Guides

We have created a variety of helpful guides and resources to help you and your business succeed.

Tax Planning Guide

Are you confident you are doing everything to minimize taxes for your business?

construction industry benchmarking guide

Construction Industry Benchmarking

Construction benchmarking is an essential tool for business owners looking to improve their overall performance. 

Group meeting about accounting

How Outsourced Accounting Can Benefit your Business

If your business has never outsourced accounting before, you may have some questions.

financial files spread on table

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

Winding road at sunset

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

benchmarking professional services

BENCHMARKING YOUR PROFESSIONAL SERVICE FIRM

Understanding and knowing current benchmarks is a great way to measure your firm’s success against industry standards.

Fork in the road sign

GUIDE: TRANSPORTATION INDUSTRY BENCHMARKING

Is your transportation company performing as well as its industry peers? Review our guide to see how your company stacks up.

Construction labor crew

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.

Man looking at a laptop

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.

tax planning guide blog header image

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.

business graph

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.

inside of restaurant dining room without customers

CHECKLIST: HOW TO PREVENT FRAUD IN YOUR HOSPITALITY BUSINESS

Concerned that improper behavior is occurring at your hospitality business?