Complimentary guides

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We’ve put together guides based on challenges you’ve shared with us to help you tackle them head on.
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How to Increase and Project Cash Flow in Your Business

To project cash flow proactively and preventively, you’ll need to prepare for a variety of possible scenarios. Here are 6 ways to improve your business’ cash flow, and how to make projections in most-likely, best and worst-case scenarios.

5 Ways Outsourced Accounting Grows Your Business

Get Back to the joy of growing your business Learn how outsourcing parts of your accounting can save you time and money, and free you up to work on the big ideas that make things happen.

Top EIGHT 401(k) Plan Fiduciary Duties

Are you confident in your 401(k) fiduciary responsibilities?
Our free guide breaks down the top eight duties every business owner and plan sponsor should know—plus the most common mistakes to avoid. From timely contributions to plan fees, cybersecurity, and participant education, this resource helps you protect your company and support your employees’ retirement goals.

5 Strategies to Maximize Your Business Value Before Selling

When the time comes to sell your business, how will you stand out from the crowd?Will you be paid top dollar for your business? What can you do to make the business most attractive to the right buyer?Learn what buyers look for and steps you can take to increase the value of your business before you take it to market, including:

  • How businesses are appraised and how that impacts your sale
  • Types of acquirers in the marketplace for 2021
  • Key operational and financial opportunities to boost your businesses’ appeal before you decide to sell
  • How tax planning at the beginning of your transaction is a must and how it can impact your proceeds from the sale

FOR GOVERNMENT AGENCIES: Guide to Changing Auditors

Take the hassle out of changing auditors.Our step-by-step guide shows you how to prepare to make the change smoothly.