Recent Insights
Case Study
November 21, 2024
Learn Cherry Bekaert's process for defining KPIs for HVAC and plumbing firms to track key financial metrics, support revenue targets and drive growth.
Webinar Recording
October 21, 2024
Watch for FP&A strategies to enhance budgeting and forecasting. Learn how to overcome budgeting challenges and improve financial performance in this course.
Article
November 19, 2024
Learn how managed IT service providers (MSPs) strengthen business continuity and resilience through disaster recover plans and risk assessments.
Webinar Recording
November 19, 2024
Learn about the future of accounting with AI-driven tools and digital networks that streamline workflows, improve accuracy, and unlock new growth potential.
Article
November 18, 2024
Learn how NMTCs support venture-backed companies by providing flexible financing, reducing costs and spurring development in communities.
20:43
Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo
Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.
Article
November 11, 2024
Learn how tabletop exercises in both incident response and business continuity help businesses manage crises from cyberattacks to natural disasters.
Webinar Recording
November 8, 2024
Learn strategies to manage employee health benefits and business insurance risks through data analytics and cost-effective risk mitigation techniques.
22:13
Speakers: Brooks E. Nelson, Sarah McGregor, Martin Karamon
Learn about the ERC's voluntary disclosure program, IRS moratorium, and how employers can navigate claim eligibility and refund processing changes.
Article
October 28, 2024
Review the IRS, FEMA, and state tax disaster relief options available to hurricane victims, including casualty loss deductions and deadline extensions.