CBIZ

Marcum LLP is a prominent independent public accounting and advisory services firm based in New York City, with a presence in major business markets across the United States and select international locations, including Grand Cayman, China, and Ireland. Established in 1951, the firm specializes in serving middle-market companies, privately held businesses, high-net-worth individuals, and nonprofit organizations. Marcum offers a comprehensive range of services, including traditional tax, accounting, and assurance services, as well as advisory, valuation, and litigation support. The firm is known for its industry-focused practices, providing specialized services across various sectors such as real estate, healthcare, manufacturing, and private equity. Additionally, Marcum delivers technology solutions, wealth management, and executive search services, positioning itself as a versatile partner for clients seeking to achieve their business objectives.

CompuData is an award-winning business technology solution provider.

Erickson Brown & Kloster is an accounting firm that specializes in comprehensive financial services. It offers business accounting, tax planning and preparation, and QuickBooks services. Additionally, the firm provides resources and tools for financial planning, including calculators and strategies for investments and estate planning. They also cater to small businesses with their accounting services.

American Pension Advisors is a firm based in Indianapolis, Indiana, specializing in the administration and consultation of retirement plans. The company offers a comprehensive range of services, assisting clients in the design, implementation, and management of various retirement plans, including both new plans and those being transitioned from other providers. American Pension Advisors focuses on understanding each client's unique goals and business philosophy, ensuring tailored solutions that meet their specific needs. Through its expertise in retirement planning, the firm aims to provide clients with effective strategies for managing their retirement assets.

Pivot Point Security is a specialized provider of information security management services that assists organizations in managing their information security risks. With over 16 years of experience, the company develops tailored Information Security Management Systems (ISMS) that align with widely recognized standards, addressing each client's unique risk profile. Pivot Point Security offers a comprehensive range of services, including virtual Chief Information Security Officer (vCISO) support, third-party risk management, governance, risk and compliance, security awareness education, penetration testing, phishing assessments, network and application security, as well as audits and business continuity management. By partnering with Pivot Point Security, clients can be confident in implementing effective security solutions to safeguard their data and ensure compliance.

The Stinnett Advantage. What We Do We help companies manage risk and improve performance.

Marks Paneth & Shron LLP is a firm providing certified public accountant and financial services.

Shea Labagh Dobberstein (SLD) is a prominent accounting firm based in San Francisco, California, renowned for its comprehensive range of professional accounting, auditing, tax, and consulting services tailored for privately-held businesses, individuals, and nonprofit organizations. Established as one of the oldest firms in the region, SLD is recognized within the Northern California business community for combining the expertise and resources typical of a national firm with the personalized service characteristic of a local advisor. The firm has developed in-depth knowledge of the unique challenges faced by various industries, enabling it to provide targeted solutions. SLD emphasizes year-round open communication and responsiveness, ensuring that clients receive attentive service and support throughout the year.

Optumas is a healthcare consulting firm that specializes in providing services to state government healthcare agencies. The company focuses on developing relevant and efficient healthcare reform strategies, offering a range of services that include actuarial support, advisory services, benefit pricing, program changes, and analytical assistance. Through collaboration with clients, Optumas aims to help design and implement effective healthcare reform initiatives and programs tailored to meet the specific needs of government agencies.

Borden Perlman is a insurance agency that consults in bonds, risk management and wide range of insurance products.

BeyondPay is a company that specializes in workforce management solutions, offering a comprehensive suite of products and services designed to streamline human capital management. Founded in 1995 and based in Clinton, New Jersey, BeyondPay provides an integrated software platform that combines payroll, scheduling, time and attendance functionalities within a single database. The company's software aims to enhance the hiring process by effectively sourcing, tracking, and evaluating talent, while also securely managing payroll, taxes, and performance management. Additionally, BeyondPay’s solutions include automation of time collection and access to an HR call center, catering to the needs of organizations seeking to optimize their workforce management processes.

Brinig Taylor Zimmer is a financial consulting firm based in San Diego, California, specializing in forensic accounting, litigation consulting, and business valuation services. The firm caters to a diverse clientele, which includes individuals, small businesses, and large publicly traded companies. By offering expert insights and analysis, Brinig Taylor Zimmer supports clients in navigating complex financial matters and legal disputes, ensuring informed decision-making and strategic planning.

Paytime is a privately held company based in Cleveland, Ohio, specializing in workforce management solutions. The company provides a comprehensive range of services including integrated payroll, human resources, time and attendance, and various labor management solutions. By focusing on payroll and compliance, Paytime aims to streamline HR processes for businesses, enhancing efficiency and ensuring regulatory adherence.

Gavion LLC, established in 2013 and based in Memphis, Tennessee, is a registered investment advisor that offers investment consulting services to a wide range of institutional clients. The firm specializes in various aspects of investment management, including policy reviews, strategy design and implementation, as well as monitoring, evaluation, and reporting. Gavion provides tactical recommendations and actions tailored to meet the diverse needs of its clients, which encompass both traditional and alternative investment strategies. As a subsidiary of CBIZ Investment Advisory Services, Gavion is positioned to leverage broader resources while maintaining a focus on delivering customized investment solutions.

The Wenner Group is a Denver-based firm that specializes in providing accounting, tax, and consulting services tailored for small and mid-sized businesses. With a commitment to delivering high-quality service, the company leverages its extensive experience in accounting and tax compliance to help clients navigate complex financial regulations. The Wenner Group aims to support the growth and operational success of its clients while implementing strategies to minimize tax liabilities, thereby helping businesses retain profits and enhance their financial health.

InR Advisory Services is a specialized firm that offers pension consultancy and investment advisory services to public and private sector clients, as well as non-profit organizations. The company focuses on optimizing retirement programs by providing tailored retirement plans that utilize an asset allocation model. This model considers various factors, including participant risk tolerance and projected retirement age, to enhance the likelihood of achieving the earnings assumptions set by pension actuaries. InR aims to help clients maximize their success in retirement planning while effectively reducing associated costs.

Laurus Transaction Advisors is a boutique advisory firm based in Englewood, Colorado, specializing in financial due diligence services for merger and acquisition transactions. The company offers buy-side due diligence, sell-side due diligence, forensic due diligence, and post-acquisition dispute resolution services. Additionally, Laurus provides CFO advisory services to private equity groups as well as public and private companies across the United States. As of February 2018, Laurus Transaction Advisors operates as a subsidiary of CBIZ Inc.

CMF Associates, LLC is a consulting firm based in Philadelphia, Pennsylvania, founded in 2002. The company specializes in mergers and acquisitions advisory, financial consulting, and executive search services. CMF Associates offers a variety of services, including financial due diligence, audit preparation, turnaround management, and the management of information technology system transitions. Additionally, the firm focuses on organizational and cultural change management, financial executive placement, project recruiting, and buyside acquisition searches. As of June 2017, CMF Associates operates as a subsidiary of CBIZ, Inc.

Flex-Pay Business Services, Inc. is a payroll service company based in Winston-Salem, North Carolina, founded in 1996. The company specializes in payroll processing support, time and attendance management, and Section 125 administration services. It offers a comprehensive range of human resources services that include ADA information, employee tracking, certifications, compensation details, and benefits management. Additionally, Flex-Pay provides various administrative services such as employee self-service options, general ledger management, 401(k) transmission, and garnishment payments. The company also supports businesses with tools for workers' compensation and cafeteria planning, ensuring compliance and enhancing decision-making through detailed backup reports and documentation. Flex-Pay Business Services operates across all 50 states, as well as Guam and Puerto Rico, and has been a subsidiary of CBIZ, Inc. since June 2016.

The Cottonwood Group provided pension plan consulting

Gresham, Smith and Partners is a firm of architects, engineers, interior designers and planners creating design and consulting solutions

Multiple Benefit Services, established in 1992 and based in Atlanta, Georgia, specializes in employee benefit consulting and support. The firm serves a diverse clientele of 80 companies, which range from Fortune 500 organizations to small enterprises with fewer than 100 employees, operating across various industries both domestically and internationally. With a team of 12 employees, MBS provides a comprehensive suite of advisory services, including healthcare product offerings, income and financial protection products, supplemental coverage options, and services aimed at enhancing employee choice and empowerment. In the past twelve months, the company generated approximately $3.5 million in revenue, reflecting its commitment to delivering effective employee benefit solutions.

Thompson Dunavant, the largest public accounting firm in Memphis, provides a broad range of assurance, tax, and consulting services to clients in a variety of industries. With over 100 team members, they have the size, experience and expertise to help their clients achieve success.

Goldstein Lewin & Co. is a comprehensive accounting and consulting firm based in South Florida, specializing in a diverse range of services. The firm provides tax planning and compliance, wealth preservation and estate planning, as well as technology and software consulting. In addition, Goldstein Lewin offers accounting and auditing services, which include compliance with SEC regulations and other regulatory agencies. The firm also engages in business valuation and litigation consulting, ensuring a thorough approach to financial matters. Through its affiliate, Goldstein Lewin extends its offerings to include financial planning and employee benefits consulting, making it a full-service provider for both individual and corporate clients.