Resources

Freebies Download

Cover of a guide titled "Comprehensive Year-End Accounting Guide" with a dark blue background, decorative circular design, and text indicating it is a document organizer by R Accounting Group.

Year-End Accounting Guide Freebie

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Cover of a financial guidebook titled 'Your 1099 Guide' with the subtitle 'What, Who, Where, When, How Much & How to File,' featuring a smiling young woman holding a stack of cash.

1099 Guide Freebie

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A brochure titled "Understanding Financial Reports" with a list of financial report types and a section explaining the usefulness of financial reports, featuring the company logo and website at the bottom.

Understanding Financial Reports Freebie

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A brochure or flyer titled 'How High-Performing Agencies Build Profit, Stability, and Enterprise Value' featuring a smiling man in a suit at a desk and a row of pressure gauges.

The Financial Playbook for State Farm Agency Leaders Freebie

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Podcast Resources

By Episode

  • Connect with Sheri on LinkedIn

  • Connect with Sheri on LinkedIn

    Connect with Anne on LinkedIn

  • Episode Guide

    Connect with Sheri on LinkedIn

  • Episode Guide

    Connect with Sheri on LinkedIn

    Connect with Denise Hanlon on LinkedIn

    Connect with Jane Watkins on LinkedIn

  • Connect with Sheri on LinkedIn

  • Cash Flow Readiness and Review

    Connect with Sheri on LinkedIn

    Connect with Nikki on LinkedIn

  • Follow Sheri on LinkedIn for weekly insights and updates.

  • Connect with Kristen Corey

  • Mirror Test Questions - To review the questions discussed in this podcast episode click the link below:

  • Scribe — For auto-generating step-by-step screenshots for SOPs.

    Loom — For recording processes and creating visual walkthroughs.

    ChatGPT — For turning transcripts and notes into documented workflows and SOPs.

    Hit-by-the-Bus Plan — Sheri’s internal framework for operational contingencies and emergency decision-making.

  • AI Tools (ChatGPT) — Sheri’s example of using AI to streamline brainstorming and content development.

    The 12-Week Year — A book that aligns closely with accounting rhythms and helps break down big goals into manageable cycles.

    Hit-By-The-Bus Plan — Sheri’s internal framework for contingency planning and operational resilience.

  • QuickBooks Online — Use QBO to pull your key reports (Profit & Loss, Balance Sheet, Cash Flow) each quarter and keep your business aligned with your financial story.

    R Accounting Group Resource Page— Download our free 1099 Readiness Guide and other small business tools.

    Blog: The Readiness Lens — Building a Business That’s Ready for What’s Next

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