CBIZ Inc (NYSE: CBZ) is a professional services company that provides accounting, tax, insurance, and benefits administration services to businesses and individuals across the United States. Revenue is generated on a fee-for-service basis across its advisory and business services segments. The company expanded its accounting and tax practice through the acquisition of non-attest business assets from Marcum LLP, as noted in its 10-K filed February 26, 2026 for fiscal year ended December 31, 2025. CBIZ operates under a structure where certain attest services are delivered by independent CPA firms under Administrative Service Agreements, with CBIZ providing non-attest business support to those affiliated firms. This arrangement is governed by independence requirements and conflict of interest rules that limit the scope of services CBIZ can provide directly to attest clients.

Revenue model

Fee-for-service model across accounting, tax, insurance, and benefits administration engagements. Non-attest services are delivered directly; attest services are performed by affiliated independent CPA firms under Administrative Service Agreements.

Products and services

Accounting and tax services, insurance services, employee benefits administration, and related business advisory services. Non-attest business assets acquired from Marcum LLP are integrated into the service portfolio as of fiscal year 2025.

Customers and end markets

Businesses and individuals seeking accounting, tax, benefits, and insurance services. End markets include middle-market companies and organizations requiring outsourced professional services.

Value-chain role

Outsourced professional services provider. Delivers non-attest business services directly and supports affiliated attest CPA firms through Administrative Service Agreements.

Geographic exposure

United States. No specific geographic revenue breakdown supported by the provided filing excerpts.

Source: SEC 10-K, filed 2026-02-26

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