our
business
ABOUT CBIZ
n
One of the nation’s leading:
– Accounting Providers
– Employee Benefits Specialists
– Property & Casualty Agencies
– Valuation firms
– Medical Management Practice
firms
– Retirement Plan service
providers
– Executive Search firms
n
Over 5,000 employees nationwide
With offices in major metropolitan areas and suburban cities across the
nation, CBIZ helps businesses grow and succeed by helping them better
manage their finances and their employees.
Major Metropolitan Market Local Office
It’s likely these goals are top priorities for
your business. It’s also likely that the daily
distractions of financial and employee issues
diminish your ability to focus on those goals.
CBIZ enables you to dedicate your time to
critical business matters by providing custom
solutions that help you manage your finances
and employees.
We offer clients exceptional quality and diverse
capabilities with the personal attention your
business needs and deserves, all with a single
focus:
your success.
MULTIPLE SERVICES WITH A SINGLE FOCUS: YOUR SUCCESS
CBIZ also provides specialized services, including Real Estate Services and Health Care Services EM
PLO Y EE S E RVI CES
F I
N A
N C I A L SERVI CE S
C L I E N T
Financial Services
ACCOUNTING
TAX
LITIGATION SUPPORT
VALUATION
INTERNAL AUDIT
MERGERS & ACQUISITIONS
FINANCIAL ADVISORY
RISK & ADVISORY SERVICES
CORPORATE RECOVERY
FAMILY OFFICE SERVICES Employee Services
EMPLOYEE BENEFITS
RETIREMENT SERVICES
PAYROLL / FLEX / COBRA
PROPERTY & CASUALTY INSURANCE
RISK MANAGEMENT
WEALTH MANAGEMENT
LIFE INSURANCE
EXECUTIVE SEARCH
COMPENSATION CONSULTING
HUMAN CAPITAL SERVICES
Growth and Success.
FINANCIAL SERVICES
With today’s complex business challenges, you need more than a service provider. You need a partner
who looks at the whole picture in order to provide the solutions you need to accomplish your business
goals. Our professionals value client interaction and strive to build a relationship as your trusted
business advisor. At CBIZ, we have the expertise, resources, and business acumen necessary to
deliver the services and solutions that will give you that extra competitive edge.
Accounting, Tax & Advisory
n Tax return compliance for:– Businesses – Partnerships – Estates & Trusts
– Foundations & Tax-Exempt Organizations
n Public company tax consulting n Year-end tax planning
n Analysis of corporate, partnership, limited liability company & trust structures
n Tax planning & structuring for complex financial &/or investment transactions
n Tax planning & guidance regarding business divestitures, mergers & acquisitions
n IRS & State audit representation & correspondence
n Succession planning for closely-held companies
n International Taxation
n Research & Experimentation Tax Credits
n Energy Tax Credits n State & Local Taxation n Stock Option Consulting
Focused Industry Services for
Not-for-Profit, Health Care, Construction, Real Estate, Retail, WholesaleDistribution, Manufacturing, Architects & Engineers, Private Equity & Venture Capital, Law Firms & Other Professional Service Organizations
Forensic & Financial Services
n Commercial & Civil Litigation Support n Corporate Recoveryn Board Advisory n Family Law
n Forensics & Investigative Accounting n Payment Card Industry Compliance
Valuation
n Capital Asset Management n Financial Valuations
n Machinery & Equipment Valuations n Real Estate Valuations
n Expertise in the following industries: consumer products, energy & power, financial services, health care, technology, life sciences & telecommunications
Internal Audit
n Full Internal Audit Services Outsourcing, including risk assessment, audit plan
development, execution of audit projects & reporting of audit risks n Partial Internal Audit Outsourcing for
specialty skill sets, geographic coverage, or assistance with modification of the internal audit plan n Internal Audit Consulting
– Assist with development of a new internal audit function
– Assess existing internal audit functions & provide solutions for improving service
Mergers & Acquisitions
n Seller Advisoryn Acquisition Advisory n Management Buyout/
Recapitalization Advisory n Capital Raising
Financial Solutions
n Family Office Business Services n Comprehensive Financial Planning n Estate & Retirement Planning n Investment Portfolio Review,
Monitoring & Asset Allocation n Investment Consulting
n Succession Planning
n CFO & Accounting Outsourcing n Accounting Software Solutions
Growth Management Services
n Cash Forecasting & Management n Business Planningn Internal Controls Assessment n IT Assessments
Audit & Attest Services may be
provided by Mayer Hoffman McCann P.C., a national, independent CPA firm.Property & Casualty
n Commercial Insurance Lines,including general liability,
automobile, property, flood, inland marine, crime/fidelity, workers compensation & umbrella n Executive & Financial Protection
– Directors & Officers Liability – Employment Practices Liability n Surety Bonding
n Risk Management Services n Personal Insurance - Home & Auto
EMPLOYEE SERVICES
CBIZ understands that your people are your greatest asset. That’s why we offer services to assist you
with all facets of managing your employees. CBIZ is uniquely positioned to help control your employee
costs – all while enabling you to attract and retain the best talent and promoting employee satisfaction.
Group Health
n Employee Benefits Plan Design & Consulting
n Benefits Plan Management & Administration
n Section 125 Plan Administration n Benefits Technology (Online
Enrollment, Premium Admin) n Employee Communications n Voluntary Benefits
Payroll
n Payroll Administration n Cafeteria Plan Administration n Flexible Spending
Account Administration n COBRA Adminstration
n Workers Compensation Policy n Payroll/Human Resource System n Time & Attendance Services n Payroll Data Integration Services n Payroll Tax Filing & Deposit Services n Retirement/401(k) Services
n CBIZ HRSolutions (HR on demand)
Human Capital Services
n Executive Searchn Compliance n Strategic Advisory n Compensation Consulting n Training Programs
– Compliance
– Professional & Personal Development
– CBIZ University: online training n Human Resources Outsourcing n Performance Management
Retirement Services
n 401(k)n Executive & Key Person Benefit Plans
n Defined Benefit Plans n Actuarial Services
n Investment Advisory Services n Employee Education &
Communication
n IRS & DOL Compliance/ Adminstration
REAL ESTATE SERVICES
CBIZ provides comprehensive
and innovative real estate
solutions with an unwavering
belief in exclusively representing
the interests of tenants, while
maintaining full accountability
throughout our client’s
occupancy.
n Strategic Planning n Transaction Services n Lease Administration n Program Management
CBIZ Wealth Management is a
national organization comprised
of local consultants who
deliver high quality, personal
service. We provide advice on
investments, insurance, and
other planning solutions to high
net worth individuals, business
owners, and corporate clients.
WEALTH MANAGEMENT
Our process-driven planning approach is proven, integrated, and objective as our wealth management professionals address the distinctive needs of each client.
CBIZ Wealth Management offers various services to help clients meet their wealth management needs, including: n Investment Management
n Financial Planning n Estate Planning n Tax Management
HEALTH CARE SERVICES
n Medical practice management services
n Physician billing
n Accounts receivable management n Compliance
n Hospital contract negotiation n Managed care contract review n Physician income distribution models n Hospital & health system consulting n Revenue cycle management
& enhancement
n Business performance consulting n HIPAA consulting & implementation n Managed care services
n Medicaid eligibility n Medicare compliance n Third party reimbursements n Strategic planning
CBIZ Medical Management
Professionals (CBIZ MMP) is
a leading provider of physician
billing services and flexible
practice management solutions
for hospital-based doctors
and medical practices with
specialty divisions for
radiology, anesthesiology,
emergency medicine, and
pathology practices.
© C op yr ig ht 2 0 1 0 . C B IZ , In c. N YS E L is te d: C B Z. A ll rig ht s re se rv ed . • C B IZ -0 4 6 , R ev . 5
our
business
is growing
yours
1-800-ASK-CBIZ • www.cbiz.com • NYSE Listed: CBZ
Securities and investment advisory services offered through CBIZ Financial Solutions, Inc., member FINRA, SIPC and Registered Investment Adviser and CBIZ Wealth Management, LLC, Registered Investment Adviser
CBIZ Financial Solutions, Inc. is a wholly-owned subsidiary of CBIZ, Inc.
• Individual Attention: We will treat each client with the utmost care; we will develop and maintain a strong personal relationship; we will provide service with a commitment to professionalism, trust and the highest level of personal and professional integrity. • Responsive: We will respond to a client’s urgent need immediately; we will return all
voicemail and e-mail communications within 24 hours; we will deliver and review all work product on a timely and as agreed basis.
• Proactive: We are committed to understanding the goals and needs of our clients, responding to such needs with our best service, advice and products. We will strive to provide our clients with innovative solutions and opportunities to improve and grow their business.
W E P L E D G E T O P R O V I D E A N
E X C E P T I O N A L S E R V I C E
E X P E R I E N C E
T OE V E RY C B I Z C L I E N T.
OUR GUARANTEE: IF YOU ARE NOT SATISFIED WITH OUR RESPONSIVENESS AND THE SERVICE WE HAVE PROVIDED, TELL US IMMEDIATELY–WE WILL CORRECT THE SITUATION TO YOUR SATISFACTION.
