Accounting Insights

Gain clarity and confidence in your financial reporting with insights from CBIZ. From audit trends to regulatory updates, we provide the guidance you need to strengthen financial oversight and drive smarter decision-making.

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Article

On-Again, Off-Again BOI Reporting Requirements Are Back On
Article
May 23, 2024
Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit
  • Alternative Investments
  • Audit & Assurance, Investment Advisory
May 23, 2024
Mastering the Venture Capital Fund Audit: Essential Preparation for a Seamless Financial Statement Annual Audit

Fund managers must ensure that their financial statements accurately reflect the fund’s performance and adhere to generally accepted accounting principles.

  • Alternative Investments
  • Audit & Assurance, Investment Advisory
Article
May 16, 2024
Navigating the Risks: The Impacts of Noncompliance in Nonprofit Solicitation
  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
May 16, 2024
Navigating the Risks: The Impacts of Noncompliance in Nonprofit Solicitation

Transparency in solicitation practices is not just a legal requirement but also a matter of maintaining public trust.

  • Not-for-Profit & Education
  • Accounting, Audit & Assurance
Article
May 13, 2024
Financial Discipline in Dental Services: The Critical Role of Accounting Policies in DSOs
  • Healthcare
  • Accounting
May 13, 2024
Financial Discipline in Dental Services: The Critical Role of Accounting Policies in DSOs

Having robust accounting policies and procedures is the backbone of any successful DSO.

  • Healthcare
  • Accounting
Article
April 26, 2024
Tips for Not-for-Profits to Ensure a Smooth Financial Statement Audit
  • Audit & Assurance
April 26, 2024
Tips for Not-for-Profits to Ensure a Smooth Financial Statement Audit

Unlock the benefits of a clean Not-for-Profit Financial Statement Audit. These 10 tips lay the groundwork for an efficient, transparent audit process.

  • Audit & Assurance
Article
April 26, 2024
Audit Innovations: How Emerging Technology is Transforming the Audit Landscape
  • Audit & Assurance, Technology
April 26, 2024
Audit Innovations: How Emerging Technology is Transforming the Audit Landscape

The audit profession is at an inflection point where emerging technologies are not just an option but a necessity to keep up with the pace of change in the business world.

  • Audit & Assurance, Technology
Article
April 23, 2024
2024 Uniform Guidance Changes: Requirements for Single Audits
  • Audit & Assurance
April 23, 2024
2024 Uniform Guidance Changes: Requirements for Single Audits

The Uniform Guidance will now be referred to as the OMB Guidance for Federal Financial Assistance.

  • Audit & Assurance
Article
April 19, 2024
Tips and Tricks for Improving Small Organization Internal Controls
  • Not-for-Profit & Education
  • Audit & Assurance
April 19, 2024
Tips and Tricks for Improving Small Organization Internal Controls

Small nonprofit organizations still have effective and efficient solutions to allow for adequate separation of duties and detailed reviews of financial information.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
April 19, 2024
Revitalizing Volunteer Involvement in Nonprofits
  • Not-for-Profit & Education
  • Audit & Assurance
April 19, 2024
Revitalizing Volunteer Involvement in Nonprofits

Recruiting, engaging, and retaining volunteers requires evolving with the times and adopting new strategies that resonate with today’s volunteers.

  • Not-for-Profit & Education
  • Audit & Assurance
Article
April 19, 2024
SEC Staff Issues Statement on ETFs: Demands Clarity in Foreign Currency Holdings
  • Capital Markets
  • Accounting
April 19, 2024
SEC Staff Issues Statement on ETFs: Demands Clarity in Foreign Currency Holdings

To enhance market transparency, the SEC has issued a new directive concerning the reporting of foreign currency holdings by Exchange-Traded Funds (ETFs).

  • Capital Markets
  • Accounting
Article
April 19, 2024
SEC Clarifies New Final Rule on Tailored Shareholder Reports
  • Capital Markets
  • Accounting
April 19, 2024
SEC Clarifies New Final Rule on Tailored Shareholder Reports

The SEC’s Division of Investment Management issued new guidance on fund reporting enhancing transparency for open-end funds and updating advertisement regulations for investment companies.

  • Capital Markets
  • Accounting
Article
April 19, 2024
The Enhancement and Standardization of Climate-Related Disclosures for Investors
  • Capital Markets
  • Accounting
April 19, 2024
The Enhancement and Standardization of Climate-Related Disclosures for Investors

The SEC adopted new regulations that mandate corporations disclose specific climate change information in their annual reports and registration statements.

  • Capital Markets
  • Accounting
Article
April 15, 2024
Preparing for the Annual Audit: Proactive Strategies for Public Companies
  • Audit & Assurance
April 15, 2024
Preparing for the Annual Audit: Proactive Strategies for Public Companies

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.

  • Audit & Assurance
Article
April 12, 2024
Time is Running Out: Don’t Miss Opportunities to Claim the Employee Retention Tax Credit
  • Accounting
April 12, 2024
Time is Running Out: Don’t Miss Opportunities to Claim the Employee Retention Tax Credit

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

  • Accounting
Article
April 10, 2024
HHS Announces 2025 Final Rule: Enhanced Access and Standards for Healthcare Marketplaces
  • Healthcare
  • Accounting, Audit & Assurance
April 10, 2024
HHS Announces 2025 Final Rule: Enhanced Access and Standards for Healthcare Marketplaces

Understanding the implications of the new 2025 Final Rule is imperative to healthcare entities as they help their patients navigate the choices and options available in the ever-evolving Marketplace.

  • Healthcare
  • Accounting, Audit & Assurance
Article
April 10, 2024
Enhancing Transparency: New Disclosure Requirements for Agents and Brokers in Group Health Insurance
  • Healthcare
  • Audit & Assurance
April 10, 2024
Enhancing Transparency: New Disclosure Requirements for Agents and Brokers in Group Health Insurance

The business health insurance industry has undergone a significant regulatory update that aims to improve transparency.

  • Healthcare
  • Audit & Assurance

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