Guidance for Sustainable Success
Professional services firms operate in a highly competitive and rapidly evolving environment where talent retention, regulatory compliance, financial stability, and risk management are key to long-term success. From navigating shifting client demands and tax law changes to preparing for succession or scaling through mergers and acquisitions, firms need tailored strategies to stay agile and competitive.
CBIZ partners with law firms, consulting firms, marketing agencies, human resources and recruiting firms, technology providers, and other professional services organizations to optimize financial performance and drive growth. Our customized solutions span outsourced accounting, quality of earnings analysis, tax planning, succession strategies, and more — all designed to help you manage risk, ensure compliance, and strengthen profitability so you can focus on delivering exceptional service to your clients.
Deep Industry Expertise
Single source solutions for the challenges and opportunities ahead.
Law Firm
Manage financial risks and optimize tax strategies with tailored solutions that enhance firm profitability and operational efficiency.
Consulting Firm
Strengthen financial management, mitigate business risks, and develop workforce strategies to drive sustainable growth in a competitive consulting landscape.
Marketing Agency
Optimize cash flow, enhance workforce management, and mitigate financial and cyber risks to ensure long-term stability and success in a fast-evolving industry.
Waste Management
Access support to optimize operations, ensure regulatory compliance, and manage environmental risks.
Employment Services
Benefit from strategic tax planning, risk management, and workforce solutions that optimize compliance, streamline payroll operations, and enhance financial stability in a competitive labor market.
Drive Growth and Financial Resilience
Financial Solutions
Get precise financial management guidance to maintain profitability, ensure compliance, and support sustainable growth. Whether navigating complex transactions, improving financial reporting, or optimizing operational efficiency, our financial solutions help firms strengthen their financial foundation and enhance decision-making.
Transaction Due Diligence
Conduct in-depth financial analysis for mergers, acquisitions, and business transitions, identifying risks and opportunities to support strategic decision-making.
Learn MorePerformance Management
Implement financial performance tracking and reporting tools to measure profitability, improve cash flow, and drive long-term business success.
Learn MoreOutsourced Accounting
Streamline financial operations with scalable accounting solutions that support bookkeeping, financial reporting, and compliance requirements.
Learn MoreCompilation & Review Services
Assist firms in preparing and reviewing financial statements to ensure accuracy, reliability, and compliance with professional accounting standards.
Learn MoreTax Solutions
Operating in a dynamic tax environment requires strategic planning, compliance management, and risk mitigation. From navigating multi-state regulations to optimizing partnership structures, our tailored tax solutions help firms reduce liabilities, maximize efficiencies, and stay ahead of evolving tax laws.
Business Tax
Ensure compliance with federal and state tax laws while developing proactive tax strategies that optimize deductions and minimize tax liabilities for professional service firms.
Learn MoreTax Accounting (ASC 740)
Manage income tax provisions, deferred tax assets and liabilities, and financial statement disclosures with specialized ASC 740 tax accounting solutions.
Learn MorePartnership Tax Services
Structure partnership agreements, manage tax allocations, and handle complex tax compliance issues for professional firms with multiple owners and equity stakeholders.
Learn MoreValuation Advisory
Whether planning for succession, considering a merger, or assessing firm value, CBIZ offers valuation services that provide accurate, defensible results.
Business Valuation
Access defensible valuations for mergers, acquisitions, succession planning, and financial reporting, ensuring informed decision-making.
Learn MoreComplex Valuation Advisory
Address intricate financial scenarios with skilled valuation advisory, supporting high-stakes transactions and regulatory compliance.
Learn MoreProperty Valuation & Insurable Values
Ensure accurate property valuation and insurable values to protect assets, mitigate risk, and secure appropriate coverage for office spaces, equipment, and business continuity needs
Learn MoreRisk Management & Compliance
Professional service firms must address compliance requirements, cybersecurity risks, and operational vulnerabilities. CBIZ helps firms strengthen internal controls and risk mitigation strategies.
Internal Audit
Enhance internal controls and regulatory compliance with independent audit and risk assessment services tailored to your firm’s needs.
Learn MoreBusiness Continuity and Disaster Recovery
Develop and implement business continuity plans that minimize disruptions, safeguard assets, and ensure long-term stability.
Learn MoreFraud Risk
Mitigate financial and reputational damage with tailored fraud risk solutions, including internal controls, forensic accounting, and regulatory compliance strategies.
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 safeguard your firm’s future.
Comprehensive Coverage
Safeguard your firm from legal and financial exposure with tailored liability insurance coverage.
Learn MoreExecutive Risk Protection
Protect your leadership team with tailored solutions for legal liability, errors and professional service exposures.
Learn MoreLoss Control Services
Reduce risks and protect your business with tailored strategies, training and compliance support.
Claims 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 MoreIndividual Insurance
Protect your financial future with customized insurance, including life, disability and long-term care.
Learn MoreHuman Capital Management
With workforce challenges on the rise, professional services firms need strategies to recruit, retain, and engage top talent while managing HR complexities.
Benefits Consulting
Attract and retain leading talent with tailored employee benefits solutions that align with firm culture, budget, and workforce expectations.
Learn MoreRetirement Plan Consulting
Guidance on plan design, administration, compliance, and investment strategies that help maximize tax deferrals and support employee financial wellness.
Learn MoreTechnology Solutions
Access technology solutions to enhance efficiency, protect sensitive data, and streamline operations in an increasingly digital and client-driven landscape.
Cybersecurity Protection
Safeguard confidential client data, prevent cyber threats, and maintain regulatory compliance with robust cybersecurity solutions tailored for professional services firms.
NEED TO UPDATEHR Technology
Optimize talent acquisition, payroll, and benefits administration with integrated HR technology designed for law firms, consulting agencies, and accounting practices.
Learn MoreAI Consulting & Implementation
Automate workflows, enhance document management, and improve client insights, increasing operational efficiency and service delivery.
Learn MoreERP Selection & Integration
Implement and customize enterprise resource planning (ERP) systems to improve financial reporting, project management, and client engagement.
Learn MoreCloud Services & Infrastructure
Enhance data security, collaboration, and scalability with cloud-based solutions that streamline operations and improve accessibility for remote and hybrid workforces.
Learn MoreSuccession Planning in Professional Services
From evaluating exit options to identifying successors and accelerating business value, each chapter offers valuable insights.
As a business leader, succession planning is one of the most impactful journeys you will embark upon. So, it’s important to start early and be thorough.
Dive into this guide for actionable insights to ensure a smooth and successful succession experience.
Navigate Complexity with Strategic Solutions
The need to balance operational efficiency, financial stability, and workforce engagement while delivering high-quality services has never been greater. CBIZ helps firms overcome these challenges with tailored financial, risk management, and human capital solutions.
From optimizing tax strategies and ensuring compliance to implementing workforce planning and cyber protection, with CBIZ, professional services firms can confidently adapt to industry shifts while maintaining a competitive edge.
