ThomsonReuters

MAY 5, 2022

Each year, tax time is an opportunity to expand your accounting firm’s client base. How did your firm fare this year? Leading up to tax time, there are potential clients ranging from individuals to major corporations who may be on the hunt for a new tax preparer. Understanding your ideal client base.

Accounting Firms 96

Accounting Firms Start-ups Technology Marketability 96

Appraiser Newsroom

NOVEMBER 29, 2022

By Jamie Owen as seen in the Cleveland Appraisal Blog. Editor’s Note: Diversifying your client base is key to weathering an economic slowdown. So, what can appraisers do to reach new clients or referral sources? But how does one expand into any of these new client areas? Start a Blog. Get a Website.

Appraisal 52

Appraisal Marketability Banking Business Valuation 52

ThomsonReuters

AUGUST 3, 2023

These questions can be related to changes in regulatory and compliance standards , ESG , and general business advice. As a result of the explosion of new tools and software available, accounting firms have a significant opportunity to improve their reputational status through enhanced advisory service offerings.

Technology 98

Technology Accounting Firms Compliance Marketability 98

ThomsonReuters

OCTOBER 24, 2023

Jump to: Automation, AI Technology: A Time and Resource Saver Outsourcing: Scale your business and reduce your costs A flexible work model: Expand your talent pool and gain a competitive edge How to handle the shortage of staff in your accounting department Recent trends have only amplified this challenge.

Technology 52

Technology Marketability 52

ThomsonReuters

MARCH 2, 2023

But how do you know when and how to say no? From using technology to your advantage to billing for that advice you’ve been giving away for free, here’s how to turn the power of saying no into an opportunity to say yes. How can accountants prioritize self-care? billable activities).

Compliance 59

Compliance Start-ups Technology Accounting Firms 59

ISA

MARCH 30, 2022

For this month’s education blog, I was asked to write about starting or moving your appraisal business. For those of you who have “been around the block” and have no plans of moving, you may pick up some tips for tightening up your business practices or obtaining more work. Enlist your friends.

Appraisal 75

Appraisal Start-ups Marketability 75

ThomsonReuters

MAY 6, 2022

Increasing profitability is a fundamental part of growing and maintaining a business. For small and mid-sized tax and accounting firms, there are plenty of ways to do so. Word-of-mouth referrals are a powerful thing for any business, but even more so in tax and accounting. Avoid low-value tax and accounting services.

Accounting Firms 87

Accounting Firms Start-ups Marketability Dividends 87

M&A Leadership Council

FEBRUARY 13, 2024

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

Mergers & Acquisitions 59

Mergers & Acquisitions Technology Marketability 59

ThomsonReuters

APRIL 4, 2022

Whether you’ve read about it in industry publications, heard about it at trade conferences or discussed it with your peers, you know that more and more firms are shifting away from compliance-based practices in favor of higher-value advisory services. You see the value in investing in the solution, but will your boss? This is not new.

Compliance 97

Compliance Finance Marketability Technology 97

ThomsonReuters

MARCH 1, 2024

Jump to: How are S corporations taxed? How can S corporations reduce their taxes? How a corporate tax software can help filing S corporation taxes Setting up your business as an S corporation (S corp) provides several tax advantages that are not available to owners of C corporations (C corp) or Limited Liability Companies (LLCs).

Start-ups 52

Start-ups Dividends Marketability 52

ThomsonReuters

APRIL 15, 2021

Business needs are changing, requiring companies to seek new strategic capabilities. Modern businesses face unique challenges when trying to grow and stay competitive in a rapidly changing business environment. But all need to rethink how they operate, including their financial infrastructure and workforce.

Accounting Firms 96

Accounting Firms Compliance Technology Finance 96

FE International

MARCH 23, 2022

This article is part of our Valuation by Business Model series, in which we provide you with information on what makes your particular business model unique when it comes to SaaS business valuation. For more in-depth reading on valuation, see our post How to Value a Website or Internet Business.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

Musings on Markets

DECEMBER 21, 2022

Each year, ahead of teaching my classes at NYU's Stern School of Business in the spring, I invite readers to accompany me on my journey, and this year is no different. Teaching Philosophy I have heard the old saying that "those who can do, and those who cannot teach", and I won't get defensive in response, because it may be true.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

M&A Leadership Council

OCTOBER 16, 2023

Finding the Greatest Opportunities for Creating Value in a Business Combination By Jack Prouty, Past President, M&A Leadership Council Simply merging two companies does not necessarily lead to the creation of a third company of greater value. So, where can we find the greatest opportunities for creating value in a combination?

Start-ups 59

Start-ups Technology Marketability 59

ThomsonReuters

APRIL 6, 2021

Business marketplaces are tighter and competition fiercer. Businesses across all industries must evolve to keep pace with these new challenges and take advantage of the opportunities they present. Some companies need to run leaner and more efficiently; others need to invest in emerging innovation to capture new opportunities.

Start-ups 64

Start-ups Compliance Technology Finance 64

M&A Leadership Council

JUNE 8, 2023

Before Launching Your Next Integration Take a Good Look by Mark Herndon, Chairman Emeritus, M&A Leadership Council It’s not a trick question: “How do you know you're ready to launch integration planning?” Our answer? Not until you’ve done THIS – created a comprehensive Integration Strategy Framework (ISF).

Technology 59

Technology Marketability 59

Appraiser Newsroom

APRIL 30, 2023

The do’s and don’ts of buying gems and jewelry away from home. According to Cruise Industry News, cruise ships carried an estimated 27.8 Below is a partial list of helpful consumer sites and blogs that should be reviewed before you go. More often than not, the story does not have a happy ending. million by 2027.

Appraisal 52

Appraisal Start-ups Finance Marketability 52

ThomsonReuters

DECEMBER 29, 2022

Helping companies ensure compliance by outsourcing for business processes represents a growth opportunity for today’s tax and accounting firms. . “ Consider this: the global business process outsourcing market size accounted for $241.7 Are corporate tax outsourcing services right for your firm?

Compliance 59

Compliance Accounting Firms Technology Marketability 59

ThomsonReuters

NOVEMBER 10, 2022

Are rapid regulatory changes catching your team by surprise? Are your systems 100% reliable, and if not, how much is down-time costing the company? Accelerating speed to market on new products/services. Independent research and confirmation. Are manual processes slowing you down?

Compliance 59

Compliance Technology Marketability 59

Audit Board

MAY 5, 2023

ESG Maturity Landscape : best practices for growing your own organization’s ESG maturity. This comes from some PwC research, great stats that to me say consumers aren’t really adopting the sit back and wait to see what might be required of companies someday or what might be legislated.

Start-ups 52

Start-ups Compliance Technology Marketability 52

Value Scope

APRIL 9, 2021

Click to Download: Transcending Fair Market Value Transcending Fair Market Value “Beauty is in the eyes of the beholder.” intrinsic value, fair value, fair market value). Its price is $100,000, and its FMV is $100,000 (assuming it was bought at arms-length in an active market), but I may have agreed to pay much more.

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Value Scope

APRIL 9, 2021

Click to Download: Transcending Fair Market Value. Transcending Fair Market Value. Margaret Wolfe Hungerford (née Hamilton), who authored many books, often under the pseudonym of ‘The Duchess’ When I think about value, I (like most in my profession) think first about fair market value (“FMV”). It transcends FMV.

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

ThomsonReuters

JULY 8, 2021

The good news is technology can now support consistent, accurate, automated global reporting and alleviate local issues related to language translation and country-specific tax rules, document formats and filing requirements, and generally accepted accounting principles. _. Watch the entire episode.

Technology 98

Technology Finance Compliance Corporate Finance 98

Brian DeChesare

JUNE 15, 2022

If you look online, you’ll find many threads, articles, and blog posts saying that back office (BO) and middle office (MO) jobs are “the worst” and that if you end up there, your career is over. People say these roles pay less, offer boring/repetitive work, and do not give you many exit opportunities.

Banking 90

Banking Treasury Start-ups Finance 90

FE International

MAY 11, 2022

During the course of the pandemic, thrifting became a new habit, and it’s sticking. According to the online thrift store, thredUP , “We are in the early stages of a radical transformation in retail,” as the secondhand market is projected to double in the next five years, reaching $77 billion. Bootstrappers ).

Start-ups 52

Start-ups Marketability eCommerce Business Valuation 52

Musings on Markets

JULY 27, 2022

The market clearly had a very different view, as the stock premiered at ? I argued then that notwithstanding the potential growth in the market, and Zomato's advantageous positioning, it was being over priced for its IPO, at ? On July 21, 2021, I valued Zomato just ahead of its initial public offering at about ? 41 per share.

Risk Premium 81

Risk Premium Start-ups Equity Marketability 81

ThomsonReuters

APRIL 18, 2023

The accounting profession has faced a profound shift in recent years: from significant regulatory changes to an influx of innovative technologies, to reimagined business models, to an increase in client expectations. but there are several common hurdles that often run industry wide.

Technology 52

Technology Compliance Start-ups Finance 52

ThomsonReuters

JULY 19, 2022

A new national research study that analyzed the impact of same-day pay showed that, among other things, over 60% of working Americans think that all employers should offer their employees immediate access to their daily earned wages. For example, in New Hampshire, employers must pay employees wages on a weekly or bi-weekly schedule.

Start-ups 98

Start-ups Treasury Banking Technology 98

M&A Leadership Council

JANUARY 3, 2022

. Before Launching Your Next Integration Take a Good Look. It’s not a trick question: “How do you know you are ready to launch integration planning?” So, let’s take a quick look at what an ISF consists of, how it is developed, and how this ONE best practice can put you and your organization WAY ahead of other acquirers. .

Technology 52

Technology Marketability 52

Audit Board

JUNE 13, 2022

With IRM, the risk management team works together with all business segment leaders to share and visualize data around risk, determine the organization’s true appetite for risk, ensure compliance, and communicate the risk and risk mitigation strategies to the C-Suite. What Is Integrated Risk Management (IRM)?

Compliance 52

Compliance Technology Start-ups Marketability 52

ThomsonReuters

JANUARY 8, 2024

By analyzing historical data and market trends, AI algorithms can provide valuable insights into potential risks and opportunities. But to avoid “garbage in, garbage out”, existing data may require some “data hygiene”, and you may need new processes that ensure future data is clean and actionable.

Data Analysis 101

Data Analysis Compliance Technology Banking 101

FE International

DECEMBER 31, 2021

If you’ve been trying to understand how to value a website or internet business you’ve come to the right place. At FE International we value and broker the sale of internet businesses with a wide range of monetization strategies (e.g. We’ve sold businesses with earnings multiples ranging from 2.5x

Weighted Average Cost of Capital 52

Weighted Average Cost of Capital Business Valuation Precedent Transaction Analysis Start-ups 52

Audit Board

MAY 9, 2023

Most people may think of climate change action as primarily involving scientists and governments — but there is a clear geopolitical angle to it that keeps businesses and other organisations up at night. Businesses are more visible and more actively scrutinised than ever before. Developing countries and the issue of equitability.

Start-ups 52

Start-ups Finance Marketability 52

ThomsonReuters

OCTOBER 21, 2022

Payroll is typically a business’s greatest expense, which encompasses several different areas of a business’s operations. Technology has affected how many payroll professionals (either in-house or third parties) operate. Payroll strategies more prevalent in businesses. Payroll of the past .

Compliance 52

Compliance Technology Start-ups Equity 52

Audit Board

JULY 18, 2022

As we reach the midpoint of 2022, businesses continue to face unrelenting pressures in the face of new and emerging risks. This midyear update to Richard Chambers and AuditBoard’s 2022 Focus on the Future report is a continuation of our research into the most critical areas impacting internal auditors now and in the near future.

Start-ups 52

Start-ups Technology Marketability 52

Musings on Markets

APRIL 21, 2022

I am not a prolific user of social media platforms, completely inactive on Facebook and a casual lurker on LinkedIn, but I do use Twitter occasionally, and have done so for a long time, with my first tweet in April 2009, making me ancient by Twitter standards. My forecasted revenues for 2023 of $11.2 by December 26, 2013.

Start-ups 99

Start-ups Marketability Technology Market Capitalization 99

Audit Board

SEPTEMBER 30, 2022

However; recent research indicates that storm clouds may be brewing for the profession in the months and years ahead. . How internal audit can contend with the unrelenting pressure of new risks to make sure that our brightest days are ahead. Watch the full conversation, and read the can’t-miss highlights below.

Start-ups 52

Start-ups Technology Compliance Data Analysis 52