Accounting

 72% of Small Businesses Don’t Have Succession Plan

September 5, 2017 

72% of Small Businesses Don’t Have Succession Plan

There may be nothing more certain than death and taxes, but Americans like to push thoughts of that first topic away. Perhaps that’s why almost three-fourths of U.S. small businesses don’t have a succession plan and most small business owners don’t have a will. That’s according to the 2017 Make-A-Will-Month survey by Rocket Lawyer, an...…

CECLTransition 1  59a8517f8b5c2

August 31, 2017 

Multiple Areas of Financial Institutions Now Involved with CECL

During a recent CECL webinar, Sageworks surveyed professionals from banks and credit unions asking which functional area currently owns the allowance for loan and lease losses (ALLL) process for their institution. They were also asked which functional ...

 66% of Business Execs Optimistic on Economy

August 31, 2017 

66% of Business Execs Optimistic on Economy

Business executives maintained their generally upbeat view of prospects for the U.S. economy, and have upgraded expectations for profit and revenue growth over the next 12 months.

wealth-management1

August 31, 2017 

New Wealth Management System Helps Plan Across Lifetime

This new, proprietary service includes financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. Additionally, the firm launched a new corporate ...

Accountex 1  57ea8630150e0

August 30, 2017 

Accountex USA Expo & Conference

Accountex is the leading independent accounting technology conference and expo, and this year will feature more than 50 educational break out sessions. Registered attendees include corporate finance professionals who represent decision makers within ...

2016accountex theatconf finallogo rgb 400x94 1  59a6f8cca00e6

August 30, 2017 

Accountex Tradeshow Hits Boston Sept. 6-8

CPE-eligible sessions include topics on value pricing, blockchain, artificial intelligence, social media, advisory services, technology gadgets, tricks for QuickBooks and Xero, financial fraud, acquisition strategies, sales tax nexus issues ...

ABILA MIP FA 1  553e8207c75c2

August 30, 2017 

New Features Added to Abila MIP Advance and True Fund Accounting

Highlights of the new release include a revamped dashboard user experience to support visual reporting across a variety of charts and key performance indicators (KPIs), intuitive data entry and new integrations for improved cash receipt management, ...