Viewpoints | Advyzon

Billing & Reporting Checklist

Whether you bill quarterly or monthly, a smooth process can make a big difference. We put together a checklist to take you through billing and reporting, so you don’t have to worry if you’re forgetting anything.
Written by Advyzon Team

1 in 4 Firms Now Use Flat Fees

As flat fees grow in popularity, here’s what you need to know.
Written by Charles Rowlan, CFP®, CIMA®, Senior VP of Business Development