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 ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...

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, ...

As a business owner, staying on top of your finances is essential for the success of your business. But tracking expenses, creating invoices and managing payments can be time-consuming and complicated ...

Practice of law, not business of law. That’s why I went to law school, and that’s what I like to do. Maintaining my San Diego County practice in the black requires that overhead be kept to a minimum, ...

Are you satisfied with the accuracy and efficiency of your current fee billing process? If not, have you considered other ways of streamlining your billing and invoicing operations? A fully compliant ...

Editor's Note: This is the first installment in an occasional series called, "How It's Done: What Legal Can Learn From Other Industries." The goal of these conversations is to demonstrate how other ...