Finance platform Rho launched the Rho Partner Portal for Accountants, a version of Rho designed specifically for partners at Rho who are accountants. This could include fractional CFOs, heads of a ...

While word of mouth, digital marketing and professional networks are still the main ways accounting firms promote themselves, an entirely new path has emerged over the past few years: AI. With more ...

If it wasn’t for your clients, you wouldn’t have a firm to operate. After all, the client onboarding experience is one of the most critical pieces of the advisor-client relationship. Not only does it ...