CBIZ Financial Accounting & Advisory Services (FAAS) Delivers What Growing Accounting and Finance Teams Need Most
Explore how CBIZ FAAS can support your next move.
More reach. More capability. The same trusted team is ready to support your accounting and finance function through every critical moment—with technical expertise and bandwidth to free you up for your next move.
Nationwide Reach, with Expanded Industry Expertise and Solutions
CBIZ FAAS now offers seamless advisory services from coast to coast, ensuring consistent support at a national level. Our broader reach supports IPO readiness, audit preparation, internal and external reporting, technical accounting, and accounting and finance talent solutions—empowering your organization at every stage.
Experienced Leadership, Enhanced Resources
The same leadership our clients have relied on for years continues to guide the practice, now backed by deeper resources and national scale.
Seamless Collaboration Across CBIZ
We work closely with CBIZ Tax, M&A, Valuation, and Risk Advisory teams to deliver integrated solutions for complex, high-stakes client environments. We connect business needs with solutions, allowing you to focus on growing your business.
The Tradeoff Economy: Decision Mindsets That Shape Performance
How leaders make tradeoff decisions influences everything from growth and investment to risk tolerance and confidence. In this research report, CBIZ and Ohio State University’s National Center for the Middle Market examine four decision-making mindsets shaping middle-market performance.
Empowering Smarter Deals: M&A Strategies and Solutions
Middle-market M&A is heating up — see the three trends powering 2025 deals and how your company can capitalize on them now.
Connect with Thought Leaders: In-Person and Virtual Events for You
Attend a CBIZ webinar or live event near you to gain actionable insights from our team of experts. With more than 160 locations in 22 major markets plus regular events online, your next learning experience is just a click away.
How We Help Accounting and Finance Teams Succeed
CBIZ FAAS acts as a strategic extension of your accounting and finance teams. Whether you're preparing for an IPO, managing new reporting demands, or working under tight timelines, we deliver scalable, reliable support where and when you need it.
We help you:
- Fill skill and capacity gaps fast
- Navigate technical accounting and compliance challenges
- Scale operations with clarity and control
- Maintain momentum through transitions or transactions
All while delivering actionable insights that help define and deliver organizational scale.
Meet the Leadership Behind the Practice
Our national leadership team brings decades of experience in public accounting, corporate finance, and technical disciplines. They continue to shape our vision and deliver client service with consistency, integrity, and precision.
CBIZ FAAS Insights: Navigating Complexity with Confidence
Discover how CBIZ FAAS can support your accounting and finance teams—at every stage of growth.
IPO Readiness: How Private Companies Can Prepare for a 2025 or 2026 IPO or Liquidity Event
This article outlines key areas where financial leaders can begin preparing today, ensuring optionality and readiness when the market timing is right.
By Ryan Dillard
Elevating Financial Statements for the Public Markets: How Private Companies Can Prepare
This article outlines the key areas where private company financial statements typically need enhancement and how our team supports a smooth and successful uplift.
By Ryan Dillard
IPO Filing Countdown: How CFOs Can Confidently Navigate Filing Timelines and Financial Statement Requirements
Missteps here can delay offerings, increase costs, or raise red flags with regulators and investors.
By Elise Parker
Emerging Company M&A: Pre-Sale Accounting Best Practices for Buyers and Sellers
Solid exits for emerging companies are increasingly scarce as investors and strategics flee to quality in an uncertain economic landscape.
By Dave Lewin
Case Studies
Discover how our Financial Accounting & Advisory Services team has helped clients overcome complex financial challenges with tailored solutions and expert guidance.
Scaling Technical Accounting for a Successful IPO
IPO timelines compress complex work — EPS with complex equity, revenue disclosures, and a meticulous pricing calculator — into a few intense months. CBIZ supplies the right mix of hands-on doers and senior reviewers, proven IPO playbooks, and audit-ready documentation so finance leaders stay on schedule and file with confidence.
Company Transformation Leads to Increased Advisory & Tax Needs
We successfully integrated a $600 million acquisition, created efficient processes and controls, assisted in onboarding a VP of Tax and Director of Internal Audit, filed a 10-K with no audit adjustments, and a first-quarter 10-Q in a timely manner.
Technical Experts Fill in 5 Years of Missing Historical Data to Prepare for Pre-IPO Audit
The company successfully completed its S-1 filing and current year audit, along with a successful IPO, with the help of the financial statements, technical memos, financial reporting support, and audit readiness assistance provided by our team.
Testimonials
CBIZ has been a critical partner throughout our IPO journey. CBIZ consistently delivers high quality work and exceptional service. Their experience with a wide range of accounting topics and IPO specific issues proved to be crucial in our ability to meet deadlines and complete our audits. The professionals we interact with at CBIZ are knowledgeable, professional, and adaptable to our needs.
CBIZ delivered well beyond our expectation on the following fronts: Work product – they brought a thoughtful, forward-looking approach with a clear plan and clearly defined deliverables, very similar to how we run our business. Technical knowledge – they could answer any type of question we had and clearly demonstrated that they have deep technical expertise balanced with real world experience. Budget management – they fully understood that we have budgetary constraints and were exemplary in terms of charging hours in a fair and transparent manner, which is clearly a breath of fresh air in the professional services world. I would recommend CBIZ to anyone who needs technical accounting expertise delivered in a friendly, honest, professional manner.
The CBIZ team came in and helped us address a wide variety of complex accounting matters in a very timely and efficient manner given tight timelines. They worked seamlessly with our internal finance and accounting teams and our external auditors in order to deliver an integrated work product. The team’s commitment to quality and on-time delivery also kept our projects on time and within budget. I highly recommend the professionals at CBIZ for all critical accounting projects.
Your Guide to IPO Readiness: 5 Keys to IPO Readiness in a Changing Market
As The IPO Readiness Window Opens, Will Your Company Be Ready?
Let's Connect!
Discover how CBIZ FAAS can support your accounting and finance team at every stage of growth.
You don't need just more support, you need the right support, delivered with speed and precision. CBIZ FAAS is built to match the pace and complexity of your business and is backed by people who understand the pressure and know how to deliver.
We go beyond transaction support to deliver strategic guidance—insights that impact where you are and where you're going next.