Be the Financial Hero for SMB Clients (Without Being their Bank)

How to Maximize Revenue and Attract Clients with an Advisory Approach

Small and medium-sized businesses (SMBs) face a range of cash flow hurdles, from advancing technologies to tighter lending standards. SMBs also struggle to find the right financial guidance and support – and this is your chance to step in and make an impact!

In this how-to guide, "Be the Financial Hero for SMB Clients (Without Being their Bank)," you’ll uncover practical strategies and valuable insights to become the go-to advisor for your clients. You’ll also learn how to help them navigate financial obstacles, without straining your own firm's resources.

Download this guide for expert tips on:

  • Owning your role as a trusted advisor and anticipating clients’ financial challenges
  • Leveraging new technology and tools to improve your SMB client relationships
  • Exploring value-based pricing strategies and other ways to become their “favorite accountant”
  • Increasing SMB clients’ access to your services with flexible payment options
  • Freeing up time to provide more innovative growth strategies for SMBs

It’s time to start attracting more SMB clients, strengthening your existing client relationships, and driving more innovation in your firm. Download the guide today!

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OSHA Do/Don’t Guide

At some point in your EHS career, you’ll likely experience a visit from an OSHA inspector. While these inspections are intended to ensure employers are protecting the health and safety of their workers, they can be intimidating. There are several things you want to make sure you do when an OSHA inspector enters your workplace and things that you definitely should NOT do. To help employers and EHS professionals prepare, VelocityEHS has compiled a list of simple “do’s & don’ts” from our seasoned safety pros that you and your team should follow if an inspector comes knocking.

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ISO 45001 Myths and Truths Guide

EHS professionals could use a reliable resource to help navigate common misconceptions about ISO 45001 and understand how aligning with the Standard could help improve safety performance. If you’re an EHS professional looking for answers, this guide is for you. This eBook breaks down some of the most common myths about ISO 45001 and contains a healthy dose of truth. You’ll also learn what safety management is (and isn’t), the basic elements of OH&S management as described by ISO 45001, and the ways that safety software can simplify key tasks and improve employee buy-in to your safety programs.

Download it today!

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3 Key Types of Risk Assessments Guide

This guide from the experts at VelocityEHS breaks down three essential hazard and risk assessment methods: Hazard ID & Observation, Task Hazard Analysis (THA), and Job Safety Analysis (JSA). It offers a side-by-side comparison of each, along with best practices that you can integrate into your existing processes to help enhance their accuracy, consistency, communication, and value to your organization.

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OSHA Inspection Prep Checklist

A visit from an OSHA Certified Safety & Health Officer can be stressful. And inspections can occur at any time and at any establishment, no matter your industry. This OSHA Inspection Preparation Checklist will help you navigate the OSHA inspection process and identify the people, processes, and policies necessary to minimize your compliance risk should an OSHA inspector come knocking.

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OSHA Recordkeeping Infographic

Quickly and easily determine which workplace incidents are OSHA recordable or reportable. Use this guide as a reference to know exactly when, and in how many hours certain incidents need to be reported.

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OSHA Electronic Recordkeeping FAQ eBook

This guide walks you through some of the frequently asked questions that VelocityEHS experts have received about OSHA’s recently updated electronic reporting requirements, giving you the answers and insights you need to ensure compliance.

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ISO 45001 eBook

Learn how ISO 45001 can reduce workplace incidents and injuries while demonstrating a commitment to your workers’ health and safety. This eBook from VelocityEHS certified experts provides an in-depth overview of this international standard that is guiding the way for excellence in occupational health and safety (OH&S) management.

Image Screenshoot

View Now

OSHA Do/Don’t Guide

At some point in your EHS career, you’ll likely experience a visit from an OSHA inspector. While these inspections are intended to ensure employers are protecting the health and safety of their workers, they can be intimidating. There are several things you want to make sure you do when an OSHA inspector enters your workplace and things that you definitely should NOT do. To help employers and EHS professionals prepare, VelocityEHS has compiled a list of simple “do’s & don’ts” from our seasoned safety pros that you and your team should follow if an inspector comes knocking.

Image Screenshoot

View Now

ISO 45001 Myths and Truths Guide

EHS professionals could use a reliable resource to help navigate common misconceptions about ISO 45001 and understand how aligning with the Standard could help improve safety performance. If you’re an EHS professional looking for answers, this guide is for you. This eBook breaks down some of the most common myths about ISO 45001 and contains a healthy dose of truth. You’ll also learn what safety management is (and isn’t), the basic elements of OH&S management as described by ISO 45001, and the ways that safety software can simplify key tasks and improve employee buy-in to your safety programs.

Download it today!

Image Screenshoot

View Now

3 Key Types of Risk Assessments Guide

This guide from the experts at VelocityEHS breaks down three essential hazard and risk assessment methods: Hazard ID & Observation, Task Hazard Analysis (THA), and Job Safety Analysis (JSA). It offers a side-by-side comparison of each, along with best practices that you can integrate into your existing processes to help enhance their accuracy, consistency, communication, and value to your organization.

Image Screenshoot

View Now

OSHA Inspection Prep Checklist

A visit from an OSHA Certified Safety & Health Officer can be stressful. And inspections can occur at any time and at any establishment, no matter your industry. This OSHA Inspection Preparation Checklist will help you navigate the OSHA inspection process and identify the people, processes, and policies necessary to minimize your compliance risk should an OSHA inspector come knocking.

Image Screenshoot

View Now

OSHA Recordkeeping Infographic

Quickly and easily determine which workplace incidents are OSHA recordable or reportable. Use this guide as a reference to know exactly when, and in how many hours certain incidents need to be reported.

Image Screenshoot

View Now

OSHA Electronic Recordkeeping FAQ eBook

This guide walks you through some of the frequently asked questions that VelocityEHS experts have received about OSHA’s recently updated electronic reporting requirements, giving you the answers and insights you need to ensure compliance.

Image Screenshoot

View Now

ISO 45001 eBook

Learn how ISO 45001 can reduce workplace incidents and injuries while demonstrating a commitment to your workers’ health and safety. This eBook from VelocityEHS certified experts provides an in-depth overview of this international standard that is guiding the way for excellence in occupational health and safety (OH&S) management.

Image Screenshoot

View Now