Related Posts
Making The Move – What to Do When You’ve Outgrown QuickBooks
Before you spend a lot of your valuable time shopping, learn the 37 Essential Tips for Evaluating and Purchasing New Accounting Software… QuickBooks provided the basic bookkeeping capabilities you needed to start your company. But things have changed. You have more customers. More employees. More complexity. In short, your growing business isn’t so small anymore. The decisions you need to make aren’t either. Download this white paper to uncover the 37 essential tips for evaluating and purchasing software to manage your business. Here are just a few of the tips we will share with you: • How to create an accounting system needs analysis • What to consider and whom to consider when setting your objectives • How to uncover the features you can’t live without • And more Download Now
Advisor Case Studies: Navigating By Your Values
After years of working under the constraints of the brokerage model, advisor Ralph Courage was experiencing real burnout — he was ready for a change. He and his partner, Jeff, were not strangers to the Registered Investment Advisor (RIA) model, and to satisfy their hunger for freedom and flexibility they decided to build an independent practice of their own in 2008. TRG (0722-208S) Ralph and Jeff, founders of Courage Miller Partners, always dreamed of owning a clients-come-first firm. They looked to the RIA model for its freedom and flexibility – and to escape from brokerage burnout. To start on the right foot, Ralph and Jeff chose Schwab as a custodian because of its long track record of serving RIAs. Today, Courage Miller Partners has succeeded despite the uncertainty of the 2008 market crash and the recent pandemic, and its founders are now sharing their advice with you. “We’re able to change our focus to the goals and desires of our clients. It puts them at the forefront of all of our decisions.” – Ralph Courage, Courage Miller Partners, LLC To read more about Ralph and Jeff’s story of perseverance and success, as well as their advice on everything from transitioning your team to maintaining your culture, download the case study. Download Now
Financial Consolidations for Multi-Entity Healthcare Organizations
More than ever, finance is data rich, but time poor. A truly integrated cloud-based financial system can automate the consolidation process, reintroducing quality and trust. Download Now