How to build a 13-week cash flow forecast
A practical weekly cash forecast for business owners: receipts, payments, scenarios, and a routine for turning the forecast into decisions.
Read the guideThe resource libraryUseful answers.
Useful answers.
Thoughtful next steps.
Practical guides for business owners, individuals, and finance leaders. Start with the question on your mind, then explore what it could mean for your situation.
Cash flow & CFO
4 practical guides
Bookkeeper, controller, or fractional CFO: what support do you need?
Compare transaction support, accounting oversight, and financial leadership so you can choose the right next step for your business.
Read the guideWhat belongs in a useful monthly financial report?
Build a monthly reporting package that connects financial statements, cash, a few meaningful measures, and decisions for the business owner.
Read the guidePlanning the first 90 days with a fractional CFO
An adaptable first-90-days framework for understanding the books, improving cash visibility, and establishing a useful financial decision routine.
Read the guideAccounting
1 practical guide
A month-end close checklist for small businesses
Organize a repeatable month-end close with reconciliations, clear responsibilities, review steps, and a financial reporting package.
Read the guideTax & IRS
4 practical guides
What to gather before your tax preparation appointment
Prepare for a productive tax appointment with organized income records, tax payments, life changes, and a list of missing documents.
Read the guideBusiness tax readiness starts with organized records
A business tax records checklist covering reconciled books, supporting documents, owner activity, payroll, assets, and questions for your CPA.
Read the guideReceived an IRS notice? Organize your next steps
Find the notice number, tax year, response date, and supporting records before deciding how to address an IRS letter.
Read the guideWhen to revisit withholding and estimated tax payments
Prepare for a withholding or estimated-tax discussion when income, employment, business activity, or other circumstances change.
Read the guideAI in finance
1 practical guide
Before using AI in finance: a practical readiness checklist
Evaluate an AI finance pilot with a defined workflow, approved data use, human review, and measurable acceptance criteria.
Read the guideHow to use these guides
These resources are published by RH and Associates for general education. They provide starting points for a conversation, not individualized tax, legal, investment, or accounting advice. Your facts and current rules determine the appropriate next step. Tax guides link to official references; publication dates help you place the material in context.
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