How AP Departments Reduce Costs, Earn Rebates, and Boost Efficiency with Payment Networks

Even today, despite the automation of most accounting processes, fixed assets management is a complex, time-consuming accounting function that typically suffers from an extremely high level of manual effort. Our survey shows that organizations continue to rely on these high-effort, high-risk manual processes to manage fixed assets tax data, calculate federal and state depreciation, reconcile depreciation with the general ledger, manage repair expenses, and report on fixed assets Download Now

The most agile finance teams are looking ahead, not backward. Shifting business models require Accounting to behave differently, phasing out mundane workloads for a more strategic focus. In the drive to modernize accounting processes, journal entries are still one of the biggest manual tasks. Yet, technology has the potential to reduce the number of journal entries by over 70% and embed agility in day-to-day Accounting operations. Journal entry automation rids Accounting of the month-end headache, automates the bulk of journal entries, and allows teams to build sustainable processes into the close. It’s foundational to massively reduce the time and risk associated with the financial close and to enable accounting operations to transform from being a cost-center to a value-driver. Download Now

If you’re interested in the freedom and control that come with becoming an RIA, discover these five unique paths you can take to independence. TRG (0220-04VY) (02/20) Why are more and more advisors choosing independence? The answer is simple: The Registered Investment Advisor (“RIA”) model has become more than a place to break free from tradition. Custodians and platform providers work together to help position advisor teams to reach their full potential. It’s now the destination for those in search of a better way of doing business — one where more freedom and control allows both advisors and their clients to thrive.  As you embark on your journey, consider the:  • Growth of the RIA channel* • Benefits of independence • Differences among the five business models for the modern RIA • Experiences of advisors who chose independence Download this white paper to discover the five business models for the modern RIA. *The Cerulli Report: U.S. Intermediary Distribution 2018, Exhibit 2.07. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC (www.sipc.com). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. This is a sponsored feature developed by Charles Schwab and supported by ThinkAdvisor. ThinkAdvisor is not affiliated with The Charles Schwab Corporation. ThinkAdvisor will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy Download Now