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The combined entity, termed 'Project HImalaya' internally, will invest aggressively in scaling up the India advisory practice and growing client servicing capabilities in India. Notably, the tax and auditpractice—managed through affiliate BSR & Co— will likely remain separate, although this detail is still under discussion.
We also have a number of articles on practicemanagement: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’. How a ‘time audit’ can help an individual spend more time on their most important personal and professional activities.
Tools are available to help ensure that communications are securely archived and include necessary disclosures to meet regulatory requirements, promoting transparency and ensuring that firms are prepared for audits.
Two audit firm solutions of Wolters Kluwer have been pre-approved by the Infocomm Media Development Authority (IMDA), a statutory board of the Singapore government, said Wolters Kluwer Tax & Accounting (TAA) Asia Pacific (APAC) recently.
Auditing and accounting talent shortage continue to make employers toss and turn, according to a global survey of more than 4,100 accountants and 2,300 auditors. With unemployment rates at historic lows, it’s not surprising that auditing and accounting talent shortage is a hot issue, said David Osborne, CEO at Caseware.
We also have a number of articles on practicemanagement: Why the most successful firms in the coming years might be those who dominate individual market segments rather than those that are ‘overdiversified’ Four ways firms can attract next-generation advisor talent.
Also in industry news this week: The Foundation For Financial Planning has gotten a boost toward its goal of connecting 10,000 CFP professionals with pro bono work thanks to increased funding from Orion Advisor Solutions FINRA has resubmitted a proposal, now with tighter rules, that would allow a broker working remotely to supervise other brokers, (..)
Also in industry news this week: FINRA has announced that, on the heels of its first enforcement action under the Reg BI rules, it will be ramping up its examinations of broker-dealers for potential violations (after a long period of relative leniency when firms were still determining how best to comply with the rule) A recent study from Ameriprise (..)
Through 100 percent invoice integration, the service boasts improvements to savings, and offers a compliance audit feature that can help vendors cut spending. ImagineTime, Mango Billing Partner On Digital Accounting.
He also conducted a "time audit" based on Dan Martell's 2-dimensional DRIP Matrix system to help him identify tasks based not just on their revenue potential but also their ability to energize and light him up. For himself, Jake time blocked his schedule to ensure that he prioritized his personal life and wellbeing (e.g.,
Additionally, using robust practicemanagement software that flags potential issues before submission can prevent denials, ensuring a smoother and more predictable revenue cycle. Regular audits of claim denials can also provide insights into systemic issues that need to be addressed to maintain high CCAR.
Additionally, using robust practicemanagement software that flags potential issues before submission can prevent denials, ensuring a smoother and more predictable revenue cycle. Regular audits of claim denials can also provide insights into systemic issues that need to be addressed to maintain high CCAR.
We also have a number of articles on practicemanagement: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. How advisors can help their clients turn their HSAs into wealth-building machines.
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