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Services
  • Audit and Accounting Services
  • Consulting Services
  • Individual Services
  • International Services
  • Merger and Acquisition
  • Outsourcing Solutions
  • Products
  • Retirement Plan Solutions
  • Risk Management
  • Tax Services
  • Troubled Economy – Surviving and Thriving (TEST) Task Force
  • Valuation Forensic and Litigation Support
  • Browse All Solutions
HomeServicesProductsTools and Templates

Tools and Templates

Accounting & Financial Business Tools and Templates
Tools to improve development and sustain your high-performance workforce.

Human Resources

  • Crucial Conversations®
  • Crucial Confrontations™
  • Predictive Index®
  • Employee Engagement Surveys
  • CheckPoint 360°™
  • Step One Survey II® (pre-employment screening tool)
  • Model Human Resources Policies & Procedures for Grant-Funded Programs

Sales

  • Customer-Focused Selling©
  • Selling Skills Assessment Tool©

Performance/Process Improvement

  • Performance Benchmarking
  • Top 7 Peer Analysis (Auto/Truck Dealerships)

Compliance

  • Model Accounting and Financial Policies & Procedures for Grant-Funded Programs
  • Davis-Bacon Compliance Toolkit
  • Grant-Funded Programs Internet Service
  • GovPro - the tool for Head Start Governance

 




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