Our Playbooks

Expert-vetted industry guides, specific to your niche, and hands-on tips to help you fulfill everyday accounting demands.

startup

Ebook

Playbook: Quarterly Guide for Startup Success

Our CFO services team put together this extensive guide to provide you with some of the financial tips you may need when pushing through the initial stages of your startup. We have broken the process up into small, digestible parts that allow you to understand and take action in a way that supports your small business.

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business

Ebook

Playbook: A Short Guide to Starting a Business

Begin exploring our guide to starting a business and achieving sustainable growth. Although there is no unified model for starting a successful business, our guide provides you with steps that help you set a roadmap as you embark on the journey of a lifetime. Read on and get all your crucial startup questions answered for launching your business.

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