Free guides & templates

We are here to help with practical advice, expertise, and insights. Our free e-books, templates, and guides are designed to help you learn the key skills to successfully manage your finances, operations, and people.  

Money Matters

How to get paid faster and maintain cash flow: Downloadable invoice templates

How to get paid faster and maintain cash flow: Downloadable invoice templates

We surveyed our Facebook fans to find out what they look for when they sit down to analyze their company finances. The m...

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How to avoid common inventory mistakes

How to avoid common inventory mistakes

If you are like most business owners, inventory makes up a significant portion of your operating expenses. Effective inv...

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Know your tax dates & IRS forms with our calendar

Know your tax dates & IRS forms with our calendar

Let's be honest: Getting your business tax right can be difficult. This guide to IRS forms will help, as can our busines...

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How to write a business plan

How to write a business plan

A business plan is essential for reaching financial success. Download our business plan template and use it to help you ...

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Accountants

How to move from accountant to business partner

How to move from accountant to business partner

We’ve seen a huge shift in the accounting profession in recent years due to the introduction of new technologies. The cl...

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How to develop a winning growth strategy for your accounting practice

How to develop a winning growth strategy for your accounting practice

Any accounting firm that wants to improve its fortunes needs a growth strategy. A robust growth strategy describes a fir...

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The ABCs of innovation: 3 technologies transforming accounting and how to use them

The ABCs of innovation: 3 technologies transforming accounting and how to use them

Your clients expect you, as their accounting professional, to help them continue to grow and prosper in a fast-changing ...

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Automate your practice: A guide for accountants and bookkeepers

Automate your practice: A guide for accountants and bookkeepers

Discover how using automation can help your accountancy or bookkeeping practice save time and provide more value to your...

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The Practice of Now 2020: The essential report for accountants

The Practice of Now 2020: The essential report for accountants

The independent research in The Practice of Now 2020 report shows that accounting is on the brink of positive disruption...

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What real customers say: 3 ways to improve your practice

What real customers say: 3 ways to improve your practice

The Practice of Now survey has captured the thoughts and feelings of accounting professionals since 2017, and the latest...

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Construction

Buyer’s checklist: Construction executive’s guide to purchasing mobile and cloud solutions

Buyer’s checklist: Construction executive’s guide to purchasing mobile and cloud solutions

The move to mobile is well underway in the construction industry.  But, before you invest in mobile and cloud solutions ...

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Collaboration is key to the future of construction technology

Collaboration is key to the future of construction technology

Construction technology is quickly advancing, with solutions available for just about every aspect of a construction bus...

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Key tech takeaways from the 2020 Construction Hiring and Business Outlook survey

Key tech takeaways from the 2020 Construction Hiring and Business Outlook survey

Every year, the Associated General Contractors of America (AGC), in partnership with Sage, surveys contractors from acro...

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5 things to consider when choosing construction management software

5 things to consider when choosing construction management software

Choosing construction management software can be tricky. Pick the right software and you’ll increase efficiencies, re...

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Key “close the books” findings for construction firms

Key “close the books” findings for construction firms

Closing the books is a source of frustration for many construction firms. The construction industry is not alone – “the ...

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5 steps to improve your construction decision making

5 steps to improve your construction decision making

A lot of what happens in the construction process is decision making. Just think about how many choices are made each da...

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Growth & Customers

A basic guide to interactive dashboards for small business

A basic guide to interactive dashboards for small business

Our free white paper how even the smallest concern can benefit from business intelligence and use of an interactive dash...

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5 KPIs to measure small business growth

5 KPIs to measure small business growth

Ways to measure and analyze business growth. With Business Growth Strategies from the experts. Know the necessary KPIs t...

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How to start a business

How to start a business

There are always opportunities to start a business. The coronavirus disruption has given some entrepreneurs the time and...

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Ready to be your own boss? Resources to help you start, manage, and move your business forward

Ready to be your own boss? Resources to help you start, manage, and move your business forward

Are you ready to be your own boss? Developing a successful small business strategy is no easy feat.  The first two ye...

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Tips to consider when launching an online business

Tips to consider when launching an online business

So, you’re thinking about starting an online business Good idea! Whether you’re just starting out or are already establ...

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Technology & Innovation

Aligning your technology strategy to your business priorities

Aligning your technology strategy to your business priorities

Can your current ERP solution adequately deliver on your business priorities? According to a recent Forrester report, co...

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Industry 4.0 tips for building your digital enterprise

Industry 4.0 tips for building your digital enterprise

An Industrial Revolution is an enormous, significant event, and many observers believe we've had four of them. The first...

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A manufacturer’s guide to unlocking the value of the circular economy

A manufacturer’s guide to unlocking the value of the circular economy

For a manufacturer, a successful future may involve the circular economy. Read our new business guide to take advantage.

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Artificial intelligence in 2020: A handbook for business leaders

Artificial intelligence in 2020: A handbook for business leaders

What's the fuss around artificial intelligence (AI?) Why is there so much buzz around it in the enterprise technology sp...

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5 ways technology can mitigate the risks of ghost and zombie assets

5 ways technology can mitigate the risks of ghost and zombie assets

If you’re responsible for managing your organization’s fixed assets, you understand the challenge to efficiently account...

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3 manufacturing trends accelerated in 2020: How to prepare for what’s ahead

3 manufacturing trends accelerated in 2020: How to prepare for what’s ahead

2020 is a year no one is likely to forget. Manufacturing professionals are familiar with supply chain and production ...

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People & Leadership

How HR self-service tools can save time for small businesses

How HR self-service tools can save time for small businesses

Learn how self-service tools can help HR professionals to save time, while empowering employees, meaning there's more ti...

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