Thinking of Hiring? Practical Advice and Bookkeeping Considerations for Independent Financial Advisors
5.5 MIN READ Any independent financial advisor will tell you that the first few years of firm ownership are nothing short of challenging. Most days can feel like a sprint (even...Fringe Benefits: What's Taxable and What's Not
4 MIN READ When considering a job, most people know that you should look at more than just pay; you need to consider the entire benefits package offered. Fringe benefits—all those...Subscribe by email
- Bookkeeping (60)
- Financial Advisors (60)
- Financial Planning (60)
- XYPN Books (60)
- Outsourcing (45)
- Accounting (28)
- Small Business Owner (23)
- Taxes (16)
- Tech Stack (12)
- Expenses (4)
- Automation (3)
- Deducting Expenses (3)
- Financial Statements (3)
- Balance Sheet (2)
- Banking (2)
- Chart of Accounts (2)
- Financial Education (2)
- Reading Financial Statements (2)
- Recordkeeping (2)
- Staffing & HR (2)
- Budgeting (1)
- CARES Act (1)
- Cash Flow (1)
- Cash Flow Planning (1)
- Charitable Donations (1)
- Costs (1)
- Depreciation and Amortization (1)
- Donations (1)
- How to Choose a Bank (1)
- Industry Trends & Insights (1)
- Investing (1)
- Launching a firm (1)
- Mental Health (1)
- Opportunity Funds (1)
- Opportunity Zones (1)
- Payroll Service Provider (1)
- Per Diem Reimbursement (1)
- Productivity (1)
- Profit and Loss (1)
- RIA Operations (1)
- Receipts and the IRS (1)
- Review Your Books (1)
- Review Your Financials (1)
- Section 105 Plan (1)
- Spending (1)
- Split Transactions (1)
- Tracking Assets (1)
- Tracking Liabilities (1)
- Vehicle (1)
- Vendors (1)
- Virtual Advisor (1)