Resources

2024 HR Benchmarking Survey Report

Unlock the future of HR with our insightful report, designed to empower leaders with cutting-edge trends, insightful peer benchmarks, and strategic, data-driven solutions. Discover tactics to improve retention rates, refine your compensation models, and optimize your HR technology.

Year-End Tax Insights Webinar: Business Tax Edition

Join us for our annual Year-End Tax Insights Webinar—focusing on the latest business tax developments and strategies. This session is tailored for key decision-makers, business owners, CFOs, and controllers who need to stay ahead of potential tax changes and their implications.

Year-End Tax Insights Webinar: Individual Tax Edition

Join us for an essential Year-End Tax Insights Webinar that focuses on the latest individual tax updates and strategies.

2024 Year-End Information

Herbein Q&A with Dr. Gary Kustis: What strategies are effective for integrating diverse cultures post M+A?

Some strategies for integrating diverse workplace cultures post-M&A are more effective than others. Dr. Gary Kustis highlights a major one in this Herbein Q+A video.

Herbein Q&A with Dr. Gary Kustis: How can cultural due diligence impact the success of an M+A deal?

How can cultural due diligence impact the success of an M&A deal? Dr. Gary Kustis explains in this video in The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series.

Wealth Management Strategies for a Volatile Market

This webinar delves into the complexities of wealth management during periods of market volatility, offering actionable insights to safeguard and grow your assets

Herbein Q&A with Dr. Gary Kustis: How does an organizational psychologist contribute to the overall success of a business?

In this video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis explains how an organizational psychologist contributes to a business's overall success.

Herbein Q&A with David Schwab: What are outsourced CFO/Controller services, and how can they benefit businesses?

In this Herbein Q+A , discover how financial guidance based on years of experience can save you money, bridge staffing gaps, and provide strategic insights for growth with Herbein Consultant, David Shwab.

Herbein Q&A with Dr. Gary Kustis: What is the role of an organizational psychologist in a CPA firm?

In this short Q&A video, Dr. Gary Kustis explains how organizational psychologists are increasingly being utilized by CPA advisory firms, especially in the context of M&As. He discusses how they help address organizational issues, team dynamic disputes, and more.

Herbein Q&A with David Schwab: What is your day one approach to helping a new client with CFO controller services?

Learn more about our strategic and tailored approach to helping new clients from day one in this Herbein Q&A with David Schwab.

Herbein Q&A with Dr. Gary Kustis: How have clients leveraged your psychometric assessments?

In this follow-up video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis shares how clients use psychometric assessments for candidate selection and addressing development needs.

Herbein Q&A with Dr. Gary Kustis: How are psychometric assessments used in organizations?

In this video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis explains the use cases and value of psychometric assessments in organizations.

Herbein Q&A with David Schwab: What expertise do outsourced CFOs and controllers bring?

In this Herbein Q+A, learn industry insights to audit preparedness and proven strategies, outsourced CFOs and controllers bring a wealth of expertise and experience in auditing and tax.

Herbein Q&A with Dr. Gary Kustis: What are uncommon, yet effective, techniques for settling conflicts in M&As?

In this Q+A video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis showcases a conflict resolution approach that helped the acquiring company and the company being acquired bridge their differences and gain a mutual understanding.

Top 5 Income Tax Strategies for Construction Companies

This webinar is designed for construction industry leaders seeking to navigate the complexities of income tax regulations and explore potential strategies for success.

The Current State of R&D

Herbein Q&A: It's All About Due Diligence

If you plan to sell your business, ensuring you have a smooth financial due diligence process could have a major impact on potential buyers. In this Herbein Q+A - It's All About Due Diligence- Randall Raifsnider reviews commonly asked questions.

Herbein Q&A: Business Valuations

Business valuations are a pivotal step in informed decision-making and strategic planning. It is vital to be aware of the process and purpose before you conduct one. In this Herbein Q+A on Business Valuations, Gregory Farrell answers key questions about the process and purpose of business valuations.

Maximizing Your Company's Return on People (“ROP”) Through Talent Management

Take a deep dive into the methods and business best practices for maximizing your Return on People ("ROP") in this insightful webinar.

Cultivating Success: Navigating the Cultural Landscape of M&As

Watch this on-demand webinar to gain a deeper understanding of the cultural dynamics at play in M&As and how to navigate them for successful cultural integration.

Herbein Q&A: Navigating your business Finances

Financial management can be a major hurdle for every business. Assessing your financial position is the best way to plan today for the future. In this Herbein Q+A - Navigating Your Business Finances - Matt McClellan reviews these commonly asked questions:

Herbein Q&A: Analyzing Actual Financial Results

In this Herbein Q+A, Analyzing Actual Financial Results, Michelle L. Sowers addresses key questions on analyzing finances, including what a standard financial report includes, where to focus, the most important information, whether you need a budget, and how to assess if your results are successful.

Herbein Q&A: Strategy for Improving Financial Results

In this Herbein Q+A, Strategy for Improving Financial Results, Herbein Partner Craig Mengel answers key questions to help improve your business’s financial outcomes. He covers what to look for, your business’s strengths, areas for improvement, strategies for driving change, and important KPIs that indicate future performance.

2024 Payroll Tax Rates

Herbein Q&A: Business Year-End Review

Navigating the complexities of year-end financial results and conducting a comprehensive review of your business operations is a strategic imperative for any organization. In our this Q+A, Ashley Blessing dives into the most important questions a business should have in conducting a Year-End review.

Herbein Q&A: Checks and Balances

In this Herbein's Q+A video, Checks and Balances, John Hazel explores the importance of financial checks and balances for ensuring transparency, accountability, and error prevention. He addresses key questions, including why checks and balances are essential in financial processes, how to ensure everything is accounted for, and the role of segregation of responsibilities in implementation.

Herbein Q&A: Your ESG Journey

In this Herbein Q+A, Michael Malinsky discusses how ESG (Environment, Social, and Governance) affects your business. He covers the implications of ESG regulations, current trends in sustainability, and the first steps for implementing ESG reporting and initiatives.

2023 Year End Information

How to Be Cyber Prepared

In an age where cyber attacks have become a common occurrence, digital security is more important now than ever. This on-demand webinar provides the knowledge and tools necessary to enhance cybersecurity preparedness for both individuals and businesses alike.

Herbein Q&A: Current Expected Credit Loss

Watch this Herbein Q+A on ASU 2016-13: Current Expected Credit Loss (CECL), Kaitlyn Schappell reviews key questions about the new accounting standard. The video covers what ASU 2016-13 is, who will be affected by CECL, and why the FASB issued this update.

Herbein Q&A 360 Edition: The “Now, Where, How” Process

Strategic planning offers substantial benefits, but it can be challenging to start when pressing immediate needs seem more urgent than focusing on long-term business goals. To address these concerns, Ashley Blessing, Herbein senior manager and leader of the Herbein 360 program, outlines the core methodology behind the Herbein 360 process.

Herbein Q&A 360 Edition: Recruitment and Retention Today

In this Herbein Q+A, Scott Smith explores the critical challenge businesses face in attracting and retaining talent. He delves into factors exacerbating the issue, such as evolving workforce demographics, the disparity between workforce exits and entries, and shifts in labor participation and unemployment rates.

2022 Year End Information

Adopting the New Lease Accounting Standards for Nonprofits

Gain an in-depth understanding of how to implement the new leasing standard, as well as the local government impacts.

Virtual Symposium on Philanthropic Giving / Herbein 50 for 50 Project

A look at the 2022 state of philanthropic giving with 3 Pennsylvania United Way leaders – and the launch of the Herbein 50 for 50 Project in support of nonprofits.

Your Guide to the Exit Planning Process

Divorce Financial Checklist

2022 Food & Ag Summit Keynote

This webinar is focused on one of the industry’s main challenges – the workforce.

Herbein Q&A: Exit Planning

At one point or another, every owner will exit their business. Our latest Herbein Q+A feature is on Exit Planning – Ashley Blessing & Joseph Witkowski assess the most popular questions we receive on how to best plan your business exit strategy.

Herbein Q&A: Single Audit

In this Herbein Q+A, Lydia Miller discusses Single Audits and the impact of stimulus funding. She answers key questions about how stimulus funds affect audits, what nonprofit organizations receiving grant funding should focus on, and provides an update on Provider Relief Funds.

Herbein Q&A: Term Leases

Learn more about Term Leases in this Herbein Q+A, where Michael Malinsky addresses common questions about term leases. In this video, he explains the difference between short-term and long-term leases under ASC 842, whether a month-to-month lease qualifies as long-term, and the best way to handle month-to-month leases.

Herbein Q&A: Employee Benefit Plan Standards

Explore this Herbein Q+A on the new Employee Benefit Plan standards, as Brian Jamnik answers the most frequently asked questions on the topic. In this video, he covers why the audit standards for Employee Benefit Plans changed, when the changes will take effect, what has changed, and how it will impact your organization.

2022 HR Trends & Outlook

Uncover the 2022 HR trends that impacted businesses such as "The Great Resignation" and talent shortages.

Herbein Q&A: Certified Divorce Financial Analyst

A Certified Divorce Financial Analyst (CDFA) helps evaluate the financial and tax implications of divorce settlements. Keith Hoffman explains what to expect when working with a CDFA in a Herbein Q+A video: 360 Edition.

Herbein Q&A: Form W-4

This Herbein Q+A tackles focuses on Form W-4. Michael Koller addresses key questions about adjusting your withholdings after filing taxes. The video covers how to ensure the correct amount is withheld, how the Tax Withholding Estimator app works, and whether making adjustments guarantees accurate withholding.

Accounting for Leases Under GASB Statement No. 87

This webinar delves into the implementation and local government impact of the new leasing standard under GASB Statement No. 87

Herbein Q&A: Business Continuity

Watch the Herbein Q+A on Business Continuity, where Ashley Blessing answers key questions on planning for the long-term stability of your business. The video covers the differences between exit planning and business continuity planning, why you should create a continuity plan, and how to get started.

Herbein Q&A: Tax Tips

In this Herbein’s Q+A, David Cordier highlights valuable tax tips to consider for 2022. The discussion includes contributing to retirement accounts, making last-minute estimated tax payments, evaluating whether itemizing is suitable for your situation, and strategies for effective tax preparation.

Herbein Q&A: Dairy Accounting

In this Herbein Q+A: 360 Edition, Cory Eisenhofer addresses key questions on improving your dairy’s financial performance. He discusses strategies for reducing costs, gaining efficiencies, and identifying where to start to enhance your dairy’s financial success.

2021 Year End Information

Herbein Q&A: Practical Expedients

In this Herbein Q+A on Lease Accounting: Practical Expedients, Amanda Jackowski explains what practical expedients are under ASC 842 and provides examples. She covers the package deal of expedients, combining lease and non-lease components, and the practical expedient for private company discount rates, along with their pros and cons.

Herbein Q&A: Recruitment & Retention

Explore the Herbein Q+A: 360 Edition video on Recruitment & Retention, here Ashley Blessing and Scott Smith share strategies for navigating post-pandemic talent challenges, reducing turnover, and managing remote work effectively.

Herbein Q&A: People and Capacity

Check out this Herbein Q+A: 360 video on People and Capacity – Ashley Blessing details how to engage your team members and attract new ones, increase capacity, and scale up your business.