Accelerate Enterprise Performance
The energy sector is undergoing a massive transformation driven by emerging technologies, evolving regulatory frameworks, and increasing demand for sustainable solutions. Companies across the industry—from traditional oil & gas to renewables and mining—must navigate complex tax structures, compliance requirements, and financial reporting challenges while optimizing operational efficiency.
CBIZ partners with energy companies to provide specialized tax, audit, valuation, and risk management services. Whether you’re capitalizing on renewable energy tax credits, ensuring compliance with global energy regulations, or managing financial operations in a volatile market, our industry experts deliver strategic solutions to support your long-term success.
Deep Industry Expertise
Deliver performance and compliance
Oil & Gas
Manage financial reporting, SEC compliance, and operational risk while adapting to market changes.
Renewable Energy
Maximize tax credits, optimize investment strategies, and navigate ESG compliance requirements.
Mining
Strengthen regulatory compliance, financial planning, and asset valuation strategies.
Utilities
Ensure operational efficiency, manage capital investment strategies, and mitigate cybersecurity risks.
Energy Providers
Optimize cost structures, tax planning, and workforce management strategies.
Deliver Enterprise Growth & Innovation
Financial Solutions
Energy companies must manage complex financial reporting requirements, tax incentives, and compliance obligations. CBIZ delivers tailored financial solutions that enhance transparency and optimize profitability.
Financial Statement Audits
Maintain financial integrity and regulatory compliance with audits designed for energy companies, ensuring accurate financial reporting and investor confidence.
Learn MoreEnergy Tax Credits & Incentives
Identify and maximize tax benefits for renewable energy projects, carbon sequestration initiatives, and low-carbon energy investments.
Learn MoreASC 740 – Accounting for Income Taxes
Manage complex tax provisions and deferred tax liabilities unique to energy firms, ensuring compliance with GAAP and SEC requirements.
Financial Accounting & Advisory Services
Streamline financial operations, enhance reporting accuracy, and ensure compliance with evolving industry regulations.
Learn MoreSEC & Regulatory Compliance for Energy Firms
Stay ahead of reporting requirements by ensuring adherence to SEC, FERC, and other regulatory frameworks governing energy companies.
Learn MoreValuation Advisory
Energy companies require precise valuations for acquisitions, tax reporting, and financial analysis. CBIZ provides comprehensive valuation services for the energy sector.
Renewable Energy Asset Valuation
Provide precise financial assessments for wind, solar, and battery storage assets to support financing, mergers, and compliance.
Learn MoreMining Property & Asset Valuation
Deliver in-depth valuations of natural resource reserves, mineral rights, and infrastructure investments to optimize asset management.
Learn MoreFair Value Measurement & Financial Reporting
Ensure energy companies meet financial reporting requirements with accurate fair value assessments of energy-related assets and liabilities.
Learn MoreOil & Gas Reserves Valuation
Assess the fair market value of drilling equipment, extraction sites, and pipeline assets to guide financial planning and investment strategies.
Learn MoreRisk Management & Compliance
Energy companies must proactively address financial, environmental, and operational risks. CBIZ delivers customized risk management strategies to protect investments and ensure regulatory compliance.
Environmental, Social, & Governance (ESG) Compliance
Guidance for energy Guidance for energy firms in meeting sustainability goals and regulatory mandates through ESG reporting and risk management strategies firms in meeting sustainability goals and regulatory mandates through ESG reporting and risk management strategies.
Learn MoreBusiness Continuity & Crisis Planning
Develop strategic plans to minimize disruptions and ensure operational resilience in energy companies
Learn MoreRegulatory Compliance & Internal Audit Solutions
Strengthen governance frameworks and risk management strategies to align with global energy regulations.
Learn MoreInsurance Solutions
In today’s business environment, protecting assets and managing risks is essential for growth. CBIZ offers tailored insurance solutions to address your unique challenges, from business coverage and personalized plans to risk management and specialty services. We focus on understanding your needs to deliver strategies that reduce risks and protect your future.
Comprehensive Coverage
Protect critical infrastructure, mitigate environmental liabilities and ensure operational resilience with tailored property and casualty insurance solutions.
Learn MoreExecutive Risk Protection
Protect your leadership team with tailored solutions for liability, operational risks, and complex exposures in the energy sector.
Learn MoreLoss Control Services
Reduce risks and protect your business with tailored strategies, training and compliance support.
Learn MoreClaims Management
CBIZ guides you through insurance claims, ensuring timely resolutions and protecting your interests.
Learn MoreAlternative Risk & Captives
Customized strategies to manage unique risks, reduce costs and gain greater control over your insurance.
Learn MorePremier Client Services
Tailored insurance for energy sector executives to protect personal assets and ensure peace of mind.
Learn MoreHuman Capital Management
The energy industry faces unique workforce challenges, from attracting engineering and operations talent to managing executive compensation. CBIZ helps energy firms design workforce strategies that align with industry demands.
Executive Compensation & Incentive Plans
Develop and implement competitive compensation structures to attract and retain energy executives and technical talent.
Learn MoreTalent Development & Performance Management
Implement structured performance management programs to enhance employee engagement and productivity.
Learn MoreBenefit Plan Advisory
Optimize employee benefit programs and retirement planning for energy professionals.
Learn MoreIndividual Insurance
Secure financial protection with customized individual insurance solutions, including life, disability, and long-term care coverage, ensuring stability in a high-risk sector.
Learn MTechnology
Integrate advanced technology to improve operational efficiency, enhance cybersecurity, and ensure compliance with environmental and regulatory standards. From optimizing infrastructure management to securing critical assets, adopting the right technology solutions enables energy firms to remain competitive in a rapidly evolving industry.
HR Technology Solutions
Automate workforce management, payroll processing, and compliance tracking to efficiently manage large-scale energy operations and contractor-based labor forces.
Learn MoreCybersecurity Protection
Protect critical infrastructure, energy grids, and operational technology (OT) systems from cyber threats with advanced security frameworks, risk monitoring, and threat detection solutions.
Learn MoreAI Consulting & Implementation
Leverage artificial intelligence to optimize energy production, predict equipment failures, and enhance predictive analytics for demand forecasting and risk management.
Learn MoreERP Selection & Integration
Deploy industry-specific enterprise resource planning (ERP) solutions to improve asset tracking, supply chain logistics, and regulatory compliance.
Learn MoreCloud Services & Infrastructure
Migrate essential energy management systems to secure, scalable cloud platforms to enhance remote operations, real-time monitoring, and data-driven decision-making.
Learn More
Overcome Market & Regulatory Volatility
Energy companies face evolving environmental regulations, complex tax incentives, and increasing pressure to enhance operational efficiency. Companies must maintain compliance, optimize investment strategies, and implement risk management frameworks to sustain profitability.
CBIZ provides specialized financial, tax, and advisory solutions to help energy companies maximize cash flow, mitigate regulatory risks, and implement sustainable business strategies.
