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 retirement plan administration and financial advisory services. The company offers consultation for the design, implementation, and management of various types of retirement plans, including both new plans and those being taken over from other administrators. By assessing clients' goals and business philosophies, American Pension Advisors provides tailored solutions to meet the specific needs of each organization.

Pivot Point Security is a provider of information security assessment and consulting services that helps organizations manage their information security risks. With over 16 years of experience, the company specializes in creating tailored Information Security Management Systems (ISMS) that align with established standards. Services offered include virtual Chief Information Security Officer (vCISO) support, third-party risk management, governance, risk and compliance, security awareness training, penetration testing, network and application security, assessments and audits, and business continuity management. Clients can rely on Pivot Point Security to implement effective security solutions designed to safeguard their data and ensure compliance with industry standards.

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 located in San Francisco, known for its extensive experience and reputation in the industry. The firm offers a comprehensive range of professional services, including accounting, auditing, tax, and consulting, tailored to the needs of privately-held businesses, individuals, and nonprofit organizations. SLD is recognized in the Northern California business community for its deep expertise and specialized resources, which provide clients with both national-level capabilities and the personalized attention characteristic of a local advisor. The firm prides itself on maintaining open and responsive communication with clients throughout the year, enabling it to effectively address the specific challenges faced by various industries.

Optumas is a healthcare consulting firm that specializes in serving state government healthcare agencies. The company collaborates with its clients to develop effective healthcare reform strategies tailored to their specific needs. Optumas offers a range of services, including actuarial support, advisory services, benefit pricing, program changes, and analytical assistance. By providing these services, Optumas aims to help clients design and implement efficient healthcare reform initiatives and programs that enhance the overall effectiveness of healthcare delivery.

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 an integrated software platform that combines payroll, scheduling, and time and attendance functionalities. Founded in 1995 and headquartered in Clinton, New Jersey, BeyondPay provides a comprehensive suite of services designed to attract, hire, engage, and manage employees within a single system. Their software facilitates the effective sourcing, tracking, and evaluation of talent in competitive job markets, while also ensuring secure management of payroll and taxes. Additionally, BeyondPay includes features for HR support, performance management, and automated time collection, aiming to streamline human capital management for organizations.

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 analysis and guidance, Brinig Taylor Zimmer assists clients in navigating complex financial issues and legal disputes, ensuring they receive informed and reliable support in their financial matters.

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 is an investment consulting firm based in Memphis, Tennessee, established in 2013. As a registered investment advisor, it offers a range of services to institutional clients, focusing on both traditional and alternative investment strategies. The firm specializes in policy reviews, strategy design, implementation, monitoring, evaluation, and reporting. Gavion also provides tactical recommendations and actions tailored to meet the specific needs of its clients. Since July 3, 2019, it has operated as a subsidiary of CBIZ Investment Advisory Services, LLC.

The Wenner Group, located in Denver, Colorado, specializes in accounting, tax, and consulting services tailored for small and mid-sized businesses. The firm is dedicated to helping clients navigate complex tax laws and financial transactions, ensuring compliance while optimizing tax strategies. With a wealth of practical experience, The Wenner Group equips businesses with the necessary tools to operate efficiently and grow sustainably, all while focusing on minimizing tax liabilities to enhance profitability.

InR Advisory Services specializes in pension consultancy and investment advisory services, catering to public and private sector clients as well as non-profit organizations. The firm focuses on optimizing retirement programs by offering customized retirement plans tailored to individual participant risk tolerance, projected retirement age, and other critical factors. By employing an asset allocation model, InR aims to enhance clients' chances of meeting their earnings assumptions while significantly reducing associated costs. Through its comprehensive approach, InR strives to provide effective solutions that support clients in achieving their retirement goals.

Laurus Transaction Advisors is a boutique advisory firm located in Englewood, Colorado, specializing in financial due diligence services for merger and acquisition transactions. The firm offers a range of services, including buy-side due diligence, sell-side due diligence, forensic due diligence, and post-acquisition dispute resolution. In addition, Laurus provides CFO advisory services to private equity investors, public and private companies, and lenders throughout the United States. Having completed over 650 financial and accounting due diligence engagements, Laurus has established a strong reputation in the industry. In February 2018, Laurus Transaction Advisors became a subsidiary of CBIZ, Inc., further enhancing its capabilities and reach in transaction advisory services.

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, that has been operational since 1996. The company specializes in various payroll processing services, including time and attendance tracking and section 125 administration. Additionally, it offers a range of human resources services such as ADA compliance, applicant tracking, employee benefits management, and training information. Flex-Pay provides essential employee services like self-serve options, general ledger support, and 401k transmission, along with compliance documentation to help businesses make informed decisions. It caters to clients across all 50 states, Guam, and Puerto Rico, delivering both live checks and direct deposit options for employee payments. Flex-Pay Business Services operates as a subsidiary of CBIZ, Inc.

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, founded in 1992 and based in Atlanta, Georgia, specializes in employee benefit consulting and support. The company serves a diverse clientele of 80 clients, which includes both Fortune 500 companies and smaller organizations with fewer than 100 employees across various industries, both nationally and internationally. With a workforce of 12 employees, MBS provides a range of advisory services that encompass healthcare product offerings, income and financial protection products, supplemental coverage options, and employee choice and empowerment services. Over the past year, the company has generated approximately $3.5 million in revenue.

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 is a comprehensive accounting and consulting firm based in South Florida. It offers a wide range of services, including tax planning and compliance, wealth preservation and estate planning, technology and software consulting, accounting and auditing (including SEC compliance), business valuation, litigation consulting, and employee benefits consulting. Additionally, it provides financial planning services through an affiliate.