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 ...

Most client portal software tools pretend to be complete business systems until you're two months in and still using three ...

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 ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Modern lawyers and law firms now use several tools to run their practice more efficiently, improve their cash flow, and make things easier for their clients. One of these tools is billing software for ...

If you’ve just started a business, you probably want to spend as little time and money as possible on administrative tasks like invoicing and billing. And that’s exactly why you need to choose the ...

For some clients, the legal billing process can be challenging to navigate making it crucial for firms to have transparent, easy-to-digest terms. Find out more about red-flag billing practices to ...