Guides & reference

A useful answer.
A place to begin.

Explore the decisions behind the work, with examples and practical steps you can use at your own pace.

3 guides · Free to read

Free guide · Worked example

Find the record. Understand what it answers.

Make important records findable, distinguish versions, resolve missing information, and prepare the right details for a particular job.

Take away A practical way to find, check, request, and prepare the records your work needs.

Free guide · State resources

Work through the decision, people, commitments, records and remaining obligations when closing a US business.

Take away Work through eight closing areas, keep state-specific starting points and identify obligations that may continue after trading stops.

Free guide · Worked example

Make the everyday work easier for someone else to pick up, one responsibility and one conversation at a time.

Take away A clearer picture of the work, what someone needs to learn, and what to check before responsibility changes.

Put it to work

Make a plan, work through the numbers or keep a useful record. Each tool explains what you can do and what you can keep.

Another perspective

Find independent people, resources and services, including teaching and courses offered by other providers.