CBIZ

Helps organizations access audit, attest, and financial reporting services.

Connects clients with business, international, private-client, specialized, opportunity-zone, and state and local tax services.

Connects organizations with advisory offerings across finance, workforce, investment, risk, transactions, and other business areas.

Provides access to employee benefits, HR, actuarial, and retirement plan services.

Provides business, individual, and specialty insurance services and risk management support.

Provides technology services spanning AI, cloud infrastructure, cybersecurity, enterprise technology, managed services, and payroll and HR technology.

Accounting

CBIZ accounting services include audit and attest services and financial reporting.

Category: Audit and Assurance Services

• Access Audit And Attest Services
  Organizations can access audit and attest services through CBIZ's accounting offering.
• Access Financial Reporting Services
  Organizations can access financial reporting services through CBIZ's accounting offering.

CBIZ Tax Services

CBIZ tax services include business tax, international tax, opportunity zones, private client services, specialized tax, and state and local tax. The portfolio provides tax support across these areas.

• Address Business Tax Needs
  Clients can access CBIZ business tax services as part of its tax service portfolio.
• Address International Tax Needs
  Clients can access CBIZ international tax services as part of its tax service portfolio.
• Explore Opportunity Zone Tax Services
  Clients can access CBIZ opportunity zone tax services as part of its tax service portfolio.
• Access Private Client Tax Services
  Clients can access CBIZ private client services as part of its tax service portfolio.
• Address Specialized Tax Needs
  Clients can access CBIZ specialized tax services as part of its tax service portfolio.
• Address State And Local Tax Needs
  Clients can access CBIZ state and local tax services as part of its tax service portfolio.

Advisory

CBIZ Advisory brings together compensation consulting, financial accounting and advisory, forensic consulting and litigation, human capital management, investment advisory, private equity advisory, risk and advisory services, talent solutions, tariff solutions, tenant representation, transaction advisory, valuation, and M&A resources. Human capital management includes compensation consulting and payroll and HR technology solutions.

• Explore Compensation Consulting
  Clients can find CBIZ compensation consulting within its Advisory and human capital management services.
• Explore Financial Accounting And Advisory Services
  Clients can find CBIZ financial accounting and advisory services within its Advisory offerings.
• Explore Forensic Consulting And Litigation Services
  Clients can find CBIZ forensic consulting and litigation services within its Advisory offerings.
• Access Human Capital Management Services
  Clients can access CBIZ human capital management services, including compensation consulting and payroll and HR technology solutions.
• Explore Investment Advisory Services
  Clients can find CBIZ investment advisory services within its Advisory offerings.
• Explore M&A Resources
  Clients can access the M&A Knowledge Center through CBIZ Advisory services.
• Explore Private Equity Advisory
  Clients can find CBIZ private equity advisory within its Advisory offerings.
• Explore Risk And Advisory Services
  Clients can find CBIZ risk and advisory services within its Advisory offerings.
• Explore Talent Solutions
  Clients can find CBIZ talent solutions through its Advisory services.
• Explore Tariff Solutions
  Clients can find CBIZ tariff solutions within its Advisory offerings.
• Explore Tenant Representation
  Clients can find CBIZ tenant representation within its Advisory offerings.
• Explore Transaction Advisory Services
  Clients can find CBIZ transaction advisory services within its Advisory offerings.
• Explore Valuation Services
  Clients can find CBIZ valuation services within its Advisory offerings.

Benefits

CBIZ Benefits provides actuarial services, employee benefits administration and consulting, HR services, and retirement plan administration and consulting. Retirement offerings include the CBIZ Retirement Advantage Pooled Employer Plan, which helps middle-market businesses simplify 401(k) administration and reduce fiduciary responsibilities.

• Simplify Retirement Plan Administration
  CBIZ retirement offerings include the Retirement Advantage Pooled Employer Plan, which helps middle-market businesses simplify 401(k) administration and reduce fiduciary responsibilities.
• Administer Employee Benefits
  Organizations can access employee benefits administration through CBIZ.
• Get Employee Benefits Consulting
  Organizations can access employee benefits consulting through CBIZ.
• Get Retirement Plan Consulting
  Organizations can access retirement plan consulting through CBIZ Benefits.
• Access HR Services
  Organizations can access HR services through CBIZ Benefits.
• Access Actuarial Services
  Organizations can access actuarial services through CBIZ Benefits.

Insurance

CBIZ offers insurance services for businesses and individuals, including business insurance solutions, individual insurance, specialty insurance, and risk management. Its insurance insights also address risk management, claims outcomes, insurance gaps, and renewal reviews.

• Address Business Coverage Needs
  Businesses can access insurance solutions relevant to their coverage needs through CBIZ.
• Manage Insurance Risks
  Risk management services and related guidance help clients review risks, including property loss risks, in connection with insurance.
• Explore Individual Insurance
  Individuals can access insurance services through CBIZ.
• Access Specialty Coverage
  Clients can explore specialty insurance solutions as part of CBIZ's insurance services.
• Review Claims And Renewals
  Insurance insights help clients consider potential coverage gaps before renewal and identify ways to strengthen claims outcomes.

CBIZ Technology

CBIZ Technology provides services across artificial intelligence, cloud and infrastructure, cybersecurity, emerging technology, enterprise performance and technology, and managed services. CBIZ also lists payroll and HR technology services.

• Access AI Services
  Organizations can explore CBIZ artificial intelligence services as part of its technology portfolio.
• Access Cloud And Infrastructure Services
  Organizations can access CBIZ services related to cloud and infrastructure.
• Build Compliance Roadmaps
  CBIZ cybersecurity services include support described in a case study, where a manufacturing company received a roadmap to comprehensive compliance with strict CMMC and CUI standards.
• Access Managed Services
  Organizations can access CBIZ managed services through its technology offering.
• Access Enterprise Technology Services
  Organizations can access CBIZ services listed under enterprise performance and technology.
• Access Payroll And HR Technology
  Organizations can access CBIZ payroll and HR technology services through its human capital management offering.
• Explore Emerging Technology Services
  Organizations can explore CBIZ services categorized as emerging technology.