Step 2: Connect to Xero Expenses and BillsTo set up and manage accounting connections, check out our specific guides for Xero, QuickBooks and NetSuite integrations.Note: If your account is already connected to Expense and Bills accounting connection, you can skip this step. You will see that ...
In this guest post, financial planner Sophia Bera shares what she went through in recent months in going out on her own and setting up her own independent RIA financial planning firm from scratch, and managing the expenses to keep them at only $5,000 in start-up costs and another $5...