Why Choose CBIZ
At CBIZ, we understand that every financial decision impacts your growth, compliance, and bottom line. Our team of experienced professionals provides tailored solutions for:
- Complex accounting challenges.
- Audit facilitation & reporting.
- Public company readiness.
- Systems implementation, optimization, & integration.
Our deep expertise and commitment to your success ensure clarity, confidence, and compliance in all financial aspects.
Explore Our Services
Our Financial Accounting & Advisory Services are designed to empower and support your business.
Address technical accounting issues with precision and comprehensive support.
Comprehensive financial reporting solutions for both private and public companies.
Facilitating external audits with expertise and precision.
Prepare for IPO success with CBIZ’s strategic guidance, project management, and tactical preparation of SEC filings.
Drive better business outcomes with tailored metrics.
Transform operations with optimized systems and processes.
Scale your financial operations efficiently.
Temporary accounting and finance professionals at your fingertips.
Technical & Transactional Accounting
Address technical accounting issues with precision and comprehensive support.
Managing intricate accounting challenges requires specialization. We have deep experience in:
- Resolving the revenue recognition and lease accounting issues surrounding ASC 606 and ASC 842.
- Comprehensive analysis of complex debt/equity transactions, embedded derivatives, stock-based compensation, and financial instruments.
- Cost capitalization and analysis.
- Support for consolidations, foreign currency accounting, and fair value assessments.
Internal & External Reporting
Comprehensive financial reporting solutions for both private and public companies.
Effective reporting drives transparency and trust for businesses of all sizes. Key offerings include:
- Assistance with incremental public company reporting and disclosure requirements, such as footnotes, MD&A, and regulatory filings.
- Financial reporting solutions for private companies, including internal reporting packages and management dashboards.
- Support for equity and debt offerings, overhead cost allocation methodologies, and segment reporting to provide financial clarity.
External Audit Facilitation
Facilitating external audits with expertise and precision.
Streamlining the external audit process promotes efficient and effective outcomes. Our services include:
- Comprehensive audit readiness and coordination.
- Preparation of reconciliations and financial statements.
- Technical memo preparation and responsiveness to auditor inquiries.
Public Company Readiness
Prepare for IPO success with CBIZ’s strategic guidance, project management, and tactical preparation of SEC filings.
Transitioning to a public company demands expertise. We deliver:
- IPO readiness support, including S-1 and S-4 filings.
- PCAOB financial statement uplift.
- Quarterly reporting, MD&A, and flux analysis support.
- Development of tailored metrics and KPIs.
- Post-IPO compliance and reporting.
Performance Management
Drive better business outcomes with tailored metrics.
Managing performance requires actionable insights. We provide:
- Development of tailored metrics and KPIs.
- Dashboards for actionable insights.
- Customized strategies for long-term success.
Systems, Process & People
Transform operations with optimized systems and processes.
Optimizing systems boosts operational efficiency. Services include:
- ERP implementation and NetSuite optimization.
- Process reviews to eliminate inefficiencies.
- Comprehensive vendor selection and project management support.
Outsourced Accounting
Scale your financial operations efficiently.
Scaling financial operations effectively involves:
- Full-service transaction processing, including accounts payable and receivable.
- Budgeting and forecasting to align with strategic objectives.
- Real-time financial reporting and optimization.
Talent Solutions
Temporary accounting and finance professionals at your fingertips.
Certain situations require interim bench strength:
- Maternity leave staffing.
- Backfills.
- Interim staffing
Your Challenges, Solved
Financial challenges can stall business growth, create inefficiencies, and increase costs/risks. Complex regulations, talent gaps, and managing technical accounting standards often lead to compliance risks, delayed audits, and operational inefficiencies.
CBIZ delivers solutions that simplify complexity and drive results. Our experienced professionals integrate seamlessly with your team to provide exactly what you need, from navigating regulatory updates to implementing efficient systems. We help streamline processes, ensure accurate financial reporting, and support strategic growth initiatives. With CBIZ, your business can turn challenges into opportunities and achieve financial clarity and confidence.
