CBIZ
CBIZ, Inc. is a management consulting firm based in Cleveland, Ohio, founded in 1987. The company provides a broad range of professional business services primarily tailored for small and medium-sized businesses, individuals, governmental entities, and not-for-profit organizations across the United States and Canada. Its offerings encompass financial services such as accounting, tax, financial advisory, and valuation, along with employee services that include health benefits, retirement planning, and payroll services. Additionally, CBIZ specializes in medical management services, aiding hospital-based physicians with coding, billing, and practice management, as well as revenue cycle optimization. The firm also supports various sectors, including healthcare, agribusiness, construction, and technology, through risk advisory, mergers and acquisitions, and real estate consulting. CBIZ is recognized as a member firm of Kreston International Ltd.
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.
Provider of healthcare consulting services intended to serve state government healthcare agencies. The company offers actuarial, advisory, benefit pricing, program changes and analytical assistance, thereby helping clients design efficient and effective healthcare reform initiatives and programs.
MMA provides tax compliance and consulting services to middle market companies and family groups in the real estate, automotive, technology and SAAS, construction, and manufacturing industries.
Borden Perlman Insurance Agency, Inc. offers personal and commercial insurance services in the United States. The company was founded in 1915 and is headquartered in Ewing, New Jersey with additional office in New Brunswick, New Jersey. As of December 31, 2020, Borden Perlman Insurance Agency, Inc. operates as a subsidiary of CBIZ, Inc.
BeyondPay specializes in providing workforce management solutions. They offer a full line of products and services including an integrated, single database solution combining payroll, scheduling, time and attendance. Founded in 1995, the company is headquartered in Clinton, New Jersey.
Brinig Taylor Zimmer is a specialized financial consulting firm providing forensic accounting, litigation consulting and business valuation services to a wide range of clients from individuals to small businesses and large publicly traded entities.
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.
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.
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 is a pension consultant and provider of investment advisory services for public- and private-sector clients, and non-profit organizations—providing customized retirement plans through an asset allocation model based on participant risk tolerance, projected retirement age, and other important factors
Laurus provides buy-side and sell-side financial and accounting due diligence services for M&A transactions to private equity groups as well as public and private companies. Laurus has completed more than 650 financial and accounting due diligence engagements and projects for private equity groups and companies located throughout the U.S. Laurus recorded revenue of approximately $5.6 million in 2017 and will be combined with CBIZ's current Transaction Advisory Services group.
CMF Associates, LLC, founded in 2002 and based in Philadelphia, Pennsylvania, specializes in mergers and acquisitions advisory, financial consulting, and executive search services. The firm offers a range of solutions, including financial due diligence, financial audit preparation, turnaround management, and assistance with information technology systems transitions. CMF Associates also focuses on organizational and cultural change management, as well as providing financial executive placement and project recruiting services. In 2017, CMF Associates became a subsidiary of CBIZ, Inc., enhancing its operational capabilities and reach in the consulting sector.
CBIZ Flex-Pay operates as a payroll service provider in the United States, offering comprehensive payroll processing and human resources support. Established in 1996 and based in Winston-Salem, North Carolina, the company specializes in services such as time and attendance management, Section 125 administration, and Affordable Care Act compliance. CBIZ Flex-Pay delivers payroll solutions that include live check and direct deposit options for employees across all 50 states, Guam, and Puerto Rico, along with necessary documentation to support business decision-making and regulatory compliance. Additionally, the company provides a range of HR services, including employee performance tracking, benefits management, and various compliance-related information. As a subsidiary of CBIZ, Inc., Flex-Pay enhances organizational efficiency through its cloud-based HR management tools and payroll services.
The Cottonwood Group provided pension plan consulting
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 & Co. is a full service accounting and consulting firm; providing a broad spectrum of services including: tax planning and compliance, wealth preservation and estate planning, technology consulting, software consulting, accounting and auditing (including SEC and other regulatory agency compliance), business valuation, litigation consulting, financial planning through an affiliate and employee benefits consulting
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