Business Details
Your Trusted Partner for Accounting Solutions
CBIZ is a leading provider of professional services designed to support the growth and success of middle-market businesses. With a strategic blend of national resources and local expertise, we deliver tailored solutions in accounting, tax strategy, advisory services, benefits administration, insurance, and technology consulting. Our team of licensed professionals combines deep industry knowledge with a commitment to personalized service, ensuring clients receive actionable insights that drive informed decision-making.We prioritize compliance, risk mitigation, and operational efficiency while fostering long-term relationships built on trust and reliability. Our approach emphasizes innovation, leveraging cutting-edge technology and data-driven strategies to address complex challenges and unlock new opportunities for our clients.
Services
Accounting
Tax Advisory
Cybersecurity
Benefits Administration
Valuation Services
Risk Management
Technology Consulting
Human Capital Management
Insurance Solutions
Advisory Services
Highlights and features
- We combine nationwide resources with local expertise to deliver personalized solutions.
- Our team includes licensed CPAs and specialists with deep industry knowledge.
- We prioritize compliance, risk management, and operational efficiency for sustainable growth.
- Our technology-driven approach leverages AI and data analytics for actionable insights.
- We maintain CEFEX certification, demonstrating adherence to industry best practices.
Associations and certifications
- American Institute of CPAs (AICPA)
- CEFEX
Services
Accounting
CBIZ delivers audit, attest, and financial reporting services tailored to growth-oriented businesses. Our CPAs streamline policies and standards to ensure compliance with evolving regulations while uncovering strategic opportunities. We specialize in SEC filings, IFRS/GAAP transitions, and SOC reporting for public and private entities.
Tax Advisory
Our specialists provide comprehensive tax solutions spanning federal, state, and international jurisdictions. Services include entity structuring, M&A tax planning, cost segregation, and global tax optimization. We help businesses minimize liabilities while maintaining compliance with complex regulatory frameworks through proactive planning and controversy resolution.
Cybersecurity
CBIZ offers end-to-end cybersecurity solutions including risk assessments, penetration testing, and incident response. Our team implements governance frameworks, designs secure architectures, and provides digital forensics to protect against evolving threats. We specialize in cyber due diligence for mergers and acquisitions.
Benefits Administration
We provide actuarial services, retirement plan consulting, and compliance management for employee benefits programs. Our solutions optimize workforce strategies through data-driven cost containment, ACA compliance support, and tailored health plan administration for businesses of all sizes.
Valuation Services
CBIZ offers business valuations for M&A, tax planning, and litigation purposes. Our experts assess complex financial instruments, intellectual property, and real estate assets. We provide fairness opinions, ESOP valuations, and solvency analyses to support critical business decisions with defensible insights.
Questions
What industries does CBIZ specialize in?
We serve diverse sectors including capital markets, construction, financial services, healthcare, private equity, real estate, and technology through industry-specific expertise.
How does CBIZ handle cross-border tax challenges?
Our international tax team provides transfer pricing, OECD framework compliance, and regional expertise for Asia-Pacific and Latin American markets.
What technology solutions does CBIZ offer?
We implement AI-driven analytics, cloud infrastructure, cybersecurity frameworks, and ERP system modernization to enhance operational efficiency and digital transformation.
How does CBIZ support employee benefits programs?
We provide actuarial analysis, retirement plan administration, compliance management, and data-driven cost containment strategies tailored to organizational needs.
What sets CBIZ apart from other accounting firms?
We combine national resources with local relationships, offering personalized service alongside specialized expertise in emerging technologies and regulatory compliance.
