Seven Keys to Unlocking the Door to Your Dreams. Exit Strategies for Business Owners.
This booklet sets out a process business owners can follow to develo a clear vision of their business and personal goals and to then establish specific objectives that will ensur ethe attainment of those goals. For more information, contact Larry Kline (301) 951-3636 or Ray Barbagallo (443) 656-3036.
CBIZ Whitepaper - Manage Risks of Natural Disasters.
Steps you can take to manage the risks of natural disasters and their aftershocks. For more information, contact Remonde Brangman (301) 951-3636 or Richard Shaw (443) 259-3209.
CBIZ Whitepaper - NFP Risk Management: The New Best Practice.
Typically, NFPs are not considered risk takers. It is not surprising that the nonprofit sector would consider risk management to be a non-critical function. Enter the brave new world of the 21st Century. For more information, contact Remonde Brangman (301) 951-3636.
Enterprise Risk Management Series - Fraud, Vendor Risk, The New Core Competence.
A series of topic papers addressing Risk Advisory issues pertinent to both for-profits and nonprofits. For more information, contact Remond Brangman (301) 951-3636.
19 Ways to Help Your Company Grow in a challening economy!
Any business owner can take simple steps to help his or her company grow when times are tough and emerge from a downturn more efficient, more competitive, and more profitable. For more information, contact Mitch Berman (301) 951-3636 or Zack Pace (443) 259-3240.
20 Things Your Bookkeeper Should Know!
For more information, contact: Scott Denlinger (301) 951-3636 [DC Metro], Ray Barbagallo (443) 656-3036 [Baltimore Metro], Brandon Angell (410) 822-6950 [Eastern Shore]
Meeting Your ERISA Fiduciary Responsibilities.
Fiduciary status is based on the functions performed for the employee benefit plan, not just a person’s title. Read this topic paper for a succinct review of fidiciary responsibilities. For more information contact Margaret Blaine (301) 951-3636.
How to Prepare for a Federal Audit. This presentation was delivered at the SRA annual meeting in Montreal, October 2011. For more information contact Wilfredo Corps (301) 951-3636.
Maximize the Value of Your Business. Seven steps developed by our CBIZ M&A Group. For more information contact Doug Hubert (770) 858-4491.
If you have difficulty downloading a resource, or to suggest other helpful tools you would like us to provide, please contact Jodie Kamins by email or phone at (301) 951-3636.
