Many small businesses use simple accounting software to track their finances. Some even use plain spreadsheets. Whatever your businesses uses, its success depends upon your management team having ...

This post has been updated. To read the latest version, click here. Startups frequently prepare a “pitch deck” to present their company to prospective angel or venture capital investors. The pitch ...

Among the biggest challenges advisors face is simply getting the data needed to execute a client’s financial plan. Without information to enter into the planning software, it’s impossible to ...