Professional Services - Accounting, Tax Advisory, Financial Services, Insurance Brokerage, and Benefits Consulting
Strategic Profile
CBIZ ranks as the 7th largest accounting firm in the U.S. and employs a consistent 'tuck-in' acquisition strategy to expand service lines and geographic reach, with the 2025 Marcum deal being a transformative acquisition that scaled the Financial Services segment. The company's integrated model fosters cross-selling opportunities with approximately 75% of sales being recurring.
Cyborg Score Rationale
The company's financial health as of late 2025 is robust with full-year 2025 total revenue guided to be between $2.8 billion and $2.95 billion, representing massive year-over-year growth compared to 2024 annual revenue of $1.81 billion. The 7th-largest accounting firm position and proven acquisition integration model demonstrate competitive strength.
Top Insights
CBIZ is one of the largest accounting, insurance brokerage, financial and advisory services providers in the United States with more than 120 offices and nearly 7,000 employees.
Approximately 75% of CBIZ sales are recurring, providing a stable revenue base.
Growth is driven by three-part strategy: organic growth, cross-serving existing clients with additional services, and strategic acquisitions.
CBIZ serves diverse industries including banking, healthcare, real estate, construction, manufacturing, technology, and public sector organizations.
Named Competitors
Accounting and Audit Services — Global professional services firm competing in accounting, tax, and audit
Accounting and Consulting Services — Large multi-disciplinary accounting and consulting firm serving mid-market
Accounting and Business Services — National accounting and consulting firm focused on mid-market businesses
Recent Developments
(2024) Completed transformative acquisition of Marcum LLP, catapulting CBIZ to 7th largest accounting firm by revenue
(2025 Guidance) Projected full-year revenue between $2.8B-$2.95B, representing significant growth from 2024's $1.81B
(Q1 2025) Financial Services segment generated $713.7M in revenue; Benefits and Insurance Services contributed $113.0M
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