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INSIGHTS LIBRARY

Industry Insights You Can Trust

At Wolf & Company, every piece of content is written by seasoned experts you can trust to deliver accurate, practical guidance shaped by real-world industry experience. 

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  • Insights

Key Updates to Trust Services Criteria for SOC 2 Reports

Discover the latest updates to SOC 2 Trust Services Criteria, including the revised points of focus for your organization.
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How to Use KPIs to Tell a Story During Your Series A Funding Round
  • Insights

How to Use KPIs to Tell a Story During Your Series A Funding Round

For startups, the KPIs you share with would-be Series A investors tell a story about your growth potential. But which KPIs belong in your pitch deck?
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  • Case Studies

Smarter Healthcare Data Management: How Envision Healthcare Saved $100K With Data Solutions

Learn how Envision Healthcare implemented automated data reporting solutions to improve staffing analytics and data accuracy.
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  • Case Studies

How Peak Organic Optimized Sales & Inventory Management With Wolf’s Data Solutions Team

Learn how Peak Organic Brewing Company saved time and increased sales and inventory management accuracy by partnering with Wolf's Data Solutions team to automate data processes.
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  • Case Studies

Merganser Partners With Wolf’s Outsourced Accounting Solutions to Enhance Accounting Operations

Learn why Merganser Capital Management partnered with Wolf's Outsourced Accounting Solutions team to implement process improvements and strategy within the accounting and finance function.
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  • Insights

How to Choose the Right SOC Audit Provider for Your Organization

Learn how to select a SOC audit provider that fits your business needs and the key factors to consider, from tailored audit processes to ongoing support.
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  • Insights

Navigating the SOC Report Journey: Benefits, Process & Key Steps

Discover how to use a SOC report to boost your organization's competitive edge, from selecting the right CPA firm to achieving Type 1 and Type 2 reports.
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  • Insights

Effective Management of SOC Reports: 3 Best Practices & Procedures

Explore best practices for managing and reviewing SOC reports. Read how to handle control exceptions, follow up on unresolved issues, and ensure internal controls.
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  • Insights

Stay Prepared: Why You Need a Business Continuity Plan

Learn why a business continuity strategy is critical for every industry and how major outages outage underscore the value of being prepared.
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  • Insights

IRS Cracks Down on Wealthy Taxpayers: What You Need to Know

The IRS is intensifying enforcement on high-income taxpayers and complex entities. Learn what you can do to prepare and how our Private Client Group can support you.
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  • Insights

Board-Level Cybersecurity Oversight & Risk Management

Learn how boards can effectively manage cyber risk through strategic oversight in NACD and ISA’s 2023 Director’s Handbook on Cyber-Risk Oversight.
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  • Insights

Regulation X: Proposed CFPB Mortgage Servicing Rule Updates

The CFPB proposes changes to Regulation X, streamlining the loss mitigation process for borrowers. Learn key impacts and how to submit comments before the September 9th deadline.
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