CRS – Implementing Best Practice Global Tax Compliance
This paper explores the differences and commonalities that exist between FATCA and CRS. The aim of this exercise is to ensure the differences between these two tax regulations...
The Blueprint for Continuous Accounting
To meet mounting demands, Finance is shifting from traditional, rigid, and manual accounting processes to more automated, flexible, and agile operations. This shift is...
Does Your Finance Department Consume Your Time or Add Value
As a leader of a growing business, you are well aware of all the challenges of running a company. Growth can put a tremendous strain on your financial department: the...
Regulatory Client Outreach & The Path to Compliance
In this paper, we explore the core operational and internal challenges that currently make the process of Regulatory Client Outreach a logistical nightmare for financial...
What to Do When Social Media / Web Marketing Fails to Net New Clients for an Insurance Agency / Financial Advisors
This classified briefing cites the faults with social media / web marketing for financial advisors / insurance agencies and then what to do that 80 percent of the industry...
Operationalizing Engagement in Finance
New projects and processes in finance can be hard enough to roll-out without having to worry about whether your team will support it. After all, we’ve all heard...