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Advisory

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Advisory

Enhance financial strategy

Your routine functions consume enough capacity on their own. When opportunities, compliance and operational needs or challenges emerge, demands can stretch leadership teams to the limit. Organizations that enlist additional technical expertise may find it easier – and more advantageous – to navigate the new while managing the routine.

CBIZ uses vast expertise in operational, transactional, legal, valuation, risk management, and other needs to enhance your organization’s strategy. We deliver our financial advisory services with personalized, attentive service that helps stabilize where you are and anticipate what may be coming next.

Advisory Solutions

  • Accounting Advisory & Outsourcing: Access accounting support for business process outsourcing and bookkeeping, interim CFO and controller, complex accounting, financial statement preparation, tax outsourcing, and transaction accounting.
  • Benefits Compliance: Streamline your benefit plan filing with Form 5500 support and compliance solutions.
  • Business Transition & Succession: Meet your transition and successional goals with our business transition solutions.
  • 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.
  • Credit Risk Services: Manage the credit risk you face with comprehensive credit risk advisory services.
  • 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.
  • External Audit Preparation: Receive technical expertise and bandwidth to prepare for a financial statement audit, including solutions for reconciliations and schedules, audit firm coordination, and financial reporting.
  • Financial Talent Placement: Enlist the help of our financial talent placement solution to efficiently place top tier controllers and senior financial professionals.
  • Forensic Financial Services: Our solutions assist with family law matters, forensic accounting, litigation support, and valuation issues.
  • Health Care Consulting: Streamline the management of compliance, strategic, financial and information functions with your health care organization.
  • Infrastructure Project Advisory: Imagine having a team of accountants, real estate professionals, and infrastructure advisors to address the complex questions that arise during infrastructure projects.
  • Internal & External Reporting: Receive support for financial statement preparation, SEC reporting, SPAC transactions, financial planning and analysis, and systems effectiveness.
  • 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.
  • Public Company Readiness & Preparation: Receive assistance with your transition from private equity to public company with support for internal processes, internal controls, and related systems.
  • 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.
  • Risk Advisory Services: Meet objectives while managing risk with solutions for internal audit, information technology & security, board & committee advisory, and cost savings & risk mitigation.
  • Systems, Process & People: Optimize systems, processes, and people to drive operational efficiencies.
  • Technical & Transactional Accounting: Successfully navigate complex accounting, reporting, and compliance matters.
  • Technology Consulting: Address insufficient reporting, duplicate data, manual processes, siloed systems, and security issues with technology consulting solutions.
  • 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.