Category

Type


Broker Dealer Filing Instructions

Broker Dealer Filing Instructions

Navigating the complex web of SEC, FINRA, and SIPC requirements can overwhelm even the most seasoned broker-dealers—but it doesn’t have to.

  • Step-by-step clarity on SEC, FINRA, and SIPC

  • Detailed instructions for completing and submitting forms

  • Audit deliverables explained

CARF-Accreditation

CARF-Accreditation

Strengthening CARF-Accredited Healthcare Organizations

Ensure your healthcare organization retains CARF accreditation status with this guide on:

  • Strategic financial foundations
  • Agile tax strategies
  • A robust cybersecurity framework
2025 Tax Planning Guide

2025 Tax Planning Guide

Year-round Strategies to Make the Tax Laws Work for You

  • Strategize for minimizing your taxes in the current tax environment
  • Identify opportunities for your particular situation with your tax advisor
  • Stay informed on new tax law developments that might affect you.
Fundraising Event Reporting

Fundraising Event Reporting

Download Your Checklist for IRS Reporting

Help your non-profit fundraising event meet IRS compliance and reporting requirements.

This customizable list can be tailored to your organization’s specific needs.

Manufacturing Industry Report 2022-2023

Manufacturing Industry Report 2022-2023

Keiter CPAs and Leading Edge Alliance (LEA) have collected data from Manufacturing businesses to create a National Manufacturing Outlook Survey. Conducted in association with leading accounting firms across the country, this report collects and analyzes data from the manufacturing industry.

Financial Statement Template

Financial Statement Template

For Alternative Investment Advisors

Complimentary Template for Private Equity Fund Limited Partnerships.

Meet your regulatory requirements through accurate and timely financial reporting.

Including annual audited financial statements filed with the SEC.

Accounting for Digital Assets

Accounting for Digital Assets

How should cryptocurrency be reported on your financials?

The AICPA has provided nonauthoritative guidance on how to account and audit digital assets.

Complimentary practice aid to help determine appropriate treatment for your digital assets.

Financial Statement Template

Financial Statement Template

For Broker Dealers

Downloadable sample template for an LLC entity.

Refer to the FASB disclosure framework for consideration of additional notes to be included in the financial statements.

Raising Capital for Your Growing Business

Raising Capital for Your Growing Business

How to find resources to raise capital in order to fund growth as a business owner.

Consider options available to entrepreneurs such as equity financing, debt, and hybrid financing.

Cybersecurity Desktop Guide

Cybersecurity Desktop Guide

Your Convenient Guide to combat cyber attacks

Protect your company from costly and reputation-damaging breaches.

Your best defense against cyber attacks is education.

Record Retention Guide

Record Retention Guide

Documents: To Keep or Not To Keep?

It’s important to keep your business and personal records in case of an IRS audit or other examination.

Tax Cuts and Job Act: Resource Guide

Tax Cuts and Job Act: Resource Guide

In-depth summary of the steps you can take to minimize personal and business liability

Congress signing the Tax Cuts and Jobs Act of 2017 enacted the biggest tax reform law in thirty years impacting individuals and businesses.

Tax Cuts and Jobs Act: An Overview

Tax Cuts and Jobs Act: An Overview

Key tax changes that may impact you or your business

Discover potential tax planning opportunities with this overview summary.

The TCJA of 2017 brought significant changes.

Employee Custom Risk Report

Employee Custom Risk Report

Identify and Stop Cyber Threats

According to Trend Micro, 91% of data breaches start with a phishing attack, and are happening at companies of all sizes.

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