M&A activity CAP provide guidance and due diligence support for CBIZ transactions, given recent acquisition of Marcum LLP and ongoing merger considerations. Position as a strategic partner for integration, financial reporting alignment, and technical accounting transition during acquisitions.

Technical accounting Leverage CBIZ ARC’s depth in US GAAP and IFRS to offer targeted services for complex accounting standards, including financial statement preparation, regulatory filings, and system/process alignment to address evolving reporting requirements.

Mid-market focus Align messaging with CBIZ’s mid-market growth focus and recent scale, offering scalable financial reporting, risk management, and compliance solutions that support expanding client portfolios and IPO-readiness.

Data and tech Highlight capabilities around data ecosystems and tech stack integration (Azure Data Lake, S3, Azure SQL, OneTrust, Expensify) to optimize reporting workflows, governance, and compliance for clients with complex data needs.

Growth and governance Position services as essential for governance, control enhancements, and internal/external reporting improvements to attract clients pursuing growth initiatives, IPO preparation, and regulatory compliance efficiency.