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:

The 2024 Dirty Dozen list is full of taxpayer warnings, most of which alert taxpayers to multiple types of scams attempting to steal taxpayers’ money or falsely lowering taxes, including suspicious online advice to charitable remainder annuity trusts and fake charities exploiting taxpayer generosity.

This article addresses why companies can’t expect the annual audit to be “same as last year” and how to proactively bolster your audit support systems.

If your company was impacted by the COVID-19 pandemic in 2021, you might qualify for the ERTC.



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.


Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

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:


Now is the time to take advantage of the higher giftingexclusion. Download a copy of our white paper today to learn more.

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.