A More Connected Operating Model
Finance, tax, HR, payroll, benefits, and technology don’t operate in neat lanes. When each function is managed separately, leaders lose time, visibility, and momentum.
CBIZ Managed Services & Outsourcing Solutions bring these operations together through a coordinated delivery model built for the middle market. You get consistent execution, clearer accountability, and better alignment across teams and tools.
You can outsource a full function, co-source alongside internal teams, or start with one pillar and expand over time. As priorities shift, the model flexes with you, without forcing a rebuild.
Why CBIZ
A managed services model that reduces complexity, improves visibility, and gives leadership teams flexibility to scale operations with confidence.
Our Managed Services Pillars
Four managed service pillars that work together to support core operations across the business.
HR
Managed HR, payroll, and benefits administration services that support workforce operations, accuracy, and continuity.
Finance
Managed accounting and finance support that improves visibility, control, and consistency.
Technology
Managed IT, cybersecurity, and cloud services that that support operations, strengthen protection, and ensure reliable performance.
Tax
Tax outsourcing and co-sourcing services designed to support compliance and capacity.
How the Managed Services Model Works
A repeatable delivery model that supports smooth transitions, steady execution, and ongoing improvement.
Assess
We start by understanding your current operations, priorities, and constraints.
Transition
Our teams establish processes, governance, and communication to ensure a smooth handoff without disruption.
Operate
Dedicated CBIZ professionals manage day‑to‑day execution, supported by defined service levels and reporting.
Optimize
Over time, we identify opportunities to improve efficiency, insight, and alignment as your organization evolves.
Who Managed Services Are Built For
CBIZ Managed Services & Outsourcing Solutions are designed for organizations navigating growth, change, or increasing complexity, including:
- Middle‑market companies scaling operations
- Private equity‑backed organizations managing transition and performance expectations
- Leadership teams facing talent constraints or operational risk
- Organizations seeking greater consistency and insight across core functions
A More Connected Operating Model
When finance, tax, HR, payroll, benefits, and technology operate in isolation, organizations lose visibility, strategic alignment, and operational efficiency. Our Managed Services model connects these functions through shared accountability, consistent data, and aligned delivery.
This approach allows leadership teams to spend less time managing vendors and processes and more time focusing on strategic priorities.
