Raffa Accounting

What Raffa Accounting does

CBIZ, Inc. is a publicly traded professional services firm (NYSE: CBIZ) incorporated in Ohio and headquartered at 6050 Oak Tree Boulevard, Suite 500, Cleveland. The firm delivers integrated business solutions across six core service lines: Accounting (audit & attest, financial reporting, outsourced CFO), Tax (business, international, opportunity zones, private client, specialized, state & local), Advisory (compensation consulting, financial accounting advisory, forensic & litigation, human capital management, investment advisory, M&A, private equity advisory, risk & compliance, talent solutions, tariff solutions, tenant representation, transaction advisory, valuation), Benefits (actuarial, employee benefits administration & consulting, HR, retirement plan administration & consulting), Insurance (business, individual, risk management, specialty), and Technology (AI consulting, cloud & infrastructure, cybersecurity, emerging technology, enterprise performance, managed services, payroll & HR technology). The company operates under an alternative practice structure in compliance with the AICPA Code of Professional Conduct: CBIZ CPAs P.C., a wholly owned licensed CPA firm, delivers attest services while CBIZ, Inc. and its other subsidiaries deliver tax, advisory, benefits, insurance, and technology services. Core operating subsidiaries include CBIZ CPAs P.C. and CBIZ Advisors, LLC, both wholly owned.

CBIZ targets the middle market across 14+ industry verticals, with a documented vertical emphasis on Not-for-Profit & Education through its dedicated "Not-for-Profit & Education" practice. The firm pairs direct enterprise field sales with website self-service, industry events and webinars, professional referral networks, and content marketing anchored by an annual "Not-for-Profit Pulse Survey." Revenue is generated through quote-based, multi-year professional services contracts covering accounting, tax, advisory, benefits, insurance, and technology engagements. Technology partnerships with Sage Intacct (claims processing and financial allocations for NFP clients, yielding 290+ hours saved) and Aiwyn (secure online payment portal for CBIZ Financial Services) extend the platform's workflow capabilities, while integrated HR technology, cybersecurity, and AI consulting services supplement the traditional professional services stack.

Name

Raffa Accounting

Legal name

CBIZ, Inc.

Website

https://raffa.com

Company type

Public

Founded year

1984

Operating status

Operating

Headcount range

501–1,000 employees

Short description

CBIZ, Inc. is a publicly traded professional services firm headquartered in Cleveland, Ohio, delivering integrated accounting, tax, advisory, benefits, insurance, and technology services to middle-market organizations across 14+ industry verticals, with a notable specialization in not-for-profit and education sectors.

Ownership category

akta.pro rank

Product category

Professional Services - Accounting and Advisory

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industry

Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL)

Keywords

• Professional accounting services
• Audit and attest services
• Tax advisory services
• Outsourced CFO services
• Nonprofit financial management

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting & Audit Services: Financial statement audits, accounting, and attest services for mission-driven organizations.
2. Tax Services: Tax-exempt status compliance, business tax, international tax, state and local tax services.
3. Advisory Services: Financial advisory, compensation consulting, forensic consulting, M&A, private equity advisory, risk management, and valuation services.
4. Benefits Services: Actuarial services, employee benefits administration, retirement plan services, and HR services.
5. Insurance Services: Business insurance, individual insurance, risk management, and specialty insurance solutions.
6. Technology Services: AI, cybersecurity, cloud infrastructure, ERP systems, and managed services.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Raffa Accounting delivers integrated professional services spanning accounting, tax, advisory, benefits, insurance, and technology, with vertical specialization in not-for-profit and education sector clients. Core deliverables include financial statement audits, tax-exempt compliance, endowment advisory, outsourced CFO and accounting services, forensic and valuation consulting, benefits and retirement plan administration, risk management, and technology solutions such as AI consulting, cybersecurity, cloud, and managed services.

Product overview

CBIZ provides integrated professional services as a unified platform offering. The portfolio consists of six core service lines: Accounting (audit, attest, financial reporting), Tax (business, international, specialized), Advisory (compensation, financial advisory, forensic, risk, M&A, valuation), Benefits (actuarial, HR, retirement plans), Insurance (business, individual, specialty), and Technology (AI, cloud, cybersecurity, managed services). For not-for-profit and education clients specifically, CBIZ offers tailored financial solutions including outsourced accounting, endowment advisory, and compliance services. The services are offered as an integrated suite allowing cross-functional delivery across the service lines.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Tax Services
• Advisory Services
• Benefits Services
• Insurance Services
• Technology Services
• Financial Solutions for Not-for-Profit and Education

Quantifiable outcome

• 290+ hours saved through Sage Intacct integration for not-for-profit claims processing
• +2 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Sage IntacctcoreTechnology or IntegrationCBIZ has a technology partnership with Sage Intacct, providing integrated accounting solutions for not-for-profit clients. Case studies demonstrate successful automation of claims processing and financial allocations through this integration, resulting in 290+ hours saved.
• AiwyncoreTechnology or IntegrationCBIZ Financial Services partners with Aiwyn to power their secure online payment portal, enabling clients to pay invoices via credit card, ACH bank transfer, or recurring payments.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Deloitte: Deloitte is one of the Big Four global professional services firms offering audit, tax, advisory, and consulting at a vastly larger scale — a broad incumbent competing for the upper end of CBIZ's middle-market clients and increasingly pushing downstream.
• KPMG: KPMG is a Big Four firm with significant audit, tax, and advisory practices serving middle-market and large clients — a broad incumbent that competes with CBIZ for enterprise mandates and has AI-enabled service capabilities.

Direct peers

• RSM US: RSM US is a top-tier middle-market-focused audit, tax, and consulting firm — the closest direct peer to CBIZ given its similar middle-market positioning, broad service line portfolio (audit, tax, advisory, technology), and competing for the same client wallet across multiple verticals.
• BDO USA: BDO USA is a global accounting and advisory network with strong middle-market and not-for-profit practices, directly competing with CBIZ in audit, tax, and advisory services for middle-market and mission-driven organizations.
• Grant Thornton: Grant Thornton is a global audit, tax, and advisory firm with significant U.S. middle-market presence — a direct competitor to CBIZ, especially in advisory, technology, and NFP/education verticals.
• Marcum LLP: Marcum LLP is a top-15 U.S. accounting and advisory firm serving middle-market companies with audit, tax, and consulting services, directly competing with CBIZ's core service portfolio.
• Baker Tilly US: Baker Tilly US is a leading advisory, tax, and assurance firm focused on middle-market clients — a direct competitor to CBIZ across accounting, advisory, and industry-specialized services including not-for-profit.
• Wipfli LLP: Wipfli LLP is a top-20 U.S. accounting and advisory firm focused on middle-market clients, with strong technology-enabled service capabilities — directly comparable to CBIZ on size, vertical focus, and service breadth.
• Plante Moran: Plante Moran is one of the largest U.S. middle-market accounting, tax, and consulting firms — a direct competitor with similar industry specialization (NFP, education, manufacturing) and integrated service model.
• Crowe LLP: Crowe LLP is a major public accounting and consulting firm serving middle-market and large clients across audit, tax, advisory, and technology services — a direct competitor to CBIZ's six-line service platform.

Market position

Strengths4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/raffadomore
• Facebookfacebook.com/RaffaDoMore
• LinkedInlinkedin.com/company/raffa-pc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Raffa Accounting