Quicken Business and Personal and FreshBooks are two different platforms that serve distinctly different audiences, despite ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Running a business requires more than having a high level of business acumen. It also entails leveraging the right tools to help bring your company closer to financial success. Naturally, a business’s ...

To make evidence-based decisions for your business, you need financial reporting software that makes it possible to import and analyze your financial data and accounting statistics. However, the ...

Brynne Conroy writes about small business, women’s money and disability finance issues. Her debut book was an Amazon #1 New Release across multiple categories. In 2022, she won an industry award for ...

Business Objects has agreed to buy Cartesis, a maker of finance and performance management software, for €225 million in cash, or about $300 million, the companies announced Monday. Financial managers ...

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Quicken Business & Personal is generally much more affordable than QuickBooks, with annual subscription pricing that often ...