Case Studies

As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up.

As your business grows and evolves, CBIZ Outsourced Accounting Solutions ensure your financial processes seamlessly keep up. Gain expert support and tailored technology integration to streamline your operations and enhance decision making. With our customizable and scalable services, you’re equipped to confidently navigate any change.

A public company operating as an online retailer of specialty pet medications and supplies needed technical accounting assistance, both with SEC reporting and the transition to and configuration of Workiva, a document and data collaboration platform.

For inventory-heavy companies, adopting the LIFO method can lead to significant tax savings, particularly in high-inflation environments. However, LIFO calculations can be complex. At CBIZ, we simplify the process and work with our clients to address their specific needs and overcome any challenges they may face. Our team’s expertise allows us to identify opportunities to reduce tax liabilities while ensuring compliance with tax regulations.

The owners of an RV dealership were pleasantly surprised to discover that, with the assistance of CBIZ professionals, their business qualified for an Employee Retention Tax Credit (ERTC), resulting in a $2.7 million refund. However, this refund came with a $1.1 million tax liability. With the challenges of rising interest rates, inflation affecting their inventory and a growing volume of inventory, the upcoming tax season appeared unfavorable for the dealership.

A chemical manufacturer gains efficiencies in payroll, HR and time management.

A manufacturer saves countless hours by enhancing time tracking tactics.