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eBooks

Check out all of our eBooks and Guides. Our free resources let you learn more about our global solutions, the current state of the outsourcing industry, and whether or not outsourcing makes sense for your business.

The Private Equity Accounting Guide: Your Playbook for Growth

The Private Equity Accounting Guide: Your Playbook for Growth

Download your copy of the private equity accounting guide. Our playbook provides actionable strategies for standardizing processes, improving reporting & scaling your portfolio companies efficiently.

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Building Strategic Controller Dashboards: Essential KPIs
Building Strategic Controller Dashboards: Essential KPIs

Unlock the secrets of successful controllers: Download our list of essential KPIs for your strategic dashboard. Download the full list...

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Outsourcing Assessment: Is Your Provider Delivering Value?
Outsourcing Assessment: Is Your Provider Delivering Value?

Perform a thorough outsourcing assessment with this free guide for business leaders. Evaluate effectiveness, benchmark against current trends, and decide...

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A Nonprofit Leader’s Guide to Strategic Outsourcing
A Nonprofit Leader’s Guide to Strategic Outsourcing

Considering outsourcing? This nonprofit guide provides 5 key considerations for leaders, drawing on principles of mission, data use & optimization...

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How to Document Your Finance Processes: Future-Proof Your Department
How to Document Your Finance Processes: Future-Proof Your Department

AI. Robotic process automation (RPA). Automation. Can your finance processes keep up? Download the guide for future-proof operations.

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In-House vs Staffing Comparison Guide – What’s Better for You?
In-House vs Staffing Comparison Guide – What’s Better for You?

There is a war on for talent in finance. Anyone on the hunt for human capital in the accounting field...

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5 Best-Kept Secrets From Today’s Most Successful CFOs
5 Best-Kept Secrets From Today’s Most Successful CFOs

We’ve talked with 50-plus CFOs about everything from career progression and leadership to cost containment and remote work via our...

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Master Strategy Execution [Free Template & Guide]
Master Strategy Execution [Free Template & Guide]

Why do some strategies succeed? Our strategy execution template reveals a 4-step process used by top organizations for effective implementation....

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Battling Burnout in Your Finance Team
Battling Burnout in Your Finance Team

Discover the root causes, warning signs & effective strategies to prevent burnout within your finance team. Get the eBook to...

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Building B2B Client Relationships That Last – eBook
Building B2B Client Relationships That Last – eBook

Build stronger, lasting B2B client relationships. This free eBook explores vital communication tactics, deep customer understanding, and loyalty-building strategies. Get...

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Customer Experience Tech: Stats, Data & Strategy – [eBook]
Customer Experience Tech: Stats, Data & Strategy – [eBook]

Today’s digital age has transformed the way customers interact and share their experiences with organizations. Get the eBook and unlock...

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The Ultimate 30-60-90 Plan for Controllers
The Ultimate 30-60-90 Plan for Controllers

Welcome to your new financial controller role! We designed this 30-60-90 day plan to serve as a tool as you...

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