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How To Transfer A Family-Owned Business To The Next Generation
This guide covers what you’ll need to consider when preparing to transfer your business to the next generation.
How To Know When To Upgrade Your Accounting System
Learn when it's time to consider a new system and how to evaluate the right ERP system for your organization.
Do You Need An Audit, Review Or Compilation?
Learn the three primary types of financial reporting, their differences and how to determine which service your organization needs.
2024 Benchmark Study For Skilling Nursing Facilities In Maryland
This report provides a 360-degree overview of Maryland's skilled nursing industry, allowing you to see how your facility compares to others in the state.
Payroll Update For Businesses & Nonprofits
Get the latest updates on Social Security and Medicare tax, income tax withholding, unemployment taxes, tax deposits and wage statements.
Cyber Security Wake-Up Call: What's Putting Your Organization At Risk?
Find out what’s putting your organization at risk of an attack and how to lessen your exposure to cyber threats.
What Your Nonprofit's Financial Statements Reveal
The numbers on your nonprofit’s financial statements tell a colorful story — if you know what to look for. This video will help you better understand your financials.
Private School Audit Preparation Checklist
Prepare your private school for its next audit with this free checklist created by the private school auditors at Gross Mendelsohn.
CMMC Compliance 101 For Government Contractors
Learn how to achieve CMMC compliance for your government contracting business so you can secure contracts.
Private School Accounting & Finances: Best Practices Guide
Private school leaders, board members and finance staff ― discover what you need to know about your school's financial statements, budgeting, accounting and financial reporting.
Streamline Your Year-End Close With Improved Technology
Learn how to improve your year-end close and stop depending on outdated processes.
Marital Home Equity Classification Calculator
This calculator helps family law attorneys quickly calculate the division of marital assets using the three most widely-accepted methodologies.
Demystifying The Audit: A Guide For Nonprofit Board Members And Executives
Learn the role audits play in managing your nonprofit's financial health.
9 Myths About How Much Your Business Is Worth
Get a better understanding of the factors that come into play in determining what your business is worth.
14 Lessons For Selling Your Business Easier, Faster And Smarter
This guide reveals lessons we’ve learned as CPAs and business valuation experts that can help you sell your business pain-free.
How To Protect Your Business From Employee Fraud
5% of revenues are being stolen by employees, but your organization can and must protect its assets. Learn the most critical aspects of fraud prevention.
Divorce Case Checklist For Family Law Attorneys
This checklist provides recommendations for navigating the discovery of hidden assets, avoiding income manipulation and ultimately maximizing divorce clients' equitable results.
Business Exit Planning Checklist
Learn how well you’re prepared to leave your business and fund your retirement. This checklist covers retirement strategy, tax planning, succession planning and transferring your business.
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Estate Planning Checklist
This free checklist shows the components of an estate plan and how to plan for the future transfer of your wealth to the next generation.
Maryland Skilled Nursing Facility Custom Scorecard
Learn how your skilled nursing facility compares to other providers in Maryland and your region.
Work In Progress (WIP) Calculator
Accurate profit projections and better cash flow management start with a handle on your work in process.
Overhead Rate Calculator For FAR Audits
A downloadable Excel calculator for architects, engineers and government contractors for identifying a general overhead rate and a total overhead rate.
Burdened Hourly Rate Calculator For Contractors
This downloadable burdened hourly rate calculator helps construction contractors develop hourly rates for your employees.
Membership Retention Calculator For Associations
This free calculator will shows exactly where your association stands with membership growth.
Private School Budget Template
This simple Excel calculator can help you create your private school's next budget.
Nonprofit Audit RFP Template
Solicit proposals with confidence. Use our free template for your nonprofit's next financial statement audit RFP.
Nonprofit Budget Template
This easy-to-use Excel template can help you create your nonprofit's next budget.
5 Essential Steps To Building A Better Board For Your Nonprofit
Learn how to keep your board of directors engaged and passionate about your nonprofit's success.
Pushing Your Nonprofit To The Next Level With A Strategic Plan
Learn how to strengthen your nonprofit with a strategic plan, and the role of mission and vision statements.
Fraud Prevention For Nonprofits: Avoiding Fraud Schemes And Fraudsters
Learn the best fraud prevention tactics, what to do if you discover fraud in your organization and common fraud schemes to watch for.
Private School Case Study: Finding Alternative Funding Sources For Growth
Learn how a private school secured a loan to protect their endowment and, as a result, created $3 million in value for the school.
Construction Case Study: Contractor Finds Easy Way To Increase Bottom Line By 8%
Discover how one contractor increased their bottom line by adjusting their burdened hourly rate.
Exit Planning Case Study: Selling The Business To Key Employees
Learn how exit planning created a win-win opportunity for a retiring business owner.
Strategic Planning Case Study: Nonprofit Dreams Big, Creates New Mission And Staff Gains Voice
Discover how the Maryland Science Center leveraged strategic planning to develop a clear, action-oriented five-year plan.
How Divorce Attorneys Can Leverage A Financial Advisor Before & After A Divorce
Learn how divorce attorneys can work with financial advisors during and after settlement.