Resources
Frameworks & downloads
Practical guides and frameworks we use with clients. Download what's useful, and reach out when you'd like to talk it through with a CPA.
Office of the CFO
Office of the CFO — Process Cycles
How the finance function actually runs: the three core cycles — Procure-to-Pay, Order-to-Cash, and Record-to-Report — on one integrated team, one data room, and one partner you can call.
PDF · Framework overview Download
Tax · Small Business
The Small Business Owner's Guide to the S-Corporation Election
How an S-Corp election lowers self-employment tax for a profitable single-member LLC — what it is, when it pays off, the reasonable-compensation rule, real costs, deadlines, and a readiness checklist with worked 2026 numbers.
PDF · Plain-English guide Download
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