Toolkits | Compensation & Benefits | OH KY IN CPA


Every industry has its own unique challenges and requires tailored solutions. That’s why we’re creating this series of comprehensive toolkits specifically designed to help you thrive.

The toolkits contain a wealth of information, including articles, videos, on-demand events, checklists, examples, and success stories in one convenient location – valuable insights and practical advice you can start implementing today.

Download yours now, and start building a better, brighter future.

SOC Reporting FAQ

Get Every Last SOC Report 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 an SOC 2 entail 
  • …and much more! 
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Client Accounting & Advisory Services Toolkit

If you’re exploring how the fractional accounting model can help you hit your financial targets, this toolkit is for you. Inside, you’ll find:

  • how the fractional model works
  • fractional accounting team roles and responsibilities
  • when using a fractional CFO makes sense – and when it doesn’t
  • a needs assessment
  • how to determine if the fractional model is right for you

…and much more.

If you’ve got a question or would like to learn more, our team of top fractional accounting professionals is here to help.

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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! 
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Client Accounting & Advisory Services FAQ

Client Accounting and Advisory Services (CAAS) Downloadable FAQ

Have questions about fractional accounting? We’ve got answers. Our CAAS 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
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The 2024 Non-Profit Toolkit

Fundraising. Cash flow management. Internal controls. Financial reporting. Navigating changing technology and accounting standards. The list of what non-profit organizations must do on an ongoing basis seems endless.

Our Non-Profit Toolkit is designed to help you thrive:

  • data on non-profit compensation & benefits in our region
  • insights on filing Form 990
  • insights on future-shaping megatrends for non-profits
  • cybersecurity resources
  • success stories to inspire you

Take the next step in building a better, brighter future. Download yours now.

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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.

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I have had years of great experience, and find this firm to be an excellent resource. I really appreciate what they have shared with us. I have found great value in them.

— Jenny O., CEO

Everything they do is with great professionalism and an excellent quality of work.

— Sharon G., Director of Operations

Barnes Dennig keeps us informed about important changes in tax law and other activities that are important to our business.

— Susan A., Partner
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