CBIZ

Overview

CBIZ, Inc. is a prominent national provider of financial, insurance, and advisory services, based in Cleveland, Ohio. Established in 1987, the company has expanded significantly, now operating over 120 offices and employing nearly 7,000 people across the United States. The company is publicly traded on the New York Stock Exchange under the ticker symbol "CBZ" and reported revenues of approximately $1.67 billion in 2024.

CBIZ organizes its services into three main segments: Financial Services, which includes accounting, tax, and financial advisory; Benefits and Insurance Services, offering employee benefits consulting and insurance brokerage; and National Practices, focusing on IT managed services and technology consulting. The company primarily serves small to medium-sized businesses, individuals, government entities, and nonprofit organizations, providing a comprehensive suite of professional services to meet diverse client needs.

Basic Information

Contact Details

• Phone: +1 216-447-9000
• Website: cbiz.com
• LinkedIn: linkedin.com/company/cbiz

Key Focus Areas & Initiatives

• tax
• accounting
• advisory
• benefits
• insurance
• technology
• real estate
• business consulting & services
• data analytics
• global network
• regulatory updates
• private equity advisory
• cybersecurity strategy
• strategic acquisitions
• internal audit
• retirement plan services
• mergers and acquisitions
• financial services
• accounting and tax
• cybersecurity
• operational efficiency
• tax planning
• forensic consulting
• private client services
• business valuation
• services
• transfer pricing
• forensic accounting
• international tax
• regulatory compliance
• real estate valuation
• valuation services
• retail
• corporate social responsibility
• asc 740 accounting
• risk management
• property tax consulting
• tax services
• tax outsourcing
• cost recovery audit
• financial planning
• employee benefits
• consulting
• business transition
• hr solutions
• accounting services
• cost recovery
• global tax network
• technology solutions
• benefits compliance
• mergers & acquisitions advisory
• business consulting
• cybersecurity program & strategy
• professional services
• section 382 tax planning
• human resources
• b2b
• valuation advisory
• forensic & financial services
• cfo services
• cyber risk management
• non-profit
• financial advisory
• cybersecurity services
• technology services
• complex valuation
• cost recovery services
• tax credits
• insurance brokerage
• estate and trust planning
• tangible asset valuation
• data security
• growth strategy
• customer service
• property tax
• soc reports
• salt consulting
• supply chain management
• advisory services
• cost segregation studies
• digital transformation in finance
• insurance services
• retirement planning
• accounting, tax preparation, bookkeeping, and payroll services
• international transfer pricing
• it solutions
• benefits administration
• enterprise risk management
• digital transformation
• cash flow management
• qualified opportunity zones
• cost segregation
• risk advisory
• audit services
• public company readiness
• estate planning
• outsourced accounting
• human resources services
• employee wellbeing
• cybersecurity consulting
• corporate recovery
• tax incentives
• succession planning
• debt capital consulting
• salt controversy
• government contract consulting
• healthcare consulting
• controller services
• pillar two planning
• r&d tax credits
• family office services
• economic damages consulting
• employee retention strategies
• technical accounting
• cost containment strategies
• data security compliance
• employee communication solutions
• engagement consulting
• pharmacy consulting
• actuarial services
• career transition services
• philanthropic strategies
• finance
• construction & real estate
• management consulting
• mergers & acquisitions
• professional training & coaching
• nonprofit organization management
• financial consulting
• computer & network security
• information technology & services
• logistics & supply chain
• law practice
• legal services

Technologies Used

• Adobe Marketing Cloud
• Bluekai
• DNS Made Easy
• Microsoft Office 365
• Salesforce

Affiliated Organizations & Regional Branches

• CBIZ Stinnett
• Pension Resource Group
• Marcum Wellness
• The Cottonwood Group, LLC
• CBIZ Investment Advisory Services
• CBIZ Pivot Point Security
• Cottonwood Advisors Ltd
• Prince-Wood Insurance, LLC
• CBIZ Erickson, Brown & Kloster
• CBIZ Somerset
• Middle Market Advisory, LLC
• Raffa, PC
• Marcum Workplace Challenge
• CBIZ ARC Consulting, LLC
• Millimaki Eggert LLP
• Optumas
• Marcum LLP
• ARC CONSULTING IMPORT EXPORT
• Goldstein Lewin & Co.
• American Pension Advisors
• CBIZ CompuData