Insights

Growing Expertise CBIZ Somerset has over 60 years of experience in providing personalized accounting, financial, and advisory services, positioning it as a reliable partner for mid-sized businesses seeking comprehensive expertise.

Innovation Leadership The recent launch of Vertical Vector AI and CBIZ Tariff Solutions indicates a strong commitment to leveraging advanced technologies and global trade expertise, creating opportunities for clients in need of AI-driven insights and trade compliance support.

Strategic Expansion Key leadership hires such as a new Chief Investment Officer and President, along with the development of specialized employee engagement resources, suggest ongoing strategic growth that could benefit clients looking for tailored and innovative financial and HR solutions.

Market Positioning With revenue between 100M and 250M and a sizeable national footprint, CBIZ Somerset is well-positioned to attract mid-market companies requiring scalable accounting, advisory, and compliance services, especially those exploring digital transformation.

Client Relationship Focus CBIZ’s emphasis on building long-term, personalized relationships across industries and its national network offers opportunities for cross-selling integrated financial and HR services to existing clients seeking holistic business solutions.

CBIZ Somerset Tech Stack

CBIZ Somerset uses 8 technology products and services including Planful, Facebook Pixel, Microsoft Clarity, and more. Explore CBIZ Somerset's tech stack below.

  • Planful
    Accounting And Finance
  • Facebook Pixel
    Analytics
  • Microsoft Clarity
    Analytics
  • Tableau
    Business Intelligence
  • Kubernetes
    Containerization
  • jsDelivr
    Content Delivery Network
  • Webpack
    Development
  • Glassdoor
    Online Review Management

Media & News

CBIZ Somerset's Email Address Formats

CBIZ Somerset uses at least 2 format(s):
CBIZ Somerset Email FormatsExamplePercentage
FLast@somersetcpas.comJDoe@somersetcpas.com
99%
First@somersetcpas.comJohn@somersetcpas.com
1%
FLast@cbiz.comJDoe@cbiz.com
72%
First.Last@cbiz.comJohn.Doe@cbiz.com
16%
FirstLast@cbiz.comJohnDoe@cbiz.com
8%
FirLast@cbiz.comJohDoe@cbiz.com
4%

Frequently Asked Questions

Where is CBIZ Somerset's headquarters located?

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CBIZ Somerset's main headquarters is located at 3925 River Crossing Parkway, Suite 300 Indianapolis, IN 46240 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is CBIZ Somerset's phone number?

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You can contact CBIZ Somerset'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 Somerset's official website and social media links?

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

What is CBIZ Somerset's NAICS code?

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

How many employees does CBIZ Somerset have currently?

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As of October 2025, CBIZ Somerset has approximately 248 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Information Officer: J. G.President: P. E.Founder And Managing Principal: M. A.. Explore CBIZ Somerset's employee directory with LeadIQ.

What industry does CBIZ Somerset belong to?

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CBIZ Somerset operates in the Accounting industry.

What technology does CBIZ Somerset use?

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CBIZ Somerset's tech stack includes PlanfulFacebook PixelMicrosoft ClarityTableauKubernetesjsDelivrWebpackGlassdoor.

What is CBIZ Somerset's email format?

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CBIZ Somerset's email format typically follows the pattern of FLast@somersetcpas.com. Find more CBIZ Somerset email formats with LeadIQ.

When was CBIZ Somerset founded?

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CBIZ Somerset was founded in 1960.

CBIZ Somerset

AccountingIndiana, United States201-500 Employees

For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health. We are able to provide the in-depth expertise expected from a larger firm with the personable approach of a local practice. Whether you are just starting out or overseeing a multi-million dollar corporation, CBIZ Somerset is dedicated to looking after our clients’ best interests and addressing their needs.

Our secret to success is people. The depth of personal and professional relationships we have with our clients is our foundation. We get to know you and your business in order to build a proactive, customized approach unique to your needs. This has allowed us to maintain long-term relationships with clients of all sizes from a variety of industries.

With over 120 offices and 6,700 team members in major metropolitan areas and suburban cities throughout the U.S., CBIZ (NYSE: CBZ) delivers top-tier financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

*CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, a worldwide network of independent accounting firms.
1 Accounting Today – March 2024
2 Business Insurance magazine – July 2023

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

Section iconCompany Overview

Headquarters
3925 River Crossing Parkway, Suite 300 Indianapolis, IN 46240 US
Phone number
Website
cbiz.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1960
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    CBIZ Somerset's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    CBIZ Somerset's revenue is estimated to be in the range of $100M$250M

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