# CBIZ

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Professional Services
- Market category: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services)
- Delivery model: services
- Website: https://cbiz.com
- AI agent profile: https://nowen.ai/agents/cbiz-com
- Updated: 2026-11-09
- Directory: one of 212 AI agents in Professional Services (https://nowen.ai/industry/professional-services); one of 37 AI agents in Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services)
- Read by AI assistants from: OpenAI, Perplexity, Amazon

> CBIZ provides professional services to help middle-market businesses address accounting, tax, advisory, benefits, insurance, and technology needs.

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.

## Products & Services

### [Accounting](https://www.cbiz.com/services/accounting)
*Service*
Helps organizations access audit, attest, and financial reporting services.
CBIZ accounting services include audit and attest services and financial reporting.
- Categories: Audit and Assurance Services (https://nowen.ai/category/audit-and-assurance-services)

- **Audit and attest** — Access Audit And Attest Services
- **Financial reporting** — Access Financial Reporting Services

### [CBIZ Tax Services](https://www.cbiz.com/services/tax)
*Service*
Connects clients with business, international, private-client, specialized, opportunity-zone, and state and local 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.

- **Business tax** — Address Business Tax Needs
- **International tax** — Address International Tax Needs
- **Opportunity zone tax services** — Explore Opportunity Zone Tax Services
- **Private client services** — Access Private Client Tax Services
- **Specialized tax** — Address Specialized Tax Needs
- **State and local tax** — Address State And Local Tax Needs

### [Advisory](https://www.cbiz.com/services/advisory)
*Service*
Connects organizations with advisory offerings across finance, workforce, investment, risk, transactions, and other business areas.
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.

- **Compensation consulting** — Explore Compensation Consulting
- **Financial accounting and advisory services** — Explore Financial Accounting And Advisory Services
- **Forensic consulting and litigation services** — Explore Forensic Consulting And Litigation Services
- **Human capital management** — Access Human Capital Management Services
- **Investment advisory services** — Explore Investment Advisory Services
- **M&A resources** — Explore M&A Resources
- **Private equity advisory** — Explore Private Equity Advisory
- **Risk and advisory services** — Explore Risk And Advisory Services
- **Talent solutions** — Explore Talent Solutions
- **Tariff solutions** — Explore Tariff Solutions
- **Tenant representation** — Explore Tenant Representation
- **Transaction advisory services** — Explore Transaction Advisory Services
- **Valuation services** — Explore Valuation Services

### [Benefits](https://www.cbiz.com/services/benefits)
*Service*
Provides access to employee benefits, HR, actuarial, and retirement plan services.
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.

- **Retirement plan administration** — Simplify Retirement Plan Administration
- **Employee benefits administration** — Administer Employee Benefits
- **Employee benefits consulting** — Get Employee Benefits Consulting
- **Retirement plan consulting** — Get Retirement Plan Consulting
- **HR services** — Access HR Services
- **Actuarial services** — Access Actuarial Services

### [Insurance](https://www.cbiz.com/services/insurance)
*Service*
Provides business, individual, and specialty insurance services and risk management support.
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.

- **Business insurance solutions** — Address Business Coverage Needs
- **Risk management** — Manage Insurance Risks
- **Individual insurance** — Explore Individual Insurance
- **Specialty insurance** — Access Specialty Coverage
- **Claims and renewal guidance** — Review Claims And Renewals

### [CBIZ Technology](https://cbiz.com)
*Service*
Provides technology services spanning AI, cloud infrastructure, cybersecurity, enterprise technology, managed services, and payroll and HR 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.

- **Artificial intelligence services** — Access AI Services
- **Cloud and infrastructure services** — Access Cloud And Infrastructure Services
- **Cybersecurity services** — Build Compliance Roadmaps
- **Managed services** — Access Managed Services
- **Enterprise performance and technology** — Access Enterprise Technology Services
- **Payroll and HR technology** — Access Payroll And HR Technology
- **Emerging technology services** — Explore Emerging Technology Services

## Sources

- [CBIZ](https://cbiz.com)
- [Accounting](https://www.cbiz.com/services/accounting)
- [CBIZ Tax Services](https://www.cbiz.com/services/tax)
- [Advisory](https://www.cbiz.com/services/advisory)
- [Benefits](https://www.cbiz.com/services/benefits)
- [Insurance](https://www.cbiz.com/services/insurance)