CBIZ is a professional services firm that serves middle-market businesses nationwide through accounting, tax, advisory, benefits, insurance, and technology solutions delivered by a large network of local offices. The company operates through three main service lines: financial services (including accounting, tax, transaction advisory, and technology consulting), benefits and insurance services (encompassing employee benefit consulting, payroll, and risk management), and managed networking services for specialized clients. CBIZ generates revenue through recurring service engagements with high client retention, strategic acquisitions to expand geographic and service capabilities, cross-selling integrated solutions to existing clients, and new client development, with no material dependence on any single customer.