RIAs operate in a largely fee-based industry where accuracy is key to building and maintaining trust. Incorrect information and calculations can cause your clients to lose money, damaging your ...

The best invoicing software makes it easy to track projects, estimates and invoices, and get paid on time. They include features that convert quotes into invoices automatically and track chargeable ...

We cover six top recurring billing solutions that automate invoicing and payment processing. The best recurring billing software can help with automating invoices, processing payments securely, and ...

Find accounting software best suited to the size of your consulting business and with strong time tracking, billing and client management features. NerdWallet's content is fact-checked for accuracy, ...

For some clients, the legal billing process can be challenging to navigate making it crucial for firms to have transparent, easy-to-digest terms. Find out more about red-flag billing practices to ...

Many Big Law firms are increasingly notifying clients of rate hikes via engagement letters or e-billing platforms, rather than personal notifications. Clients are increasingly staffing up their legal ...

Amy Nichol Smith is a former Product Review Editor at Forbes Advisor. She has more than 20 years experience as a journalist and editor, writing on a range of topics, including tech products and ...