Let’s face it. Data is everywhere. It’s in dashboards, spreadsheets, CRMs, and sometimes scribbled on the back of a napkin...
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As accounting firms and wealth managers navigate an ever-competitive landscape, the question of where to focus their time and...
The next decade is poised for a remarkable shift as trillions of dollars in liquidity from the sale of small and medium-sized...
interValwas built on the premise that advisors and business owners don’t have enough time to make sense of the data the...
Before I worked at a tech company, and before founding and selling another, I was a buyer of technology. As VP of Finance and...
Since joining interVal and re-engaging with the accounting world after a decade in marketing, I’ve been disheartened to learn...
The recent Federal Reserve rate cut has sparked significant discussion in financial circles, particularly concerning its impact...
The next 90 days will arguably determine the success of your firm for the next year.
This is the time to implement changes and...
In today's competitive landscape, accounting firms are constantly seeking ways to serve more business owners efficiently and...
Imagine you’re driving down the highway, accelerating your speed as you want to pass some cars… and your eyes are glued to the...