Propman Brochure

7 QuickBooks Tips for Small and Mid-Sized Businesses QuickBooks is a powerful and flexible platform and with millions of subscribers for the online version alone, QuickBooks is by far the dominant player in accounting software for small and mid-sized businesses. However, unless you’ve had training in QuickBooks or were already an experienced user, getting it to work well for you and your business is a lot more complicated than just signing up, entering your business info and starting to process invoices and expenses. This guide aggregates our collective experience from helping hundreds of small and medium sized businesses effectively run their business, AND grow their bottom line, with QuickBooks. Download this free guide to learn time-saving shortcuts as well as best practices so you can ensure you’re making the most of QuickBooks Download Now

Gain valuable insights into timely investment trends and the investment landscape for RIAs. As investment managers look ahead to make predictions, combining forward outlooks with deep analysis right now can provide more holistic insights. This recent end-of-year analysis enables you to bridge between what is happening today and future expectations at the aggregate and asset-class levels. Discover the latest trends shaping investment strategies  with this comprehensive report. It serves as a unique point of comparison, especially for those with substantial allocations to alternative investments. Download this report, which covers: • Actionable, data-driven insights to navigate the market • 5 asset allocation trends • A spotlight on equities and passive investment Download now to stay ahead of the curve in guiding your clients towards financial success. Download Now

Unlock the secrets to complying with recordkeeping regulations on mobile devices with our latest whitepaper Finance, operations, IT, compliance, and other risk managers are increasingly turning to technology to navigate an ever-changing regulatory landscape. The frequent introduction of new amendments and evolving regulations have managers focused on their financial institution’s exposure to costly liabilities, with monitoring employee behavior, catching unforeseen mistakes, and keeping up with developing compliance standards leaving financial institutions in a vulnerable position. This white paper aims to arm financial institutions with the knowledge, insights, and technology that address their critical needs. Learn how to mitigate risk, enhance compliance, and streamline operations effectively with this whitepaper as your guide. The whitepaper covers: • The roles and requirements of the SEC and FINRA and explore how to maintain compliance amidst frequent amendments and evolving regulations • Learn how T-Mobile MultiLine offers a robust, carrier-agnostic solution integrating text, Teams, and WhatsApp to simplify recordkeeping in a BYOD environment • Gain actionable strategies for monitoring employee behavior, catching unforeseen mistakes, and adhering to developing compliance standards—essential for avoiding SEC and FINRA violations Don’t miss this essential whitepaper, complete the form, and get your free copy now. Download Now