CBIZ Inc. - Our Services


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With offices in major metropolitan areas and suburban cities across the nation, CBIZ helps businesses grow and succeed by helping them better manage their finances and their employees.

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CBIZ Inc. - Our Services

  1. 1. our business is growing yours
  2. 2. ABOUT CBIZ n One of the nation’s leading: • Accounting Service Providers • Brokers of Employee Benefits and Property Casualty Insurance • Valuation Firms n Nearly 4,000 employees nationwide n Publicly traded on NYSE: CBZ
  3. 3. With offices in major metropolitan areas and suburban cities across the nation, CBIZ helps businesses grow and succeed by helping them better manage their finances and their employees. Major Metropolitan Market Local Office
  4. 4. E M PLOYEE SERVIC ES F IN A N C I A L S E R V I C E S C L I E N T Financial Services ACCOUNTING TAX FINANCIAL ADVISORY GOVERNMENT HEALTH CARE CONSULTING RISK ADVISORY SERVICES VALUATION LITIGATION SUPPORT MERGERS ACQUISITIONS REAL ESTATE ADVISORY SERVICES Employee Services EMPLOYEE BENEFITS PROPERTY CASUALTY INSURANCE RETIREMENT SERVICES PAYROLL / FLEX / COBRA LIFE INSURANCE EXECUTIVE SEARCH COMPENSATION CONSULTING HUMAN CAPITAL SERVICES It’s likely these goals are top priorities for your business. It’s also likely that the daily distractions of financial and employee issues diminish your ability to focus on those goals. CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees. We offer clients exceptional quality and diverse capabilities with the personal attention your business needs and deserves, all with a single focus: your success. MULTIPLE SERVICES WITH A SINGLE FOCUS: YOUR SUCCESS Growth and Success. Efficiency and Profitability.
  5. 5. FINANCIAL ACCOUNTING SERVICES With today’s complex business challenges, you need more than a service provider. You need a partner who looks at the whole picture in order to provide the solutions you need to accomplish your business goals. Our professionals value client interaction and strive to build a relationship as your trusted business advisor. At CBIZ, we have the expertise, resources and business acumen necessary to deliver the services and solutions that will give you that extra competitive edge. Tax Compliance n Tax Return Preparation for: – Businesses – Estates Trusts – Tax-Exempt Organizations – Business Owners High Net Worth Individuals n IRS State Audit Representation Tax Consulting n Entity Selection Tax Election n Estate Retirement Planning n Federal Credits Incentives n International Taxation n Public Company Tax Consulting n State Local Taxation n Tax Planning Transaction Structuring Financial Advisory n CFO Accounting Outsourcing n Family Office Services n Internal Controls Assessment n Succession Planning n Credit Risk Advisory Services Forensic Financial Services n Corporate Recovery, Bankruptcy Services Creditors’ Rights n Family Law n Forensics Investigative Accounting n Litigation Support Expert Testimony Valuation n Capital Asset Management n Financial Valuations n Machinery Equipment Valuations n Real Estate Valuations Risk Advisory Services n Internal Audit – Outsourcing Co-sourcing Services – SOX Compliance n Enterprise Risk Management – Business Continuity Management n IT Audit Services – Security Testing Support – Strategic Management Operational Support n Anti-Fraud Services – Data Mining n Accounts Payable Telecom Recovery Audits Mergers Acquisitions n Seller Advisory n Acquisition Advisory n Management Buyout/ Recapitalization Advisory n Raising Growth Capital Focused Industry Services for n Construction n Energy Power n Financial Services n Health Care n Life Sciences n Manufacturing, Retail Distribution n Not-for-Profit n Professional Services n Private Equity Venture Capital n Real Estate n Technology n Telecommunications Audit, Review Attest Services may be provided by Mayer Hoffman McCann P.C., a national, independent CPA firm.
  6. 6. EMPLOYEE SERVICES PROPERTY CASUALTY CBIZ understands that your people are your greatest asset. That’s why we offer services to assist you with all facets of managing your employees. CBIZ is uniquely positioned to help control your employee costs – all while enabling you to attract and retain the best talent and promoting employee satisfaction. As one of the largest publicly- owned property and casualty insurance brokers in the country, CBIZ provides objective advice and effective solutions to the entire spectrum of risks you face. Group Health n Employee Benefits Strategic Planning Objective Setting n Benefit Plan Design, Benchmarking, Plan Marketing Negotiations n Actuarial Support Data Management n Health Care Reform Monitoring Expertise n Legislative Compliance Support n Ongoing Benefits Plan Management Administration n Online Enrollment Administration n Employee Communications Open Enrollment Support n Voluntary Benefits Consulting Payroll n Human Resources Outsourcing n Payroll Administration n HRIS n Time Attendance Solutions n FSA/HRA Administration n COBRA Administration n Retirement/401(k) Services n CBIZ HRSolutions (HR on demand) n Payroll Tax Filing Deposit Services Human Capital Services n Executive Search/Recruiting n Compensation Consulting n Human Resources Consulting n Performance Management n Career Transition Services Retirement Plan Services n 401(k) 403(b) n Executive Key Person Benefit Plans n Defined Benefit Plans n Actuarial Services n Investment Advisory Services n Employee Education Communication n IRS DOL Compliance/ Administration n Commercial Insurance Lines, including general liability, automobile, property, business income, flood, inland marine, crime/ fidelity, workers compensation umbrella n Executive Financial Protection – Directors Officers Liability – Employment Practices Liability – Privacy, Data Breach Cyber Security n Surety Bonding n Environmental n Risk Management Services n Personal Insurance – Home Auto – Boat Yacht – Valuable Articles n Aircraft n International Protection n Professional Liability n Alternative Risk/Captives
  7. 7. LIFE INSURANCE SOLUTIONS CBIZ Life Insurance Solutions is a national network of highly qualified and credentialed life insurance planning professionals that focuses on the unique needs of high net worth individuals, business owners and corporate clients. Clients receive superior results from being offered choice, objectivity and the best possible solutions. We provide specific planning expertise in: n Wealth Transfer Estate Planning n Business Succession, Exit Transition Planning n Executive Corporate Benefits n Longevity Retirement Risk Management n Wealth Accumulation, Protection Distribution REAL ESTATE SERVICES n Strategic Planning n Space Programming n Project Budgeting n Transaction Services n Lease Administration n Lease Negotiation n Financial Analysis n Program/Project Management n Move Coordination CBIZ Gibraltar Real Estate Services provides comprehensive and innovative real estate solutions with an unwavering focus on exclusively representing the interests of tenants, while maintaining full accountability throughout our client’s occupancy.
  8. 8. @cbz user/BizTipsVideoscbizservicescompany/cbiz ©Copyright2013.CBIZ,Inc.NYSEListed:CBZ.Allrightsreserved.•CBIZ-046,Rev.7 our business is growing yours 1-800-ASK-CBIZ • www.cbiz.com • NYSE Listed: CBZ Securities and investment advisory services offered through CBIZ Financial Solutions, Inc., member FINRA, SIPC and Registered Investment Adviser CBIZ Financial Solutions, Inc. is a wholly-owned subsidiary of CBIZ, Inc. • Individual Attention: We will treat each client with the utmost care; we will develop and maintain a strong personal relationship; we will provide service with a commitment to professionalism, trust and the highest level of personal and professional integrity. • Responsive: We will respond to a client’s urgent need immediately; we will return all voicemail and e-mail communications within 24 hours; we will deliver and review all work product on a timely and as agreed basis. • Proactive: We are committed to understanding the goals and needs of our clients, responding to such needs with our best service, advice and products. We will strive to provide our clients with innovative solutions and opportunities to improve and grow their business. WE PLEDGE TO PROVIDE AN EXCEPTIONAL SERVICE EXPERIENCE TO EVERY CBIZ CLIENT. OUR GUARANTEE: IF YOU ARE NOT SATISFIED WITH OUR RESPONSIVENESS AND THE SERVICE WE HAVE PROVIDED, TELL US IMMEDIATELY–WE WILL CORRECT THE SITUATION TO YOUR SATISFACTION.