Resources & Points of Interest

Access important accounting documents, guides, and resources to help manage your finances. Whether you need tax forms or financial templates, we’ve got you covered.

Helpful Links

American Institute of CPAs (AICPA) & CIMA

American Institute of CPAs (AICPA) & Chartered Institute of Management Accountants (CIMA) resources by industry

Hector Garcia, CPA YouTube Channel

Hector Garcia, CPA YouTube channel full of interesting and helpful information

IRS Forms, Instructions, and Publications

Official IRS tax forms, filing guidance, and resources.

QuickBooks Resources Blog

QuickBooks articles, guides, and business finance tips.

TechSoup — Technology resources for nonprofits

Technology resources, software discounts, and IT support for nonprofits.

John Oberg Advisory

Leadership advisory services for improving organizational performance.

Articles of Interest

Accounting Ethics in the Age of AI

By the Journal of Accountancy, an August 2026 article. AI is changing how many professionals work, but it doesn’t change what it means to do the right thing

Developing a pro forma financial statement

2019 article written by our own Managing Partner, Laurie East

Embezzlement in Medical and Dental Practices is a Real Thing

2018 article written by our own Managing Partner, Laurie East

Need Additional Resources?

Can’t find what you’re looking for? Contact us and we’ll be happy to provide the resources and guidance you need.
×

Thank you! Your message has been sent.