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Cbiz Inc's Business Segments
Cbiz Inc's reported revenue by business segment and by geographic region, quarterly and annual, normalized against the consolidated income statement. Free below: the top 3 rows per table, this quarter and this fiscal year. Subscriber access adds the full segment history and operating income by segment.
Segment Data As of Q2 ((Jun 30 2026))
Reportable Segments
9
Largest Segment
United States
Total Revenue
$ 682
Regions Reported
-
Revenue Share by Reportable Segment - Q2 ((Jun 30 2026))
- United States404%
- Financial Services344.2%
- Accounting tax advisory and consulting337.4%
- Financial Service95.5%
- Benefits and Insurance Services60%
- Core benefits and insurance services57.4%
- Managed Networking and Hardware Services6.9%
- Non Core Benefits and Insurance Services2.6%
- Canada0.3%
Revenue by Reportable Segment - Q2 ((Jun 30 2026))
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| United States | $ 2,756 | 404% |
| Financial Services | $ 2,348 | 344.2% |
| Accounting tax advisory and consulting | $ 2,301 | 337.4% |
Annual Results
Revenue Share by Reportable Segment - FY2025
- Financial Services85.2%
- Benefits and Insurance Services14.9%
Revenue by Reportable Segment - FY2025
| Segment | Revenue (Millions) | % of Total |
|---|---|---|
| Financial Services | $ 2,348 | 85.2% |
| Benefits and Insurance Services | $ 410 | 14.9% |
Revenue Share by Country - FY2025
- United States100%
- Canada0.1%
Revenue by Geographic Country - FY2025
| Country | Revenue (Millions) | % of Total |
|---|---|---|
| United States | $ 2,756 | 100% |
| Canada | $ 2 | 0.1% |
Revenue by Product & Service Category - FY2025
- Accounting tax advisory and consulting83.5%
- Financial Service23.6%
- Core benefits and insurance services14.2%
- Managed Networking and Hardware Services1.7%
- Non Core Benefits and Insurance Services0.6%
Revenue by Product & Service Category - FY2025
| Category | Revenue (Millions) | % of Total |
|---|---|---|
| Accounting tax advisory and consulting | $ 2,301 | 83.5% |
| Financial Service | $ 651 | 23.6% |
| Core benefits and insurance services | $ 392 | 14.2% |
Product and service categories are a supplemental disclosure and are not required to sum to consolidated revenue or to the reportable segments above.
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Description of Cbiz Inc
Cbiz Inc is a publicly traded professional services company that focuses on providing a wide range of accounting, tax, and consulting services to businesses across the United States. The company was founded in 1996 and is headquartered in Cleveland, Ohio.
The company operates through various subsidiaries, each specializing in a specific area of expertise. These subsidiaries include CBIZ MHM, LLC which provides audit and assurance, tax, and consulting services, CBIZ Retirement Plan Services which provides retirement plan administration and consulting services, and CBIZ Women's Advantage which is a business resource group focused on promoting and supporting women in leadership roles.
CBIZ Inc works with clients across a wide range of industries, such as healthcare, real estate, construction, manufacturing, and technology. Its services include accounting and auditing, tax planning and preparation, business consulting, financial planning, wealth management, healthcare consulting, employee benefits consulting, and risk management.
The company employs over 5,000 professionals across more than 100 offices throughout the United States. Its clients range from small businesses to large corporations and government entities. CBIZ Inc is committed to providing high-quality services and building long-term relationships with its clients.
In addition to its core services, CBIZ Inc is also involved in various philanthropic initiatives. The CBIZ Women's Advantage, for example, partners with organizations that support women's initiatives and empowerment. The company also provides support to local communities through employee volunteer programs.
Overall, CBIZ Inc is a leading provider of professional services in the United States, with a strong focus on delivering high-quality solutions to its clients across a variety of industries.
The company operates through various subsidiaries, each specializing in a specific area of expertise. These subsidiaries include CBIZ MHM, LLC which provides audit and assurance, tax, and consulting services, CBIZ Retirement Plan Services which provides retirement plan administration and consulting services, and CBIZ Women's Advantage which is a business resource group focused on promoting and supporting women in leadership roles.
CBIZ Inc works with clients across a wide range of industries, such as healthcare, real estate, construction, manufacturing, and technology. Its services include accounting and auditing, tax planning and preparation, business consulting, financial planning, wealth management, healthcare consulting, employee benefits consulting, and risk management.
The company employs over 5,000 professionals across more than 100 offices throughout the United States. Its clients range from small businesses to large corporations and government entities. CBIZ Inc is committed to providing high-quality services and building long-term relationships with its clients.
In addition to its core services, CBIZ Inc is also involved in various philanthropic initiatives. The CBIZ Women's Advantage, for example, partners with organizations that support women's initiatives and empowerment. The company also provides support to local communities through employee volunteer programs.
Overall, CBIZ Inc is a leading provider of professional services in the United States, with a strong focus on delivering high-quality solutions to its clients across a variety of industries.
CBIZ Inc. is a leading provider of professional business services, specializing in a broad range of offerings tailored to meet the needs of diverse clients, including small and midsized businesses, governmental entities, not-for-profit organizations, and individuals. With its multiple segments, comprehensive products, and extensive services, CBIZ aims to empower clients to improve their operations, manage risk, and navigate the complexities of regulations and industry demands.
Segments
CBIZ operates through several distinct segments, each focusing on particular aspects of business services:
1. Financial Services:
The Financial Services segment delivers a suite of financial and advisory services that are fundamental for the operational success of businesses. Here, CBIZ specializes in:
- Accounting Services: Includes general accounting, bookkeeping, financial statement preparation, and financial analysis.
- Tax Services: Covers tax compliance, tax planning, and strategic tax advisory services tailored to maximize tax efficiencies.
- Consulting Services: Provides business consulting to enhance financial management systems, improve internal controls, and optimize financial performance.
- Advisory Services: Offers guidance on mergers and acquisitions, business valuations, and strategic financial planning.
2. Benefits and Insurance:
This segment focuses on supporting organizations with comprehensive employee benefits and risk management solutions. Key offerings include:
- Employee Benefits Consulting: Helps organizations design benefit programs that attract and retain talent while remaining compliant with regulations.
- Insurance Services: Involves property and casualty insurance, workers’ compensation, and liability coverage tailored to specific industries.
- Retirement Plan Services: Manages retirement plans, conducts fiduciary reviews, and ensures compliance with ERISA regulations.
- Risk Management Solutions: Provides assessments to identify risk exposures and recommends mitigation strategies.
3. National Practices:
The National Practices segment focuses on providing industry-specific expertise and tailored consulting solutions. This includes:
- Healthcare Consulting: Offers services related to compliance, operational efficiency, and financial management for healthcare organizations.
- Construction Consulting: Provides insight into project management, risk assessment, and financial planning for construction firms.
- Real Estate Services: Advises real estate entities on financial modeling, property management, and investment strategies.
- Technology Consulting: Delivers services related to IT management, cybersecurity, and digital transformation strategies.
Products
CBIZ Inc. provides an extensive array of products designed to meet the varying needs of its clients:
1. Accounting and Tax Services:
- Bookkeeping: Essential for maintaining accurate records of daily transactions.
- Payroll Processing: Streamlines payroll management and ensures compliance with tax obligations.
- Tax Planning and Compliance: Focuses on minimizing tax liabilities while ensuring adherence to tax laws.
2. Employee Benefits Solutions:
- Health, Dental, and Vision Insurance: Comprehensive coverage options for employees.
- Retirement Plans: Administration of defined contribution and pension plans to help employees save for retirement.
- Voluntary Benefits: Options such as accident insurance, critical illness insurance, and other supplemental coverage.
3. Insurance Solutions:
- Property and Casualty Insurance: Covers business property and protects against various risks.
- Workers Compensation: Provides coverage for employees injured during work-related activities and complies with state laws.
- Customized Risk Management Programs: Tailored programs addressing specific risk factors faced by the organization.
4. Human Capital Management Tools:
- HR Administration Services: Comprehensive management of human resource functions, ensuring compliance and efficiency.
- Training and Development Programs: Focuses on enhancing employee skills and compliance training, including workplace safety and regulatory training.
Services
CBIZ Inc. offers a plethora of services designed to support clients across various industries:
1. Accounting, Audit, and Tax Services:
- In-depth audits and reviews to ensure accuracy and transparency in financial reporting.
- Comprehensive tax services aimed at strategic planning and compliance.
2. Employee Benefits Consulting:
- Service offerings include assistance with plan design, regulatory compliance, and effective employee communication strategies to enhance understanding and utilization of benefits.
3. Property and Casualty Insurance:
- Consultation on coverage needs, policy analysis, and claims management to safeguard business interests.
4. Human Capital Management Services:
- Provides tools and resources for effective HR management, including employee engagement strategies and compliance monitoring.
5. Specialty Services:
- Offers industry-specific consulting that addresses unique challenges within healthcare, construction, real estate, and technology sectors.
Conclusion
With its diverse segments, comprehensive product offerings, and expert services, CBIZ Inc. positions itself as a valuable partner to clients seeking to optimize their business operations and mitigate risk. By providing tailored solutions that address the unique needs of various sectors, CBIZ supports its clients in navigating the complexities of today’s business environment effectively.
Segments
CBIZ operates through several distinct segments, each focusing on particular aspects of business services:
1. Financial Services:
The Financial Services segment delivers a suite of financial and advisory services that are fundamental for the operational success of businesses. Here, CBIZ specializes in:
- Accounting Services: Includes general accounting, bookkeeping, financial statement preparation, and financial analysis.
- Tax Services: Covers tax compliance, tax planning, and strategic tax advisory services tailored to maximize tax efficiencies.
- Consulting Services: Provides business consulting to enhance financial management systems, improve internal controls, and optimize financial performance.
- Advisory Services: Offers guidance on mergers and acquisitions, business valuations, and strategic financial planning.
2. Benefits and Insurance:
This segment focuses on supporting organizations with comprehensive employee benefits and risk management solutions. Key offerings include:
- Employee Benefits Consulting: Helps organizations design benefit programs that attract and retain talent while remaining compliant with regulations.
- Insurance Services: Involves property and casualty insurance, workers’ compensation, and liability coverage tailored to specific industries.
- Retirement Plan Services: Manages retirement plans, conducts fiduciary reviews, and ensures compliance with ERISA regulations.
- Risk Management Solutions: Provides assessments to identify risk exposures and recommends mitigation strategies.
3. National Practices:
The National Practices segment focuses on providing industry-specific expertise and tailored consulting solutions. This includes:
- Healthcare Consulting: Offers services related to compliance, operational efficiency, and financial management for healthcare organizations.
- Construction Consulting: Provides insight into project management, risk assessment, and financial planning for construction firms.
- Real Estate Services: Advises real estate entities on financial modeling, property management, and investment strategies.
- Technology Consulting: Delivers services related to IT management, cybersecurity, and digital transformation strategies.
Products
CBIZ Inc. provides an extensive array of products designed to meet the varying needs of its clients:
1. Accounting and Tax Services:
- Bookkeeping: Essential for maintaining accurate records of daily transactions.
- Payroll Processing: Streamlines payroll management and ensures compliance with tax obligations.
- Tax Planning and Compliance: Focuses on minimizing tax liabilities while ensuring adherence to tax laws.
2. Employee Benefits Solutions:
- Health, Dental, and Vision Insurance: Comprehensive coverage options for employees.
- Retirement Plans: Administration of defined contribution and pension plans to help employees save for retirement.
- Voluntary Benefits: Options such as accident insurance, critical illness insurance, and other supplemental coverage.
3. Insurance Solutions:
- Property and Casualty Insurance: Covers business property and protects against various risks.
- Workers Compensation: Provides coverage for employees injured during work-related activities and complies with state laws.
- Customized Risk Management Programs: Tailored programs addressing specific risk factors faced by the organization.
4. Human Capital Management Tools:
- HR Administration Services: Comprehensive management of human resource functions, ensuring compliance and efficiency.
- Training and Development Programs: Focuses on enhancing employee skills and compliance training, including workplace safety and regulatory training.
Services
CBIZ Inc. offers a plethora of services designed to support clients across various industries:
1. Accounting, Audit, and Tax Services:
- In-depth audits and reviews to ensure accuracy and transparency in financial reporting.
- Comprehensive tax services aimed at strategic planning and compliance.
2. Employee Benefits Consulting:
- Service offerings include assistance with plan design, regulatory compliance, and effective employee communication strategies to enhance understanding and utilization of benefits.
3. Property and Casualty Insurance:
- Consultation on coverage needs, policy analysis, and claims management to safeguard business interests.
4. Human Capital Management Services:
- Provides tools and resources for effective HR management, including employee engagement strategies and compliance monitoring.
5. Specialty Services:
- Offers industry-specific consulting that addresses unique challenges within healthcare, construction, real estate, and technology sectors.
Conclusion
With its diverse segments, comprehensive product offerings, and expert services, CBIZ Inc. positions itself as a valuable partner to clients seeking to optimize their business operations and mitigate risk. By providing tailored solutions that address the unique needs of various sectors, CBIZ supports its clients in navigating the complexities of today’s business environment effectively.