RESOURCE GALLERY

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here's a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Using POD and TOD Accounts in Your Estate Plan

Using POD and TOD Accounts in Your Estate Plan

Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
Financial Survival Guide for Startups

Financial Survival Guide for Startups

Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.
The Overlooked Importance of HR in Growing Businesses

The Overlooked Importance of HR in Growing Businesses

For many small and midsize businesses, HR dysfunction isn't about negligence. It's about capacity. Most founders don't build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.
Three Trends That Will Fuel the Adoption of AI

Three Trends That Will Fuel the Adoption of AI

AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.
The OBBBA Car Loan Tax Deduction

The OBBBA Car Loan Tax Deduction

If you're shopping for a new car, there's a limited-time tax break that could save you thousands of dollars. However, there's a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.
Understanding the One Big Beautiful Bill Act: What It Means for Your Taxes

Understanding the One Big Beautiful Bill Act: What It Means for Your Taxes

Discover the impact of the newly enacted One Big Beautiful Bill Act on your taxes, with permanent changes to individual tax rates, deductions, and innovative benefits for families. Uncover key updates and tax planning strategies to maximize your returns and capitalize on new opportunities for both individuals and businesses. Dive into the details to ensure you thrive under this transformative legislation.
Congress passes tax bill addressing TCJA extensions and business tax relief

Congress passes tax bill addressing TCJA extensions and business tax relief

RSM explains the tax changes in the Big Beautiful Bill, such as SALT and clean energy, and how they could affect business and individual taxpayers.
Impersonation Fraud: Internal Controls for Front Line Defense

Impersonation Fraud: Internal Controls for Front Line Defense

Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about safeguards your company can use to block these look-alike attacks.
Scenario Planning: A Roadmap for Business Agility

Scenario Planning: A Roadmap for Business Agility

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company's resilience and growth potential.
Unlocking Opportunities in a Shifting Economy

Unlocking Opportunities in a Shifting Economy

Economic upheaval doesn’t just bring challenges - it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.
When a Growing Business Needs More Than a Bookkeeper

When a Growing Business Needs More Than a Bookkeeper

Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.
IRS extends tax filing deadline for taxpayers in Tennessee and Arkansas

IRS extends tax filing deadline for taxpayers in Tennessee and Arkansas

IRS grants disaster relief to taxpayers located in Tennessee and Arkansas. Affected taxpayers have until Nov. 3, 2025, to file returns and make payments.
Financial Blind Spots at Each Stage of the Business Lifecycle

Financial Blind Spots at Each Stage of the Business Lifecycle

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.
Family Loans and Gifts: Avoiding a Tax Headache

Family Loans and Gifts: Avoiding a Tax Headache

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.
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