Skip to main content
Two business owners chatting over coffee.

2025 Small to Midsize Business Report

Explore insights on how small to midsize businesses (SMBs) are approaching common challenges.

Navigating Challenges to Unlock Potential

The Outsourced Accounting Services (OAS) team at Forvis Mazars helps small to midsize businesses (SMBs) grow by improving accounting operations and business processes. We work closely with our clients, often acting as an extension of their teams, so we are very familiar with the day-to-day challenges that they face.

Last year, we developed a webinar series to address several of these challenges and to gain insights directly from our participants. These webinars were designed to be industry-agnostic, communicating methodologies and various strategies that SMBs should be aware of while also asking participants to share their own experiences. 

The topics we addressed include:

  • Automation & technology
  • Talent
  • Month-end close
  • Preparation & planning in a new business environment
  • Forecasting & budgeting
  • Risk & fraud

A wide variety of individuals participated in our webinars and answered polling questions to help us build this report. The bulk of participants listed themselves as managers or supervisors at their organizations, with associates and controllers/assistant controllers following close behind.

Download Now

In our 2025 Small to Midsize Business Report, we analyze the many ways SMBs are approaching common challenges and their perceptions around business operations.

We hope you will explore the findings in this report, and that our key takeaways leave you with practical action items to bring value to your business.

To review these insights, download a copy of the report today.

Download Now

Related FORsights

Like what you see?
Subscribe to receive tailored insights directly to your inbox.