Finance

Many HNW investors are underwhelmed with the offerings of the average financial planning firm.

The first decisions an accountant makes for a venture capital-funded startup can make a big difference in the future.

The fund is ready to provide Seed and Series A funding immediately.

The coronavirus pandemic has made it clear that real-time systems are possible, and critical to decision-making.

The Dallas-based advisory and consulting firm has expanded to Phoenix and Salt Lake City this year.

The Top 100 Firm has expanded in Massachusetts by adding a financial outsourcing firm, effective Aug. 15.

The pandemic may rule out in-person business development, but that doesn’t mean you should stop reaching out.

Outsourced accounting is among the options business leaders should carefully consider in these unprecedented times.

Jirav, which creates all-in-one budgeting, forecasting, reporting and dashboarding software, has received $8 million in Series A funding to boost growth.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

As businesses plan for reopening following the coronavirus (COVID-19) pandemic, your firm may be wondering how you can best advise clients on safety and HR-related topics during this time.

A little-used part of the U.S. tax code allows foundations to use some of their endowments as “program-related investments.”

Rates for overpayments will drop to 3 percent.

As companies struggle to survive in an increasingly complex and threatening environment, the role of management accountants has become ever-more critical, according to IMA president and CEO Jeff Thomson.

Businesses need strong predictive analytics to prepare for the way back.

As businesses look for funding, this new-old method may be worth a look.

The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.

KPMG LLP has bought a minority interest in LumaTax, a San Diego-based sales and use tax technology provider.

At first, FloQast focused on smaller businesses, but today its software serves companies ranging in size from 200 to 10,000 employees.

The company is focusing its efforts on hiring marketing, sales and software development personnel in 2020.