5 Mistakes to Avoid When Choosing Accounting Software

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

There was a time when finance teams had no choice but to be bogged down in paper processing–and the idea of becoming a profit center was just a twinkle in a treasurer’s eye. But times have changed and so have AP payment technologies. Discover how 3 organizations use the Paymode-X payment network to elevate efficiency and improve the bottom line. Read the case study eBook to learn how: • A manufacturing company overcame its ERP integration and remittance delivery challenges to scale payment automation in response to growth demands • A hospital finance team got out from under its pile of paper checks—and improved vendor relations • A healthcare management company with 44 properties and 95 bank accounts reduced complexity and cut costs by more than $75,000 Download Now

Learn how to improve the utility customer experience through billing and payments. In this fast-paced digital era, the expectations of consumers—including utility customers—are evolving at an unprecedented rate. However, attempting to constantly keep up with shifting experiential standards is a costly, time-consuming, and nearly impossible task for utilities. Maintaining a positive customer experience (CX) is key to keeping call volumes down, customer satisfaction (CSAT) scores high, and ensuring customers are willing to make desired actions like signing up for paperless billing and AutoPay. The trick is maintaining CX without having to disrupt daily operations or overly invest organizational resources. As the face of your CX, optimizing the billing and payment touchpoint is the easiest and most effective way to enhance your utility’s overall experience. In this ebook, we explore: • Today’s billing and payment expectations • Why ease of implementation, among other reasons, makes billing and payments the ideal way to improve CX • How leveraging software as a service (SaaS) tools can enhance CX without disrupting core systems Download Now