Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Maintaining accurate accounting records remains a legal obligation for people running small-business organizations. Over the years, technology has evolved much, and so have the methods of keeping ...

Small businesses are the backbone of the world’s economy; at least, that’s my personal view. The ones that are hugely successful usually require the assistance of an accountant, but due to the rise of ...