News & Insights
Read the Latest Premium Financial Planning News
Help Ensure the IRS Doesn’t Reclassify Independent Contractors as Employees
June 8th, 2021
|
Business Tax Services |
Tax
Many businesses use independent contractors to help keep their costs down. If you’re among them, make sure that these workers are properly classified for federal tax purposes. If the IRS […]
READ MORE
Telecom Industry Measures Success Through Data and KPIs
May 18th, 2021
|
By Zack Skrzyniarz |
Consulting |
Data Analytics |
Reporting & KPIs
It seems like there is no end of buzzwords in business. From synergy to sustainability to retargeting, the list goes on and on. As we move to a more automated […]
READ MORE
The Value of KPIs and Data for Nonprofits
May 18th, 2021
|
By Sarah Jennings |
Consulting |
Data Analytics |
Reporting & KPIs |
Technology
How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]
READ MORE
Top Four Considerations for Outsourcing Your Accounting and Financials
May 17th, 2021
|
By Jessica Fleet |
Accounting & Outsourced Solutions |
CFO Advisory Services |
Outsourced Accounting Solutions
You work hard to keep your practice running. But are you working to keep it growing? Chances are your practice is experiencing lapses in billing due to coding errors and […]
READ MORE
The Value of KPIs, Utilize Your Data to Track Success in Your Municipality
May 17th, 2021
|
Data Analytics |
Reporting & KPIs
Meeting strategic goals is nearly impossible without well-thought-out projects, targets, and measures. KPIs (key performance indicators) help you understand what influence your data has and which actions to take by […]