Professional Services Insights

Enhance your firm’s success with insights into financial management, operational efficiency, and industry trends. CBIZ explores strategies that help professional services organizations improve profitability, manage risk, and stay competitive.

Featured

Article

An Effective Fraud Policy Can Reduce Corporate Embezzlement
Article
February 25, 2026
Cash Balance Plans: What Employees and Employers Should Know
  • Professional Services
  • Benefits, Retirement Plan Consulting
February 25, 2026
Cash Balance Plans: What Employees and Employers Should Know

Want a retirement plan that works for employees and your business? Explore cash balance plans and why they’re worth considering.

  • Professional Services
  • Benefits, Retirement Plan Consulting
Case Study
February 12, 2026
Software ARM Implementation
  • Professional Services
  • Enterprise Performance & Technology, Technology
February 12, 2026
Software ARM Implementation

Discover how CBIZ combined technical depth with practical guidance, designing tailored NetSuite solutions that addressed operational challenges and positioned the client for scale

  • Professional Services
  • Enterprise Performance & Technology, Technology
Case Study
January 13, 2026
Streamlined HR Operations & Reduced Premiums Result in $20K in Savings for Home Healthcare Franchise
  • Professional Services
  • Benefits, Benefits Administration, Benefits Consulting
January 13, 2026
Streamlined HR Operations & Reduced Premiums Result in $20K in Savings for Home Healthcare Franchise

Improve your home healthcare franchise with streamlined HR operations that ensure effective staff management and compliance.

  • Professional Services
  • Benefits, Benefits Administration, Benefits Consulting
Case Study
January 06, 2026
Law Firm Implements Cash Balance Plan to Help Deliver Increased Retirement Savings and Reduced Taxes
  • Professional Services
  • Benefits, Retirement Plan Consulting
January 06, 2026
Law Firm Implements Cash Balance Plan to Help Deliver Increased Retirement Savings and Reduced Taxes

Explore the advantages of a law firm cash balance plan to enhance your financial strategy and secure your future.

  • Professional Services
  • Benefits, Retirement Plan Consulting
Case Study
December 23, 2025
Contingent Search Secures High-Impact Chief of Staff in 45 Days
  • Professional Services
  • Talent Solutions
December 23, 2025
Contingent Search Secures High-Impact Chief of Staff in 45 Days

Discover the benefits of contingent search for securing high-impact chief of staff roles in organizations.

  • Professional Services
  • Talent Solutions
Case Study
October 30, 2025
Pharmacy Consulting Survey Unveils Sizeable Savings Opportunity
  • Healthcare, Professional Services
October 30, 2025
Pharmacy Consulting Survey Unveils Sizeable Savings Opportunity

Discover how the Pharmacy Consulting Survey helped identify options to save over $2 million on pharmacy expenditures annually.

  • Healthcare, Professional Services
Case Study
October 06, 2025
From Last-Minute Setback to Seamless Delivery
  • Professional Services, Technology
  • Valuation
October 06, 2025
From Last-Minute Setback to Seamless Delivery

Explore the advantages of IT outsourcing and how it can optimize your business operations and reduce costs effectively.

  • Professional Services, Technology
  • Valuation
Article
February 25, 2025
2025 Professional Services Firms Predictions: Transformation + Innovation = Growth
  • Professional Services
  • Individual Insurance, Technology
February 25, 2025
2025 Professional Services Firms Predictions: Transformation + Innovation = Growth

The need for the specialized expertise provided by professional services firms is increasingly essential and driven by five key trends for digital transformation.

  • Professional Services
  • Individual Insurance, Technology
Article
June 21, 2024
Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services
  • Professional Services
  • Accounting, Technology
June 21, 2024
Five Key Reasons & Five Selection Tips for Accounting Firms Seeking Managed IT Services

Engaging a Managed IT Services Provider can provide accounting firms with enhanced data security and more reliable IT infrastructure.

  • Professional Services
  • Accounting, Technology
Article
June 26, 2023
Is There Capacity? Mitigating Revenues Versus Additional Revenues in Breach of Contract Damages Claims
  • Professional Services
June 26, 2023
Is There Capacity? Mitigating Revenues Versus Additional Revenues in Breach of Contract Damages Claims

Does the plaintiff have, or did they have, the ability to achieve the historical and future sales figures being purported?

  • Professional Services
Article
August 22, 2022
Source Documentation: Is Everything as it Seems?
  • Professional Services
  • Tax
August 22, 2022
Source Documentation: Is Everything as it Seems?

Source documents and evidential matter are the foundation of any investigation; therefore, it is imperative that these documents are accurate.

  • Professional Services
  • Tax
Article
August 01, 2022
Appreciation of Separate Property: A New York Case Study
  • Professional Services
  • Tax
August 01, 2022
Appreciation of Separate Property: A New York Case Study

Separate property, spousal contributions, and appreciation in value are inextricably intertwined, and the relationship among the three is worthy of careful consideration.

  • Professional Services
  • Tax
Article
July 18, 2022
Hotlines and Fraud Detection: Changing Trends
  • Professional Services
July 18, 2022
Hotlines and Fraud Detection: Changing Trends

A hotline is a mechanism that organizations utilize in order to facilitate the reporting of various concerns, including suspected fraud.

  • Professional Services
Article
February 23, 2022
Why Companies Need a Plan to Prevent Fraud
  • Professional Services
  • Advisory
February 23, 2022
Why Companies Need a Plan to Prevent Fraud

With the rise in fraud cases affecting all types of organizations, companies must be as proactive as possible to minimize their risk.

  • Professional Services
  • Advisory
Article
January 27, 2022
Income, Asset, Market … Why Different Valuation Approaches Matter
  • Professional Services
  • Tax
January 27, 2022
Income, Asset, Market … Why Different Valuation Approaches Matter

Valuation experts often base their concluded value on one of the valuation methods and use the other value indications to support their conclusion.

  • Professional Services
  • Tax

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