Resourceful Financial Pro Insider is an all-access membership to the most useful, up-to-date finance resources, best practices, practical tools, and regulatory news & analysis that help you - and your company - save time and money.
It’s like having a team of financial consultants, regulatory experts and experienced finance peers available all day, every day to help you:
... for just over a dollar a day.
How?
Our team of finance, accounting, regulatory and research authorities and our editors read thousands of pages from leading authors, thought leaders, news outlets, research firms, and legal & regulatory documents, thoroughly vet these hundreds of sources and talk to leading finance practitioners in the field ...
... and from that abyss of information, we hand-select the most relevant, useful and impactful content, distill confusing (and at times conflicting) laws and regulations into straightforward guidance, and deliver you proven advice and tools that will lead to success no matter what challenge you’re facing - whether you are a finance department of one, or the CFO of a fortune 500 organization.
Detailed, step-by-step frameworks, advice and recommendations for navigating everyday finance challenges and difficult situations
A library of 14+ concise, 20- to 30-page executive summaries that deliver quick tips, distilled research and curated knowledge on a specific topic.
A library of 48+ desk references such as checklists, best practices, worksheets, quizzes and more to help implement new ideas – and also make great pass-along training for your team.
A library of 50+ questions by real-life finance pros with answers by our panel of expert financial auditors, tax experts, IRS insiders and tech consultants.
A library of 100+ short to medium-length case studies of success stories from your finance peers - with solutions that you can apply to your own company.
A library of 200+ immediately applicable Excel Tips that will boost productivity and help you get the most out of this ubiquitous tool.
A library of 50+ court judgments that present the key facts in story form and allow you to guess the outcome before seeing how the court ruled, with analysis from our expert team and what it means to you in practice.
Each of our Blueprints focuses on a key challenge in your role as a finance executive. They're intended to quickly get you up to speed on a given problem and systematically lay out an action-oriented plan for success.
Why are our Blueprints so popular? Because they work.
No one wants to imagine their employees stealing, but it happens to varying degrees far more frequently than most people realize. This Blueprint starts by breaking down the various types of internal fraud (such as T&E or Workers Comp Fraud), alerts you to specific threats to guard against, tells you the red flags for identifying them and – most importantly – gives proven advice on how to prevent them from occurring in the first place.
Fighting external fraud has become markedly more difficult in the cyber age. This Blueprint systematically lays out the types of external fraud that could threaten your business (with specific emphasis on BEC fraud), tactics for detection and strategies you can put in place prevent unnecessary losses – ranging from IT must-do's to how to conduct fraud and awareness and prevention training. This Blueprint lets you get ahead of – and stay ahead of – fraudsters.
Since the Supreme Court's Wayfair ruling, 40+ of states have passed regs for online sales tax – each with their own state-specific requirements. This Blueprint is your one-stop guide to online sales tax in every state. It includes an overview of the new sales tax landscape followed by concise, one-page breakdowns of each state's latest online sales tax requirements including threshold requirements and latest state guidance.
In this Resourceful Finance Pro Blueprint, we share communications insights and practical tips that will improve even the most capable Finance chief's ability to connect with and motivate employees, help you share complex financial information so that everyone understands it and avoid some common errors that can prevent your message from getting to the people who need to hear it.
Our Essential Insights are 20-30 page guides that address some of today's most critical finance and accounting challenges, written in a manner to ensure maximum takeaways in a minimal amount of time.
Use these to stay current and clear on the latest financial regulations, adopt best practices across various functions that will save time and money, and get a host of new ideas and approaches you can put to use in your organization to boost your bottom line.
Many of these are ideal for passing along to your team to help them stay sharp or get them up-to-speed on a new area if their responsibilities have changed.
More than two-thirds of companies are not in full compliance with states' unclaimed property laws. This no-nonsense guide helps you tighten up your unclaimed property procedures in order to better comply with state laws, reduce mistakes and avoid a costly audit. Find out how to:
This guide helps you ensure an airtight expense reporting process. You get actionable ideas you can put into practice today to control costs, reduce errors, combat abuse, speed turnaround times and stay compliant. In it you'll learn:
There's never been more focus on ensuring that employees who are hired are either American citizens or legal immigrants. Have your team master the Form I-9 in just 40 minutes with this comprehensive guide that details exactly what your obligations are and how to stay in compliance, including:
The longer an account goes past-due, the less a chance you'll ever collect your cash. This report gives you 20 creative, innovative ways to super-charge your collections process so you get paid faster, BEFORE your cash flow feels the pinch. In it you'll learn:
Get practical advice and actionable strategies for fending off employee fraud and detecting it quickly before it costs you a mint. This quick-read guide covers the most common types of fraud and gives you proven ideas to minimize your risk and prevent losses, including:
Everyone would like to make handling garnishments much easier - especially your Payroll team. This 24-page fast-read guide shows how to avoid the 15 most prevalent, time-consuming and costly garnishment pitfalls that even the most seasoned Payroll professionals can fall prey to. Learn:
This authoritative, but concise guide takes the complicated tax implications of fringe benefits and turns them into easy-to-follow, plain-English guidelines. It helps you ensure you're taxing and excluding the right fringe benefits and complying with IRS requirements. Discover:
Supercharge your team's morale and performance even if you don't have a ton of dollars to dedicate to it. This practical guide provides simple, inexpensive strategies to recognize and reward employees for a job well done - without breaking the bank. Find out:
Get definitive guidance on independent contractors that leaves you buttoned-up in the event of an IRS or DOL audit. This easy-to-read guide gives you exactly what you need to know about the latest IRS and DOL independent contractor tests and how to properly classify your workforce, including:
This easy-to-read guide clears up gray areas surrounding the Family and Medical Leave Act (FMLA) so you know exactly how to stay in compliance, while also equipping you with ways to spot costly FMLA abuse - and prevent it. Get clear, practical advice and answers to your company’s toughest FMLA questions on topics such as:
Despite all your team's best intentions, it's easy to unknowingly slip up when dealing with complicated nonexempt employee pay. This quick-read guide helps your company avoid errors and make the right call when faced with tricky compensation questions. Read it and discover:
Keep money from quietly leaking out of your organization's bank account. This practical guide shows you how to spot unnecessary cash drains in departments throughout your organization and gives you proven policies and procedures to tune, tighten and stop inefficiencies and smarten spending habits. You'll learn:
This quick-read guide delivers best practices today's leading companies are using to save time and money - from reducing time-consuming manual processes to detecting "ghost employees." In it, you'll discover:
This straight-to-the-point guide tells you exactly what's working in Accounts Payable today - and how to apply it. It will help you save time and money, while keeping compliance high and avoiding costly errors. In it, discover:
Make Form 1009 filings less of a headache for you and your team with this straightforward, easy-to-follow guide. It gives you proven best practices for Form 1099 determinations and procedures that will help you minimize costly errors, stay compliant with IRS requirements and avoid penalties. Read it and discover:
Practical Tools include 2-6 page summaries of best practices, handy checklists, quizzes, worksheets, short case studies, sample policies and more – all easily printable for quick reference or as handouts you can use to train your team.
Membership includes access to 48+ Practical Tools
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Among our members' favorite resources, our Ask the Auditor consists of questions submitted to our staff by real-world finance execs and answered by a member of our panel of expert financial auditors.
Members like that they can immediately identify with the questions being asked – as they've wrestled with similar issues on their own – and love the clear and concise break-down our experts give.
And of course, getting the right answer at the right time can save them auditor or consultant fees.
They also like that these questions can be used to gauge their subject matter knowledge and point to areas they need to brush up on.
"It has provided answers to real-life issues."– Steve Hughes, Controller, Future Metals LLC
There's nothing better than getting a solid win. Whether it's cutting energy costs, boosting employee participation in 401K programs, speeding up collections – every financial pro can take a page from what worked for their peers and get some solid wins of their own.
That's what our Resourceful Finance Pro Case Studies are all about – success stories from other financial professionals that you can adapt to your own unique challenges.
When you become a member, you get a treasure trove of real-world, proven, actionable ideas that you can draw upon to overcome obstacles, implement new ideas and achieve more.
"They bring up a lot of issues that apply to us. I used a recent article to adjust our T&E policy. I can make the recommendations work for us."– Al Wadler, Comptroller, Big Brothers/Big Sisters
When it comes to unlocking everything Excel can do, even the most advanced users have only scratched the surface.
No matter how Excel-savvy you consider yourself, you'll be pleasantly surprised by how many of these 200+ Excel tips you can't wait to put to use the next time you're in a spreadsheet.
Share them with your team and don't be surprised if they have the following reaction: "You have no idea how I've always wanted to do that! Thanks!"
"There's always a takeaway for me." – Delanie Trusty, CFO, Joyce Meyer Ministries
If employees were only more aware of the legal consequences of their actions, think of how many lawsuits would never be filed or regulatory penalties never assessed.
Our You Be The Judge Quizzes present dramatized versions of real-world disputes that ended up before a judge and asks you to guess the verdict he or she handed down.
Reading these cases and predicting the outcome boosts your awareness of how the courts and agencies are interpreting current laws. They can also be used to avoid similar missteps by helping your team understand the legal consequences of their actions and the importance of getting things right.
"It keeps my juices flowing and my brain sharp."– Robert Coons, Director of Finance, Randall-Paulson Architects
"It provides me with the current information I need to do my job effectively."
Ann Massey, CFO, Cover-All Systems, Inc."The cost-cutting ideas and comparisons to other firms are most valuable."
Kerry Kidd, Controller, Data National"I find it very helpful. It covers a broad range of relevant topics and rules and regulations changes."
Brian Champagne, Controller Cascades Tissue Group"I can find the best practices that have been tried by other CFOs and Controllers in different fields."
R. H. Pedley, Financial Manager, Westinghouse Electric"It is a great 360-degree view of all topics pertinent to our craft, giving greater detail on stories of importance."
Amy K. Sallee, Controller, Electra Link, Inc."The articles keep me up to date and show me what other companies are doing that I can apply here."
Harry Smith, Controller, United Parcel Service"It provides valuable info. It tells what's happening with other companies, but also things to avoid."
Craig Hazel, Directotr of Finance and Accounting, Kuhn Employment"It is helpful, timely and allows me to keep up with what is happening and trending in all industries."
Robin Ehret Starks, CFO/Controller, Charlotte Fire Department Credit Union"It gives me starting points and ideas that I need to improve the things that we do."
Truman Geiman, Controller, Aero Oil Co."Easy to read, relevant and pertinent information"
Gilbert Kouame, CFO Prism Health"I can always make time for it."
Maria Eguaras, Personnel Manager, Holiday Inn"I recommend it highly for busy CFOs and Controllers."
Jane Coelho, CFO, DocumationA growing library of detailed, step-by-step frameworks, advice and recommendations for navigating everyday finance challenges and difficult situations.
A library of 14+ concise, 20- to 30-page executive guides that deliver quick tips, distilled research and need-to-know information on a specific topic.
A library of 48+ desk references such as checklists, best practices, worksheets, quizzes, and more to help implement new ideas – and also make great pass-along training for your team.
A library of 50+ questions by finance practitioners with answers by our panel of expert financial auditors, tax experts, IRS insiders and tech consultants.
A library of 100+ short to medium-length case studies of success stories from your finance peers – with solutions that you can apply to your own company.
A library of 200+ immediately applicable Excel Tips that will boost productivity and help you get the most out of this ubiquitous tool.
A library of 50+ court judgments that present the key facts in story form and allow you to guess the outcome before seeing how the court ruled, with analysis from our expert team and what it means to you in practice.
ANSWER: After you sign up for your free trial, we'll email you a username and password. Just log in and start exploring.
ANSWER: Not at all. You'll have 21 days of FULL ACCESS to ALL Resourceful Finance Pro Insider content to read and use as much as you want. In fact, we encourage you to dig in as deeply as you can to understand the full value of what we offer.
ANSWER: If you decide we're not a good fit for you – which we doubt will be the case – you can cancel at any time during your 21-day review. Our 1-click cancel option makes it as easy as clicking a button.
During your free trial, you can cancel at any time with a single click on your "Account" page. It's that easy.
ANSWER: Absolutely. If you're worried about forgetting when your 21 days are up – you can rest easy. We'll send you an email notification one week before your trial ends as a reminder.
ANSWER: After your 21-day review, if you don't cancel, your trial will convert to a membership subscription and your credit card will be charged the annual membership subscription fee of $247. To ensure uninterrupted access, we'll automatically renew your subscription and charge your card each year, unless you let us know you don't wish to renew. Don't worry – we'll send out reminders to you well in advance of your subscription renewal date to give you the opportunity to let us know if you won't be renewing.
Only you can be the judge of that. If you just get one single idea from Insider that saves you tens of thousands of dollars, all for an investment of $247, we think it would be worth it.
But we know what we have in terms of the usefulness of our content. We don't know how many ideas you'll get out of it, but we're pretty sure it's going to be more than one – a LOT more. So we think your investment is more than going to pay for itself many, many times over.
You can also see it in terms of risk mitigation. For example, how much is it worth to avoid a mistake by a member of your team that could lead to an audit – or worse, penalties - down the road? Or to find out that Bob's been padding his expense reports in a big way? We could go on and on, but you get the idea.
We also think it's a bargain because, well – it is! The value of our 15 Essential Insights alone is $435 when purchased individually. Add in our Blueprints, Practical Tools, digital newsletter and other membership features and the total value of our content if sold separately is close to $2,500. Plus, new membership content is constantly being added.
Another thing to bear in mind is that much of our content is not available for purchase to the general public. The ONLY way you can get this exclusive, members-only content is by becoming a Resourceful Finance Pro Insider.
We encourage you to sign up for a 21-day risk-free trial and see for yourself all the value that we offer.