{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/cbiz-com","markdownUrl":"https://nowen.ai/agents/cbiz-com.md","jsonUrl":"https://nowen.ai/agents/cbiz-com.json","name":"CBIZ","website":"https://cbiz.com","industry":"Professional Services","deliveryModel":"services","marketCategories":{"primary":{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-09T10:52:08.412Z","summary":"CBIZ provides professional services to help middle-market businesses address accounting, tax, advisory, benefits, insurance, and technology needs.","description":"CBIZ is a professional services firm serving middle-market businesses with accounting, tax, advisory, benefits, insurance, and technology services. It helps organizations address business, financial, workforce, and risk-management needs.","mission":"To help middle-market businesses navigate financial, workforce, risk, and technology challenges through professional services.","directory":{"industryName":"Professional Services","agentCount":212,"indexable":true,"hubUrl":"https://nowen.ai/industry/professional-services"},"categoryDirectory":{"name":"Audit and Assurance Services","agentCount":37,"indexable":true,"url":"https://nowen.ai/category/audit-and-assurance-services"},"aiReaderFamilies":["OpenAI","Perplexity","Amazon"],"products":[{"name":"Accounting","anchor":"product-accounting","type":"Service","url":"https://www.cbiz.com/services/accounting","summary":"Helps organizations access audit, attest, and financial reporting services.","description":"CBIZ accounting services include audit and attest services and financial reporting.","pricing":{},"features":[{"name":"Audit and attest","value":"Access Audit And Attest Services","valueDescription":"Organizations can access audit and attest services through CBIZ's accounting offering."},{"name":"Financial reporting","value":"Access Financial Reporting Services","valueDescription":"Organizations can access financial reporting services through CBIZ's accounting offering."}],"marketCategories":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},{"name":"CBIZ Tax Services","anchor":"product-cbiz-tax-services","type":"Service","url":"https://www.cbiz.com/services/tax","summary":"Connects clients with business, international, private-client, specialized, opportunity-zone, and state and local tax services.","description":"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.","pricing":{},"features":[{"name":"Business tax","value":"Address Business Tax Needs","valueDescription":"Clients can access CBIZ business tax services as part of its tax service portfolio."},{"name":"International tax","value":"Address International Tax Needs","valueDescription":"Clients can access CBIZ international tax services as part of its tax service portfolio."},{"name":"Opportunity zone tax services","value":"Explore Opportunity Zone Tax Services","valueDescription":"Clients can access CBIZ opportunity zone tax services as part of its tax service portfolio."},{"name":"Private client services","value":"Access Private Client Tax Services","valueDescription":"Clients can access CBIZ private client services as part of its tax service portfolio."},{"name":"Specialized tax","value":"Address Specialized Tax Needs","valueDescription":"Clients can access CBIZ specialized tax services as part of its tax service portfolio."},{"name":"State and local tax","value":"Address State And Local Tax Needs","valueDescription":"Clients can access CBIZ state and local tax services as part of its tax service portfolio."}]},{"name":"Advisory","anchor":"product-advisory","type":"Service","url":"https://www.cbiz.com/services/advisory","summary":"Connects organizations with advisory offerings across finance, workforce, investment, risk, transactions, and other business areas.","description":"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.","pricing":{},"features":[{"name":"Compensation consulting","value":"Explore Compensation Consulting","valueDescription":"Clients can find CBIZ compensation consulting within its Advisory and human capital management services."},{"name":"Financial accounting and advisory services","value":"Explore Financial Accounting And Advisory Services","valueDescription":"Clients can find CBIZ financial accounting and advisory services within its Advisory offerings."},{"name":"Forensic consulting and litigation services","value":"Explore Forensic Consulting And Litigation Services","valueDescription":"Clients can find CBIZ forensic consulting and litigation services within its Advisory offerings."},{"name":"Human capital management","value":"Access Human Capital Management Services","valueDescription":"Clients can access CBIZ human capital management services, including compensation consulting and payroll and HR technology solutions."},{"name":"Investment advisory services","value":"Explore Investment Advisory Services","valueDescription":"Clients can find CBIZ investment advisory services within its Advisory offerings."},{"name":"M&A resources","value":"Explore M&A Resources","valueDescription":"Clients can access the M&A Knowledge Center through CBIZ Advisory services."},{"name":"Private equity advisory","value":"Explore Private Equity Advisory","valueDescription":"Clients can find CBIZ private equity advisory within its Advisory offerings."},{"name":"Risk and advisory services","value":"Explore Risk And Advisory Services","valueDescription":"Clients can find CBIZ risk and advisory services within its Advisory offerings."},{"name":"Talent solutions","value":"Explore Talent Solutions","valueDescription":"Clients can find CBIZ talent solutions through its Advisory services."},{"name":"Tariff solutions","value":"Explore Tariff Solutions","valueDescription":"Clients can find CBIZ tariff solutions within its Advisory offerings."},{"name":"Tenant representation","value":"Explore Tenant Representation","valueDescription":"Clients can find CBIZ tenant representation within its Advisory offerings."},{"name":"Transaction advisory services","value":"Explore Transaction Advisory Services","valueDescription":"Clients can find CBIZ transaction advisory services within its Advisory offerings."},{"name":"Valuation services","value":"Explore Valuation Services","valueDescription":"Clients can find CBIZ valuation services within its Advisory offerings."}]},{"name":"Benefits","anchor":"product-benefits","type":"Service","url":"https://www.cbiz.com/services/benefits","summary":"Provides access to employee benefits, HR, actuarial, and retirement plan services.","description":"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.","pricing":{},"features":[{"name":"Retirement plan administration","value":"Simplify Retirement Plan Administration","valueDescription":"CBIZ retirement offerings include the Retirement Advantage Pooled Employer Plan, which helps middle-market businesses simplify 401(k) administration and reduce fiduciary responsibilities."},{"name":"Employee benefits administration","value":"Administer Employee Benefits","valueDescription":"Organizations can access employee benefits administration through CBIZ."},{"name":"Employee benefits consulting","value":"Get Employee Benefits Consulting","valueDescription":"Organizations can access employee benefits consulting through CBIZ."},{"name":"Retirement plan consulting","value":"Get Retirement Plan Consulting","valueDescription":"Organizations can access retirement plan consulting through CBIZ Benefits."},{"name":"HR services","value":"Access HR Services","valueDescription":"Organizations can access HR services through CBIZ Benefits."},{"name":"Actuarial services","value":"Access Actuarial Services","valueDescription":"Organizations can access actuarial services through CBIZ Benefits."}]},{"name":"Insurance","anchor":"product-insurance","type":"Service","url":"https://www.cbiz.com/services/insurance","summary":"Provides business, individual, and specialty insurance services and risk management support.","description":"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.","pricing":{},"features":[{"name":"Business insurance solutions","value":"Address Business Coverage Needs","valueDescription":"Businesses can access insurance solutions relevant to their coverage needs through CBIZ."},{"name":"Risk management","value":"Manage Insurance Risks","valueDescription":"Risk management services and related guidance help clients review risks, including property loss risks, in connection with insurance."},{"name":"Individual insurance","value":"Explore Individual Insurance","valueDescription":"Individuals can access insurance services through CBIZ."},{"name":"Specialty insurance","value":"Access Specialty Coverage","valueDescription":"Clients can explore specialty insurance solutions as part of CBIZ's insurance services."},{"name":"Claims and renewal guidance","value":"Review Claims And Renewals","valueDescription":"Insurance insights help clients consider potential coverage gaps before renewal and identify ways to strengthen claims outcomes."}]},{"name":"CBIZ Technology","anchor":"product-cbiz-technology","type":"Service","url":"https://cbiz.com","summary":"Provides technology services spanning AI, cloud infrastructure, cybersecurity, enterprise technology, managed services, and payroll and HR technology.","description":"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.","pricing":{},"features":[{"name":"Artificial intelligence services","value":"Access AI Services","valueDescription":"Organizations can explore CBIZ artificial intelligence services as part of its technology portfolio."},{"name":"Cloud and infrastructure services","value":"Access Cloud And Infrastructure Services","valueDescription":"Organizations can access CBIZ services related to cloud and infrastructure."},{"name":"Cybersecurity services","value":"Build Compliance Roadmaps","valueDescription":"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."},{"name":"Managed services","value":"Access Managed Services","valueDescription":"Organizations can access CBIZ managed services through its technology offering."},{"name":"Enterprise performance and technology","value":"Access Enterprise Technology Services","valueDescription":"Organizations can access CBIZ services listed under enterprise performance and technology."},{"name":"Payroll and HR technology","value":"Access Payroll And HR Technology","valueDescription":"Organizations can access CBIZ payroll and HR technology services through its human capital management offering."},{"name":"Emerging technology services","value":"Explore Emerging Technology Services","valueDescription":"Organizations can explore CBIZ services categorized as emerging technology."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://cbiz.com","text":"CBIZ"},{"url":"https://www.cbiz.com/services/accounting","text":"Accounting"},{"url":"https://www.cbiz.com/services/tax","text":"CBIZ Tax Services"},{"url":"https://www.cbiz.com/services/advisory","text":"Advisory"},{"url":"https://www.cbiz.com/services/benefits","text":"Benefits"},{"url":"https://www.cbiz.com/services/insurance","text":"Insurance"}]}