Retail | Financial Services


Home /  Accounting & Tax / Industries / Retail


Advice customized for your business needs

The digital era has changed the landscape of retail forever. Online shopping, mobile apps, social media and electronic coupons have opened up new opportunities for companies of all sizes. As services transition to different formats and new consumer demands, retailers must innovate to maintain and grow their marketplace position.

CBIZ specialists work closely with those in the industry to help them improve efficiencies while navigating the tax and regulatory landscape. Whether you seek sales tax advice or technology to help with inventory and services, we can help.  Receive tailored  accounting and tax, consulting and assurance* services to meet your specific needs. The solutions we provide assist you with all levels of your operations, from day-to-day management to long-term strategic planning. 

Solutions for Retail

  • Audit & Assurance*: Receive financial statement audits and numerous other assurance services from our MHM team to help you demonstrate compliance with financial reporting regulations.
  • Corporate Recovery: Receive sound financial advice to get your company back on its feet with support for bankruptcy, performance improvement, forensic accounting and litigation support.
  • Deal Advisory: Explore solutions to support your complex transactions, including solutions for carve-outs, integration planning and execution, post-transaction transitions, and due diligence and quality of earnings.
  • Performance Management & Improvement: Explore solutions for business transformation efforts, including financial close processes, budgeting and strategic planning, business process optimizations, EBITDA enhancement, ERP technology, talent, forecasting, and performance reporting.
  • Private Equity Advisory: Enlist a premier transaction, transition, and transformation partner to assist your private equity firm with its operating companies.
  • Real Estate Services: Rest assured as a tenant, you have conflict-free representation with our full suite of real estate services designed to meet tenant needs.
  • State & Local Taxation: Coordinate your multistate tax requirements with support for sales tax compliance, abandoned or unclaimed property, state tax controversy, tax incentives, and income and franchise tax.
  • Tax Planning & Compliance: Navigate issues such as research and development tax credits, tangible property regulations, transfer pricing, and international tax minimization with assistance from our tax team.
  • Valuation Advisory: Receive the expertise with value you can rely on for complex valuation, financial reporting, tax matters, real estate, tangible assets and insurance appraisals, and health care matters.

Jay Silver

Managing Director

Follow me:    

    *CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, an international network of independent accounting firms.