CBIZ

Marcum LLP is a prominent independent public accounting and advisory services firm based in New York City, with a presence in major business markets across the United States and select international locations, including Grand Cayman, China, and Ireland. Established in 1951, the firm specializes in serving middle-market companies, privately held businesses, high-net-worth individuals, and nonprofit organizations. Marcum offers a comprehensive range of services, including traditional tax, accounting, and assurance services, as well as advisory, valuation, and litigation support. The firm is known for its industry-focused practices, providing specialized services across various sectors such as real estate, healthcare, manufacturing, and private equity. Additionally, Marcum delivers technology solutions, wealth management, and executive search services, positioning itself as a versatile partner for clients seeking to achieve their business objectives.

CompuData is an award-winning business technology solution provider.

Erickson, Brown & Kloster is an accounting firm that specializes in financial planning, business accounting, tax and QuickBooks services.

American Pension Advisors is a firm based in Indianapolis, Indiana, specializing in retirement plan administration and financial advisory services. The company offers consultation for the design, implementation, and management of various types of retirement plans, including both new plans and those being taken over from other administrators. By assessing clients' goals and business philosophies, American Pension Advisors provides tailored solutions to meet the specific needs of each organization.

Pivot Point Security is a provider of information security assessment and consulting services that helps organizations manage their information security risks. With over 16 years of experience, the company specializes in creating tailored Information Security Management Systems (ISMS) that align with established standards. Services offered include virtual Chief Information Security Officer (vCISO) support, third-party risk management, governance, risk and compliance, security awareness training, penetration testing, network and application security, assessments and audits, and business continuity management. Clients can rely on Pivot Point Security to implement effective security solutions designed to safeguard their data and ensure compliance with industry standards.

The Stinnett Advantage. What We Do We help companies manage risk and improve performance.

Marks Paneth & Shron LLP is a firm providing certified public accountant and financial services.

Shea Labagh Dobberstein (SLD), one of the oldest and most well-respected accounting firms in San Francisco, provides a full spectrum of professional accounting, auditing, tax and consulting services to privately-held businesses, individuals and nonprofit organizations. Northern California business community has recognized SLD for having the deep expertise and specialized resources of a national firm, coupled with the personalized attention of a San Francisco-based advisor. SLD has developed extensive knowledge of the issues facing clients’ industries. SLD’s service approach is based on year-round, open and responsive communication. The firm is positioned to offer the best of both worlds: the deep expertise and dedicated resources of a national firm, with the personalized attention of a regional advisor.

Optumas is a healthcare consulting firm that specializes in serving state government healthcare agencies. The company collaborates with its clients to develop effective healthcare reform strategies tailored to their specific needs. Optumas offers a range of services, including actuarial support, advisory services, benefit pricing, program changes, and analytical assistance. By providing these services, Optumas aims to help clients design and implement efficient healthcare reform initiatives and programs that enhance the overall effectiveness of healthcare delivery.

Borden Perlman is a insurance agency that consults in bonds, risk management and wide range of insurance products.

BeyondPay is a company that specializes in workforce management solutions, offering an integrated software platform that combines payroll, scheduling, and time and attendance functionalities. Founded in 1995 and headquartered in Clinton, New Jersey, BeyondPay provides a comprehensive suite of services designed to attract, hire, engage, and manage employees within a single system. Their software facilitates the effective sourcing, tracking, and evaluation of talent in competitive job markets, while also ensuring secure management of payroll and taxes. Additionally, BeyondPay includes features for HR support, performance management, and automated time collection, aiming to streamline human capital management for organizations.

Paytime is a privately held company that provides integrated payroll, human resource, time and attendance and a variety of labor management.

Gavion is a registered investment advisor providing investment consulting services to a diverse base of institutional clients encompassing both traditional and alternative strategies.

The Wenner Group provides accounting, tax and consulting services to small and mid-sized businesses. we are a full-service accounting firm committed to providing our clients the best possible service. In our world of complicated tax laws and intricate financial transactions, it is important to choose the right accounting firm for your particular needs.

InR Advisory Services specializes in pension consultancy and investment advisory services, catering to public and private sector clients as well as non-profit organizations. The firm focuses on optimizing retirement programs by offering customized retirement plans tailored to individual participant risk tolerance, projected retirement age, and other critical factors. By employing an asset allocation model, InR aims to enhance clients' chances of meeting their earnings assumptions while significantly reducing associated costs. Through its comprehensive approach, InR strives to provide effective solutions that support clients in achieving their retirement goals.

Laurus Transaction Advisors is a boutique advisory firm located in Englewood, Colorado, specializing in financial due diligence services for merger and acquisition transactions. The firm offers a range of services, including buy-side due diligence, sell-side due diligence, forensic due diligence, and post-acquisition dispute resolution. In addition, Laurus provides CFO advisory services to private equity investors, public and private companies, and lenders throughout the United States. Having completed over 650 financial and accounting due diligence engagements, Laurus has established a strong reputation in the industry. In February 2018, Laurus Transaction Advisors became a subsidiary of CBIZ, Inc., further enhancing its capabilities and reach in transaction advisory services.

CMF Associates provides financial and operational consulting, executive recruitment and organizational design.

Flex-Pay Business Services, Inc. is a payroll service company based in Winston-Salem, North Carolina, that has been operational since 1996. The company specializes in various payroll processing services, including time and attendance tracking and section 125 administration. Additionally, it offers a range of human resources services such as ADA compliance, applicant tracking, employee benefits management, and training information. Flex-Pay provides essential employee services like self-serve options, general ledger support, and 401k transmission, along with compliance documentation to help businesses make informed decisions. It caters to clients across all 50 states, Guam, and Puerto Rico, delivering both live checks and direct deposit options for employee payments. Flex-Pay Business Services operates as a subsidiary of CBIZ, Inc.

The Cottonwood Group provided pension plan consulting

Gresham, Smith and Partners is a firm of architects, engineers, interior designers and planners creating design and consulting solutions

Founded in 1992 and located in Atlanta, Georgia, MBS provides employee benefit consulting, support and services to 80 clients ranging in size from Fortune 500 companies to those with fewer than 100 employees in a wide variety of industries both nationally and internationally. MBS has 12 employees and recorded approximately $3.5 million in revenue during the past twelve months.

Thompson Dunavant, the largest public accounting firm in Memphis, provides a broad range of assurance, tax, and consulting services to clients in a variety of industries. With over 100 team members, they have the size, experience and expertise to help their clients achieve success.

Goldstein Lewin & Co. is a full service accounting and consulting firm; providing a broad spectrum of services including: tax planning and compliance, wealth preservation and estate planning, technology consulting, software consulting, accounting and auditing (including SEC and other regulatory agency compliance), business valuation, litigation consulting, financial planning through an affiliate and employee benefits consulting