Professional Services | National Practice

Professional Service Firms | National Practice

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Helping you tackle the pressing issues in today’s business landscape.

Unprecedented technological expansion, workplace transition, generational retirements and fluctuating economic trends are just a few of the ongoing challenges facing professional service firms. Streamlining your business functions while maintaining the capacity to evaluate and pursue business opportunities is key to successful operations for professional service firms. CBIZ can help.

Accounting, Tax & Assurance*

Our financial and tax expertise supports your growth and profitability.

CBIZ financial advisors understand the complex world in which you operate. We work closely with your management team to identify accounting, tax, assurance* and advisory solutions to streamline your internal operations.

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Valuation Advisory

Our national bench of resources deliver the values you need in the time frame you need them.

Numbers are everything when it comes to your business — from the interests of your partners and shareholders to the assets it holds. You can rest assured you have the reliable data needed for decision-making with the solutions delivered by our team of valuation professionals.

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Employee Benefit Solutions

We help you maximize employee benefits, attract and retain employees, and build a thriving workplace culture.

No firm should settle for a cookie-cutter approach to benefits consulting. From small businesses to large employers, we have the experience to design strategic employee benefits solutions that attract and retain employees and drive workforce engagement.

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Risk Management

Our experienced insurance advisors identify your exposures, then customize a risk management program that secures the most favorable insurance coverage, pricing and terms.

Protecting your business and personal assets requires multi-faceted solutions provided by a broker with strong coverage options, a trusted reputation and deep industry expertise.

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Retirement & Investment Solutions

CBIZ provides plan design and a broad range of actuarial, administration and investment advisory solutions and resources to thousands of institutional and private clients.

From regulatory changes and compliance issues to market volatility and longer life expectancies, managing retirement plan and investment complexities is a time-consuming process requiring special attention and expertise. CBIZ provides customized, comprehensive solutions to fulfill each client’s unique needs.

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Human Capital Management

Our human capital management (HCM) solution brings your entire employee lifecycle into a single solution designed to help you attract and retain top-quality talent.

Employee engagement, talent development, flexible performance management and labor law compliance – CBIZ’s HCM solution helps you manage your people to today's emerging human capital management trends and deliver a great employee experience.

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January 20, 20252025 Professional Services Firms Predictions: Transformation + Innovation = Growth

The professional services industry continues to grow, with a 4.8% compounded annual growth rate (CAGR) projected for 2024. The growth trajectory reflects modern business realities. As organizations navigate digital transformation, cybersecurity threats, sustainability mandates and an evolving workforce, the need for the specialized expertise provided by professional services firms is increasingly essential.

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July 30, 2024Answer 3 Questions to Address Client Fee Sensitivity

For professional services firms, determining the appropriate fees to charge is an ongoing effort based on broad economic factors, costs, local market factors and the competition. In recentyears, as clients face pressures to reduce costs and improve efficiency, professional service fees have come under more scrutiny, with one-third of B2B purchasing decision-makers saying price is their primary influence.

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June 26, 2024Why Professional Services Firms Are Taking a Fresh Look at Pension Administration Options

As the professional services industry continues to navigate a competitive labor market complicated by  higher-than-average employee turnover rates and the shift to hybrid work models, traditional defined benefit (DB) pension plans can be an effective differentiator for existing and future employees alike. Still, delivering pension benefits requires plan sponsors to navigate the challenges of ongoing pension administration, risk management and evolving employee expectations — often with limited staff.

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    "CBIZ" is the brand name under which CBIZ CPAs P.C. and CBIZ Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

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