Firm profile
CBIZ
CBIZ was named in 1 of the 13 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, appearing in 4 of the 210 AI responses sampled across those questions (1.9%).
CBIZ is strongest on “Our books are a mess and we have an audit coming. Who can help?”, where it was named in 4 of 210 responses (1.9%), placing it in tier 2 of that report.
What CBIZ is surfaced for in fractional CFO and outsourced accounting firms
Based on the measured answers, CBIZ is most likely to be surfaced when buyers ask about “Our books are a mess and we have an audit coming. Who can help?”.
How the answers describe the firmOffers outsourced accounting, financial reporting, budgeting, forecasting, and tax services to SMB and mid-market companies.
In this sample, CBIZ was named on 1 of the 12 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:
- Books are mess — named in 4 of 210 responses (1.9%), tier 2.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
Every question in fractional CFO and outsourced accounting firms
CBIZ was named on 1 of these 12 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 12 · Armanino tops 1 of 12 · BPM tops 1 of 12 · Burkland Associates tops 1 of 12 · InterimCFO tops 1 of 12 · PwC tops 1 of 12. See all reports.
Where CBIZ was named
| Question | Tier | Responses | Share | |
|---|---|---|---|---|
| Our books are a mess and we have an audit coming. Who can help? | 2 | 4 of 210 | 1.9% |
What CBIZ gets named for
Across the 13 fractional CFO and outsourced accounting firms questions measured, CBIZ is named most often on “Our books are a mess and we have an audit coming. Who can help?” — it appears in 4 of the 210 ChatGPT responses to that question, or 1.9% of them.
That is the only question in this set where CBIZ cleared the reporting threshold, so its visibility is concentrated in one kind of buyer question rather than spread across the category.
What CBIZ’s tier placings mean
On “Our books are a mess and we have an audit coming. Who can help?”, CBIZ sits in tier 2 of 2, named in 4 of 210 responses (1.9%). That places it below the leading group on this question, where the top firm was named in 10.5% of responses against CBIZ’s 1.9%. It shares tier 2 with CFO Associates, KPMG, Alliance, Everyday Accounting LLC, Grant Thornton, Accordion, Carolina Grasso CPA, LLC and Empire CPA Accountant & Bookkeeping Of Hoboken NJ, which the sample cannot separate from it.
What this page is, and is not
- It is a count of how often AI assistants named CBIZ when asked buyer questions about fractional CFO and outsourced accounting firms. Nothing here is a review, a rating, or an assessment of the firm’s work.
- CBIZ did not submit this listing, was not contacted about it, and cannot pay to change it, move up, or be removed.
- A firm named in few responses may still be excellent. Share follows what has been published about a firm online, which is what an AI assistant reads.
- Wrong details, or a firm merged with another of a similar name? We fix those.