ThomsonReuters

AUGUST 2, 2022

If your firm isn’t using the most current technology, you could find yourself at a disadvantage in the war for talent—especially if prospective staff is also looking at larger firms. The necessity of remote work during the pandemic showcased just how well accounting firms can operate within a flexible working environment.

Accounting Firms 97

Accounting Firms Technology Compliance Marketability 97

ThomsonReuters

NOVEMBER 28, 2023

Baby Boomers are retiring in droves, younger accountants have less desire to become a partner, and a dwindling number of college students are entering the field. To understand how your firm stacks up in terms of the need for automation , ask yourself: What is your process for gathering client documents? Download report 2.

Start-ups 112

Start-ups Technology Accounting Firms Compliance 112

ThomsonReuters

AUGUST 1, 2023

The cost of turnover can be enormous given the training and development costs most firms put into their new hires and the need for continuing professional education. To address this, many future-focused accounting firms are moving away from hourly billing and toward a value pricing model. hours per week.

Accounting Firms 98

Accounting Firms Technology Compliance Finance 98

Reynolds Holding

DECEMBER 21, 2022

5] In addition, in a new study, we find that ESG disagreement is positively associated with disagreement and uncertainty in the capital market. 7] Our study examines whether the effectiveness of voluntary disclosure in resolving disagreement among capital market information intermediaries extends to the ESG context. from 2010 to 2021.

Accounting Firms 119

Accounting Firms Marketability Equity 119

ThomsonReuters

NOVEMBER 8, 2022

While there are many options out there to help you connect the dots and streamline your accounting processes, let’s take a step-by-step look at where to start and how to maximize your firm’s potential with technology. . Here’s how to start: Document your processes. Assess your current processes and tech stack. Tax preparation.

Start-ups 105

Start-ups Technology Accounting Firms Compliance 105

ThomsonReuters

NOVEMBER 8, 2022

Integrated information technology can help your firm automate each stage of the tax workflow—but you need to start by documenting each step, taking inventory of your current systems, and identifying ways your technology could work together better. . How to find tech staff for your accounting firm.

Technology 98

Technology Accounting Firms Start-ups Compliance 98

ThomsonReuters

DECEMBER 21, 2021

As we head into the new year, tax and accounting firms are emerging from the COVID-19 pandemic just in time to face an onslaught of new challenges. From a struggling labor market to information security concerns, to clients with mounting expectations, there’s a lot to plan for. The importance of strategic planning .

Accounting Firms 52

Accounting Firms Finance Marketability 52

Reynolds Holding

SEPTEMBER 8, 2022

One of the recent central themes of the Office of the Chief Accountant [1] has been that high-quality audits are foundational to the trust that underlies capital markets. [2] capital markets as it is for investors in domestic companies. capital markets as it is for investors in domestic companies.

Accounting Firms 45

Accounting Firms Compliance Finance Marketability 45

ThomsonReuters

FEBRUARY 26, 2024

For example, livestock and grain industries have had losses in market prices amid record-breaking flooding and blizzard conditions. Having everything documented saves time and prevents waste, especially having to recreate previously completed work, Heath says.

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

ThomsonReuters

FEBRUARY 15, 2024

By using predictive analytics and customer segmentation, in-house teams can use lead scoring, qualification, and competitor analysis to identify areas of growth both in terms of specific types of clients or  specializations  worth pursuing but also use AI-generated competitive analysis for exploring new markets.

Accounting Firms 105

Accounting Firms Compliance Finance Marketability 105

ThomsonReuters

JANUARY 29, 2024

Today’s accounting firm leaders are constantly grappling with two pivotal challenges: attracting top-tier talent and holding on to the people they have. This white paper offers insights into how embracing technology can transform your firm from the inside out, making it an attractive destination for top-tier talent.

Technology 52

Technology Accounting Firms Marketability 52

ThomsonReuters

APRIL 21, 2022

Increase efficiency via automation of manual tasks, which also relieves staffing pressure, allowing your firm to do more with the staff it has . Add additional revenue streams: by automating manual data entry, firms have time to explore advisory opportunities . Gone are the days when ESG efforts were merely a public relations tactic.

Accounting Firms 59

Accounting Firms Technology Marketability 59

Reynolds Holding

MARCH 7, 2023

banks, seeking documents and information relating to the banks’ participation in global climate change initiatives such as the Net-Zero Banking Alliance and the Glasgow Financial Alliance for Net Zero (“GFANZ”) based on purported antitrust and consumer-protection concerns.

Banking 89

Banking Marketability Accounting Firms Compliance 89

ThomsonReuters

SEPTEMBER 18, 2023

Jump to: Laying the foundation for remote audit work Tools that enable remote audit work Maximizing remote audit capabilities Like many facets of tax and accounting, auditing has undergone a significant transformation in recent years driven by rapid advancements in technology. Handling financial data remotely can raise security concerns.

Technology 52

Technology Start-ups Data Analysis Accounting Firms 52

Shuster & Co.

JANUARY 14, 2023

There are multiple methods to determine that value, including several common methods, such as: Market Value Valuation: This method is more subjective than other business valuation methods. It indicates your willingness to obtain a fair and objective market value for your company since valuators are non-biased third parties to the process.

Business Valuation 52

Business Valuation Discounted Cash Flow Book Value Accounting Firms 52

ThomsonReuters

AUGUST 29, 2023

To determine if APIs can benefit your firm, ask yourself: Do you spend a significant amount of time entering data, reviewing spreadsheets, and cleaning up files? Do you struggle with receiving client documents in a timely manner? Are you looking for a better way to keep pace with legislative changes and related tax research ?

Start-ups 52

Start-ups Technology Accounting Firms Compliance 52

ThomsonReuters

APRIL 8, 2024

The accounting profession is no exception. In fact, a growing number of accounting firms and corporations are taking a closer look at AI and how it can help them keep pace with tax law changes and ensure tax regulatory compliance.

Compliance 52

Compliance Accounting Firms Technology Marketability 52

ThomsonReuters

FEBRUARY 15, 2024

By using predictive analytics and customer segmentation, in-house teams can use lead scoring, qualification, and competitor analysis to identify areas of growth both in terms of specific types of clients or  specializations  worth pursuing but also use AI-generated competitive analysis for exploring new markets.

Accounting Firms 52

Accounting Firms Compliance Finance Marketability 52

Reynolds Holding

MARCH 29, 2022

The latter document introduced a new concept: “scopes” of emissions in order to distinguish those emissions that are directly attributable to the corporate issuer from those that are indirectly attributable. If the majority of the market wants the information, it presumptively should be material. Under proposed 17 C.F.R. 11042 at pp.

Market Capitalization 56

Market Capitalization Marketability Accounting Firms Compliance 56

FE International

MARCH 27, 2020

FE International’s 409A Valuation Service offers an appraisal of the fair market value of your company’s common stock. This is particularly true for mid-market businesses. Unfortunately, these firms’ services are often impractical for many small to medium-sized businesses, due to fees and eligibility issues.

Business Valuation 52

Business Valuation Marketability Start-ups Appraisal 52

Reynolds Holding

DECEMBER 10, 2024

The most important incentives are provided under the Inflation Reduction Act, which grants an Investment Tax Credit (ITC) equal to 30 percent of the fair-market value of a solar system. In capitalizing the partnership, solar systems are valued at fair-market value (rather than the direct cost of purchase and installation).

Fair Market Value 45

Fair Market Value Equity Finance Appraisal 45

ThomsonReuters

JULY 6, 2023

M&A advisory services are a professional service designed to help corporations, private equity firms, and other entities execute mergers and acquisitions. This includes gaining an understanding of the legal aspects related to mergers and acquisitions, such as due diligence, closing documents, post-closing adjustments, etc.,

Discounted Cash Flow 52

Discounted Cash Flow Start-ups Private Equity Firm Accounting Firms 52

Appraiser Newsroom

JANUARY 31, 2023

The event is tailored to personal property appraisers and allied professionals who’ll gain insights into key markets, benefit from scholarly sessions, connect with fellow experts—all while exploring the art, culture and beauty of the Central Coast. Schwartz, an attorney and CPA since 1977-1978, started his firm 1982. Schwartz , Esq.,

Appraisal 52

Appraisal Accounting Firms Fair Market Value Marketability 52

Reynolds Holding

NOVEMBER 14, 2023

The SEC also filed 162 “follow-on” administrative proceedings seeking to bar or suspend individuals from certain functions in the securities markets based on criminal convictions, civil injunctions, or other orders and 121 actions against issuers who were allegedly delinquent in making required filings with the SEC.

Marketability 45

Marketability Finance Private Equity Firm Compliance 45

Reynolds Holding

OCTOBER 24, 2023

It undermines the investor confidence needed for the fair, efficient, and orderly operation of our markets and for capital formation. This hurts all those companies, professionals, and other market participants who are playing by the rules and doing the right thing. It is simple really.

Compliance 40

Compliance Accounting Firms Start-ups Marketability 40

Reynolds Holding

NOVEMBER 29, 2023

On the other hand, several other types of actions experienced year-over-year decreases, including matters involving market manipulation (31% decrease), investment adviser/investment company (28% decrease), and insider trading (26% decrease). The press release highlighted an action against Blackbaud Inc.

Banking 49

Banking Compliance Marketability Start-ups 49

ThomsonReuters

OCTOBER 19, 2023

The law was largely ignored by accounting professionals at first. This presents a unique opportunity for accounting firms and tax accounting professionals to enhance their revenue streams by diversifying their service offerings. Who does the Corporate Transparency Act affect?

Compliance 111

Compliance Accounting Firms Start-ups Mergers & Acquisitions 111

ThomsonReuters

MAY 5, 2022

Attracting and retaining top talent has been an industry-wide concern for many tax and accounting firms for years. Some tax and accounting firms lost key personnel to competing firms or other industries, and some associates simply moved on in search of a new career or better quality of life.

Accounting Firms 96

Accounting Firms Technology Finance Marketability 96

ThomsonReuters

FEBRUARY 25, 2025

The 2024 Tax Firm Technology Report by Thomson Reuters Institute highlights a pivotal moment for midsize tax and accounting firms. Understanding the AI opportunity for midsize firms AI is transforming industries by automating routine tasks, providing deep insights, and enhancing decision-making processes.

Accounting Firms 52

Accounting Firms Technology Data Analysis Compliance 52

ThomsonReuters

NOVEMBER 26, 2024

Jump to ↓ How GenAI empowers small accounting firms Practical steps for integrating GenAI into small firm operations Are you ready to integrate GenAI into your small accounting firm? Are you ready to integrate GenAI into your small accounting firm?

Accounting Firms 52

Accounting Firms Start-ups Technology Compliance 52

ThomsonReuters

DECEMBER 19, 2024

For small and midsize accounting firms, these regulations demand a strategic approach to compliance and leveraging an automated compliance workflow can be a game-changer when it comes to successfully adapting to these changes and positioning your firm for the future.

Compliance 52

Compliance Accounting Firms Technology Marketability 52

ThomsonReuters

DECEMBER 10, 2024

For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself. Strategic planning: AI agents could analyze market trends, financial data, and tax implications to assist in long-term business and tax planning.

Technology 97

Technology Compliance Accounting Firms Marketability 97

ThomsonReuters

DECEMBER 10, 2024

For tax and accounting firms, agentic AI has the potential to dramatically transform workflows, client services, and the nature of professional work itself. Strategic planning: AI agents could analyze market trends, financial data, and tax implications to assist in long-term business and tax planning.

Technology 91

Technology Compliance Accounting Firms Marketability 91

ThomsonReuters

APRIL 15, 2025

Participants included tax professionals within corporations, as well as members of outside tax & accounting firms. Here well highlight the 2025 reports most important (and, in some cases, surprising) findings and insights pertaining to tax and accounting professionals.

Technology 52

Technology Accounting Firms Marketability 52

ThomsonReuters

OCTOBER 31, 2024

business environment by enhancing transparency and accountability. The CTA, which was passed in 2021 and became effective on January 1, 2024 , is designed to reveal the actual ownership of companies operating in or accessing the American market. The Corporate Transparency Act (CTA) is poised to revolutionize the U.S.

Compliance 52

Compliance Accounting Firms Banking Marketability 52

Reynolds Holding

JANUARY 26, 2025

Stock trading by corporate insiders has long drawn interest because of its implications for corporate governance, market integrity, and regulatory oversight. Through the incentive channel, we document that non-CEO insider trades become more informative and profitable when a CEO has also engaged in insider trading.

Accounting Firms 45

Accounting Firms Compliance Marketability Finance 45

ThomsonReuters

JANUARY 16, 2025

Missing forms are a common reason for rejections, and accountants can mitigate this risk by maintaining a comprehensive checklist of required documents. Accountants can also leverage tools like UltraTax CS to monitor refund statuses, which adds an extra layer of assurance to the e-filing process.

Start-ups 52

Start-ups Compliance Accounting Firms Banking 52