David Liu

David Liu

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Insights

  • Confidence

    April 25, 2024

    Is your Credit Union Prepared for the Future? Part 3: How to mitigate shortfalls during transformation

    How can you mitigate shortfalls during the transformation process? Discover strategies to help your credit union overcome challenges in our whitepaper.

  • Progress

    April 23, 2025

    With cloud-based bookkeeping, who actually manages your finances?

    When you combine cloud-based accounting with an external bookkeeping advisor, both parties bring unique skills that help drive your business towards its goals.

  • Progress

    April 22, 2025

    A roadmap for passing the family dealership to the next generation

    For family-owned dealerships, passing ownership of the business to the next generation means considering more than just the financials.