N Contracts

SEPTEMBER 20, 2022

The whitepaper breaks down each of these elements and offers advice for streamlining existing compliance functions to create a more effective and efficient CMS. EXECUTIVE SUMMARY: The definition of a CMS includes three key elements: board and management oversight; a compliance program; and violations of law and consumer harm.

Compliance 52

Compliance Banking 52

Auto Dealer Valuation Insights

AUGUST 7, 2023

In this week’s blog we introduce a whitepaper that offers practical suggestions for presenting key financial data in ways that family shareholders find useful. Everyone agrees that communication promotes positive shareholder engagement, but what does it look like to communicate financial results effectively?

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N Contracts

SEPTEMBER 30, 2022

EXECUTIVE SUMMARY: This whitepaper explains how financial institutions can avoid common pitfalls to conduct reliable, consistent, and timely risk assessments. How Financial Institutions Can Overcome Bias and Structural Obstacles to Better Understand Risk.

Compliance 52

Compliance Banking 52

Auto Dealer Valuation Insights

MARCH 31, 2023

In this updated whitepaper, we distill the fundamental principles of corporate finance into an accessible and non-technical primer. This whitepaper is authored by our Family Business Advisory team but is applicable to almost every company, including those in the oil and gas industry. Corporate finance does not need to be a mystery.

Corporate Finance 40

Corporate Finance Finance 40

ThomsonReuters

JANUARY 5, 2023

A new whitepaper from the Thomson Reuters Institute (TRI) explores the causes of a growing skills gap in global trade management, and proposes several solutions. The whitepaper outlines strategies for finding and developing young talent, as well as upskilling mid-career professionals to meet the industry’s immediate needs.

Technology 11

Technology Compliance Marketability 11

Biz Equity

FEBRUARY 2, 2023

If you haven’t defined your target audience yet, check out this whitepaper! But if your goal is to grow your financial advisory firm by attracting, serving and retaining more business owner clients, it’s up to you to find a way to stand out to your target audience. (If

Business Valuation 98

Business Valuation Marketability 98

ThomsonReuters

MARCH 23, 2022

To learn more, download our whitepaper on how accountants can work from home successfully. So, consider a hybrid work arrangement where they work at the office on certain days of the week, which fosters easier collaboration, and at home on other days, so they can do focused work. Manage the physical variables.

Accounting Firms 98

Accounting Firms 98

ThomsonReuters

DECEMBER 8, 2023

For more information on navigating the human-AI partnership, download our latest whitepaper, Unlocking new possibilities: Leveraging artificial intelligence to enhance your firm. The post How AI can transform the way accountants work — for the better appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Accounting Firms 108

Accounting Firms Compliance Technology Marketability 108

ThomsonReuters

NOVEMBER 2, 2023

More technology in job profiles The TRI whitepaper addresses specific skills gaps in the areas of business, management, and technology, and explains the role these skills play in a modern trade professional’s job profile.

Compliance 52

Compliance Technology Marketability 52

Audit Board

MAY 25, 2022

Download your free copy of our second whitepaper in this series — which explores opportunities in the quote-to-cash lifecycle — and read on below for an overview of how to incorporate RPA, Advanced Analytics, Data Visualizations, and API/IPaaS in quote-to-cash, including: .

Technology 52

Technology Start-ups 52

Valutico

FEBRUARY 5, 2024

And, be prepared to see new whitepapers added very shortly (including one exciting announcement coming in the next couple of weeks). Currently, upon launching our new website we have a special success story page for accountancy specialists , and one for professionals in M&A and Corporate Finance – more to come!

Start-ups 59

Start-ups Finance Corporate Finance Business Valuation 59

ThomsonReuters

MAY 22, 2024

To learn more, Thomson Reuters has developed a three-part series of whitepapers on how automated tax management solutions can help large companies meet the challenges of omnichannel retailing: Part 1 focuses on the role of automation in retail taxation. Part 2 addresses the technical challenges of omnichannel retailing.

Compliance 52

Compliance Start-ups Technology 52

ThomsonReuters

JUNE 13, 2023

Start your journey to advisory services, act now with Practice Forward For more information on advisory services, we invite readers to: Watch Our On-Demand Webinar Thomson Reuters presents: 4 keys to building advisory relationships You may also like this whitepaper: 4 keys to building advisory relationships Odds are you’re having advisory conversations (..)

Accounting Firms 93

Accounting Firms Compliance Technology Marketability 93

ThomsonReuters

MAY 4, 2023

For more information on how to set up a successful scope agreement, we invite readers to: WATCH OUR FREE WEBCAST Thomson Reuters presents: 4 keys to building advisory relationships You may also like this whitepaper: 4 keys to building advisory relationships Odds are you’re having advisory conversations with your clients, drawing on your years of industry (..)

Start-ups 96

Start-ups 96

ThomsonReuters

APRIL 15, 2021

For more insights on The Big Shift and actionable steps for your firm to evolve with clients, check out the related blog, The Big Shift: Changing needs means changing tactics and whitepaper, The Big Shift: How CPA firms can reposition themselves to help clients evolve.

Accounting Firms 96

Accounting Firms Compliance Technology Finance 96

ThomsonReuters

DECEMBER 1, 2021

Learn more with this whitepaper: Stop Treading Water, Start Thriving. Leading new generations well, offering reimbursements, and competitive compensation are immediate and relatively easy ways you can stand out. . Want to learn more about talent retention?

Marketability 52

Marketability Start-ups Technology 52

ThomsonReuters

APRIL 5, 2024

Download our comprehensive whitepaper to dive deeper into the intricacies of interim tax reporting and gain valuable insights for your business. By implementing these practical tips and staying informed, companies can enhance the accuracy of their interim tax reporting, and mitigate potential risks related to tax compliance.

Start-ups 68

Start-ups Compliance Technology Finance 68

ThomsonReuters

MARCH 17, 2022

To learn more, download our free whitepaper on managing and retaining top accounting talent. The future of your firm lies in the younger generations of tax and accounting professionals. Managing them well and investing in their career growth will contribute to your ongoing success. _.

Accounting Firms 52

Accounting Firms 52

ThomsonReuters

FEBRUARY 8, 2022

Sometimes, it’s a multi-bylined whitepaper. You need to develop a long-term communication courtship with consistent content through a variety of channels — email, social media, mobile and more. Quality content comes in many shapes and sizes. Sometimes, it’s a million dollar viral video.

Accounting Firms 105

Accounting Firms Technology Marketability Start-ups 105

Audit Board

MAY 9, 2022

Download your free copy of our first whitepaper in this series — which explores opportunities in the purchasing and payable lifecycle — and read on below for an overview of how to incorporate RPA, Advanced Analytics, Data Visualizations, and API/IPaaS in purchasing and payables, including: .

Technology 52

Technology Banking 52

ThomsonReuters

NOVEMBER 22, 2021

For more resources on burnout and working from home check out this whitepaper on working from home ! You can fight burnout! It will take time, and there might be some growing pains, but it is worth it. You are worth it! . The post Fighting Burnout appeared first on Tax & Accounting Blog Posts by Thomson Reuters.

Compliance 52

Compliance 52

ThomsonReuters

OCTOBER 6, 2023

Learn more by reading our whitepaper: Find your flow: 1040 tax workflow best practices. Thomson Reuters is a leader in 1040 tax automation, and experts at helping firms leverage our products to reach their full potential. We’re happy to provide you with the support and guidance you deserve during this transformation.

Technology 64

Technology Start-ups Accounting Firms 64

ThomsonReuters

APRIL 6, 2021

For a deeper dive into the ideas discussed here, check out The Big Shift Whitepaper which explores the changing dynamics of modern businesses and how CPA firms can meet the needs. Now is the time to start this transformation within your firm—and to build the internal expertise and skills to become the partner clients need.

Start-ups 64

Start-ups Compliance Technology Finance 64

ThomsonReuters

MAY 12, 2022

Download our free whitepaper on managing sales and use tax audits. Indirect tax departments are under increasing pressure to stay on top of new sales tax laws and regulations , while reducing audit risks.

Compliance 105

Compliance Technology 105

ThomsonReuters

FEBRUARY 22, 2021

Download our free whitepaper “Brexit’s Impact on Global Trade and How Technology Can Help Multinationals Succeed” for more trade compliance and supply chain strategies to ensure long-term success post-Brexit. be an importer or exporter and complete, or intend to complete, declarations internally for your own goods.

Compliance 91

Compliance Data Analysis Technology Marketability 91

ThomsonReuters

MAY 4, 2023

For more information on how to set up a successful scope agreement, we invite readers to: WATCH OUR FREE WEBCAST Thomson Reuters presents: 4 keys to building advisory relationships You may also like this whitepaper: 4 keys to building advisory relationships Odds are you’re having advisory conversations with your clients, drawing on your years of industry (..)

Start-ups 59

Start-ups 59

Audit Board

AUGUST 3, 2022

Perhaps we’ve felt insulated from the systemic weaknesses that floored Enron, but recent home-grown collapses have thrown the spotlight on deficiencies in corporate reporting, governance, and audit, prompting a series of reviews and government consultation via its whitepaper, Restoring Trust in Audit and Governance.

Start-ups 52

Start-ups Compliance Dividends Technology 52

ThomsonReuters

SEPTEMBER 18, 2023

For insight into best practices for remote audit, download our latest whitepaper, Audit from anywhere: Remote audit best practices for a new era of audit teams. The right collaborative tools can make working remotely feel as smooth and seamless as traditional in-office work, and technology is the backbone of a successful hybrid work model.

Start-ups 52

Start-ups Technology Data Analysis Accounting Firms 52

ThomsonReuters

FEBRUARY 23, 2024

Download our free whitepaper on managing sales and use tax audits. “Think Black Friday and Cyber Monday, November and December.” White paper This survival guide offers strategies and tips from former auditors on how indirect tax teams can avoid audits and minimize their effects.

Start-ups 52

Start-ups Technology Compliance 52

ThomsonReuters

AUGUST 29, 2023

To learn more about how automating with APIs can tackle pain points and transform your accounting practice, download our latest whitepaper on the topic: Automate with APIs to solve pain points. Are you ready to take advantage of this opportunity?

Start-ups 52

Start-ups Technology Accounting Firms Compliance 52

ThomsonReuters

MARCH 1, 2021

Download our free whitepaper “Brexit’s Impact on Global Trade and How Technology Can Help Multinationals Succeed” for more trade compliance and supply chain strategies to ensure long-term success post-Brexit.

Technology 52

Technology Compliance Marketability 52

ThomsonReuters

FEBRUARY 15, 2021

You can also download our free whitepaper, Brexit’s Impact on Global Trade and How Technology Can Help Multinationals Succeed. A comprehensive FTA management software solution can help organizations on the fence develop a systematic approach to FTA adoption. Visit our Brexit resource hub to learn more.

Compliance 52

Compliance Technology Marketability 52

ThomsonReuters

DECEMBER 13, 2021

Download our free whitepaper to learn how to “ Use automated tax software to safeguard your indirect tax team.”. Also, more than one person should know all the details about how the system has been customized and how it operates within the organization’s other systems.

Technology 52

Technology Compliance Finance 52

Butcher Joseph & Co.

APRIL 6, 2022

Employee stock ownership plans (ESOPs) offer several advantages to employers attempting to respond to the growing demand for employee ownership while. The post How Employee Ownership Provides a Competitive Edge In Recruitment and Retention appeared first on ButcherJoseph & Co.

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Audit Board

AUGUST 9, 2022

Best practice whitepapers written by subject matter experts provide education. Training for existing staff may be an option if there is enough time and budget. Rotational auditor programs can bring in experts from the organization, as long as they are not auditing their own processes.

Technology 52

Technology 52

Valutico

JULY 3, 2023

For a more detailed explanation of how to select peer companies, access our free whitepaper on peer selection here. Ultimately, a comprehensive and thoughtful evaluation of these factors allows for the identification of the most suitable peers, enabling a more accurate and meaningful benchmarking analysis.

Market Capitalization 52

Market Capitalization Marketability Comparable Company Analysis EBIT 52

ThomsonReuters

MARCH 19, 2024

Download our free whitepaper on managing sales and use tax audits. It also builds confidence in the tax department, because the data isn’t being manipulated, it’s a push-button report that’s coming from a single source connected to the ERP system, which is the source of truth for everything.”

Start-ups 52

Start-ups Compliance Technology 52