CBIZ, Inc. (NYSE: CBZ), founded in 1996 and headquartered in Cleveland, Ohio, is a leading provider of professional business services in the United States. Since its inception, the company has grown through both organic expansion and strategic acquisitions to deliver a broad spectrum of financial, tax and advisory solutions tailored to the needs of small to mid-market organizations.
Through its Financial & Advisory Services segment, CBIZ offers accounting, tax preparation and compliance, audit support, and wealth management services. The firm’s teams work closely with clients to optimize cash flow, streamline reporting processes, and develop strategies that support long-term growth. In addition, CBIZ delivers specialized industry expertise in areas such as real estate, healthcare, construction and nonprofit organizations.
The company’s Benefits & Insurance Services segment provides employee benefits consulting, health and welfare plan administration, retirement plan advisory, and property & casualty insurance brokerage. CBIZ leverages national carrier relationships and proprietary analytics to design competitive benefits packages and risk management programs, helping employers attract and retain talent while managing insurance costs and regulatory compliance.
With offices across more than 30 states, CBIZ serves a diverse client base that ranges from entrepreneurial start-ups to established regional firms. The company’s integrated service model and local delivery footprint enable it to respond quickly to evolving business needs and regulatory environments. As a publicly traded company, CBIZ adheres to rigorous governance standards and regularly publishes disclosures on its website to keep investors and stakeholders informed.