Technology Consulting | ERM & CRM Implementation

Technology Consulting

Technology Consulting

Technology Consulting

Get the most out of your ERP and accounting systems

In today’s operating environment, effective use of technology is critical to your bottom line. Insufficient reporting, duplicate data, manual processes, siloed systems and security issues can be highly disruptive to your operations. They may also indicate your accounting and enterprise reporting systems are in need of an update. CBIZ's national Business Technology Practice will work closely with you to identify the business information technology solutions and financial data management strategies that help improve your company's productivity and profitability.

For over 20 years, we have been selling and integrating Microsoft products and handling a variety of complex software implementations. We provide a single point of contact for providing software and system transition consulting services . We are a certified Microsoft Certified Partner for ERP Systems and Cloud Services and a Direct CSP (Cloud Solutions Provider) Partner for licensing Dynamics 365, Microsoft 365, Office 365 and Azure Cloud Solutions. Our projects and long-term clients are from various industries and sizes ranging from $20 million to $200 million in annual revenues.

CBIZ is also a certified reseller and implementation partner of Acumatica ERP (Enterprise Resource Planning) software, delivering adaptable cloud and mobile technology with a unique, all-inclusive unlimited user licensing model.

As accountants we believe CBIZ is uniquely qualified to truly grasp your business challenges and opportunities with an eye to providing valuable planning and actionable implementation assistance that will ensure a successful conversion.

Considering migrating to Microsoft Dynamics 365 from Xero, QuickBooks, NetSuite, Sage, or Intacct? Email to take advantage of a 1 hour Complimentary Assessment to review your concerns and learn how to help your business grow. We'll set up an initial phone call with a CBIZ Director who will consult with you and quickly deliver a written needs and actions assessment for migrating from your current software to Dynamics 365 Business Central. 

Free Microsoft Subscription Review

Many companies are paying for subscriptions and licenses they don't need. We will work closely with you to identify opportunities to save on Microsoft Subscriptions. Contact to get your free Microsoft Subscription Review available for a limited time. 


  • Consulting: We have the resources and knowledge to guide you through the planning process, overcome challenges and accomplish your priorities.
  • Development: The Microsoft platform can be customized to suit your unique business needs and integrated with a large number of applications.
  • Upgrade & Migration: Our team of experts will help you migrate from applications like Salesforce, QuickBooks, Dynamics CRM, ERP or other applications.
  • Implementation: We will handle all of the phases of an implementation, including customization, user training, implementation, and support.
  • Customization & Integration: Whether you need a custom workflow, custom reporting, or an add-on, CBIZ builds custom solutions and seamlessly integrates your applications to achieve your goals and improve your workflow process.
  • Support & Training: Our technology experts provide support across different Microsoft products, delivering the best solutions.


  • Acumatica: Provides a full suite of integrated business management applications, including Financials, Distribution, Project Accounting, and CRM, as well as separate Field Service Edition, Commerce Edition, Manufacturing Edition, and Construction Edition.
  • Microsoft Dynamics 365 Business Central: All-in-one business management solution, bringing the power of Dynamics Nav in the cloud, streamlining business processes.
  • Microsoft Dynamics 365: Combining the best of Microsoft’s CRM and ERP cloud offerings into one cloud service.
  • Microsoft Dynamics GP: Accounting System and ERP solution that connects financials, inventory, and operations.
  • Microsoft Dynamics Nav: Dynamics NAV is now Dynamics 365 Business Central. Transitioning to Business Central from Dynamics NAV is as seamless as a regular upgrade.
  • Microsoft Office 365: Get the Office apps like Word, Excel, PowerPoint, and more on any of your devices. Work whenever and wherever you need to.
  • Microsoft 365: Combining Office 365 with the advanced security and device management capabilities that your business needs.

Our goal is simple—help you solve your business challenges quickly and cost-effectively through business system process efficiencies.


Reducing Subscription Costs with Microsoft License Reviews