Guides
We have created a variety of helpful guides and resources to help you and your business succeed.
Tax Planning: Tips from Experts
Tax planning is a vital component of a successful business. A tax plan should be a component of your overall financial goals.
GUIDE: Transportation Industry Benchmarking
Is your transportation company performing as well as its industry peers? You reviewed your financial statements from your accountant, and you are making money.
Checklist: How to Prepare for an Employee Benefit Plan Audit
Retirement plan compliance is complex, requiring help from trusted professionals who understand the complexities,
challenges, rewards and opportunities associated with effective retirement planning.
Key Performance Indicators: Hospitality Industry
Utilizing benchmarks is the easiest way to determine how well your hospitality company stacks up against others in your industry.
A Guide: Reading & Understanding a Financial Statement
Financial statements contain vital information about a business. As a business owner or investor, it is important to understand how to read and understand these reports
Transportation Retirement Plan Guide
Retirement plan design is complex and requires help from trusted
professionals who understand the complexities, challenges, rewards and opportunities associated with effective
retirement planning.
Commercial Builder Benchmarking – How does your Company Measure Up?
Utilizing benchmarking is an easy way to determine how well your commercial builder company compares to others in the industry.
Checklist: How to Prevent Fraud in your Hospitality Business
Concerned that improper behavior is occurring at your hospitality business?