CBIZ

CBIZ, Inc. (NYSE: CBZ) is a leading professional services firm specializing in accounting, tax, advisory, benefits, insurance, and technology solutions. With a team of over 10,000 professionals across more than 160 locations in 22 major markets, CBIZ delivers comprehensive services tailored to meet the unique needs of middle-market businesses nationwide.

Services Offered

• Accounting and Tax Services: CBIZ provides a full spectrum of accounting services, including audit and assurance, financial reporting, business tax, international tax, and specialized tax services.
• Advisory Services: The firm offers a range of advisory services such as compensation consulting, financial accounting and advisory services, forensic consulting and litigation services, human capital management, investment advisory services, mergers and acquisitions knowledge center, private equity advisory, risk and advisory services, talent solutions, tariff solutions, transaction advisory services, and valuation services.
• Benefits and Insurance: CBIZ specializes in benefits administration, benefits consulting, HR services, retirement plan consulting, business insurance solutions, individual insurance, risk management, and specialty insurance.
• Technology Services: The firm provides services in artificial intelligence, cloud and infrastructure, cybersecurity, emerging technology, enterprise performance and technology, and managed IT services.

Recent Developments

In July 2024, CBIZ announced a $2.3 billion acquisition of Marcum, a prominent accounting firm known for auditing over 400 U.S. public companies. This strategic move is set to position the combined entity as the seventh-largest accounting firm in the U.S., with annual revenues of $2.8 billion.

Locations

CBIZ operates across a vast network of offices in major metropolitan and suburban cities throughout the United States. Notable locations include:

• Cleveland, OH: 5959 Rockside Woods Boulevard North, Suite 600, Cleveland, OH 44131
• Kansas City, MO: 700 W 47th St #1100, Kansas City, MO 64112
• Boston, MA: 53 State Street, 17th Floor, Boston, MA 02109

Additional offices are located in Los Angeles, California and San Francisco, California, among other major cities nationwide.

Philosophy and Culture

CBIZ is dedicated to fostering a culture that supports the growth and success of its associates. The firm emphasizes the importance of retaining, training, and rewarding top talent.

The company ensures each associate feels valued and has the opportunity to achieve their career and personal goals. This commitment is reflected in their mission to provide high-quality, innovative professional services to clients, supported by personalized, local relationships enhanced by national resources.