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Featured White Papers

White Paper

AI for Small Business: A Data-Driven Guide to Start, Scale, and Succeed with AI

Two-thirds of small businesses are experimenting with generative AI, but only 15% use it regularly. Drawing on Gusto's latest data, this playbook shows where small businesses stand with AI today, why they are adopting it and what results they report, including four in five users seeing a productivity boost of 20% or more. It breaks down the most common barriers, from lack of technical expertise to data privacy and choosing the right tools, and explains how to overcome each one. You will also find guidance on setting usage policies and training your team, a quick start guide with prompting tips and everyday metrics for measuring impact, a three-question roadmap framework and a look ahead at AI agents. Read it to start small and build AI into your business with confidence.

White Paper

The Buyer's Guide to Evaluating Expense Management Solutions

Manual expense reports cost time, money and goodwill. This TravelBank buyer's guide walks through what a manual process really looks like, then backs it up with research. Processing a report manually can cost over $26, partial automation brings that to just over $17, and full automation brings it under $7. From there it lays out what to look for in a modern expense management solution. It covers balancing the needs of finance, HR and employees, automated approval flows, mobile receipt capture, reimbursements in as little as 24 hours, centralized analytics and a clearly written expense policy. It closes with case studies from FiscalNote, Jumpcut and OnRamp showing how teams replaced Excel, paper receipts and clunky tools. Read it before you shortlist vendors so you know what full automation should deliver.

White Paper

Tips and Tricks: Optimize Your Travel and Spend Programs

Taking a travel and spend program beyond automation is hard work. This SAP Concur guide compiles 187 tips, tricks and best practices drawn from customer learnings and industry expertise. They are grouped into themes you can jump straight to: rollout, training, customer support, mobile, travel and expense policy, expense entry, corporate cards, receipts, invoices, workflow, auditing, car and mileage, duty of care, booking, content, policy optimization, requests and reporting. Each tip is practical and specific, from audit rules and missing receipt declarations to booking window guidance and Intelligence dashboards. The guide clearly marks tips submitted by other customers and those especially useful for small and medium-sized businesses. It also flags features limited to Professional edition or requiring Intelligence. Use it to find quick wins and longer-term improvements for your SAP Concur solution.

White Paper

A Guide to Administering Your Company's Health Insurance

Running a group health plan involves more than choosing coverage. This Paychex Insurance Agency guidebook explains the day-to-day administration that follows, starting with who is responsible for what across the agency, the employer, employees and the insurance carrier. It covers when enrollment and waiver forms are required, the documentation each qualifying event calls for, how to handle voluntary and involuntary cancellations, and how carrier invoices tie to payroll deductions, with a worked example. Annotated samples of the Eligibility, Enrollment & Deduction Summary and Census reports show what to review each month. You will also find open enrollment responsibilities, COBRA and State Continuation basics, optional services such as premium payment and health advocacy, a plan FAQ and a glossary of common health insurance terms.

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CS Tax & Bookkeeping LLCAccounts Payable (AP) · East Lansing, MICS Tax & Bookkeeping LLC is an accounting practice in East Lansing, Michigan, owned by one person. It handles bookkeeping, payroll and tax work in a single office. Buyers looking…Accounting AlternativesAccounts Payable (AP) · Portage, MIAccounting Alternatives is a Portage, Michigan accounting practice that works with individuals and small businesses. For buyers looking at accounts payable support, it is a small…D.K. Weiss, Holt & Associates, PLLCAccounts Payable (AP) · Grand Rapids, MID.K. Weiss, Holt & Associates, PLLC is a Michigan-licensed CPA practice in Kentwood. It works mainly with small and middle market companies, and also serves owners, executives…Westerhof CPA Group PLLCAccounts Payable (AP) · Grand Rapids, MIWesterhof CPA Group PLLC is a certified public accounting practice based in Kentwood, Michigan, on the southeast side of the Grand Rapids area. The firm has worked with individuals…Southwest Michigan Goods Bookkeeping & PayrollAccounts Payable (AP) · Battle Creek, MISouthwest Michigan Goods, which also trades as Southwest MI Goods, is a small financial services firm in Battle Creek, Michigan. It works with households and small businesses in…Saye & Associates, LLCAccounts Payable (AP) · Battle Creek, MISaye & Associates, LLC is an accounting and tax practice based in Battle Creek, Michigan. It works with both individuals and local businesses. The firm does not market a dedicated…