Insights

AI Integration CBIZ is actively developing an agent-native operating platform with Microsoft Foundry and AI tools like Microsoft 365 Copilot, indicating an open opportunity to offer advanced AI solutions, automation, and custom workflows that can enhance their technological capabilities and operational efficiency.

Technology Leadership With recent leadership promotions in the IT sector, including a new Chief Information & Technology Officer, CBIZ demonstrates a strategic focus on strengthening its technology ecosystem, presenting a chance to introduce innovative cybersecurity, data management, or enterprise software services.

Strategic Partnerships CBIZ’s collaboration with CereTax to integrate API-first tax and compliance platforms highlights their interest in cutting-edge, scalable automation tools, creating opportunities to pitch next-generation compliance, tax automation, or digital transformation solutions tailored for middle-market firms.

Growth Focus Projected revenues of nearly $3 billion and expansion activities reflect a rapidly growing organization receptive to enhanced enterprise solutions that can streamline service delivery, improve client engagement, or expand their technology offerings to maintain competitive advantage.

Market Positioning As a leading professional services advisor targeting middle-market businesses, CBIZ’s focus on innovative, tech-enabled advisory services presents opportunities for tailored consulting packages, risk management technology, and digital transformation initiatives designed to accelerate client growth and operational resilience.

CBIZ Advisory Services Tech Stack

CBIZ Advisory Services uses 8 technology products and services including TrackJS, Amazon Web Services, Ansible, and more. Explore CBIZ Advisory Services's tech stack below.

  • TrackJS
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Ansible
    Configuration Management
  • Microsoft Visual Studio
    Development
  • jQuery
    Javascript Libraries
  • ServiceNow
    Miscellaneous
  • HSTS
    Security
  • Base SAS
    Software As A Service

Media & News

CBIZ Advisory Services's Email Address Formats

CBIZ Advisory Services uses at least 2 format(s):
CBIZ Advisory Services Email FormatsExamplePercentage
FLast@blockllc.comJDoe@blockllc.com
62%
LastF@blockllc.comDoeJ@blockllc.com
28%
First.Last@blockllc.comJohn.Doe@blockllc.com
8%
FirstLast@blockllc.comJohnDoe@blockllc.com
2%
FLast@cbiz.comJDoe@cbiz.com
73%
First.Last@cbiz.comJohn.Doe@cbiz.com
15%
FirstLast@cbiz.comJohnDoe@cbiz.com
8%
FirLast@cbiz.comJohDoe@cbiz.com
4%

Frequently Asked Questions

Where is CBIZ Advisory Services's headquarters located?

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CBIZ Advisory Services's main headquarters is located at 6050 Oak Tree Boulevard Cleveland, Ohio 44131 United States. The company has employees across 5 continents, including North AmericaAfricaAsia.

What is CBIZ Advisory Services's phone number?

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You can contact CBIZ Advisory Services's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CBIZ Advisory Services's official website and social media links?

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CBIZ Advisory Services's official website is cbiz.com and has social profiles on LinkedIn.

What is CBIZ Advisory Services's NAICS code?

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CBIZ Advisory Services's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CBIZ Advisory Services have currently?

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As of April 2026, CBIZ Advisory Services has approximately 1.1K employees across 5 continents, including North AmericaAfricaAsia. Key team members include Cfo/Vp Of Operations: E. F.Vp Practice & Director Of Business Development: J. R.Vice President And Treasurer: C. S.. Explore CBIZ Advisory Services's employee directory with LeadIQ.

What industry does CBIZ Advisory Services belong to?

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CBIZ Advisory Services operates in the Accounting industry.

What technology does CBIZ Advisory Services use?

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CBIZ Advisory Services's tech stack includes TrackJSAmazon Web ServicesAnsibleMicrosoft Visual StudiojQueryServiceNowHSTSBase SAS.

What is CBIZ Advisory Services's email format?

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CBIZ Advisory Services's email format typically follows the pattern of FLast@blockllc.com. Find more CBIZ Advisory Services email formats with LeadIQ.

CBIZ Advisory Services

AccountingOhio, United States1001-5000 Employees

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com. 

CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.

CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.

View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Section iconCompany Overview

Headquarters
6050 Oak Tree Boulevard Cleveland, Ohio 44131 United States
Phone number
Website
cbiz.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    CBIZ Advisory Services's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    CBIZ Advisory Services's revenue is estimated to be in the range of $1B$10B

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