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.

Manda Dinkel

Managing Director

John Fleischer

Chief Information Officer and Senior Vice President

Ware H. Grove

SVP and CFO

Kyle Ludwig

Managing Director, CBIZ Private Equity Advisory

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

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.

Middle Market Advisory

Acquisition in 2021
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.

Brinig Taylor Zimmer

Acquisition in 2019
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.

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.

Laurus Transaction Advisors

Acquisition in 2018
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.

CBIZ Flex-Pay

Acquisition in 2016
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.

Goldstein Lewin & Co

Acquisition in 2010
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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