Who We Are

Our Team


We Are CBIZ’s National Business Technology Practice.

We work closely with you to identify the business information technology solutions and financial data management strategies that help improve your company’s productivity and profitability.

Our team of specialists are experienced in accounting services, business planning and operations, delivering a range of turnkey solutions including CRM and ERM software. We are highly experienced in integrating technology to help manage and activate your accounting, finances and operational needs.

Our goal is simple—help you solve your business challenges quickly and cost-effectively through business system process efficiencies.

Our Company


With more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and benefits and insurance 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.


We are one of the nation’s leading:

  • Accounting Providers
  • Employee Benefits Specialists
  • Property & Casualty Brokerage and Risk Consulting Firms
  • Valuation Firms
  • Retirement Plan Service Providers

Our Partners


Our valued strategic partners help us bring the innovative solutions your business needs.

People You Can Trust To Do The Job Right


When you get to the bottom line in our business, it is always the people – the individuals who will serve you – who make the difference.

Our local staff, partnered with our national resources, ensures that you are provided with the best resources to meet your professional service needs.