Professional Services Insights

Enhance your firm’s success with insights into financial management, operational efficiency, and industry trends. CBIZ explores strategies that help professional services organizations improve profitability, manage risk, and stay competitive.

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Article

An Effective Fraud Policy Can Reduce Corporate Embezzlement
Article
January 20, 2025
2025 Professional Services Firms Predictions: Transformation + Innovation = Growth
  • Professional Services
  • Individual Insurance, Technology
January 20, 2025
2025 Professional Services Firms Predictions: Transformation + Innovation = Growth

The need for the specialized expertise provided by professional services firms is increasingly essential and driven by five key trends for digital transformation.

  • Professional Services
  • Individual Insurance, Technology
Article
June 21, 2024
Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services
  • Professional Services
  • Accounting, Technology
June 21, 2024
Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services

Engaging a Managed IT Services Provider can provide accounting firms with enhanced data security and more reliable IT infrastructure.

  • Professional Services
  • Accounting, Technology
Article
June 26, 2023
Is There Capacity? Mitigating Revenues Versus Additional Revenues in Breach of Contract Damages Claims
  • Professional Services
June 26, 2023
Is There Capacity? Mitigating Revenues Versus Additional Revenues in Breach of Contract Damages Claims

Does the plaintiff have, or did they have, the ability to achieve the historical and future sales figures being purported?

  • Professional Services
Article
August 22, 2022
Source Documentation: Is Everything as it Seems?
  • Professional Services
  • Tax
August 22, 2022
Source Documentation: Is Everything as it Seems?

Source documents and evidential matter are the foundation of any investigation; therefore, it is imperative that these documents are accurate.

  • Professional Services
  • Tax
Article
August 01, 2022
Appreciation of Separate Property: A New York Case Study
  • Professional Services
  • Tax
August 01, 2022
Appreciation of Separate Property: A New York Case Study

Separate property, spousal contributions, and appreciation in value are inextricably intertwined, and the relationship among the three is worthy of careful consideration.

  • Professional Services
  • Tax
Article
July 18, 2022
Hotlines and Fraud Detection: Changing Trends
  • Professional Services
July 18, 2022
Hotlines and Fraud Detection: Changing Trends

A hotline is a mechanism that organizations utilize in order to facilitate the reporting of various concerns, including suspected fraud.

  • Professional Services
Article
February 23, 2022
Why Companies Need a Plan to Prevent Fraud
  • Professional Services
  • Advisory
February 23, 2022
Why Companies Need a Plan to Prevent Fraud

With the rise in fraud cases affecting all types of organizations, companies must be as proactive as possible to minimize their risk.

  • Professional Services
  • Advisory
Article
January 27, 2022
Income, Asset, Market … Why Different Valuation Approaches Matter
  • Professional Services
  • Tax
January 27, 2022
Income, Asset, Market … Why Different Valuation Approaches Matter

Valuation experts often base their concluded value on one of the valuation methods and use the other value indications to support their conclusion.

  • Professional Services
  • Tax
Article
January 26, 2022
An Effective Fraud Policy Can Reduce Corporate Embezzlement
  • Professional Services
  • Advisory
January 26, 2022
An Effective Fraud Policy Can Reduce Corporate Embezzlement

National statistics and our own firsthand experience indicate that internal fraud and employee embezzlement are not going away anytime soon. So what’s the easiest step that a company or organization can implement to combat the hidden threat of employee misappropriation, theft and fraud? A written corporate fraud policy.

  • Professional Services
  • Advisory
Article
January 25, 2022
Is it Equitable to Divide a Pension 50/50 in Divorce?
  • Professional Services
  • Advisory
January 25, 2022
Is it Equitable to Divide a Pension 50/50 in Divorce?

Each divorce case is unique and requires an evaluation of the complete financial picture to determine an equitable solution.

  • Professional Services
  • Advisory
Article
December 10, 2021
Bribery and Corruption: Is “The Cost of Doing Business” Worth It?
  • Professional Services
  • Tax
December 10, 2021
Bribery and Corruption: Is “The Cost of Doing Business” Worth It?

The FCPA addresses international corruption through its anti-bribery and accounting provisions and is enforced by the DOJ and the SEC.

  • Professional Services
  • Tax
Article
October 26, 2021
Getting Married? Tips You Should Know in the (Hopefully Unlikely) Event of Divorce
  • Professional Services
  • Tax
October 26, 2021
Getting Married? Tips You Should Know in the (Hopefully Unlikely) Event of Divorce

No one likes to talk about the potential for divorce, but it is better to be knowledgeable and plan for all scenarios.

  • Professional Services
  • Tax
Article
August 20, 2021
Unemployment Fraud during the Pandemic
  • Professional Services
  • Advisory
August 20, 2021
Unemployment Fraud during the Pandemic

Reports of fraud within programs implemented to assist COVID-19 victims have been widespread.

  • Professional Services
  • Advisory
Article
August 20, 2021
If an Investment Sounds too Good to be True, It Probably Is
  • Professional Services
  • Tax
August 20, 2021
If an Investment Sounds too Good to be True, It Probably Is

Many investors duped by Ponzi schemes put all their money in the Ponzi scheme and as a result, they lost their life’s savings.

  • Professional Services
  • Tax
Article
July 27, 2021
Part 3: Understanding Your Business Valuation – Approaches and Discounts
  • Professional Services
  • Valuation
July 27, 2021
Part 3: Understanding Your Business Valuation – Approaches and Discounts

The final steps in understanding your business valuation relate to the approaches applied to determine the value of your company and the discounts made to reach the final value of the interest.

  • Professional Services
  • Valuation

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