What is CBIZ known for?

ChatGPT names CBIZ most often on the question “Our books are a mess and we have an audit coming. Who can help?”, where it appeared in 7 of 380 sampled responses (1.8%). Across the 15 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, CBIZ cleared the reporting threshold on 1.

Is CBIZ a good fractional CFO and outsourced accounting firm?

This measurement cannot answer that. It counts how often ChatGPT names CBIZ when asked buyer questions, which follows how much has been written about the firm online rather than how well it works. CBIZ was named in 7 of the 380 responses sampled on the questions it appears in. A firm named rarely may still be excellent, and a firm named often may not suit a given brief.

Why is CBIZ in tier 2?

CBIZ reaches tier 2 at its best. Tiers group firms the sample cannot statistically separate from that tier's leader, using McNemar's test at 95%. A lower tier means the sample could separate the firm from the leading group on that question.

Which firms compete with CBIZ?

CBIZ appears on too few questions in this sample for a reliable overlap with other firms to be reported.

Firm profile

CBIZ

CBIZ was named in 1 of the 15 fractional CFO and outsourced accounting firms questions measured by The Shortlist Report, appearing in 7 of the 380 AI responses sampled across those questions (1.8%).

cbiz.com · Last measured October 29, 2026 · how we measure

1 / 15Questions named in

7Responses naming it

2%Of 380 sampled

2Best tier reached

CBIZ is strongest on “Our books are a mess and we have an audit coming. Who can help?”, where it was named in 7 of 380 responses (1.8%), 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 14 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:

Books are mess — named in 7 of 380 responses (1.8%), 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 14 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.

Leader is the most-named firm on that question. The last column shows where CBIZ placed, or a dash where it was not named often enough to clear the reporting threshold. Every row links to the full report.
Question	Leader	CBIZ
What are the best fractional CFO firms?382 answers	Pilot94%	—
Which fractional CFO firms work with venture-backed startups?382 answers	Pilot53%	—
What is the best outsourced accounting firm for a small business?380 answers	Pilot42%	—
Which fractional CFOs help prepare a company for fundraising?380 answers	Burkland Associates24%	—
Which firms provide outsourced controller services?380 answers	Etisson24%	—
Who can implement NetSuite or a real ERP for a growing company?380 answers	RSM24%	—
Our books are a mess and we have an audit coming. Who can help?380 answers	The Alliance Group9%	2% · tier 2
Which outsourced accounting firms specialize in particular industries?378 answers	Vessel Advisors23%	—
Which outsourced firms handle business tax and compliance?345 answers	PwC27%	—
Who manages cap tables, equity administration and 409A valuations?345 answers	Armanino18%	—
Who builds budgets, forecasts and board reporting?339 answers	QX Global Group16%	—
Who provides interim finance leadership at short notice?327 answers	InterimCFO26%	—
Which fractional CFO firms have documented client results?137 answers	Quadrant Advisory31%	—
Which fractional CFO firms tie their work to measurable business outcomes?124 answers	Local Fractional15%	—
How much does a fractional CFO cost per month?pricing · 380 answers	what firms charge	—

Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 14 · Armanino tops 1 of 14 · Burkland Associates tops 1 of 14 · Etisson tops 1 of 14 · InterimCFO tops 1 of 14 · Local Fractional tops 1 of 14. See all reports.

Where CBIZ was named

One row per report in which CBIZ cleared the reporting threshold. Reports where it was not named often enough to clear that threshold are not listed. Each report states its own sample size and collection window.
Question	Tier	Responses	Share
Our books are a mess and we have an audit coming. Who can help?	2	7 of 380	1.8%

What CBIZ gets named for

Across the 15 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 7 of the 380 ChatGPT responses to that question, or 1.8% 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 7 of 380 responses (1.8%). That places it below the leading group on this question, where the top firm was named in 9.2% of responses against CBIZ’s 1.8%. It shares tier 2 with CFO Associates, KPMG, Alliance, Grant Thornton, Nperspective CFO & Strategic Services, Riveron Consulting, Atlanta Business Services and Everyday Accounting LLC, 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.

All firms · All 15 reports