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ScaleFactor Resource Center

Browse our ebooks, business checklists, and tips for accounting knowledge and insights every small business needs to know.


The 2019 State of SMB Finance

We surveyed 500 randomly-selected principal decision makers from U.S.-based SMBs to explore how they feel about and manage their business finances.


The Ultimate Guide to Accounting for SMBs

Everything you need to know to feel confident in your small business accounting practices.

5 Ways Real-Time Bookeeping Will Help Your Business

Get the guide to learn why real-time bookkeeping gives you a competitive advantage and the power to drive the best decisions for your business.

3 Accounting Metrics You Need to Know

Learn the essential accounting metrics you must pay attention to in order to run a successful business.

The Ultimate Guide to Accounting for Startups

Everything you need to know about startup accounting.

Guide to Prepare Your Business for Tax Time

Everything you need to better prepare your business for tax time.

The Ultimate Guide
to 1099s

Everything you need to know about 1099s and why they are important to your business.

A Lawyer’s Guide to Accounting

A crash course in business accounting tailored specifically to lawyers.

The Accounting Survival Guide for Creative Business Owners

Full of everything you need to make it as a creative business owner.

Small Business 101

7 Days of Accounting Checklist

Daily checklist to help you stay on top of your business accounting tasks.

Top 5 Bookkeeping Tips for a Successful Business

Top tips to get your bookkeeping in order and run a successful business.

Small Business Tax Prep Checklist 

Use this checklist make sure you’re prepared for tax time!

New Year Tips for Your Small Business

Top tips for setting business goals and expectations for the new year!

Prepare Your Business for the Holidays

Prepare for the busiest time of the year and make this holiday season the best one yet!

TCJA Meals & Entertainment

Stay compliant and know the tax implications of the TCJA Meals & Entertainment reform on your business.

How to Strategically Manage Your Year End Spend

Learn how to strategically allocate your year end spend to benefit your business.