ThomsonReuters

JANUARY 14, 2022

The fight against burnout starts with managing stress. People experiencing burnout may find it hard to get their days started and even harder to keep going. Whether you are a remote worker or managing a full accounting firm, stop the burnout before it starts. All those minutes add up. What is burnout? Set boundaries.

Start-ups 98

Start-ups Accounting Firms Marketability Technology 98

ThomsonReuters

JUNE 6, 2022

Thomson Reuters offers a variety of CPE classes through its Checkpoint Learning platform, as well as industry-leading conferences, including SYNERGY and Gear Up. Signing up for industry newsletters and following industry leaders on social media are other great ways to keep your finger on the pulse of your area of specialization.

Start-ups 142

Start-ups Technology 142

ThomsonReuters

MARCH 11, 2022

Internet companies like Google reportedly block up to 100 million spam messages per day, and still our inboxes fill up. Add a 30-minute follow-up in the evening if necessary. Despite the best efforts of email senders, spam is unavoidable, as shared email addresses inevitably end up in the wrong hands.

Accounting Firms 95

Accounting Firms Start-ups Technology 95

ThomsonReuters

JUNE 7, 2024

Jump to: Recognizing the value of advisory services Renew your love for helping clients Are you ready to start your advisory journey? The power of shifting to an advisory-based model is that it can enable you to do what you started out in this profession to do — help clients in a meaningful and satisfying way.

Accounting Firms 96

Accounting Firms Start-ups Compliance Technology 96

ThomsonReuters

APRIL 26, 2022

Here are four steps you can take today to start improving your accounting system and building a more efficient and streamlined business. Start with a plan and consider your firm’s long-term goals. Moving as much of your business as possible to automated systems sets you up for expansion and growth.

Accounting Firms 98

Accounting Firms Start-ups Technology Marketability 98

ThomsonReuters

FEBRUARY 2, 2022

However, finding individual and small business clients is more challenging, particularly for those just starting out. You can do this online through blogs, white papers, webinars, and podcasts, or offline through speaking engagements and networking opportunities. Thus, your sales cycle is longer, usually starting with lead generation.

Accounting Firms 98

Accounting Firms Marketability B2C Start-ups 98

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. What’s in a name?

Appraisal 98

Appraisal Start-ups Marketability 98

ThomsonReuters

MAY 9, 2022

APIs allow firms to automate manual, time-consuming processes, which frees up staff for higher-value work. Where to start if you think APIs can help. The best place to start is to look at those tasks that you wish could be automated. Once you get the green light, it’s time to start vetting providers.

Accounting Firms 105

Accounting Firms Technology Start-ups 105

ThomsonReuters

APRIL 23, 2021

Whether you’re looking to branch out and start your own firm, or you’re a current small firm owner, the idea of continuing to evolve and design your tax and accounting firm is a constant in your mind. Paul Miller’s path into tax and accounting started different than most because it didn’t start in the industry. “I

Accounting Firms 98

Accounting Firms Start-ups Compliance 98

ThomsonReuters

NOVEMBER 14, 2024

As you go up the analytics food chain , you start off with what happened and then also trying to understand why it happened. With predictive, you are starting to incorporate all of that historical data to start predicting what might happen,” said Domingo Huh , lead UX designer for Thomson Reuters Labs.

Accounting Firms 52

Accounting Firms Start-ups Technology Data Analysis 52

ThomsonReuters

JUNE 15, 2021

Starting your own CPA firm may seem like a distant fantasy, but with barriers to entry lower than they’ve ever been, it could be closer than you think. Angie Wood, owner of Wood CPA , started her firm in 2019 after several years of working for larger accounting firms. You have the experience. You want to be in control.

Start-ups 98

Start-ups Technology Accounting Firms 98

Appraisers Blog

AUGUST 31, 2024

They discovered that not only could they continue to control the entire loan process start to finish, but could be very profitable and market to other users in need of an AMC. A large mortgage company hired a 3-person team to set up an AMC from their mortgage loan production staff. I can name two here in CO that did exactly that.

Appraisal 98

Appraisal Compliance Start-ups Marketability 98

ThomsonReuters

MAY 5, 2022

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. Taking the time to understand what criteria make up your ideal clients and using that profile to expand your client base helps you to focus on obtaining the best clients for your practice.

Accounting Firms 96

Accounting Firms Start-ups Technology Marketability 96

ThomsonReuters

JANUARY 25, 2024

Jump to: Moving beyond technology implementation Picking the right technology is just the start How to keep tax department tech effective From the pandemic to regulatory changes to economic shifts, numerous industries have adjusted how they operate, how they use technology, and how they engage with clients.

Technology 98

Technology Start-ups Compliance 98

ThomsonReuters

MARCH 29, 2021

What can your firm do to ensure that its virtual presence is keeping up with the new normal? It’s probably time to sharpen some of your virtual communication skills, as your clients are starting to pay more attention to the presentation you’re bringing to these environments. This is your firm’s brand and image.

Start-ups 98

Start-ups Technology 98

Sun Acquisitions

MAY 13, 2022

People typically start businesses for one of four major reasons: For the lifestyle. Regardless of the reason for setting out to establish a business, a fair number of people eventually wind up thinking of selling. And the question of when should you sell a business inevitably comes up. As a legacy and for posterity.

Start-ups 98

Start-ups Marketability 98

Musings on Markets

AUGUST 28, 2024

He mentioned that he had developed a Damodaran Bot, and explained that it was an AI creation, which had read every blog post that I had ever written, watched every webcast that I had ever posted and reviewed every valuation that I had made public. I don't think so! Beat your bot!

Appraisal 138

Appraisal Start-ups Marketability Finance 138

ThomsonReuters

JUNE 22, 2022

When Majaliwa started Pooters Diapers, she was the mother of two with a passion that turned profitable. They started in May. Thirteen years after starting Pooters Diapers, she was on the verge of losing it. “I You want to start thinking about these types of loans and don’t forget to invest in this.”

Start-ups 98

Start-ups Accounting Firms Banking Marketability 98

ThomsonReuters

APRIL 19, 2023

Automation tools can help streamline processes , reduce inefficiencies, and free up human auditors to focus on higher-value tasks. This includes investing in the necessary training to keep their teams up to date with the latest technologies and skills needed for the future.

Technology 105

Technology Data Analysis Start-ups 105

ThomsonReuters

MAY 6, 2022

However, automation with software is becoming increasingly effective at reducing our daily workload and freeing up our time. Are you going to have more people lined up to say: Sign me up for the 80-hour workweek?”. And then technology to help make it efficient and to free up capacity to go execute those things.

Technology 95

Technology Start-ups 95

ThomsonReuters

JULY 25, 2023

Deciding which processes to automate will take some deliberation, because all companies are different – but IDT is a logical place to start. Thomson Reuters: If a business is doing tax determination and rate management manually, is it feasible that the tax team can keep up?

Start-ups 93

Start-ups Technology Compliance Finance 93

Appraisers Blog

JANUARY 24, 2025

They have to reponde by law, and if they agree they start a investigation. Then start a case with: Government Accountability Office (GAO) 441 G Street, NW Washington, DC 20548 Send all the evidence you have to them, make it professional and tempered. Just stand up for yourself. Do lie down and take this.

Appraisal 78

Appraisal Start-ups 78

Musings on Markets

AUGUST 19, 2024

In fact, the business life cycle has become an integral part of the corporate finance, valuation and investing classes that I teach, and in many of the posts that I have written on this blog. In 2022, I decided that I had hit critical mass, in terms of corporate life cycle content, and that the material could be organized as a book.

Corporate Finance 122

Corporate Finance Finance Start-ups Dividends 122

ThomsonReuters

JUNE 29, 2022

Summer is starting, so if you are planning to take the Certified Payroll Professional (CPP) exam during the Summer/Fall 2022 testing period, it would be a good idea to start working on those flashcards and find information for the seven main topics of the CPP test. Enjoying this series? We want to hear from you!

Start-ups 97

Start-ups 97

Appraisers Blog

AUGUST 30, 2024

With no real oversight on the AMC’s bad players showed up and wanted their fair share. Seeing the AMC’s were ripe for picking, they set-up shop. Once they got the appraisers in line they came up with this great idea of pitting appraisers against one another by putting assignments out to bid.

Appraisal 97

Appraisal Compliance Start-ups 97

Appraisers Blog

AUGUST 13, 2024

Meanwhile REVAA set up shop in DC and started throwing their money around while the independent appraiser has been dog paddling trying not to drown in the rapids. They were our only chance not having our independence abused by the AMCs.

Start-ups 80

Start-ups Appraisal 80

Internal Audit 360

MAY 11, 2022

GUEST BLOG POST: E arlier this year, I read the book Drive , by Daniel Pink. I liked the book so much that I started following Pink on LinkedIn, where I learned that he had published a new book titled The Power of Regret. Think hard about that question, and once you have the answer start writing your redemption story.

Start-ups 98

Start-ups Banking 98

Appraisers Blog

SEPTEMBER 1, 2024

The 1 % of AMC work is Nothing but the Rush 48hr where I charge ridiculous fees in Silicon Valley when the AMCS are backed up over 3-6 weeks or more. When the refinance boom starts next year appraisers should be busy and my rush work will also be needed. So if I list a n estate property for $1.5

Appraisal 97

Appraisal Compliance Start-ups 97

Appraisers Blog

JUNE 5, 2023

I have one word for Baggins – obfuscate – look it up! A man’s knowledge is NOT measured by the number of words, but by a clear focus of where to start thinking.

Start-ups 78

Start-ups Appraisal 78

Musings on Markets

MAY 6, 2022

In most time periods, those recalibrations and resets tend to be small and in both directions, resulting in the ups and downs that pass for normal volatility. Clearly, we are not in one of those time periods, as markets approach bipolar territory, with big moves up and down.

Risk Premium 102

Risk Premium Treasury Start-ups Equity 102

ThomsonReuters

JUNE 24, 2024

This profitable shift not only opens up new revenue streams but also allows your firm to build deeper, more meaningful relationships with clients. If you’re wondering where to start, here’s a step-by-step guide on how to start offering advisory services at your firm. Jump to: 1. Set time aside to make the shift 2.

Start-ups 75

Start-ups Compliance Accounting Firms Technology 75

Sun Acquisitions

JULY 29, 2022

Free up resources to focus on more profitable business divisions. Before considering the legal framework we have to start with the operational element. it’s a registered LLC/corporation), it is imperative that you start making attempts to separate divisions. Well, divesting business units can be advantageous.

Start-ups 97

Start-ups Business Valuation Finance Marketability 97

ThomsonReuters

FEBRUARY 29, 2024

After a few years, she and her husband Dennis left to start their own business. She was concerned , however, that transitioning to an advisory service model was going to require a lot of time to set up and implement — and time was not a resource her firm had in abundance.

Start-ups 97

Start-ups Accounting Firms Technology Marketability 97

ThomsonReuters

JULY 5, 2023

But according to Eric Berry, Director of Client Solutions at the trade-management firm Copper Hill , setting up an FTZ program is certainly a serious undertaking, but it isn’t as complicated as it may seem. Find out about best practices and how to set up an FTZ in a Thomson Reuters webinar What are the benefits of a Foreign Trade Zone?

Start-ups 88

Start-ups Technology Compliance 88

ThomsonReuters

MAY 3, 2021

Accountants can bring endless value and experience to young entrepreneurs or those branching off to start their own business. Phil has many years of experience starting businesses and running them, and now works with entrepreneurial-minded students at the university, sending them out into the business world. And then, there’s mastery.

Accounting Firms 98

Accounting Firms Start-ups Finance 98

ThomsonReuters

NOVEMBER 28, 2023

Making automation technology a centerpiece of our daily workflow is one critical way to relieve accounting staff shortages and open up new opportunities for the accounting industry. Accessing the landscape of accounting staff shortages A perfect storm of challenges has brought the accounting profession to this point. Detect inaccuracies.

Start-ups 112

Start-ups Technology Accounting Firms Compliance 112

Appraisers Blog

SEPTEMBER 18, 2024

I say this as one who grew up in a communist country,a woman/business owner, a mom of 2 disabled,a brown etc. I have it all… DO NOT start anything on the foundation on Marxist/communist agenda, PLEASE!!! In reply to David Samnick. DO NOT buy into communist agenda, DEI, please!!!

Start-ups 71

Start-ups Appraisal 71