What is Accounting and Why it Matters For Your Business

Accounting helps a business understand its financial position to be able to make informed decisions and manage risks. In accounting, you’ll come across certain titles which appear to bear similar duties but actually have unique job descriptions. In this section, we’ll...

Bookkeeping Tasks Checklist: Monthly, Quarterly & Annual

ContentCalculate, Collect, and File Sales TaxBookkeeping Personal Tax Checklist TemplateReview your P&LComplete Your Weekly TasksProcess PayrollNon-Profit Bookkeeping Checklist Template In this article, we will discuss the importance of monthly bookkeeping and...

Omnichannel Benchmarking: a new era of HCP engagement

If you have a fund—or more than one—in your portfolio, you can compare the information fund managers already provide to see how your funds are doing compared to the indexes they mirror. Mercy Harper is a former writer who contributed to and published research on best...