Toolkits

SOC Reporting FAQ

Get every last SOC reporting question answered

Curious about SOC reporting? You’re not alone! Our leading SOC specialists have compiled the most frequently asked questions they get, complete with in-depth answers! 

Download FREE answers to frequently asked SOC questions, including: 

• What SOC reports are 
• Understanding SOC 1’s, SOC 2’s & SOC 3’s
• What the 5 Trust Services Criteria in a SOC 2 entail 
• …and much more! 

2025 Employee Benefit Plan Toolkit

Everything you need to successfully navigate employee benefit plans

Department of Labor (DOL) and Employee Retirement Income Security Act (ERISA) requirements are constantly changing, and as an employer, your employee benefits must match up. That’s why our benefit plan experts compiled this toolkit, providing resources to both stay compliant and offer competitive benefits in a tight job market.

In this FREE Employee Benefit Plan Toolkit, you’ll find:

• • Considerations for your first Employee Benefit Plan Audit
  • Industry-specific benchmarking reports
  • Insights on DOL rules of remittance

  …and more!

Fractional Accounting Toolkit

Can fractional accounting services benefit your business?

Unlock the potential of fractional accounting to achieve your financial goals with our FREE 2025 Fractional Accounting & Advisory Services toolkit.

Inside, you’ll discover:

• The innovative mechanics behind the fractional accounting model
• A detailed breakdown of fractional team roles and their strategic responsibilities
• Expert insights on when to leverage a fractional CFO – and when alternative solutions may be more suitable
• A tailored needs assessment to pinpoint your organization’s requirements
• A decision-making framework to evaluate if the fractional model aligns with your situation

…and much more!

Download your copy now to begin making informed decisions about implementing fractional accounting in your business!

Fractional CFO | Your Guide to Success

Ready to accelerate your financial goals with a fractional CFO?

If your organization is growing rapidly, a CFO can help you keep up. Our free CFO Success Guide serves as your essential roadmap to harnessing the power of fractional CFO expertise and unlocking new levels of profitability.

Download the FREE guide to gain access to:

• Financial literacy techniques to empower your team
• Savvy strategies to reduce financial risk
• Methods to increase engagement with your board
• Tips for using strategic technology to drive growth
• Powerful insights for implementing systems and internal controls
• …and much more! 

SOC Reporting Toolkit | Your Complete Guide to Success

All the essential SOC resources you need, all in one place

The complexities of SOC reporting and compliance can be overwhelming. That’s why our leading SOC reporting pros compiled this toolkit to help you chart your organization’s requirements and next steps.

Get this FREE collection of essential SOC resources, including:

• How to read a SOC report
• Understanding the differences between SOC 1’s, SOC 2’s & SOC 3’s
• The benefits of a SOC readiness assessment
• DIY SOC reporting video series
  …and much more!

Fractional Accounting & Advisory Services FAQ

Fractional Accounting and Advisory Services Downloadable FAQ

Have questions about fractional accounting and advisory services? We’ve got answers. Our fractional team developed this list of questions they’re asked most often to help you find the solution that’s right for you. Here’s some of what you’ll find inside:

• The difference between fractional accounting services and traditional accounting
• The difference between working with a staffing agency and utilizing fractional accounting services
• How fractional resources can help even if you’ve never had a financial professional on your team or if your financial recordkeeping isn’t up-to-date
• How fractional accounting resources integrate with existing accounting systems

The 2024 Non-Profit Toolkit

Does Your Non-Profit Have the Right Tools for Success?

Non-profit organizations face a never-ending list of financial challenges, from fundraising and cash flow management to maintaining internal controls and adapting to new accounting standards. We’ve got the expertise from non-profit industry leaders to take the weight off your shoulders!

Designed to help you turn complexities into opportunities for growth, our FREE 2024 Non-Profit Toolkit includes:

• In-depth regional intelligence on non-profit compensation and benefits trends
• Expert guidance for navigating Form 990 filing 
• Analysis of transformative megatrends impacting the non-profit sector
• Essential cybersecurity resources for safeguarding your organization’s digital assets
• Compelling success narratives to fuel your non-profit’s growth and innovation

Download your copy now and unlock the tools for financial success – and peace of mind!

Lease Accounting Toolkit

According to a recent survey, 75% of respondents said adopting the new standard to be more or as complex as adopting revenue recognition. We’ve created this toolkit to make it easier. You’ll find:

• lease accounting lessons from the leading edge
• lease accounting checklists
• sample journal entries
• side-by-side comparisons

…and much more! Get yours now.