A medical office receptionist performs numerous functions such as clerical, reception, scheduling and patient
financial account management in a health care setting.
Our five - time award winning, 100 % US based, customer support combined with dedicated
financial account management and implementation teams deliver a professional and positive experience for both you and your candidates.
Prepared correspondence, reports, program plans, briefings, distribution of new regulations and other program documentation concerning employee services, training and
financial accounts management.
Not exact matches
Accounting firm Crowe Horwath has entered into exclusive takeover talks with a partnership between wealth
management group Financial Index Wealth Accountants and private equity firm KKR Asset Management, snubbing rival bidder Anchorage Capital
management group
Financial Index Wealth Accountants and private equity firm KKR Asset
Management, snubbing rival bidder Anchorage Capital
Management, snubbing rival bidder Anchorage Capital Partners.
Many businesses use spreadsheets for
financial management,
financial projection, and
accounting.
Banking and
accounting is just the start — today's
financial services jobs span everything from investment
management to fintech
«By centralizing back office support and empowering CPAs and
financial advisors with the tools they need to manage more complex tax,
accounting, and wealth
management strategies, top shelf
financial and tax services become available to more people.»
Forward - looking statements include, among other things, statements regarding future: production, costs, and cash flows; drilling locations and zones and growth opportunities; commodity prices and differentials; capital expenditures and projects, including the number of rigs employed and the number of completion crews; renegotiation of our credit facility;
management of lease expiration issues;
financial ratios; certain
accounting and tax change impacts; midstream capacity and related curtailments; our ability to meet our volume commitments to midstream providers; ongoing compliance with our consent decree; and the timing and adequacy of infrastructure projects of our midstream providers.
JPMorgan Chase and Intuit said on Wednesday they had reached an agreement to allow the bank's customers to quickly put
account information into Mint, TurboTax Online and QuickBooks Online
financial management applications without turning over user names and bank passwords.
«When it comes to retirement, it is so important to get that money out of the retirement
accounts as tax - efficiently as you possibly can,» emphasize Gary Plessl and Kevin Houser, certified
financial planners and managing partners of The Houser and Plessl Wealth
Management Group.
Some offer paperless
management, many offer free trials, most can handle recurring payments automatically, and all require users to provide bank -
account numbers and other
financial and personal information.
I started a government - contracting consulting firm, Integrated Finance and
Accounting Solutions, which services military and other government institutions and assists them in federal financial management in the areas of internal audits, internal controls, budgeting and accounting
Accounting Solutions, which services military and other government institutions and assists them in federal
financial management in the areas of internal audits, internal controls, budgeting and
accounting accounting processes.
She says while professors taught students the nitty gritty of business — marketing,
accounting,
financial management — it was the students who schooled faculty on Aboriginal culture and history.
And because Betterment has no
account minimum, Burgess can pass on that advantage to investors who typically don't meet minimum
account balances for
financial advisors» investment
management services.
Prior to that he held a number of senior finance positions within The Chase Manhattan Bank (formerly Chase AMP Bank), now known as JP Morgan covering
financial control,
financial accounting and
management reporting within the wholesale banking division and the central finance department.
The actual tasks that currently available business software can perform on personal business computers generally fall into three categories: information
management,
financial analysis and modeling, and general
accounting.
* Charles Speake, a Honolulu - based
management consultant and publisher of the Hickson
Financial Marketing Report (P.O. Box 1444, Honolulu, HI 96806), a monthly newsletter on small business finances, has adapted VisiCalc to a wide variety of uses, including keeping tabs on extpense -
account reporting.
An audit also includes assessing the
accounting principles used and significant estimates made by
management, as well as evaluating the overall
financial statement presentation.
This review included a discussion with
management and the independent auditor of the quality (not merely the acceptability) of the Company's
accounting principles, the reasonableness of significant estimates and judgments, and the disclosures in the Company's consolidated
financial statements, including the disclosures related to critical
accounting policies.
An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the
financial statements, assessing the
accounting principles used and significant estimates made by
management, as well as evaluating the overall
financial statement presentation.
The Audit Committee has met with the internal auditors and independent registered public
accounting firm, separately and together, with and without management present, to discuss IBM's financial reporting process and internal accounting controls in addition to other matters required to be discussed by the statement on Auditing Standards No. 16, Communications with Audit Committees, as adopted by the Public Company Accounting Oversight Board (PCAOB), as may be modified or sup
accounting firm, separately and together, with and without
management present, to discuss IBM's
financial reporting process and internal
accounting controls in addition to other matters required to be discussed by the statement on Auditing Standards No. 16, Communications with Audit Committees, as adopted by the Public Company Accounting Oversight Board (PCAOB), as may be modified or sup
accounting controls in addition to other matters required to be discussed by the statement on Auditing Standards No. 16, Communications with Audit Committees, as adopted by the Public Company
Accounting Oversight Board (PCAOB), as may be modified or sup
Accounting Oversight Board (PCAOB), as may be modified or supplemented.
Our Board has determined that each continuing member of our Audit Committee is financially literate and has
accounting or related
financial management expertise, as defined under NYSE rules, and is an «audit committee
financial expert» within the meaning of the rules of the SEC.
Services beyond
financial advisory, tax planning, and investment
management include: bookkeeping, alternative investment advisor selection, investment performance monitoring across multiple firms, portfolio
accounting,
financial reporting, philanthropy
management, concierge services, as well as data and document
management.
The Audit Committee serves a Board - level oversight role, in which it provides advice, counsel, and direction to
management and to the auditors on the basis of the information it receives, discussions with
management and the auditors, and the experience of the Audit Committee's members in business,
financial, and
accounting matters.
Management is responsible for the preparation, presentation and integrity of Goldman Sachs»
financial statements, for its
accounting and
financial reporting principles and for the establishment and effectiveness of internal controls and procedures designed to assure compliance with
accounting standards and applicable laws and regulations.
I've been thinking about signing up for an online wealth
management company for a long time because I have over 35
financial accounts across five banks (USAA, CIT Bank, Citibank, BoA, First Republic) and two online trading platforms (E * trade and Fidelity).
Only by reading through the
financial footnotes and
management discussion and analysis (MD&A) can advisors close
accounting loopholes and assess the true profitability of a company.
More than 180
financial services companies and institutional investors subscribe to oekom's sustainability research for the selection of securities for mutual funds, segregated
accounts, and asset
management mandates.
The independent auditors are responsible for auditing the annual
financial statements prepared by
management and expressing an opinion as to whether those
financial statements conform with
accounting principles generally accepted in the United States of America.
An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the
financial statements, assessing the
accounting principles used and significant estimates made by
management, as well as evaluating the overall
financial statement presentation.
At its core, Personal Capital is a personal
financial management dashboard that helps you track all of your
accounts, transactions, and investments in one place.
She also assists the
accounting team with portfolio
management,
financial analysis and reporting.
As described under «Director Nominees for Election,» the Board believes that each of the current members of the Board is a highly qualified and dedicated individual who brings to the Board his or her own particular and substantial expertise and experience, including relevant regulatory,
financial services,
financial and
accounting, legal, and / or risk
management skills.
Financial and retirement products and services for individuals, including IRAs, annuities, college savings, managed
accounts, and brokerage and cash
management as well as workplace savings business for tax - exempt organizations.
Mr DeMarte is experienced in areas of secretarial practice,
management accounting and corporate and
financial management.
Services Advisory Assurance Attest Services Audit, Reviews & Compilations Employee Benefit Plan Audits Internal Audit Services International
Financial Reporting Standards (IFRS) IT Audit Services SEC Services SOC 1 and 2 Services Statutory
Financial Audits Tax
Accounting Methods Cost Segregation Estate Tax Credits Executive Compensation Federal Corporate Tax Generational Wealth Planning International Tax Mergers & Acquisitions Real Estate Research & Development Tax Credits Sales and Use Tax State & Local Tax Tax
Accounting Tax Reform Transfer Pricing Business Support DHG Search DHG Staffing Forensics Commercial Damages Digital & Computer Forensics Domestic Matters Fraud & Corporate Investigations Personal Damages Healthcare Consulting Alternative Payment Models Center For Industry Transformation Points Beyond Blog CFO Advisory Bundled Payment Models Clinical Documentation Improvement Enterprise Intelligence iluminus Reimbursement Revenue Cycle Senior Living Strategy Physician Enterprise Optimization International Services Chinese Business Services Japanese Business Services Investment
Management DHG Agency DHG Wealth Advisors IT Advisory Retirement Plan Administration Risk Advisory Finance & Process Transformation Internal Audit & Compliance Regulatory Services & Risk
Management Technology Services Transaction Advisory Valuation Services
Financial Reporting Healthcare Valuations
Additional information about material risk factors that could cause actual results to differ materially from expectations and about material factors or assumptions applied in making forward - looking statements may be found under «Risk Factors» in our most recent Annual Information Form, under «Risk
Management», «Risk Factors» and «Critical
Accounting and Actuarial Policies» in our most recent
Management's Discussion and Analysis, in the «Risk
Management» note to our most recent consolidated
financial statements and elsewhere in our filings with Canadian and U.S. securities regulators.
IFA FinPlan, powered by eMoney, is a robust technology where IFA clients can keep their
financial accounts, investments and spending organized in one easy - to - use personal
financial management dashboard, and dedicated IFA Wealth Advisors can in turn produce comprehensive and personalized
financial plans.
Given the absence of a public trading market of our common stock, and in accordance with the American Institute of Certified Public Accountants
Accounting and Valuation Guide, Valuation of Privately - Held Company Equity Securities Issued as Compensation, our board of directors exercised reasonable judgment and considered numerous and subjective factors to determine the best estimate of fair value of our common stock, including independent third - party valuations of our common stock; the prices at which we sold shares of our convertible preferred stock to outside investors in arms - length transactions; the rights, preferences, and privileges of our convertible preferred stock relative to those of our common stock; our operating results,
financial position, and capital resources; current business conditions and projections; the lack of marketability of our common stock; the hiring of key personnel and the experience of our
management; the introduction of new products; our stage of development and material risks related to our business; the fact that the option grants involve illiquid securities in a private company; the likelihood of achieving a liquidity event, such as an initial public offering or a sale of our company given the prevailing market conditions and the nature and history of our business; industry trends and competitive environment; trends in consumer spending, including consumer confidence; and overall economic indicators, including gross domestic product, employment, inflation and interest rates, and the general economic outlook.
Rotman Chair in
Accounting — Jeffrey Callen Kernaghan Professorship in
Financial Management — Ramy Elitzur Deloitte & Touche Professorship in
Accounting — Ole - Kristian Hope KPMG Professorship in
Accounting — Gordon Richardson
Tim Chaves is the founder & CEO at ZipBooks
accounting software — simple, modern
financial management for small businesses.
In particular, we must perform system and process evaluation and testing of our internal control over
financial reporting to allow
management and, to the extent that we are no longer an «emerging growth company» as defined in the JOBS Act, our independent registered public
accounting firm to report on the effectiveness of our internal control over
financial reporting, as required by Section 404 of the Sarbanes - Oxley Act.
The Audit Committee has reviewed and discussed the audited
financial statements for the year ended September 28, 2013 with the Company's
management and Ernst & Young LLP, the Company's independent registered public
accounting firm («EY»).
2017.10.12 Royal Bank of Canada collaborates with Wave to be the first bank in North America to integrate a full
financial management platform with online banking for small business clients Royal Bank of Canada (RBC) and Wave (waveapps.com) have collaborated to integrate invoicing,
accounting and business
financial insights into RBC...
ACC
Accounting & Auditing, AFR Africa, AGE Economics of Ageing, AGR Agricultural Economics, ARA Arab World, BAN Banking, BEC Business Economics, CBA Central Banking, CBE Cognitive & Behavioural Economics, CDM Collective Decision - Making, CFN Corporate Finance, CIS Confederation of Independent States, CMP Computational Economics, CNA China, COM Industrial Competition, CSE Economics of Strategic
Management, CTA Contract Theory & Applications, CUL Cultural Economics, CWA Central & Western Asia, DCM Discrete Choice Models, DEM Demographic Economics, DEV Development, DGE Dynamic General Equilibrium, ECM Econometrics, EDU Education, EEC European Economics, EFF Efficiency & Productivity, ENE Energy Economics, ENT Entrepreneurship, ENV Environmental Economics, ETS Econometric Time Series, EUR Microeconomics European Issues, EVO Evolutionary Economics, EXP Experimental Economics, FDG
Financial Development & Growth, FIN Finance, FMK
Financial Markets, FOR Forecasting, GEO Economic Geography, GRO Economic Growth, GTH Game Theory, HAP Economics of Happiness, HEA Health Economics, HIS Business, Economic &
Financial History, HME Heterodox Microeconomics, HPE History & Philosophy of Economics, HRM Human Capital & Human Resource
Management, IAS Insurance Economics, ICT Information & Communication Technologies, IFN International Finance, IND Industrial Organization, INO Innovation, INT International Trade, IPR Intellectual Property Rights, IUE Informal & Underground Economics, KNM Knowledge
Management & Knowledge Economy, LAB Labour Economics, LAM Central & South America, LAW Law & Economics, LMA Labor Markets - Supply, Demand & Wages, LTV Unemployment, Inequality & Poverty, MAC Macroeconomics, MFD Microfinance, MIC Microeconomics, MIG Economics of Human Migration, MKT Marketing, MON Monetary Economics, MST Market Microstructure, NET Network Economics, NEU Neuroeconomics, OPM Open Macroeconomics, ORE Operations Research, PBE Public Economics, PKE Post Keynesian Economics, POL Positive Political Economics, PPM Project, Program & Portfolio
Management, PUB Public Finance, REG Regulation, RES Resource Economics, RMG Risk
Management, SBM Small Business
Management, SEA South East Asia, SOC Social Norms & Social Capital, SOG Sociology of Economics, SPO Sports & Economics, TID Technology & Industrial Dynamics, TRA Transition Economics, TRE Transport Economics, TUR Tourism Economics, UPT Utility Models & Prospect Theory, URE Urban & Real Estate Economics.
TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance,
accounting, and
financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk
management and investment support.
An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the consolidated
financial statements, assessing the
accounting principles used and significant estimates made by
management, as well as evaluating the overall consolidated
financial statement presentation.
Among other matters, the audit committee evaluates the independent auditors» qualifications, independence and performance; determines the engagement of the independent auditors; reviews and approves the scope of the annual audit and the audit fee; discusses with
management and the independent auditors the results of the annual audit and the review of our quarterly
financial statements; approves the retention of the independent auditors to perform any proposed permissible non-audit services; monitors the rotation of partners of the independent auditors on the company's engagement team as required by law; reviews our critical
accounting policies and estimates; oversees our internal audit function and annually reviews the audit committee charter and the committee's performance.
Any failure to develop or maintain effective controls, or any difficulties encountered in their implementation or improvement, could harm our operating results, cause us to fail to meet our reporting obligations, result in a restatement of our
financial statements for prior periods or adversely affect the results of
management evaluations and independent registered public
accounting firm audits of our internal control over
financial reporting that we will eventually be required to include in our periodic reports that will be filed with the SEC.
ACC
Accounting & Auditing, AFR Africa, AGE Economics of Ageing, AGR Agricultural Economics, ARA Arab World, BAN Banking, BEC Business Economics, CBA Central Banking, CBE Cognitive & Behavioural Economics, CDM Collective Decision - Making, CFN Corporate Finance, CIS Confederation of Independent States, CMP Computational Economics, CNA China, COM Industrial Competition, CSE Economics of Strategic
Management, CTA Contract Theory & Applications, CUL Cultural Economics, CWA Central & Western Asia, DCM Discrete Choice Models, DEM Demographic Economics, DEV Development, DGE Dynamic General Equilibrium, ECM Econometrics, EDU Education, EEC European Economics, EFF Efficiency & Productivity, ENE Energy Economics, ENT Entrepreneurship, ENV Environmental Economics, ETS Econometric Time Series, EUR Microeconomic European Issues, EVO Evolutionary Economics, EXP Experimental Economics, FDG
Financial Development & Growth, FIN Finance, FMK
Financial Markets, FOR Forecasting, GEO Economic Geography, GRO Economic Growth, GTH Game Theory, HAP Economics of Happiness, HEA Health Economics, HIS Business, Economic &
Financial History, HME Heterodox Microeconomics, HPE History & Philosophy of Economics, HRM Human Capital & Human Resource
Management, IAS Insurance Economics, ICT Information & Communication Technologies, IFN International Finance, IND Industrial Organization, INO Innovation, INT International Trade, IPR Intellectual Property Rights, IUE Informal & Underground Economics, KNM Knowledge
Management & Knowledge Economy, LAB Labour Economics, LAM Central & South America, LAW Law & Economics, LMA Labor Markets - Supply, Demand & Wages, LTV Unemployment, Inequality & Poverty, MAC Macroeconomics, MFD Microfinance, MIC Microeconomics, MIG Economics of Human Migration, MKT Marketing, MON Monetary Economics, MST Market Microstructure, NET Network Economics, NEU Neuroeconomics, OPM Open Macroeconomics, PBE Public Economics, PKE Post Keynesian Economics, POL Positive Political Economics, PPM Project, Program & Portfolio
Management, PUB Public Finance, REG Regulation, RES Resource Economics, RMG Risk
Management, SBM Small Business
Management, SEA South East Asia, SOC Social Norms & Social Capital, SOG Sociology of Economics, SPO Sports & Economics, TID Technology & Industrial Dynamics, TRA Transition Economics, TRE Transport Economics, TUR Tourism Economics, UPT Utility Models & Prospect Theory, URE Urban & Real Estate Economics.