Professional Services

There’s nothing mysterious or magical about the success of Cobb & Gonzalez, one of the most respected law firms in Florida. According to managing partner Christopher M. Cobb, it’s simply...

Traditionally, one of clearest divisions in web-based law practice management systems was between products that supported billing and trust accounting, and those that offered billing, trust accounting, and general ledger...

For SaaS vendors, the pressure to drive efficient revenue growth has never been higher. Findings from our latest Buyer Behavior Report underscore the challenging environment facing sales and marketing teams...

If you‘re a business owner looking to build your start-up from the ground up, you’ve likely read plenty of blogs looking for advice on marketing your business—but I‘m guessing there’s...

LPL Financial is facing a second lawsuit over its cash sweep program.  Douglas Nevitt, a 66-year-old Illinois construction retiree, has filed a suit in California federal court accusing the firm of...

For small and midsized accounting firms, staying on top of the latest IRS rulings, procedures, and memoranda is crucial – but the intricacies of the tax code and frequent changes...

The number of people investing in stocks has increased over the years, especially when it comes to Millennials and Gen Z. Investing for your future or retirement is important, but...

And seven ways to overcome staffing issues. By Hitendra Patil The talent crisis in the accounting profession has been relentless, and it now seems that the staffing issues are moving...

In a world full of stimuli, our minds buzz with thoughts, plans and worries, making it difficult to hear the subtle whispers of our intuition. How do we quiet the...

Charles E. Willmott: Expertise, Experience and Excellence By Dan Baldwin “Charles was a Godsend for me through my divorce. He was so sweet and kind to me, but very intimidating...