| Publisher | Financial Profiles | ||
|---|---|---|---|
| Format | Date added | 12 Oct 2008 | |
| Topics | Accounting Applications | ||
| Downloads | 19 | ||
Tom Stahl, an advisor with LPL Financial Services since 1987, serves more than 200 small business owners in the Denver area on either a fee or commission basis. An eight-year user of Financial Profiles' solution, Stahl finds the benefits of Profiles+ Professional to be in its ability to gather and organize data efficiently. The program's fact finders and input screens make the data gathering and entry processes fast and efficient. The fact finders mirror the input screens, so once Stahl has completed his client interview, he can enter and analyze the data in Profiles+ Professional to formulate a strategy for his clients.
Related white papers
Navigate the new financial landscape
The landscape of the financial services industry is evolving, and financial institutions must adapt to the changing marketplace in order to succeed. This complimentary portfolio from IBM provides innovative thinking...
Microsoft Business Solutions Webcast: Great Plains Financial Applications Helps Nonprofit Organizations Run More Efficiently - Level 100
Managing a not-for-profit organization requires business, financial, and reporting practices that are complex and unique. In this webcast, you will discover how the recently integrated functionality within Microsoft Business Solutions...
Mentec Helps Startup Company to Win Key Distribution Contracts and Achieve Critical Mass With Microsoft Business Solutions - Great Plains Edition
Merseyside-based Au Logistics Ltd provides a range of services for the travel trade including brochure distribution, mailings and direct marketing. From the company's inception the management team recognised the critical...
Microsoft Business Solutions Webcast: New Tools and Techniques for Managing Cash (Level 200)
In this webcast, you will learn how the eBanking, Cash Flow Management and Bank Reconciliation modules for Microsoft Business Solutions-Great Plains can help streamline your financial processes for better efficiency,...
Progress: Beyond Imaging to Workflow
In the late 1990's, JFA's (Jefferson Financial Advisors) business documents were entirely on paper. As account applications, records of transactions, notices and memoranda moved within offices and traveled between HQ...
World Class Financial Planning for a Diversified Holding Company
Allegheny Energy, situated in Hagerstown, MD, U.S., a diversified holding Company with Regulated and Unregulated Operations, performs forecasts, budgets, and other financial planning. As part of its continuing efforts to...
NetSuite Case Study: TonerZone.com
Headquartered in Los Angeles, TonerZone.com distributes toner, ink cartridges and other printing supplies to corporations and resellers nationwide. All tallied, TonerZone.com offers more than 600 items. The key to success...

