Complimentary guides

We’ve put together guides based on challenges you’ve shared with us to help you tackle them head on.

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.

7 Ways a 401(k) Plan Fiduciary Neglects Their Responsibilities

As a manager or executive, YOU are your 401(k) plan fiduciary What you need to know about meeting the responsibilities to your plan and employees, such as:

  • Reviewing plan documents
  • What can happen with incorrect contributions
  • Understanding the plan fees

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.

FOR GOVERNMENT AGENCIES: Keeping Continuity Amongst the Chaos

How do you keep your department moving during the chaos of staff turnover, level-loaded projects, reporting requirements, deadlines, etc.? Learn how your finance department can do more with less, including:

  • Powering your workflow with the right staffing and culture
  • Automating the right processes with the right tools
  • Regulatory Compliance: Shifting the burden of compliance to maintain consistency and keep up with changes