ThomsonReuters

MAY 12, 2023

Let’s dive into some tips on how to make the best of this digital revolution by leveraging automation and artificial intelligence, embracing innovation, and nurturing a culture of creativity that can attract and retain top talent. Automation is a cost-effective way for CPA firms to streamline processes and reduce labor costs.

Technology 52

Technology Data Analysis Compliance Marketability 52

ThomsonReuters

APRIL 21, 2024

This can include the risk of rejection during import or export, lengthy refund processes (even if you overpay duties), and the possibility of confiscation in some countries. This straightforward task becomes a monumental challenge when dealing with complex tax codes, global operations, and time constraints. The stakes are high.

Compliance 52

Compliance Technology 52

ThomsonReuters

NOVEMBER 23, 2022

According to the Thomson Reuters 2022 State of the Corporate Tax Department report, almost two-thirds of all corporate tax departments are either at or near the beginning of their tax technology journey. And what does the decision-making process look like? Do you need tax technology? Where does one start?

Technology 59

Technology Start-ups Compliance 59

ThomsonReuters

MARCH 13, 2023

Let’s take a closer look.  The rise of private equity investments Private equity has been eyeing the accounting profession for more than a decade, but more recent market changes — such as a greater need for talent, advancements in technology, and desire for strategic acquisitions — have made such deals a reality, as Allan D.

Equity 59

Equity Accounting Firms Private Equity Firm Technology 59

ThomsonReuters

AUGUST 30, 2021

How technologically sophisticated is your indirect tax team? See how you compare to 800+ tax professionals across the globe in our new 2021 State of the Corporate Tax Department report. The median number of countries is five, and the average is 17. The median number of countries is five, and the average is 17. In the U.S.,

Technology 52

Technology Compliance 52

Equilest

FEBRUARY 10, 2024

Introduction When a business owner decides to sell their enterprise, they often seek professional assistance to navigate the intricate steps involved in the process. From assessing financial statements to identifying tax-saving opportunities, CPAs provide invaluable insights throughout the sale process.

Business Valuation 40

Business Valuation Fair Market Value Marketability Asset-based Approach 40

Equilest

JULY 1, 2023

From analyzing financial statements to considering location and market trends, we will guide you through the process. So, let's dive in and discover how to value a full-service restaurant effectively. Understanding Financial Statements To begin the valuation process, it is essential to analyze the restaurant's financial statements.

Intangible Assets 40

Intangible Assets Business Valuation Asset-based Approach Marketability 40

Equilest

NOVEMBER 6, 2023

For further insights on valuing a landscaping company and to dive deeper into the intricacies of the process, feel free to explore our extended guide on the topic. The Importance of Valuing a Landscaping Company Valuation is the process of determining the monetary value of a landscaping company.

Business Valuation 40

Business Valuation Discounted Cash Flow Data Analysis Appraisal 40

Equilest

APRIL 24, 2024

Understanding the valuation purposes behind these transactions is crucial for all parties involved to ensure a fair and equitable deal. Understanding the valuation purposes behind these transactions is crucial for all parties involved to ensure a fair and equitable deal.

Discounted Cash Flow 40

Discounted Cash Flow Earnings Multiplier Fair Market Value Compliance 40

Equilest

JULY 10, 2023

Read more about valuing a real estate services business and gain valuable insights into the factors that contribute to its worth Introduction When it comes to evaluating a real estate services business, there are various factors to consider. Understanding the value of such a business is essential for investors, buyers, and sellers alike.

Business Valuation 40

Business Valuation Technology Compliance Marketability 40

Audit Board

MARCH 29, 2023

In my role leading the Risk Products team at AuditBoard, I have the privilege of speaking with our customers about how they’re approaching their current challenges, and how technology can support them in achieving a holistic view of risk in their organizations. Most of those solutions improved operations, but not all.

Technology 52

Technology Compliance Finance 52

Lighter Capital

SEPTEMBER 19, 2022

That’s why automation is becoming the norm for finance teams looking to streamline their systems and gain a leg up. But if everyone is investing in this new technology, why are so many teams reporting automation failures? But if everyone is investing in this new technology, why are so many teams reporting automation failures?

Finance 52

Finance Start-ups Technology Marketability 52

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. What are the current issues in accounting? but there are several common hurdles that often run industry wide.

Technology 52

Technology Compliance Start-ups Finance 52

ThomsonReuters

FEBRUARY 2, 2023

Maintaining a professional office, managing staff, and dealing with clients are all important skills. By addressing the root of the problem with new ways of working, enabled by technology, you can transform how you run your business, to put an end to the need for uncomfortable money conversations.

Accounting Firms 59

Accounting Firms Technology 59

Audit Board

DECEMBER 14, 2022

A lightweight gap assessment helps a business estimate how much effort it will take to comply with a framework or requirement. . A readiness assessment is a full analysis of the business environment, performed after the business has made the commitment to comply with a framework. Common Reasons for Performing a Gap or Readiness Assessment.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

SEPTEMBER 2, 2021

Although the basic definition sounds simple, what’s not always simple is how to prepare for tax provision calculation in a way that is best for the business while being fast, accurate, and defendable. Estimating each year’s tax provision is not a menial task and can require a great deal of time and effort for corporate tax departments.

Start-ups 52

Start-ups Compliance Corporate Finance Finance 52

ThomsonReuters

NOVEMBER 12, 2021

Many countries have developed tax agreements with other countries that influence whether and how much tax a company needs to pay in other places. Many countries have developed tax agreements with other countries that influence whether and how much tax a company needs to pay in other places.

Compliance 52

Compliance Technology Treasury 52

Audit Board

AUGUST 16, 2023

With this evolution, standards organizations around the world, like the US’s National Institute of Standards and Technology (NIST) and the International Standards Organization (ISO) have developed and released their own best practice frameworks and guidance for businesses to apply to their risk management plan. What Are Risks?

Start-ups 52

Start-ups Compliance Technology Specific Risk 52

Audit Board

SEPTEMBER 14, 2023

The breach of Kaseya , a Managed Service Provider (MSP) offering remote IT operations solutions and management, had a downstream impact on the customers using their technology and services. The recent MOVEit attacks were able to impact well-known brands like the BBC, British Airways, and even the Big Four accounting firms.

Compliance 52

Compliance Start-ups Accounting Firms Technology 52

FE International

MARCH 23, 2022

For more in-depth reading on valuation, see our post How to Value a Website or Internet Business. How To Value a Business. How Much Are SaaS Businesses Usually Worth? Salability: How Attractive Is Your SaaS Business? Salability: How Attractive Is Your SaaS Business? How To Sell a SaaS. Finding The Multiple.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

ThomsonReuters

AUGUST 24, 2021

To build a persuasive business case for sales tax software , professionals need to explain how automating certain tax functions and improving reporting and analysis will benefit the company as a whole. Specifically, you need to show the technology’s return on investment (ROI). Eliminate sales tax overpayments and erroneous charges.

Technology 52

Technology Compliance 52

ThomsonReuters

OCTOBER 12, 2023

How to report foreign assets Form 8938 instructions FATCA considerations Helping clients with foreign assets In today’s global economy, many individuals and businesses have financial interests that extend beyond their home country’s borders. Jump to: What foreign assets should be reported to the IRS? Generally, any U.S.

Compliance 40

Compliance Banking Dividends Technology 40

ThomsonReuters

OCTOBER 12, 2023

How to report foreign income What is Form 1099-DIV? citizens living abroad or earning income from foreign sources, questions often arise on how the U.S. tax system applies to them and how they can ensure compliance while minimizing tax liability. Helping clients with foreign income tax forms For U.S. What is FEIE?

Dividends 40

Dividends Compliance Banking Accounting Firms 40

ThomsonReuters

AUGUST 2, 2021

There is less SEC regulation at least partially because the review process is considerably more streamlined given the absence of historical financial data and because SPACs, unlike IPOs, are thought to be able to take advantage of the safe harbor rules for forward-looking statements? SPACs 101 . a Form S-1 registration statement.

Corporate Finance 52

Corporate Finance Equity Finance Compliance 52

ThomsonReuters

APRIL 11, 2024

From a shrinking labor pool to ever-changing tax regulations to increased client demands, many accounting firms are dealing with high turnover and burnout amongst their staff members. Let’s explore how AI can help address accountant staffing challenges in four key areas: research, accounting, data analytics, and training.

Accounting Firms 52

Accounting Firms Data Analysis Technology Compliance 52

Valutico

MAY 6, 2024

It’s about figuring out how much an asset or company is worth right now. This guide talks about the main ways we figure out value during M&A deals, why they’re useful, and what challenges they bring. We also consider things like how companies will work together, laws, market changes, taxes, and the type of buyer.

Discounted Cash Flow 52

Discounted Cash Flow Precedent Transaction Analysis Weighted Average Cost of Capital Comparable Company Analysis 52

M&A Leadership Council

FEBRUARY 10, 2022

Part 2 in this series will help you identify how your current playbook stacks up and how you can improve it. How-To” Instructional Modules. An M&A lifecycle framework is your company’s high-level operating model summary of “how we do M&A here.” M&A is not a purely linear “boxcar” process.

Start-ups 52

Start-ups Technology 52

Audit Board

SEPTEMBER 19, 2022

In our Spotlight on Success series, Justin Noble, Director of Internal Audit at Virginia Tech , shares how his audit team leverages technology to align activities across audit, compliance, and ERM. Justin Noble of Virginia Tech shares how this research university leverages technology to pursue an integrated risk management approach.

Compliance 98

Compliance Technology 98

ThomsonReuters

AUGUST 25, 2021

Not all companies think about indirect tax automation in the same way, and different companies are at different stages in their technological journey. The sophistication level of a company’s tax department is another factor that affects their approach to employing technology. The 3 levels of indirect tax automation.

Technology 52

Technology Compliance Finance 52

Sun M&A

APRIL 18, 2023

However, even the most experienced companies can make mistakes during a merger and acquisition (M&A) deal that can cause the deal to fall apart. To help your mergers and acquisitions deal succeed, here are common M&A mistakes that you should avoid. For example, reduce the projected revenue twenty five percent.

Technology 40

Technology Marketability 40

Audit Board

MAY 3, 2023

This article will walk you through the essentials of internal controls, including defining what internal controls are and their limitations, explaining the various types of internal controls, advising on how internal audit and internal controls vary, and offering some best practices for testing internal controls.

Compliance 52

Compliance Technology Start-ups 52

Scott Mashuda

AUGUST 7, 2023

In the current landscape , executives have focused on smaller deals in the lower middle and middle markets to drive strategic transformation and accelerate growth. Will There Be a Surge in Manufacturing M&A? Here are the top concerns regarding manufacturing M&A as we head into the second half of 2023.

Technology 40

Technology Marketability Market Capitalization 40

Equilest

AUGUST 6, 2023

This article aims to provide you with a comprehensive guide on how to value a company, covering different valuation methods, financial analysis, and qualitative factors. Understanding Company Valuation Definition of Company Valuation: Company valuation is the process of determining the economic value of a business entity.

Discounted Cash Flow 40

Discounted Cash Flow Business Valuation Precedent Transaction Analysis Comparable Company Analysis 40

Value Scout

FEBRUARY 24, 2023

Because they invest in companies to earn a return, they follow rigorous due diligence processes and stringent criteria for acquisition. Private equity firms provide meaningful investment capital to growth-oriented businesses. Unlike venture capital firms, they do not invest primarily in start-ups.

Private Equity Firm 52

Private Equity Firm Equity Start-ups Dividends 52

Reynolds Holding

JANUARY 22, 2024

In thinking about how to regulate these offerings, what should we do if we had a blank canvas to craft a new regime? I am honored to be delivering the Alan B. Levenson Keynote Address before so many distinguished securities law practitioners. Alan served as Director of the Division of Corporation Finance (“CorpFin”) from 1970 to 1976.

Start-ups 45

Start-ups Marketability Price to Earnings Finance 45

FE International

MARCH 14, 2018

How to Value an App. How to Sell an App. To help prospective app-owners and creators attain a broad but thorough grasp of the industry and its many challenges and opportunities, we will answer the following questions: What is an app and how does it make money? How can you build an app business with the highest possible value?

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

Sun Acquisitions

NOVEMBER 23, 2022

Are you keen to find out how to go about selling an IT business? From deciding the value of the business to determining the best business broker to hire, every detail of the selling process must be examined to ensure that the transition is smooth and produces a maximum profit for its seller. You’re in the right place.

Start-ups 52

Start-ups Technology Marketability Business Valuation 52