CBIZ Advisory Services

📈 Preparing for an IPO? We've got you covered! 📈 CBIZ Advisory Services is excited to share our comprehensive IPO Readiness Guide. This essential resource is packed with expert insights, actionable steps, and best practices to help your company navigate the complex IPO process. Download the guide now and start your journey towards going public with confidence. 📥 Link in the comments. #IPO #IPOReadiness #CBIZAdvisory #GoingPublic #CBIZARC

What is the best approach to determine the useful life of fast-evolving AI assets such as large language models (LLMs)? 📊 This essential accounting choice affects various aspects, from amortization timelines to future planning efforts. In our newest article on AI Accounting Insights, we delve into the elements that affect the useful lives of LLM and data assets, aiding financial leaders in synchronizing their reporting methods with the pace of innovation. ➡️ https://okt.to/934taP #Innovation #AccountingInsights #LLMs #ArtificialIntelligence

The CBIZ ARC team embraced the holiday spirit with a festive mini tree decorating event! 🎄Team members took a break from their busy schedules to showcase their creativity, transforming mini trees into cheerful office decor. Remote teammates joined in the fun as judges, adding their perspectives to the celebration. #TeamCBIZ #happyholidays

As we look ahead to 2025, here are some key takeaways that CFOs should be considering as they head into the new year 🗓️👇   ✅𝗖𝗹𝗼𝘂𝗱 𝗕𝗮𝘀𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗮𝗻𝗱 𝗘𝗥𝗣𝘀: Cloud adoption and integration is integral to success as they provide real-time visibility to key financial data, ultimately enabling strategic decisions, scalability and quick adaptability in today's dynamic business environment. ✅𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗮𝗻𝗱 𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: With the increasing complexity of global accounting standards, CFOs should consider investing in business process and systems optimization. This will help reduce manual intervention, improve accuracy, and ensure compliance with financial reporting requirements. ✅𝗦𝘆𝘀𝘁𝗲𝗺𝘀 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻: Choosing the right system for your organization (whether ERP, revenue, billing, etc.) is more crucial than ever to ensure long-term success, scalability and sustainability. ✅𝗖𝗵𝗮𝗻𝗴𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Implementation of new technologies becomes significantly more successful when there are effective change management strategies to ensure smooth transitions to new systems.   Digital transformation and technology investment will be critical in driving financial efficiency, improving business agility, and maintaining a competitive edge as we head into the new year. If you would like further information on how our CBIZ CFO Technology Advisory team can assist, please reach out to Lisa Ricardo. #CFO #CloudBasedAccounting #ERPSolutions #SystemsOptimization #SystemSolutions

What kind of data should you gather pre-IPO? How should you get that data? 📊 IPO veterans from the recent CBIZ IPO Readiness Workshop reveal their tips for getting the right data when preparing to go public. Want more tips? Access the full IPO Resource Center here ▶️ https://okt.to/NikQ5e #IPO #IPOReadiness #ipomarket

🧠 AI technologies are reshaping industries, but are your financial statements keeping pace? Understanding impairment for AI assets—like LLMs and data infrastructure—is critical to ensuring transparency and compliance. Dive into our latest AI Accounting Insights for guidance on navigating these complexities and safeguarding the economic value of your investments. ➡️ https://okt.to/glYWAa #AI #Accounting #FinancialLeadership #EmergingTechnologies

The CBIZ ARC team in San Francisco recently took team bonding to the next level, wrapping up a day of kickball and dodgeball with an unforgettable dinner in Half Moon Bay. 🌊 Building connections, celebrating achievements, and creating memories is how we strengthen #TeamCBIZ.

Year-end is approaching — is your accounting team ready? As the calendar year winds down, so does the time to close the books, finalize audits, and meet critical deadlines. ⏳ For many businesses, this can be a challenging period of increased workloads, tight timelines, and staff shortages. That’s where we come in. At CBIZ APG, we specialize in providing highly skilled accounting professionals on a temporary basis to help your team handle: ✅ Year-end close ✅ Audit preparation ✅ Revenue accounting ✅ Tax reporting ✅ Special projects or staff shortages We’ve got the talent and expertise to ensure your financial operations run smoothly. See our flyer for more details and a small sample of consultants we have available to assist you. Don't wait until the last minute! Reach out to us today and let’s discuss how we can support your team. #YearEndChecklist #Accounting #TemporaryStaffing #AccountingSolutions #YearEndPreparation

Navigating the leap from private to public can reveal unexpected reporting challenges. Our expert panel tackled these hurdles and shared actionable strategies for smoother financial close during our recent IPO Readiness Workshop. ✅ Explore our IPO Resource Center for more insights ➡️ https://okt.to/B0cYwQ #IPO #IPOReadiness

It’s a season of gratitude and growth for #TeamCBIZ! 🍁Today, we are pleased to announce the retirement of our CFO and Senior VP, Ware Grove, and the appointment of his successor Brad Lakhia. For 24 years, Ware has made countless contributions to our success with his financial acumen, hands-on leadership, and business insights. Ware has made an indelible imprint on CBIZ through his commitment to financial and operational excellence. We cannot thank him enough for his decades of dedication. We’re also excited to extend a warm CBIZ welcome to Brad Lakhia, who will be taking over as CFO on March 17, 2025. Brad has a distinguished track record of financial leadership at large, complex companies such as OPENLANE, Inc and Goodyear. He brings nearly 30 years of experience in multibillion dollar M&A integration, treasury, capital markets, investor relations and operational finance. His expertise will serve us well as we write our next chapter of growth and solidify our position as an unmatched professional services advisor to the middle market. 📈 Learn more here ➡️ https://lnkd.in/gKzqxFA8 #OneCBIZ #TeamCBIZ