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Accounting Advisory & Outsourcing

CBIZ provides accounting outsourcing and accounting support.

Solutions to help you do what you do best

To maximize your available resources and meet your accounting and reporting requirements, you need a trusted business advisor who understands your goals and supports your accounting function. At CBIZ, we offer a multitude of accounting advisory and outsourcing services that make it easier for you to focus on your core operations. Our professionals provide the accounting, tax and financial reporting resources to effectively guide you through complex accounting matters, reporting requirements, and transactions.

As one of the largest accounting providers in the nation, we have experience navigating the range of opportunities and challenges that companes may face. By providing insights, guidance and best practices for your unique situation, we can help strengthen your financial operations and secure your marketplace position to achieve your goals. 

Solutions

  • Accounting, Bookkeeping & Business Process Outsourcing: We customize outsourced accounting and business process services that help maximize your employee production and ensure consistent financial reporting performance.
  • CFO & Controller Services: We provide your finance and accounting department with the financial leadership you can count on, from financial modeling to assisting in preparing for capital raises, IPO readiness and all other accounting and reporting requirements.
  • Complex Accounting: We assist with interpretation and implementation of complex accounting standards, including revenue recognition, leasing, consolidation, purchase accounting, capital arrangements and stock-based compensation, among others.
  • Financial Statement Preparation: We create financial statement and disclosure templates, assist with financial statement drafting and help with audit readiness.
  • Financial Organization & Process Re-Engineering: We assess organizational strengths against future requirements, create new policies and procedures, assess internal control effectiveness and efficiency and design reporting processes.
  • Tax Outsourcing & Co-Sourcing: Our team assists with an array of tax compliance issues, from state tax reconciliations to personal property returns.
  • Transaction Accounting: We assist with purchase accounting, stock offerings and other arrangements that arise during mergers, acquisitions and divestitures. Coupled with our transaction advisory and valuation advisory services, we can provide you with a 360-degree look at your transaction.
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Key Contacts
Jeffrey M. Fox Jeffrey M. Fox Managing Director
Bradford Hale Bradford Hale Managing Director
David Lewin David Lewin Managing Director, CPA
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