{ "schemaVersion": 1, "organisationId": "O-baa83449b95b467795878f79e4d6ba10", "slug": "cbiz-inc", "name": "CBIZ, Inc.", "updatedAt": "2026-10-02T11:30:54.95576Z", "sections": [ { "type": "OVERVIEW", "text": "CBIZ, Inc. is a professional-services company serving businesses and individuals, with core practices in accounting, tax, advisory and consulting, employee benefits, insurance, and technology-related services. Its FY2025 reporting groups its operations into Financial Services, Benefits and Insurance Services, and National Practices. [https://www.cbiz.com/services] [P31325840]\n\nThe company’s footprint is centered in the United States, with more than 9,500 team members across 140+ locations and 23 major markets; it also supports cross-border work through international partner networks. CBIZ states its mission is to provide exceptional advice and solutions that help clients achieve their goals. [https://www.cbiz.com/locations] [https://www.cbiz.com/about/international-capabilities] [https://www.cbiz.com/about/mission-vision-values]\n\nFor the year ended December 31, 2025, CBIZ reported revenue of approximately $2.76 billion. [P109753536]\n[P31325840][P109753536][https://www.cbiz.com/services][https://www.cbiz.com/locations][https://www.cbiz.com/about/international-capabilities][https://www.cbiz.com/about/mission-vision-values]", "updatedAt": "2026-10-02T11:30:54.95576Z" }, { "type": "PRODUCTS", "text": "CBIZ’s offerings are primarily professional services rather than standalone products. Its accounting and tax services include accounting, transaction services, tax compliance and consulting, and state and local tax work. Financial advisory offerings include transaction and risk advisory, forensic and litigation consulting, financial accounting and advisory, and valuation; its government health-care consulting practice provides compliance and consulting services. CBIZ also provides internal audit, but it does not itself render audit or attest services; independent CPA firms provide those services under administrative-service agreements. [P37351503][P34714413][P105120995]\n\nBenefits and insurance services include employee-benefit consulting, plan administration and actuarial work; payroll and human-capital management (HCM); total-rewards analytics; talent and compensation consulting; property and casualty brokerage and risk management; and retirement-plan consulting, administration, investment services and actuarial work. [P72240547] Technology services include cloud and infrastructure, cybersecurity and governance/risk/compliance (GRC), digital forensics and incident response, enterprise performance and technology, strategic IT consulting, and managed IT and security services. CBIZ describes managed offerings that can include IT support, backup and managed detection and response. [https://www.cbiz.com/services/technology/cloud-infrastructure][https://www.cbiz.com/services/technology/cybersecurity][https://www.cbiz.com/services/technology/managed-services/integrated-managed-it-and-security-services]\n\nFor the year ended 2025, Financial Services generated approximately 83.4% of revenue, Benefits and Insurance Services 14.8%, and National Practices 1.7%; the latter includes managed networking and hardware services. [T8975314] For the six months ended June 30, 2026, Financial Services represented approximately 86.3% of revenue and Benefits and Insurance Services 13.7%. [P146034098]\n[P37351503][P34714413][P105120995][P72240547][T8975314][T8975314][T8975314][T8975314][P146034098][P146034098][P146034098][https://www.cbiz.com/services/technology/cloud-infrastructure][https://www.cbiz.com/services/technology/cybersecurity][https://www.cbiz.com/services/technology/managed-services/integrated-managed-it-and-security-services]", "updatedAt": "2026-10-02T11:30:54.95576Z" }, { "type": "GEOGRAPHY", "text": "CBIZ primarily serves clients across the United States and parts of Canada. Its reviewed 2025 reporting does not provide a country-level revenue split or geographic revenue percentages. [P146034113][P109753536]\n\nCBIZ’s official locations directory lists 122 locations, while its investor-relations overview describes more than 140 locations across 23 major markets; the company’s published materials therefore give different location counts. [https://www.cbiz.com/locations][https://ir.cbiz.com/]\n\nIn 2026, CBIZ acquired India-based BINDZ, expanding its India-based professional-services delivery capacity by more than 250 professionals. This indicates an India delivery presence, but no India revenue share or geographic employee distribution is disclosed in the reviewed sources. [P146033985][https://www.cbiz.com/insights/press-release/cbiz-completes-acquisition-of-india-based-bindz-consulting]\n[P146034113][P109753536][P146033985][https://www.cbiz.com/locations][https://ir.cbiz.com/][https://www.cbiz.com/insights/press-release/cbiz-completes-acquisition-of-india-based-bindz-consulting]", "updatedAt": "2026-10-02T11:30:54.95576Z" }, { "type": "SEGMENTS", "text": "As of the Q2 2026 reporting, CBIZ reports two segments: **Financial Services** and **Benefits and Insurance Services**. Financial Services includes accounting and tax services; financial advisory, transaction, risk, forensic and valuation work; National Technology services such as cloud infrastructure, cybersecurity and strategic IT; and government health-care consulting and compliance. For the six months ended June 30, 2026, it generated $1,320.654 million, or 86.3% of total revenue. [T12689377][T16714006]\n\nBenefits and Insurance Services provides employee benefits consulting and administration, actuarial services, payroll and human-capital management, property-and-casualty insurance brokerage and risk management, and retirement-plan consulting, administration and investment services. It generated $210.131 million, or 13.7% of revenue, in the same six-month period. [T2452821][T16714006]\n\nIn its FY2025 annual reporting, CBIZ presented a third segment, **National Practices**, alongside Financial Services and Benefits and Insurance Services. National Practices generated $46.896 million, or about 1.7% of FY2025 revenue, and was associated with managed networking and hardware services. The FY2025 shares were 83.4% Financial Services and 14.8% Benefits and Insurance Services. CBIZ incorporated National Practices into Financial Services in Q1 2026, so the 2025 three-segment breakdown is a prior reporting structure. [T8975314][T9197024][P146034078]\n[T12689377][T16714006][T2452821][T8975314][T9197024][P146034078]", "updatedAt": "2026-10-02T11:30:54.95576Z" }, { "type": "HISTORY", "text": "CBIZ’s corporate lineage dates to 1996, when Republic Environmental Systems merged with CBIZ Surety Group to form International Alliance Services, Inc. In 1997, the company changed its name to Century Business Services, Inc.; it adopted the CBIZ, Inc. name in 2005. [https://ir.cbiz.com/ir-resources/frequently-asked-questions] [https://ir.cbiz.com/news-releases/news-release-details/century-business-services-inc-changes-name-cbiz-inc]\n\nIn 2016, Jerome P. “Jerry” Grisko became president and chief executive officer, succeeding Steven L. Gerard, who remained non-executive chairman. [P118169915] [P4459789] CBIZ expanded through acquisitions, including the purchase of Marks Paneth’s non-attest assets effective January 1, 2022. [https://ir.cbiz.com/news-releases/news-release-details/cbiz-acquires-marks-paneth-llp]\n\nIn 2024, CBIZ completed its acquisition of Marcum’s non-attest business assets, while CBIZ CPAs separately purchased substantially all of Marcum’s attest assets; CBIZ described the transaction as its largest acquisition. [P103112832] [https://ir.cbiz.com/news-releases/news-release-details/cbiz-completes-acquisition-marcum]\n[P118169915][P4459789][P103112832][https://ir.cbiz.com/ir-resources/frequently-asked-questions][https://ir.cbiz.com/news-releases/news-release-details/century-business-services-inc-changes-name-cbiz-inc][https://ir.cbiz.com/news-releases/news-release-details/cbiz-acquires-marks-paneth-llp][https://ir.cbiz.com/news-releases/news-release-details/cbiz-completes-acquisition-marcum]", "updatedAt": "2026-10-02T11:30:54.95576Z" } ], "sources": [ { "id": "https://www.cbiz.com/services", "href": "https://www.cbiz.com/services", "label": "www.cbiz.com" }, { "id": "P31325840", "href": "https://app.finbar.com/go?id=P31325840", "label": "CBIZ, Inc. — Full financial report (2025 Y)", "documentId": "D-b98978bb44f6422cbae60fa107408bb9" }, { "id": "https://www.cbiz.com/locations", "href": "https://www.cbiz.com/locations", "label": "www.cbiz.com" }, { "id": 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