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 ...

Time and billing software was one of the first applications to make the leap from paper to PC, with the earliest forms appearing in 1979. Normally, this is a simple and straightforward process - ...

When accounting firms and other professional services firms submit their monthly bills, there’s often some sticker shock experienced by clients. Billable hours can add up fast, and unfortunately in ...

Great Basin Industrial’s outdated billing process, capturing in spreadsheets time-and-materials data for work performed, was shorting the company’s pay, slowing payment and costing way too much to ...