CBIZ

CBIZ is a national professional services firm offering accounting, tax, advisory, benefits, insurance and technology services, and this listing represents its Boston presence. Accounting work includes audit and attest services and financial reporting, while tax services cover business, international, state and local, and specialized tax issues as well as private client services for individuals and families. The firm also tracks regulatory developments, such as SEC compliance findings, for its clients.

Advisory practices include compensation consulting, forensic and litigation services, M&A and transaction advisory, private equity advisory, risk and valuation services, and tariff solutions. On the benefits side, CBIZ provides actuarial work, benefits consulting and administration, HR services and retirement plan support, along with business and individual insurance and risk management. Its technology group handles AI, cloud, cybersecurity, managed services and payroll and HR systems for organizations.

What to Know

• CBIZ is publicly traded and headquartered in the Cleveland, Ohio area.
• The firm combined with national accounting firm Marcum in 2024, expanding its accounting practice.
• It publishes insights on topics such as limited partner tax rules, senior care insurance costs and data security for regulated industries.
• The Boston office is a member of the Greater Boston Chamber of Commerce.