Strategy
Trust But Verify: Automating Vendor Onboarding and Compliance
Verify vendor legitimacy and prevent fraud. Automate IRS data retrieval with Form 4506-T or 8821 to streamline onboarding and monitor compliance.
Blogs
Resources and frameworks for your digital marketing approach
Strategy
Stop Chasing Borrowers: Automate Renewals
Automate commercial renewals with Form 4506-T or Form 8821. Stop chasing documents, streamline compliance, and detect risk early with direct IRS data.
Arbo Team
Dec 31, 2025
Strategy
Modernizing the Grant Process: Verify First, Fund Fast
Accelerate grant funding with direct IRS integration. Automate eligibility verification, eliminate manual PDF reviews, and deploy capital 4-8 hours...
Arbo Team
Dec 16, 2025
Strategy
The New Standard for Modern Lending
Eliminate the speed vs. risk trade-off. Automate IRS data retrieval to accelerate approvals, reduce errors, and monitor borrower health in real-time.
Arbo Team
Dec 3, 2025
Strategy
Beyond the P&L: The True Value of Your Balance Sheet
Stop ignoring your Balance Sheet. While the P&L tracks profit, this report reveals true liquidity and value. Learn to read the scorecard of your...
Arbo Team
Nov 25, 2025
Strategy
Profit is Good. Cash Flow is Vital.
Profit measures performance, but cash ensures survival. Learn why you need both the P&L and Statement of Cash Flows to see your true business health.
Arbo Team
Nov 18, 2025
Strategy
End the Wait: How to Finally Automate IRS 8821 Retrieval
Streamline your IRS Form 8821 workflow. Our new platform uses an API to automate secure file transfer and final retrieval, saving your firm hours.
Arbo Team
Nov 4, 2025
Strategy
1099 vs. W-2: Why Getting It Right Matters More Than You Think
Using 1099 contractors? Learn the critical 1099 vs. W-2 rules. Understand the 'control' & 'ABC' tests to avoid costly payroll tax penalties.
Arbo Team
Oct 28, 2025
Strategy
How FP&A Will Transform the CFO Role
Explore the CFO's evolution from a past-focused scorekeeper to a strategic leader. Discover how FP&A is the engine driving this critical change.
Arbo Team
Oct 21, 2025
Strategy
Why Ignoring Bookkeeping Can Hurt Your Business
Neglecting your books is a financial blind spot. Learn why clean bookkeeping is a strategic asset for growth, compliance, and confident decisions.
Arbo Team
Oct 14, 2025
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