best Practices for Automating Simple Member Business Relationships,” Vice President of Strategy at Sageworks Peter Brown discusses ways to improve borrower satisfaction. People want money - that is why borrowers come to you.

Survey 150

Survey Taxes Comparison Fintech 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 14, 2017

When business owners think of their accountant, some might immediately think of the money they pay for tax preparation, an audit or other compliance services – the type of service “a client doesn’t want but needs,” as accounting thought leader Allan Koltin has described “Level 1” or “Type 1” services.

social media 150

social media eBook Taxes Examples 150

Abrigo

MARCH 3, 2023

You might also like this webinar, "Proactive measures to protect against check fraud and fraud loss." Fraudsters will steal personal checks, business checks, tax refund checks, and checks related to government assistance programs. Losses from check fraud total $18 billion annually, representing more than a million checks daily.

Fraud 195

Fraud United States Trends Software 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

OCTOBER 9, 2014

To understand borrower risk, the bank must collect and properly analyze business and personal tax returns including K-1s and financial statements for all entities. To learn more about growth strategies, check out this on-demand webinar on The New Normal: How to Achieve Profitable C&I Loan Growth in Today’s Economy.

Community Bank 236

Community Bank Strategy Community Survey 236

Abrigo

MARCH 10, 2017

Professional liability claims against CPAs for valuations aren’t as frequent as claims made against accountants for tax-related services, but valuation-related claims tend to involve larger dollar amounts, according to John Raspante, director of risk management for the North American Professional Liability Insurance Agency LLC, or NAPLIA.

Video 150

Video Taxes Industry Risk Management 150