Toolkits
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
SOC Reporting Downloadable FAQ
Have questions about SOC reporting? We’ve got answers. Our top SOC reporting pros developed this list of questions they’re asked most often, along with their detailed answers. Here’s some of what you’ll find inside:
- What are SOC reports?
- What are the two types of SOC reports?
- If there are only two types of SOC reports, what’s a SOC 3?
- What are the 5 Trust Services Criteria in a SOC 2 and what do they cover?
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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
Wondering how a fractional CFO can move your goals forward?
We’ve developed this guide to help you make the most of this vital, valuable resource for fast-growing organizations – like yours.
Inside the guide, you’ll find:
- smart strategies for reducing financial risk
- insights into implementing systems and internal controls
- how to increase engagement with your board
- ideas for driving growth through strategic technology
- empowering your team through financial literacy
…and much more. Download the 2024 CFO Success Guide now!
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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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