Professional Services | National Practice

Professional Service Firms | National Practice

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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Change is happening in the professional services industry. Today, 51% of small business owners in the U.S. are age 55 or older. Based on demographics alone, the exit strategies for most of these business owners will come into play in the next 10 years. With anestimated total value of more than $6 trillion, the impending business transitions will be the largest generational wealth transfer in history.

The federal Research and Development (R&D) Tax Credit was originally enacted in 1981 as a temporary measure to boost innovation and the economy. Since then, it’s been amended and expanded, becoming a permanent part of the U.S. tax code in 2015.

The countdown is on. The increased estate and gift tax exemptions established by the Tax Cuts and Jobs Act (TCJA) of 2017 are scheduled to sunset as of Dec. 31, 2025. With Congressional intervention looking increasingly unlikely, the valuable tax advantages will expire, returning to 2017 levels, adjusted for inflation.

In today’s dynamic business landscape defined by digital disruption and economic challenges, professional services firms and their specialized expertise are in high demand. Adapting to evolving market demand requires resilience and a constant focus on the future. In this outlook, we delve into key trends and opportunities shaping the future for professional services firms.

Like most businesses, the professional services industry is navigating digital disruption amid a challenging economic environment. The combination creates increased demand for professional services firms and the specialized expertise they provide. As a result, the industry experienced a healthy 6% compound annual growth rate (CAGR) in 2023, with the growth projected to continue through 2026.