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Baker Tilly Advantage

Resources

Advantage toolbox

Part of Baker Tilly Advantage is giving business owners the tools and resources they need to gain greater insight into their company and its health. Each of the following resources serves to give you the insight and knowledge you need to have a deeper understanding of your business and provide best practices to ensure you’re moving in the right direction. 

Explore each of our Advantage tools below to see how you can gain an extra advantage and see your business more clearly. 

  • Business Confidence Survey
  • HR Checkup
  • Cybersecurity Risk Assessment
  • Business retirement plans

Check your compass

Gain key insights on five critical areas impacting the health and value of your business

It’s easy to get caught up in the day-to-day and lose sight of where you’re headed. See your business through a wide-angle lens with our complimentary Business Confidence Survey.

Once finished, you will receive your results along with recommended best practices customized to address five critical business topics, including business planning, business risk, tax, financial reporting and employees.

Assess your HR risk level

Discover your risk level in five key areas of HR

One of the biggest challenges companies face today revolves around their people: how to find and retain talent while ensuring the organization meets its obligations surrounding HR compliance. Consider the effectiveness of your HR function with our complimentary HR Checkup.

The checkup will assess your HR risk level in five key areas, including demographics, policies, recruitment and retention, compliance, and compensation and benefits. Once finished, you will receive your results along with recommended best practices customized to address specific areas of your HR function.

Know your cyber risk

Get answers to the tough questions with the Advantage Cybersecurity Risk Assessment

When it comes to cybersecurity, the assumption is only large, complex organizations need robust systems in place. The truth is, however, that no company is immune to the risks posed by cyberattacks. In this environment, leaders of every sized organization are being asked the tough questions: How secure are we? What is our risk? Are we compliant with the latest regulations? How do we measure our cybersecurity risk?

The Advantage Cybersecurity Risk Assessment is a starter assessment for businesses that want to implement or improve upon their cybersecurity program but aren’t quite sure where to begin. With this assessment, our professionals are able to identify gaps and vulnerabilities for cyberattacks and provide recommendations to mitigate the risk in your systems and processes.

Plan for the future

Take a different approach to retirement planning

Retirement planning is an essential part of attracting and retaining employees. Baker Tilly Wealth Management can help you craft and implement the right plan for your business and your employees — whether that’s a 401(k), 403(b) or other employee benefit plan. Our service model offers fiduciary protections with step-by-step guidance and can help better equip each participant to save and build toward a successful retirement.

Client accounting services

How outsourced accounting can fuel your business's growth

meeting looking at charts and data

Relationships, not transactions: A better approach to outsourcing tax, accounting and human resources services

Business owners can spend more time growing their business and less time running it when critical operations, like tax, accounting and human resources are outsourced to professionals who value relationships over transactions. In this article, Baker Tilly Advantage leaders take a deeper dive into the value of outsourcing and business owner essentials for growth and success.