Every industry has its own unique challenges and requires tailored solutions. That’s why we’re creating this series of comprehensive toolkits and FAQs specifically designed to help you thrive.
These resources 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 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, SOC 2, and SOC 3 reports
What the 5 Trust Services Criteria in a SOC 2 entail
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
The passage of the One Big Beautiful Bill Act (also known as H.R. 1) in July 2025 brought sweeping changes for businesses, non-profits, and individuals alike – and our best-in-class team of tax pros dove in to understand the changes and impact on you, your business, and your future.
For the first time, we’re assembling our coverage into this easy-to-use guide to help you successfully navigate the changes and build a better, brighter future.
There’s a lot to consider when you’re selecting an auditor for your employee benefit plan – so we’ve created this checklist to help streamline the process and find the auditor that’s the right fit for your organization.
Whether your organization is growing, navigating transition, or addressing urgent challenges, you need HR expertise that’s as agile and adaptable as you are – and that’s where Fractional HR Support & Advisory Services come into play. Designed to provide embedded human resources support without the commitment of a full-time hire, fractional services give businesses access to seasoned HR professionals who can quickly strengthen operations, reduce risk, and elevate the employee experience.
In this FAQ, you’ll discover:
What Fractional HR involves
What type of organization is a good fit for Fractional HR
How it differs from traditional HR consulting
The tangible impact Fractional HR can have
You’ll also find real-world success stories—from organizations that reduced turnover, strengthened talent pipelines, accelerated hiring, and built better, brighter workplaces with the help of Fractional HR leadership.
Ready to accelerate your financial goals with a fractional CFO?
If your organization is growing rapidly, a fractional CFO can help you keep up while keeping costs down. Our free CFO Success Guide is your essential roadmap to harnessing the power of fractional CFO expertise and unlocking new levels of profitability.
Here’s what’s inside:
Financial literacy techniques to empower your team
Savvy strategies to reduce financial risk
How to increase engagement with your board
Tips for using strategic technology to drive growth
Powerful insights for implementing systems and internal controls
SOC Reporting Toolkit | Your Complete Guide to Success
All the essential SOC resources you need
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, SOC 2, and SOC 3 reports
Employee benefit plan audits can be complex, but they don’t have to be confusing. Our team of EBP audit pros created this FAQ and 7-step checklist to help you understand when an audit is required, how to prepare, and what to expect along the way.
Download your free Employee Benefit Plan Audit FAQ + Checklist to learn:
When a plan audit is needed and how to prepare
What to expect during each phase of the audit
Common errors auditors find and how to avoid them
The 7 key factors to consider when choosing the right auditor
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
A sales tax audit can have a substantial negative impact on your business (and open the door to future audits), but you don’t have to go it alone. This checklist can help you get started, and our team of top Sales Tax Compliance pros is here to help.
You might also be interested in the Sales Tax Audit Survival Guide, including the top 8 mistakes companies make during a sales tax audit, what to do if additional sales tax is assessed, and much more.
See how the Barnes Dennig Sales Tax Compliance team helped Vinylmax Windows successfully navigate a sales tax audit.
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!
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Barnes Dennig keeps us informed about important changes in tax law and other activities that are important to our business.