Advisory Insights

Gain strategic insights to tackle business challenges and uncover new opportunities. CBIZ provides analysis and guidance to support informed decision-making, manage risk, and drive long-term growth.

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Article

Expertly Guiding Employees and Leaders Through Career Transitions: The CBIZ Approach
Article
June 11, 2024
The Key to Reliable Financial Reporting: IT Assurance
  • Advisory
June 11, 2024
The Key to Reliable Financial Reporting: IT Assurance

Businesses can implement financial reporting processes that support better decision-making, maximize the advantages of their technology, and protect their sensitive information.

  • Advisory
Article
June 11, 2024
Modernizing Your Finance Function: Unlocking Efficiency, Growth, and Cost Savings with CBIZ FAAS
  • Advisory
June 11, 2024
Modernizing Your Finance Function: Unlocking Efficiency, Growth, and Cost Savings with CBIZ FAAS

CBIZ FAAS specializes in guiding companies through the intricate maze of financial transformation, addressing the fears and challenges that CFOs face.

  • Advisory
Article
June 11, 2024
EDGAR Reimagined: How SEC’s Latest Proposals Will Reshape Electronic Filings
  • Advisory
June 11, 2024
EDGAR Reimagined: How SEC’s Latest Proposals Will Reshape Electronic Filings

As these proposed SEC amendments take shape, CBIZ’s Financial Accounting Advisory Services stands ready to assist Companies in navigating the transition.

  • Advisory
Article
June 11, 2024
Future Finance: How CFOs Are Shaping Strategy with Data Intelligence and a Modern Workforce
  • Advisory
June 11, 2024
Future Finance: How CFOs Are Shaping Strategy with Data Intelligence and a Modern Workforce

Data intelligence empowers finance to act not just as a recorder of past performance but as a visionary guide for future endeavors.

  • Advisory
Article
June 11, 2024
Using AI to Prepare for an Earnings Call
  • Advisory, Artificial Intelligence
June 11, 2024
Using AI to Prepare for an Earnings Call

AI can assist with reviewing the company’s latest financial statements to extract the most relevant data.

  • Advisory, Artificial Intelligence
Article
June 03, 2024
HCM | Skills-Based Hiring
  • Human Capital Management
June 03, 2024
HCM | Skills-Based Hiring

Discover the benefits of skills-based hiring. Learn about the advantages, challenges, and steps required to implement this innovative approach

  • Human Capital Management
Report
May 31, 2024
May 2024 Recap | On The Margin
  • Investment Advisory
May 31, 2024
May 2024 Recap | On The Margin

While April marked the first month of predominantly negative global asset class returns in 2024, markets rallied broadly in May.

  • Investment Advisory
Article
May 28, 2024
Why Every Firm Needs an Exit Strategy Now
  • Advisory
May 28, 2024
Why Every Firm Needs an Exit Strategy Now

With professional services relying on the unique skills and reputations of their leaders, having a plan for how an owner will exit the business is critical.

  • Advisory
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 23, 2024
Embracing the Digital Shift: How Acumatica Addresses the Unique Challenges of Construction Accounting
  • Construction
  • Advisory
May 23, 2024
Embracing the Digital Shift: How Acumatica Addresses the Unique Challenges of Construction Accounting

Construction accounting is riddled with complexities and security concerns. Learn how Acumatica is addressing these issues for project success.

  • Construction
  • Advisory
Article
May 20, 2024
Benchmarking Business Worth: How Market Multiples Power Valuation
  • Advisory, Valuation
May 20, 2024
Benchmarking Business Worth: How Market Multiples Power Valuation

Using market multiples in business valuation is useful in determining a company’s worth.

  • Advisory, Valuation
Article
May 17, 2024
Enhancing Nonprofit Operations: A Ten-Step Checklist for Successful Temporary Staffing
  • Not-for-Profit & Education
  • Human Capital Management
May 17, 2024
Enhancing Nonprofit Operations: A Ten-Step Checklist for Successful Temporary Staffing

Temporary workers, often sourced through staffing agencies or as independent contractors, can fill a variety of roles.

  • Not-for-Profit & Education
  • Human Capital Management
Article
May 16, 2024
HCM | ERP & HRIS Better Together
  • Human Capital Management
May 16, 2024
HCM | ERP & HRIS Better Together

Discover why an ERP and HRIS system are better together, streamlining business processes and improving the employee experience with seamless data integration.

  • Human Capital Management
Article
May 15, 2024
The Key to Employee Retention
  • Human Capital Management
May 15, 2024
The Key to Employee Retention

Unlock the secrets to a productive workplace by gauging employee sentiment and building trust. Explore proven strategies for enhancing retention and loyalty.

  • Human Capital Management
Article
May 15, 2024
10 Simple Strategies to Optimize Your Sales Compensation Plan
  • Compensation Consulting
May 15, 2024
10 Simple Strategies to Optimize Your Sales Compensation Plan

Discover how to elevate your sales team’s performance with 10 strategic approaches to optimizing your sales compensation plan.

  • Compensation Consulting