PYMNTS

APRIL 19, 2017

Change within the enterprise will always bring friction, but when it comes to change brought about by the adoption of more sophisticated technologies — especially in accounting and cash management — that friction is worth the effort. But the picture of technology adoption is a complex one, as cloud accounting company Sage has shown.

Accounting 47

Accounting Cash Management Practice Management Technology 47

CFO News Room

NOVEMBER 28, 2022

And because clients will typically keep some assets in cash, crafting a cash-management strategy can be a way for clients to make more from their cash holdings and serve as a measurable way for advisors to generate their value.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

NOVEMBER 19, 2022

We also have a number of articles on practice management: Why looking inward at their leadership style can be one of the best ways for firm leaders to prevent employee turnover. cash management programs ). While SECURE 2.0 How advisors can help their clients turn their HSAs into wealth-building machines.

Planning 130

Planning Leadership Healthcare Accounting 130