Construction Sector Holds Steady: Survey Shows Firm Trends
A new survey by CBIZ, Inc. reveals that despite rising interest rates, global uncertainty, and persistent labor pressures, the U.S. construction sector remains resilient. Firms are balancing cautious project planning with investments in talent and technology, and are continuing to strategically position themselves for future growth. Key findings include widespread wage increases to combat labor shortages and project delays due to financing environments and labor scarcity.
Navigating Federal Funding Changes: What Not-for-Profits Need to Know in 2026
This article addresses the significant changes in federal funding for not-for-profit organizations since 2025 due to new executive orders, legislative actions, and shifting policy priorities. It details funding reductions and terminations for several federal agencies and programs, including USAID, NEH, NEA, IMLS, CPB, CDFI, and Medicaid. The piece outlines practical steps for not-for-profits to adapt, such as reviewing grant terms, conducting risk assessments, understanding accounting implications, and strategically planning for future grant applications.
CBIZ Releases Q1 2026 Mid-Market Pulse Report: Business Leaders Prioritize Cost, Talent, and Tech Strategy
CBIZ, Inc. has released its Q1 2026 Mid-Market Pulse Report, revealing that middle-market business leaders are cautiously optimistic and focused on cost optimization, talent investment, and technology strategy. Key findings indicate that a significant majority prioritize cost efficiency, with many also concerned about talent acquisition and retention, technology modernization, and rising labor costs. In response, CBIZ has launched "Insights. Applied." to help organizations implement these strategies.
CBIZ, Inc. Releases Q1 2026 Mid-Market Pulse Report, Highlighting Strategic Priorities for Business Growth
CBIZ, Inc. has released its Q1 2026 Mid-Market Pulse Report, offering insights into how middle-market businesses are navigating challenges and planning for growth. The report, based on feedback from over 1,300 clients, indicates a blend of cautious optimism and strategic focus on efficiency, talent investment, and technology. It also highlights concerns about rising labor costs, pricing pressures, and technology modernization, while CBIZ introduces "Insights. Applied." to help clients implement these strategies.
Get Your 403(b) Plan Aligned and Compliant in 2026
The article emphasizes the critical need for public school systems and 501(c)(3) organizations to restate their 403(b) plans by December 31, 2026, to maintain compliance and tax-favored status. It explains that restatements consolidate IRS requirements, legislative updates, and discretionary amendments into a single document, detailing the risks of non-compliance and providing seven practical steps for the restatement process.
Most mid-sized firms cut costs, race for talent and AI, CBIZ finds
CBIZ's Q1 2026 Mid-Market Pulse Report reveals that 84% of middle-market businesses are prioritizing cost optimization, 43% are investing in talent, and 41% are concerned about technology and AI modernization. In response, CBIZ has launched "Insights. Applied." to help firms implement strategies focused on efficiency, talent, and technology. The report is based on feedback from over 1,300 clients and professionals, highlighting a pragmatic approach to growth amid economic pressures.
2026 Economic Outlook: Steady Growth, AI Investment, and a More Selective Market
The 2026 economic outlook from CBIZ Investment Advisory Services predicts a slowing but non-stalling economy characterized by steady growth, moderating but persistent inflation, and cooling labor markets. Key drivers include sustained AI investment and technology, although certain sectors and households may face tighter financial conditions due to elevated interest rates and geopolitical shifts. The report suggests a "K-shaped" economic pattern, benefiting higher-income groups and stronger companies more than lower- and middle-income households.
CenterBook Partners LP Invests $5.21 Million in CBIZ, Inc. $CBZ
CenterBook Partners LP recently acquired a new position in CBIZ, Inc. (NYSE:CBZ), purchasing 98,406 shares valued at approximately $5.21 million. This makes CenterBook Partners LP an owner of about 0.18% of CBIZ. Other institutional investors have also adjusted their holdings in CBIZ, while company insiders have engaged in both selling and buying shares.
Scaling Technical Accounting for a Successful IPO
This case study details how CBIZ Advisory assisted a technology company in successfully navigating its IPO process despite a compressed timeline. CBIZ provided critical technical accounting expertise for complex issues like dual-trigger RSUs and EPS calculations, managed the S-1 pricing calculator, and revised revenue footnotes. Their support allowed the company to meet aggressive deadlines, resolve auditor questions, and achieve a successful offering without SEC comments in the areas CBIZ supported.
CBIZ Inc says on Feb 11, board authorized continuation of share repurchase program
CBIZ Inc announced on February 11 that its board authorized the continuation of a share repurchase program. This news, published on February 17, also highlighted that CBIZ, Inc. plans an equity buyback of 5,000,000 shares. The company provides financial, insurance, and advisory services across the US and parts of Canada.
Cbiz Inc Says On Feb 11, Board Authorized Continuation Of Share Repurchase Program
Cbiz Inc announced that its Board of Directors authorized the continuation of its share repurchase program on February 11. The article, sourced from Reuters via Refinitiv, is a concise report on this corporate financial decision affecting US stocks.
New York City Short-Term Rentals and Hotel Taxes: What Owners Should Know
A recent New York City Tax Appeals Tribunal decision clarifies that even properties marketed as residential rentals can be classified as hotels for tax purposes if they target transient occupants and offer short-term stays with retained owner control. This means owners must reevaluate their marketing, lease terms, and operational strategies to avoid unexpected Hotel Room Occupancy Tax exposure. The ruling highlights a broader trend across major markets scrutinizing short-term rentals and underscores the importance of tax compliance.
CBIZ Helps Not-for-Profit Streamline Budgeting and Strengthen Financial Planning
CBIZ partnered with a not-for-profit organization facing budgeting challenges during a leadership transition to streamline its financial planning. By implementing a structured budgeting framework and leveraging the Martus real-time forecasting tool, CBIZ provided clear visibility into department budgets and facilitated scenario planning. This collaboration resulted in improved internal processes, enhanced leadership confidence, better resource allocation, and strengthened both day-to-day operations and long-term strategic planning for the organization.
Acumatica Summit 2026 Recap: AI Highlights & Takeaways
CBIZ attended Acumatica Summit 2026, where the main focus was on the integration of AI into daily workflows. Key highlights included AI features embedded directly into the platform to automate tasks and improve decision-making, AI-powered enhancements for customer experience, and the new AI Studio for custom configurations. CBIZ was also recognized as Strategic Partner of the Year and named to the President’s Club for their contributions to Acumatica clients.
HR’s Secret Advantage: Building Handbooks and Manuals That Work
This article promotes a webinar focused on the critical role of employee handbooks and safety manuals in HR, scheduled for March 26, 2026. The webinar aims to equip HR leaders with strategies to create, update, and maintain compliant and effective manuals, covering essential policies and addressing common pitfalls. It also touches on current topics like tailoring content for hybrid teams and improving incident reporting.
Navigating Tariffs: Potential Impacts of the Impending Supreme Court Ruling
This article announces a webinar discussing the potential impacts of a forthcoming U.S. Supreme Court decision on tariff imposition. The webinar aims to provide businesses with strategies, including leveraging transfer pricing and customs best practices, to adapt to changes in trade dynamics, investment flows, and regulations. Speakers will analyze the ruling's potential outcomes and offer insights for long-term economic resilience in an interconnected global landscape.
Mid-Market Pulse - No. 1, 2026
The "Mid-Market Pulse - No. 1, 2026" report highlights how mid-market leaders are navigating volatility and pursuing growth through strategic intent. Key focus areas for 2026 include margin management, workforce planning, and technology investment, particularly AI and data integration. The report offers insights into cost, talent, and technology trends, alongside industry-specific guidance for disciplined expansion.
The State of Employee Benefits: Navigating Costs, Compliance, and Innovation
This article announces an upcoming webinar by CBIZ Employee Benefits focusing on managing escalating healthcare costs, navigating complex regulations, and implementing innovative benefits strategies. The discussion aims to help organizations maintain competitive, compliant, and cost-effective benefits while ensuring employee well-being. Topics covered will include strategies for healthcare spend, evolving regulatory requirements, pharmacy benefit strategies, and maximizing tax-advantaged benefits.
Supporting Growth and Identifying Savings Opportunities
This case study highlights how CBIZ assisted 4 Hands Brewing Company, a craft brewery, in overcoming insurance challenges related to launching a Cannabis-based product and resolving a significant workers' compensation claim. CBIZ implemented a client engagement plan to ensure effective communication, proactive claims monitoring, and identified savings opportunities, leading to the brewery engaging CBIZ across multiple service lines for continued growth.
Supporting Growth and Identifying Savings Opportunities
This case study highlights how CBIZ assisted 4 Hands Brewing Company, a St. Louis craft brewery, in overcoming insurance challenges and identifying savings. CBIZ implemented a client engagement plan, ensuring proactive insurance brokerage services and improved claims management. This collaboration led to effective communication, seamless service, and the brewery engaging CBIZ for additional service lines to support its ongoing growth.
Quiet Excellence: 25 Years of CBIZ Alternative Investment Know-How
CBIZ's Alternative Investment Group celebrates 25 years of providing consistent, high-quality audit and tax support. The article highlights the evolution of their services from traditional compliance to advisory, emphasizing their boutique approach, technological advancements, and collaborative team integration. It also shares client anecdotes demonstrating the value of early intervention and reliable service delivery in the alternative investments sector.
Overview of Irish Investment Limited Partnerships and recent proposed amendments to Central Bank’s AIF Rulebook
Ireland has modernized its Investment Limited Partnership (ILP) legislation and the Central Bank's AIF Rulebook to make it a more attractive destination for global investment managers, particularly in private equity, private credit, real estate, and real assets. The ILP offers a flexible, tax-transparent, and regulated structure with key benefits like an umbrella structure, EU marketing passport, and streamlined capital accounting. These changes, anticipating AIFMD II, aim to fully align Ireland's framework with revised European rules, notably impacting loan origination and fund financing, with the updated AIF Rulebook expected to take effect on April 16, 2026.
Tokenization in Fund Management: Transforming Investment Funds for the Future
Tokenization is revolutionizing fund management by converting assets into digital tokens on a blockchain, enabling fractional ownership, automated compliance, and enhanced liquidity. This technology offers benefits like broader access, increased transparency, and cost savings for both investors and fund managers. While regulatory frameworks and cybersecurity remain challenges, leading asset managers like BlackRock and Franklin Templeton are already implementing tokenized funds, pointing to its significant role in the future of investment.
Preventing Vendor Fraud Through Proactive Vendor Vetting
This article highlights how a major energy company successfully combated vendor fraud and other vendor-related issues by implementing CBIZ's VendorWISE service. The service, which integrates comprehensive vetting into the AP process, uncovered a significant fraudulent scheme and now helps the client reject 10-13% of proposed vendors due to identified risks. This proactive approach has significantly reduced financial, operational, and reputational risks for the organization.
Software ARM Implementation
This case study details how CBIZ helped an AI-powered procurement software provider overcome challenges with fragmented financial systems and manual revenue recognition. CBIZ implemented NetSuite ERP with Advanced Revenue Management (ARM), integrating it with Salesforce and automating various processes to streamline financial reporting, contract management, and tax compliance. This transformation enabled the client to achieve faster, more accurate financial reporting and greater scalability.
CBIZ earnings on deck: Can the firm rebound from Q4 loss?
CBIZ is set to report its Q4 earnings, with analysts forecasting a sequential decline due to the seasonal nature of its business, predicting a loss of 64 cents per share on revenue of $580.27 million. Despite the expected short-term weakness, Wall Street maintains a "Buy" rating with significant upside potential, fueled by opportunities in healthcare cost navigation and increased demand from recent tax code reforms. Investors will closely watch the company's 2026 guidance and performance in its Benefits & Insurance segment to determine if industry tailwinds can offset pressure from cost-conscious mid-market clients.
CBIZ to Announce Fourth-Quarter and Full-Year 2025 Results on February 25, 2026
CBIZ, Inc. will announce its financial results for the fourth quarter and full year ended December 31, 2025, after markets close on Wednesday, February 25, 2026. A conference call will be hosted by CEO Jerry Grisko and CFO Brad Lakhia at 5 p.m. ET on the same day, accessible via webcast on the company's investor relations page. Investors can register for dial-in access to the call.
Transforming Processes to Power a Successful NetSuite Implementation
An international not-for-profit research organization successfully implemented NetSuite with the help of CBIZ Technology, addressing challenges in process improvement and change management. CBIZ supported the client through a three-phase engagement that included process transformation, workflow redesign, and a comprehensive change management plan. This collaboration led to streamlined financial and operational processes, leading-practice workflows, and a smooth NetSuite implementation by mitigating staff concerns.
Accounting Transformation Enhances Financial Reporting and Controls for Not-for-Profit
CBIZ assisted a multi-entity religious not-for-profit in transforming its accounting practices due to inconsistent reporting and limited access to financial data from a previous outsourced provider. The solution involved redesigning the chart of accounts, implementing new software and secure data storage, providing employee training, and establishing standardized policies to improve internal controls and operational efficiency. As a result, the organization now benefits from consistent financial reporting, enhanced transparency, and improved self-sufficiency, enabling better-informed decision-making.
Hospital Acquisitions of Independent Community Pharmacies: Strategic, Financial, and Valuation Considerations
Hospitals are increasingly acquiring independent community pharmacies as a vertical integration strategy to improve care continuity, capture outpatient revenue, and strengthen performance in value-based care. These acquisitions involve complex valuation considerations, requiring differentiation between the pharmacy's standalone financial value and the strategic synergies for the hospital. The article highlights market dynamics, strategic rationales for hospitals, and a valuation framework for these unique transactions.
Louisiana Issues Guidance on Taxation of S Corporations Beginning in 2026
Louisiana has issued new guidance through Revenue Information Bulletin No. 25-032, detailing significant changes to the state's income tax treatment of S corporations, effective January 1, 2026. These changes align Louisiana's S corp taxation with federal standards, treating them as pass-through entities where income, losses, deductions, and credits pass directly to shareholders. S corporations will no longer be considered C corporations for state tax purposes but can still elect C corp treatment if beneficial, and new rules for composite returns and Qualified Subchapter S Subsidiaries are also outlined.
Outsourcing Accounting and HR Functions Enhances Processes for Evolving Organization
This case study details how CBIZ helped a non-profit organization overcome challenges with outdated accounting processes and HR functions by providing comprehensive outsourcing solutions. By implementing revised charts of accounts, upgrading systems, and standardizing policies, the organization achieved increased efficiency, accurate financial reporting, and a clean audit report, positioning it for future growth.
February 2026 Regulatory & Legislative Update
This article provides a comprehensive February 2026 regulatory and legislative update, covering key legal developments affecting fiduciary duties under ERISA, the applicability of ERISA to voluntary benefits, and changes to the 2026 Federal Poverty Level guidelines. It also details updates to HIPAA's Notice of Privacy Practices, premium assistance benefits under Medicaid and CHIP, and clarifies the 2027 out-of-pocket limits for health plans. Furthermore, the article highlights an expansion of New Jersey's Family Leave Act and an assessment under the New York Health Care Reform Act.
Rethinking Insurance: How Group Captives Put Businesses Back in Control
The article discusses the growing appeal of group captive insurance as a solution for businesses facing volatility and rising premiums in the traditional insurance market. It explains how group captives allow member businesses to take control of their insurance costs, manage claims more effectively, and benefit from underwriting profits and investment income. The piece highlights that this approach fosters stronger risk management and offers customized coverage, transforming insurance spend into a strategic financial asset.
Next Level Construction Accounting: See Sage Intacct in Action
CBIZ is hosting a webinar on February 25, 2026, at 2:00 PM EST, demonstrating Sage Intacct for construction accounting. The 45-minute live demo will showcase how this cloud-based, AI-powered platform can help construction companies automate WIP reporting, eliminate spreadsheets, gain real-time project visibility, simplify multi-entity operations, streamline job costing, and leverage intuitive dashboards and dimensional accounting. The webinar aims to provide valuable insights for CFOs, controllers, and project managers looking to modernize their financial systems.
Strengthening Controls and Governance Ahead of an Oracle ERP Cloud Implementation
This case study details how CBIZ Technology assisted a regional hospital system in preparing for an Oracle ERP Cloud upgrade. Following rapid growth, the client needed to modernize its ERP environment and ensure robust controls, data protection, and governance. CBIZ conducted a pre-implementation assessment, identifying risks and readiness gaps, and ultimately validated control design and testing readiness, providing actionable insights for a secure Oracle implementation.
WCM Investment Management LLC Buys New Position in CBIZ, Inc. $CBZ
WCM Investment Management LLC has acquired a new position in CBIZ, Inc. (NYSE:CBZ), purchasing 278,955 shares valued at approximately $15.01 million. This investment represents 0.52% of CBIZ, a business services provider which has seen mixed analyst ratings, averaging a "Moderate Buy" with a target price of $60.00. Insider activity includes CFO Brad Lakhia's purchase of 2,060 shares and Director Benaree Pratt Wiley's sale of 8,288 shares.
AI’s Balancing Act: Harnessing Power While Managing Risks
CBIZ and Troutman Pepper Locke are hosting a webinar on February 25, 2026, to discuss the early impact of AI on business. The webinar will cover how businesses are using AI, its benefits, the challenges and risks involved, and strategies to mitigate these risks. Experts will share insights on AI implementation, security, IT considerations, and the role of humans in an AI-driven world.
January 2026 Recap | On The Margin
Despite significant global events in January 2026—including the capture of Venezuela's president, renewed trade war fears between the U.S. and Europe, and the announcement of a new Federal Reserve Chair—global markets ended the month generally positive. International stocks led the gains, followed by U.S. stocks and fixed income. The full "On The Margin" report provides detailed insights into these market developments.
Employee Benefits Administration
CBIZ offers comprehensive employee benefits administration services designed to reduce complexity, improve accuracy, and mitigate risk for businesses. Their solutions cover the full benefits lifecycle, including eligibility, enrollment, flexible benefits, vendor management, technology integration, billing reconciliation, COBRA, leave administration, compliance, and retiree health. This allows HR teams to focus on strategic initiatives while ensuring efficient and accurate benefits management.
New California Reporting Requirements for Venture Funds & Advisers – The FIPVCC
California's Fair Investment Practices by Venture Capital Companies Act (FIPVCC), effective March 1, 2026, requires venture capital firms and advisers to register with the DFPI and submit annual demographic reports on portfolio company founders. This broad regulation applies even with minimal California connections, affecting both in-state and out-of-state funds. Firms must prepare for significant adjustments to their data collection and reporting processes to avoid penalties.
Cbiz stock hits 52-week low at 36.7 USD
CBIZ Inc. stock has reached a 52-week low of $36.70 USD, a 59% drop from its high, with a 52.8% decrease over the last year. Despite being in oversold territory according to InvestingPro data and appearing undervalued, the company is expected to remain profitable, with management aggressively buying back shares. Recent corporate developments include a leadership change in its Financial Services division, new senior appointments for growth, and amendments to its corporate governance framework regarding shareholder meetings and director elections.
Opportunity Zones 2.0: What Real Estate Professionals Should Know
Opportunity Zones 2.0, enacted through the One Big Beautiful Bill Act (OBBBA), introduces permanent changes and new rules effective in 2027, making the program more practical and investor-friendly for real estate professionals. These updates provide longer deferral periods, partial exclusions for long-term investments, and flexible application of gains, along with improved transparency through new reporting requirements. Additionally, Qualified Rural Opportunity Funds (QROFs) offer enhanced benefits for developments in rural areas, making OZ 2.0 a timely strategy for maximizing returns and supporting community redevelopment.
7 Must-Do Compliance Checklists for Construction in 2026
This article outlines seven essential compliance checklists for the construction industry in 2026 to help businesses avoid fines, delays, and legal disputes. It emphasizes the importance of staying updated on building codes, workplace safety standards (OSHA), licensing, environmental regulations, subcontractor compliance, thorough documentation, and regular insurance reviews. Proactive risk management is highlighted as crucial for successful and compliant project delivery.
From Prep to Reopen: Get Your Restaurant Ready for Severe Weather
This article provides a comprehensive guide for restaurant owners on how to prepare for, respond to, and recover from severe weather events, specifically hurricanes. It outlines critical steps to take 72, 48, and 24 hours before a storm, as well as actions during and after, focusing on staff safety, property protection, and business continuity. The guide emphasizes emergency contacts, inventory management, utility protection, and rapid reopening procedures.
Scaling Automation Without Complexity: Strategies for Streamlined Growth
This article discusses strategies for scaling automation effectively without introducing unnecessary complexity. It emphasizes starting with simple, high-volume tasks, empowering citizen developers, and using cloud-native architectures. The author also highlights the importance of centralizing control, standardizing processes before automating, and leveraging AI to ensure streamlined growth and avoid common pitfalls like automating broken processes or neglecting the human element.
IRS Notice 2026-8 Finalizes Group Exemption Procedures (Rev. Proc. 2026-8)
The IRS has finalized modernized procedures for group exemption letters, outlined in Rev. Proc. 2026-8, which responds to public comments on a 2020 proposal. These updated standards apply to central organizations and their affiliated subordinates for obtaining and maintaining group exemption letters. Key changes include a minimum group size of five subordinates, a limit of one group exemption letter per central organization, clarified affiliation and supervision standards, and new electronic application and annual reporting requirements, with a transition period for preexisting groups.
New Tech, Safer Worksites, Evolving Risks: Is Your Insurance Keeping Up?
The Consumer & Industrial Products (C&IP) sector is undergoing a transformation with new technologies creating safer worksites but also introducing new insurance challenges. The article highlights four key trends shaping insurance decisions in 2026: remote monitoring and cyber risks, robotics and automation liability, temporary workforces, and data privacy. It advises businesses to regularly assess and update insurance, prioritize training, and stay current with regulations to manage evolving risks effectively.
School District Streamlines Benefits Strategy & Cuts Costs
This case study details how a school district faced challenges with inconsistent contributions, unaffordable health premiums, and inefficient communication regarding employee benefits. CBIZ implemented solutions including streamlining contribution strategy, using data analytics for benchmark reports, and curating an effective communication strategy. The outcome included reduced premium costs for employees without increasing district costs, achieved by identifying competitive and affordable dependent coverage and improving employee understanding of their benefits.
IT Optimization Assessment Unlocks $2M+ in Contract Savings for Global Organization
A global professional membership not-for-profit organization sought to improve efficiency and impact from its IT spending, which was fragmented and provided limited data insights. CBIZ Technology conducted a comprehensive assessment of its IT operations, uncovering duplicative systems, governance gaps, and significant cost-saving opportunities. This led to a clear roadmap for streamlining IT, identifying millions in potential spend reductions, and achieving over $2 million in contract savings through vendor and license review.
