CBIZ

CBIZ, founded in 1987 and headquartered in Cleveland, Ohio, is a professional services firm that offers a diverse range of business solutions primarily to small and medium-sized enterprises, individuals, governmental entities, and not-for-profit organizations in the United States and Canada. The company's services include accounting, tax advisory, financial consulting, litigation support, and real estate advisory. Additionally, CBIZ provides employee services such as group health plans, retirement planning, payroll services, and human capital management. It also specializes in medical management for hospital-based physicians and offers technology consulting, risk advisory, and mergers and acquisitions services across various sectors, including healthcare, construction, and technology. Through its subsidiaries, CBIZ delivers tailored solutions to meet the unique needs of its clients while maintaining a strong commitment to service excellence.

Manda Dinkel

Managing Director

John Fleischer

Chief Information Officer and Senior Vice President

Ware H. Grove

SVP and CFO

Kyle Ludwig

Director

Eric Martin

Managing Director

Kevin Nussbaum

Vice President of Client Development

Kelly O'Neil

Lead Managing Director

David Sibits

Senior Vice President, Strategic Initiatives

Chris Spurio

President and Senior Vice President

Past deals in Accounting

Marcum

Acquisition in 2024
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.

Erickson Brown & Kloster

Acquisition in 2024
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.

Marks Paneth & Shron LLP

Acquisition in 2022
Marks Paneth & Shron LLP is a firm providing certified public accountant and financial services.

Shea Labagh Dobberstein

Acquisition in 2021
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.

The Wenner Group

Acquisition in 2019
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.

Thompson Dunavant

Acquisition in 2011
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

Acquisition in 2010
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.
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