Financial Executive Insights

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CBIZ & MHM Financial Executive Insights

CBIZ and MHM* have streamlined our various audit, tax and advisory publications into a consolidated format. The CBIZ and MHM Financial Executive Insights is distributed every Wednesday and contains a variety of articles and webinars that are often relevant to your circumstances.

Not-for-Profit Viewpoint

Not-for-Profit Viewpoint is a monthly publication produced by our National Not-for-Profit Practice Group that details news affecting not-for-profit and educational organizations. 

Featured Insights:

Stay ahead in 2024 with top Cybersecurity Trends: From AI risks to legal collaborations, learn how to fortify your defenses against costly cyber incidents.

Streamline your organization's annual EBP audit. Our employee benefit plan audit checklist is your key to a hassle-free audit experience. Learn more now.

Facing the New York City Housing Crisis head-on: Discover how tax exemption measures could stimulate the development of affordable housing and reshape the city's future.



The Inflation Reduction Act has introduced important tax considerations for both energy users and producers. Don't miss the opportunity to benefit from these tax credits. Join Tom Smitha, Tax Director and energy specialist at CBIZ, to discover potential savings.


Join CBIZ for a one-hour webinar for business leaders to understand what’s next. We’ll address how to prepare for ERTC audits, voluntary disclosures, claim withdrawals and IRS enforcement. You’ll learn the details you need to know and what steps to take to be prepared.


This year’s AICPA Employee Benefit Plans Conference includes a comprehensive offering of educational sessions, delivered by top regulators, key decision makers and expert practitioners. Sessions at the conference include topics such as the U.S. Department of Labor (DOL) and IRS regulatory update, the impact of recent legislation on employee benefit plans (EBPs) and common ERISA compliance issues and correction options.

Case Studies:

As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up.
As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up. Gain expert support and tailored technology integration to streamline your operations and enhance decision making. With our customizable and scalable services, you’re equipped to confidently navigate any change.
A public company operating as an online retailer of specialty pet medications and supplies needed technical accounting assistance, both with SEC reporting and the transition to and configuration of Workiva, a document and data collaboration platform.

CBIZ In the News:


Master the single audit with authoritative advice from seasoned professionals. Learn to manage federal funds effectively and adhere to stringent regulations in our comprehensive overview.

Facing estate taxes can be daunting, but with the right strategies, securing your legacy becomes easier. Learn how with our comprehensive guide.

In times of uncertainty, the economy favors those who operate with agility and excellence.

    *MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and other attest services, and works closely with CBIZ, a business consulting, tax and financial services provider.