RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

The business side of lawyering is about revenue generation, getting paid for work done. It's also about finding and keeping loyal clients. According to Clio Legal Trends Report 2020 there are many ...

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

A portfolio of renderings in tow, Corey Damen Jenkins began his design career with the goal of knocking on 1,000 doors to ...

These additions to Canopy are part of the company’s ongoing commitment to making the work accountants do more efficient. Earlier this year Canopy raised $70 million to continue improving its product.

Find accounting software best suited to the size of your consulting business and with strong time tracking, billing and client management features. NerdWallet's content is fact-checked for accuracy, ...

Canopy announced AI-powered upgrades to its Smart Intake solution. Specifically, the company announced AI-generated client ...

IMGCAP(1)]Five years ago we made a change to the way my firm billed for support. Like most accountants and consultants we had been invoicing clients on an hourly basis. Also, just like the other ...

When Gibbons submits a legal bill to a client, it does so through one of two-dozen e-billing programs the Newark firm is required to use, each one slightly different from the others, according to ...

Good Samaritan has received the Peak Performance Award from Waystar, a provider of leading health care payment software. The ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Suzanne is a ...