5 Mistakes to Avoid When Choosing Accounting Software

A competent and qualified accounting services company can save your business money in many ways. Instead of hiring accounting professionals or spending money buying accounting software, invest in your business by outsourcing this function. This valuable guide will help you better understand what qualities to look for in an accounting services company as well as provide you with several price quotes (by phone/email) from reputable Accounting Services companies. Whether you need to have your entire financial reporting managed or only certain tasks and operations, accounting services companies can grow as your company’s needs evolve over time. This eliminates the headache of hiring or terminating employees. This guide will help you evaluate whether an accounting services company is the right fit for your needs by evaluating the pros and cons of outsourcing these functions, giving you clarity over this important and money-saving decision. And you would also receive several no-obligation price quotes (by phone/email), all pre-screened and qualified to best fit your Accounting Services needs. Download Now

As your business grows, your staffing needs inevitably evolve. That’s especially true when it comes to your finance team. At some point, you’ll need to go beyond basic day-to-day bookkeeping and gain the data-driven financial insights that are vital to running an effective operation and positioning your business to scale and thrive. Yet, most small-to-mid-sized businesses (SMBs) can’t justify the cost of an in-house senior finance professional, like a CFO. More and more of those businesses are opting to hire a fractional CFO instead. How do you determine the value and cost-benefit of hiring a fractional CFO rather than a full-time internal employee? This guide can help you make that determination. Download Now

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