CBIZ
CBIZ is a U.S. professional services firm providing integrated accounting, tax, advisory, benefits, insurance, and technology services primarily to middle-market businesses and not-for-profits, operating 200+ offices with ~$2.8 billion in annual revenue post-Marcum.
- Company typePublic
- Founded1987
- HeadquartersCleveland, United States
- Headcount5,001–10,000
- GTM typeB2B
- OfferingServices
What CBIZ does
CBIZ, Inc. (NYSE: CBZ) is a U.S. professional services firm founded in 1987 and headquartered in Cleveland, Ohio, providing integrated accounting, tax, advisory, benefits, insurance, and technology services primarily to middle-market businesses and not-for-profit organizations. Following the November 2024 acquisition of Marcum LLP's non-attest business for approximately $2.3 billion, CBIZ operates as the seventh-largest U.S. accounting services provider with ~$2.8 billion in annual revenue, 9,500+ employees, and 200+ offices nationwide. The firm is organized around six core service lines — Accounting (audit & attest, financial reporting), Tax (business, international, state and local, private client, specialized), Advisory (FAAS, M&A, valuation, risk, forensic, human capital, investment advisory, compensation, talent), Benefits & HR, Insurance, and Technology — and serves thirteen vertical markets including construction, real estate, financial services, government, healthcare, life sciences, private equity, and technology.
CBIZ generates revenue primarily through professional services fees structured under custom engagements, with pricing determined by scope and complexity, billed predominantly on annual or project cadences. Revenue streams span audit and attest services delivered through the licensed CPA entity (CBIZ CPAs P.C., operating under an alternative practice structure), insurance brokerage commissions, and managed technology services including IT consulting, cybersecurity, and HR/payroll platforms. The company combines organic industry-specialized practices with an aggressive acquisition program that has absorbed more than fifteen targets since 2015 — most recently Optumas (2021), Marks Paneth (2022), Stinnett & Associates (2022), Pivot Point Security (2023), American Pension Advisors (2023), Erickson Brown & Kloster (2024), CompuData (2024), and Marcum LLP (2024).
The technology portfolio includes the proprietary Centrally HR platform (an Acumatica-certified HCM solution), the Martus real-time forecasting tool, and Insights.Applied. — an integrated offering launched in February 2026 to convert Mid-Market Pulse research into client engagements. CBIZ has deployed agentic AI across the firm targeting 20% efficiency gains with a stated path to 40%, recognized by the AI Native Accounting Foundation's inaugural Firm Award for Strategy & Governance in 2026. Subsidiary CBIZ Investment Advisory Services manages over $83 billion in assets under advisement across retirement plans, endowments, and private wealth.
CBIZ firmographics
Firmographics- Name
- CBIZ
- Legal name
- CBIZ Inc.
- Website
- http://www.cbiz.com
- Company type
- Public
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 5,001–10,000 employees
- Short description
- CBIZ is a U.S. professional services firm providing integrated accounting, tax, advisory, benefits, insurance, and technology services primarily to middle-market businesses and not-for-profits, operating 200+ offices with ~$2.8 billion in annual revenue post-Marcum.
- Ownership category
- akta.pro rank
CBIZ industry classification
Industry- Product category
- Professional Business Services
- NAICS
- Offices of Certified Public Accountants (541211), Professional, Scientific, and Technical Services (54), All Other Professional, Scientific, and Technical Services (541990)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Mid-Market Commercial Package (Package Policies) (FSAJAFAB)
- akta.pro secondary industries
- Data Platform, BI & Analytics Integration (BPAEAAAI), Business Intelligence, Reporting & Visualization Services (BPAEAHAD)
Keywords
Where CBIZ is headquartered
LocationHeadquarters
- HQ city
- Cleveland
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
CBIZ business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Professional Services Fees: Revenue generated from providing integrated professional services including accounting, tax, advisory, benefits, insurance, and technology solutions to middle-market businesses
- Audit & Attest Services: Revenue from audit, attest, and financial reporting services through CBIZ CPAs
- Insurance Brokerage: Risk management and insurance solutions providing protection for businesses
- Technology Services: IT consulting, cybersecurity, cloud-based strategies, managed IT services, and HR/payroll technology solutions
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Custom professional services engagements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
CBIZ product offering
Product offeringCore offering
CBIZ provides integrated professional business services—accounting, tax, advisory, benefits and HR, insurance, and technology solutions—to middle-market companies, growth-oriented businesses, and not-for-profits across the United States. Services are delivered through 200+ offices, more than 10,000 professionals, and 13 industry-specialized practices, augmented by proprietary platforms such as Centrally HR, Martus, Insights.Applied, and agentic AI tools. Revenue is generated primarily through custom, engagement-based professional services fees.
Product overview
CBIZ is a professional services firm providing integrated accounting, tax, advisory, benefits, insurance, and technology solutions to middle market businesses across the United States. The company operates as a platform of six core service areas: Accounting Services (including Audit & Attest and Financial Reporting), Tax Services (Business Tax, International Tax, State & Local Tax, Private Client Services, Specialized Tax), Advisory Services (Compensation Consulting, Financial Accounting & Advisory, Forensic Consulting, Human Capital Management, Investment Advisory, M&A Knowledge Center, Risk & Advisory, Talent Solutions, Valuation Services), Benefits & HR Services, Insurance Solutions, and Technology Solutions. CBIZ delivers these services through its national network with industry-specific expertise across 13 sectors including construction, real estate, financial services, government, healthcare, life sciences, private equity, and technology. The firm also publishes the quarterly Mid-Market Pulse Report and offers Insights.Applied., a suite of integrated solutions translating strategy into action for clients.
Differentiator
Problem solved
Functional benefit
Brands
- CBIZ CPAs P.C. Licensed independent CPA firm providing attest services under an alternative practice structure
- CBIZ Investment Advisory Services
- Insights.Applied.
Products and services
- Accounting Services Provides audit, attest, and financial reporting services for growth-oriented companies and diverse not-for-profits, including SEC/PCAOB audits, employee benefit plan audits, SOC reporting, and IFRS & GAAP transitions.
- Tax Services Strategic tax planning and compliance solutions including business tax, international tax, state and local tax, private client services, and specialized tax services to minimize tax burdens while ensuring regulatory compliance.
- Advisory Services Results-driven advisory solutions including private equity advisory, risk & advisory services, forensic consulting & litigation, financial accounting & advisory, valuation services, human capital management, M&A knowledge center, talent solutions, and transaction advisory.
- Benefits & HR Services Custom benefits and HR strategies including actuarial services, employee benefits administration and consulting, HR services, retirement plan administration and consulting, payroll, time & labor management, and HR technology solutions.
- Insurance Solutions Comprehensive risk management and insurance solutions including business insurance solutions, individual insurance, risk management, and specialty insurance to protect businesses from uncertainty.
- Technology Solutions IT consulting, cybersecurity assessments, cloud-based strategies, managed services, and emerging technology solutions including artificial intelligence, cloud & infrastructure, cybersecurity, enterprise performance & technology, managed services, and payroll & HR technology.
- Investment Advisory Services Investment advisory services for retirement plans, foundations, endowments, individuals, and trusts with over $83 billion in assets under advisement, including retirement plan consulting, private wealth, and endowments & foundations services.
- M&A Knowledge Center Integrated support across the deal lifecycle for businesses and private equity firms, providing insight-rich guidance from valuation to integration to unlock value, reduce risk, and scale smarter.
- Insights.Applied. Suite of integrated solutions designed to help businesses address operational and financial challenges, implementing strategic priorities identified in the Mid-Market Pulse Report including cost optimization, technology modernization, and talent acquisition.
Quantifiable outcome
- Increased average pay positioning from 26% to 42% range penetration for SERS Ohio pension fund
- +4 more outcomes
Companies that use CBIZ
Customer profileNamed customers11 records
Segments8 records
Ideal customer profiles5 records
CBIZ technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability8 records
Feature4 records
CBIZ partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- AcumaticacoreCBIZ Centrally HR is now a certified partner in the Acumatica Marketplace HCM Solutions program. The certification enhances integration and functionalities of HR management solutions within the Acumatica platform, providing seamless ERP integration for joint customers.
- National Center for the Middle MarketcoreCBIZ partners with The Ohio State University National Center for the Middle Market on research and thought leadership. Joint surveys including the quarterly Mid-Market Pulse Report and Tradeoff Economy research provide market intelligence based on input from 500-1,300+ mid-market business leaders.
- CEFEXminorCEFEX provides independent recognition of CBIZ Investment Advisory Services' conformity to defined standards of practice, demonstrating adherence to industry best practices.
Scale indicators7 records
Recent moves6 records
Expansion highlights7 records
CBIZ competitors and assessment
Company assessmentBroad incumbents
- KPMG US: KPMG US is a Big 4 firm with a substantial middle-market and enterprise practice spanning audit, tax, advisory, and technology. While broader and larger than CBIZ, KPMG increasingly competes for mid-market accounts, making it a relevant broader-market incumbent peer.
Direct peers
- Baker Tilly US: Baker Tilly is a top-15 U.S. accounting and advisory firm focused on middle-market clients across audit, tax, consulting, and technology—comparable to CBIZ on segment, scale, and service breadth.
- Wipfli LLP: Wipfli is a top-20 U.S. accounting and advisory firm focused on small and mid-sized businesses, providing audit, tax, advisory, and technology services including outsourced accounting. Highly comparable to CBIZ on customer segment and service portfolio.
- Moss Adams LLP: Moss Adams is a U.S. accounting, tax, and consulting firm with a strong middle-market and industry-specialized practice (construction, real estate, healthcare, etc.)—directly comparable to CBIZ's vertical specialization model.
- Crowe LLP: Crowe is a U.S. public accounting and consulting firm serving middle-market and large clients with audit, tax, advisory, and risk consulting services—a direct competitor for CBIZ's enterprise and middle-market accounts.
- CliftonLarsonAllen (CLA): CLA is one of the largest U.S. accounting firms focused exclusively on the middle market, providing audit, tax, advisory, wealth advisory, and tech services—a direct functional and segment peer to CBIZ.
- BDO USA: BDO USA is a top-five global accounting network with a strong U.S. middle-market focus spanning audit, tax, advisory, and digital services—directly comparable to CBIZ's middle-market go-to-market and integrated service model.
- Plante Moran: Plante Moran is one of the largest U.S. middle-market accounting and advisory firms, offering audit, tax, consulting, and technology services. Closely matches CBIZ on size band, middle-market focus, and integrated service offering.
- Grant Thornton Advisors LLC: Grant Thornton is a U.S. middle-market-focused accounting and advisory firm with similar service breadth (audit, tax, advisory, technology) and target customer profile. Comparable in scale and mid-market specialization to CBIZ.
- RSM US: RSM US is the leading U.S. middle-market accounting and advisory firm, offering audit, tax, consulting, and technology services closely paralleling CBIZ's mid-market positioning and service mix. It is the most direct head-to-head competitor for CBIZ's target segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
CBIZ social profiles
Digital presenceCBIZ compliance and trust
Trust signalCompliance4 records
CBIZ financial estimates
Financial estimateRevenue estimate
Valuation estimate
CBIZ leadership team
Management profileNumber of profiles
Profiles6 records
CBIZ subsidiaries and ownership
Company hierarchySubsidiaries8 records
CBIZ funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CBIZ M&A and investment
M&A and investmentM&A24 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CBIZ
What does CBIZ do?
CBIZ provides integrated professional business services—accounting, tax, advisory, benefits and HR, insurance, and technology solutions—to middle-market companies, growth-oriented businesses, and not-for-profits across the United States. Services are delivered through 200+ offices, more than 10,000 professionals, and 13 industry-specialized practices, augmented by proprietary platforms such as Centrally HR, Martus, Insights.Applied, and agentic AI tools. Revenue is generated primarily through custom, engagement-based professional services fees.
Is CBIZ a public or private company?
CBIZ is a public company. It is classified as public and is currently operating.
When was CBIZ founded?
CBIZ was founded in 1987. It employs 5,001 to 10,000 people.
Where is CBIZ based?
CBIZ is headquartered in Cleveland, United States, in the North America region.
How does CBIZ make money?
Four revenue lines are on record. Professional Services Fees are the primary driver. The others are audit & Attest Services, insurance Brokerage and technology Services.
Who are CBIZ's main competitors?
KPMG US is listed as a broad incumbent. Direct peers are Baker Tilly US, Wipfli LLP, Moss Adams LLP, Crowe LLP, CliftonLarsonAllen (CLA), BDO USA, Plante Moran, Grant Thornton Advisors LLC and RSM US.
Does CBIZ have an API?
No public API is recorded for CBIZ.
What industry is CBIZ in?
CBIZ's product category is Professional Business Services. Its primary akta.pro industry code is FSAJAFAB, Mid-Market Commercial Package (Package Policies), with a secondary code of BPAEAAAI, Data Platform, BI & Analytics Integration. Its NAICS code is 541211 and its SIC code is 6411.