Financial Planning & Analysis | COVID-19 Accelerated Recovery

Financial Planning and Analysis

Accelerated Recovery Resource Center

Employee Management | Tax & Cost Recovery Strategies | Workplace of the Future | M&A | Technology & Security | Debt, Funding & Cash Flow | Outsourcing & Lease Management

Explore CBIZ’s latest insights on strategic financial planning and analysis (FP&A) during recovery, growth, and transformation. Learn about the opportunities facing your organization’s approach to performance monitoring and KPI tracking by clicking through on the resources below.


Organizations that are taking the ERTC should evaluate their accounting options.

Here are some points to consider when applying fair value accounting in 2021.

Banks previously not subject to the Federal Deposit Insurance Corporation Improvement Act of 1991 (FDICIA) may soon find themselves with new reporting requirements.

In today’s volatile market, planning for 2021 seems near impossible. Businesses are reevaluating their budgets, adjusting their forecasts, and attempting to identify the pandemic’s long-term impacts.
While a high-level budgeting process can provide the same output of the Company’s collective goal, the added value of a robust budgeting exercise will prove true through insightful variance analysis throughout the year.


2021 budget planning has been particularly difficult due to the uncertainty around when operations may fully return to “normal” levels. Kyle Ludwig of CBIZ CMF explains how driver-based planning can help quantify unknowns to set a detailed Q4 and 2021 budget.