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Why You Need to Backup Your Online Financial Data

Why You Need to Backup Your Online Financial Data

Security breaches of any kind can cause disruption, but when financial data is involved, the consequences of a data breach are serious—both for the financial services provider and the client. Massive amounts of money can be lost, sensitive account information...

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Automating your accounts receivables: A Checklist

Automating your accounts receivables: A Checklist

With the world moving at an incredible pace, financial leaders are faced with choosing where to spend their money and efforts. This often leads to financial managers mulling over various processes, having to choose which stream of effort needs the highest level of...

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Top 5 Tools to Boost Cash Flow From Your A/R

Top 5 Tools to Boost Cash Flow From Your A/R

Improved Accounts Receivable management can boost your cash flow quicker than any other source of funding. When cash flow becomes a problem, companies often increase their overdraft. Prevent wasting money on interest by following a proactive approach to your...

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The Importance of Documenting Your Firm’s Critical Processes

The Importance of Documenting Your Firm’s Critical Processes

Your accounting practice is a mass of intertwined processes.  It’s the nature of what you do—it’s complicated and process-driven. This is exactly why documenting those processes is crucial for your firm’s success. By documenting and standardizing processes, you...

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Creating Your Perfect Firm, with Liscio and Karbon

Creating Your Perfect Firm, with Liscio and Karbon

What makes a good firm great in 2021? There are a lot of factors that you could include on the list but at its core, a great firm starts with management who seek to create a modern, frictionless, productive experience for both staff AND clients, and who use that...

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