المؤلفون: Needleman, Ted (AUTHOR)

المصدر: Accounting Today. Jun2023, Vol. 37 Issue 6, p12-15. 4p. 1 Color Photograph.

مصطلحات موضوعية: *ONBOARDING (Management coaching), *ENTERPRISE resource planning

مستخلص: FEATURES Moving your clients from one accounting system to another is seldom a simple and easy task. "So the phase prior to signing an ERP contract or starting your implementation may come across as a sunk cost and might not be the most fun, but it is an essential step for the success of your client's ERP project." Another stumbling block in the process of transition is not taking into account the core differences between the system that your client currently has, and the system they will have once the transition has taken place. Make sure the client understands that training is an ongoing process that's necessary to onboard new users of the system and bring everyone up to speed as new capabilities in the ERP system emerge. [Extracted from the article]

: Copyright of Accounting Today is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

المؤلفون: Wolfe, Daniel, Fitzgerald, Kate, Pape, Carter, Leffert, Catherine, Sanneh, Ebrima, Gargano, Frank, Schoenberger, Chana R., Crosman, Penny, Cross, Miriam, Egan, Mary Ellen, Dobbs, Jim

المصدر: American Banker Magazine. Jun2024, Vol. 134 Issue 5, p20-33. 12p. 21 Color Photographs.

مصطلحات موضوعية: Great men & women, Financial technology, Financial inclusion, Businesspeople, Personal finance, Onboarding (Management coaching)

الشركة/الكيان: Bank of Montreal 018088364 BMO

مستخلص: American Banker Magazine has released a list of influential women in the fintech industry, showcasing their achievements and contributions. Despite the obstacles faced by female founders in securing venture capital, there is a growing number of influential women in fintech. The honorees, including CEOs, founders, and leaders in various roles within fintech companies, were chosen by a panel of judges and will be recognized at the Digital Banking conference. The article provides profiles of these women, highlighting their efforts to promote financial inclusion, improve access to capital, develop innovative products, and address regulatory challenges. They have made significant contributions to the industry and are committed to diversity, technology, and customer-centric solutions. [Extracted from the article]

المؤلفون: Alexander, Antoinette (AUTHOR)

المصدر: Accounting Today. Jun2024, Vol. 38 Issue 6, p25-31. 5p. 2 Color Photographs.

مصطلحات موضوعية: Personal finance, Robotic process automation, Tax planning, Tax preparation, Onboarding (Management coaching), Counseling in higher education

مستخلص: The future of tax professionals is rapidly changing, driven by technology and evolving client expectations. Firms are shifting from traditional compliance work to providing higher-value advisory and tax planning services. To succeed in this new landscape, tax professionals need to develop not only technical and business expertise but also soft skills, such as communication and leadership. Technology plays a crucial role in enabling firms to expand their services and deliver actionable insights to clients. AI and robotic process automation are emerging as important tools for tax professionals, along with client management solutions and strong communication and collaboration tools. [Extracted from the article]

المؤلفون: Shaw, Dan

المصدر: Financial Planning; Jun2024, Vol. 54 Issue 5, p7-10, 3p, 1 Color Photograph

مصطلحات موضوعية: CONSULTANTS, FINANCIAL planners, ONBOARDING (Management coaching), POLYAMORY, TAX planning, COUNSELING in higher education

People: MOORE, Alan, 1953-

مستخلص: According to a survey by AdvicePay, financial advisors who charge fees for specific services were able to raise their rates without losing clients. The survey found that advisors who collect monthly fees increased their rates by 6% on average, while those who charge on a quarterly basis increased their fees by 1.6% on average. Despite these increases, retaining clients was not a top concern for advisors, with the need to bring in new business being a bigger anxiety. The fee-for-service model is seen as a way to ensure fair compensation for financial planners and to serve a larger segment of the population. [Extracted from the article]

: Copyright of Financial Planning is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

المصدر: Accounting Today. 2024 Top 100 Firms, p34-38. 5p. 1 Chart.

مصطلحات موضوعية: Payroll services, Senior leadership teams, Employee affinity groups, Employee benefits, Talent management, Generative artificial intelligence, Apprenticeship programs, Onboarding (Management coaching)

مستخلص: This document summarizes the achievements and developments of various accounting firms in the year 2023. It highlights notable milestones such as AAFCPAs celebrating its 50th anniversary and experiencing significant revenue growth. Aldrich divested certain businesses while expanding its offshore practice and increasing staff. Anchin marked its 100th anniversary, launched new services, and saw revenue growth and staff increase. The document also provides information on mergers, female leadership, and top networks and associations within the accounting industry. [Extracted from the article]

المصدر: Accounting Today. Mar2024, Vol. 38 Issue 3, p(Sp)34-(Sp)38. 5p.

مصطلحات موضوعية: Payroll services, Senior leadership teams, Employee affinity groups, Employee benefits, Talent management, Generative artificial intelligence, Apprenticeship programs, Onboarding (Management coaching)

مستخلص: This document provides a summary of the top 100 accounting firms in 2024, highlighting their achievements and developments. It mentions AAFCPAs' 50th anniversary and significant revenue growth, Aprio's mergers and commitment to diversity and inclusion, Deloitte's investment in learning and development and focus on climate technology, and Ernst & Young's merger and appointment of a female global CEO. The document emphasizes the growth, innovation, and client and employee commitment demonstrated by these firms. It also includes information on new offices, mergers, services, alliances, and partnerships, as well as the number of female leaders in these firms. [Extracted from the article]

المؤلفون: Alexander, Antoinette (AUTHOR)

المصدر: Accounting Today. Oct2022, Vol. 36 Issue 10, p30-40. 6p. 2 Color Photographs.

مصطلحات موضوعية: *PAYROLL services, *ONBOARDING (Management coaching), *BUSINESS planning, *SMALL business finance

مستخلص: This means thinking through the types of clients that the CAS practice will be serving - the size of clients, revenues, verticals (if the firm has a vertical strategy), and so on. There's no doubt that CAS (which can stand for client advisory services or client accounting services, depending on who you ask) has emerged as a strategic, high-growth area for a growing number of firms. Don't set it and forget it Once a firm has implemented the technology that's the engine of its CAS practice, it is important to stay on top of any advances and the growing needs of both the firm and its clients. According to Accounting Today's annual "Year Ahead" survey, many firms reported that during 2022 they expect to increase their focus on advisory (34% of small firms, 44% of midsized firms, and 71% of large firms). [Extracted from the article]

: Copyright of Accounting Today is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

المؤلفون: Cross, Miriam

المصدر: American Banker Magazine. Apr2022, Vol. 132 Issue 3, p8-11. 4p. 2 Color Photographs, 1 Black and White Photograph.

مصطلحات موضوعية: *MARIJUANA legalization, *ONBOARDING (Management coaching), *DUE diligence, TETRAHYDROCANNABINOL

مستخلص: (Non-hemp cannabis or marijuana has a higher level of tetrahydrocannabinol or THC, the component of cannabis that gets users high.) For instance, by partnering with fintechs such as RiskScout and Dama Financial that perform onboarding and due diligence for cannabis businesses, banks already engaging with cannabis companies can scale that part of their business in a safer way. Regulatory guidance on anti-money-laundering reporting gives banks some idea of how to comply with federal law regarding cannabis-business customers, such as by regularly filing cannabis-specific suspicious activity reports, or SARS. [Extracted from the article]

: Copyright of American Banker Magazine is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

المؤلفون: Lee, Danielle (AUTHOR)

المصدر: Accounting Today. Mar2024, Vol. 38 Issue 3, p16-18. 3p. 2 Color Photographs.

مصطلحات موضوعية: Employee ownership, Preaching, Employee benefits, Stocks (Finance), Young workers, Onboarding (Management coaching)

مستخلص: Katz, Sapper & Miller is an accounting firm that has been operating under an employee stock ownership plan (ESOP) since 2001. They distribute bingo cards to employees filled with terminology related to alternative practice structures, which helps educate employees and celebrate the firm's history. The firm offers ESOP advisory services, including annual valuation updates, entity and transaction structuring, and M&A due diligence. ESOPs are becoming a more popular choice for business owners looking for a succession plan, and KSM expects to see continued growth in the ESOP industry. [Extracted from the article]

المؤلفون: Place, Alyssa

المصدر: Ebn.benefitsnews.com. 6/2/2023, pN.PAG-N.PAG. 1p.

مصطلحات موضوعية: *ONBOARDING (Management coaching), *LABOR supply

مستخلص: As the class of 2023 enters the workforce, the right onboarding techniques can get them up to speed. [ABSTRACT FROM AUTHOR]

: Copyright of Ebn.benefitsnews.com is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)