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Brokerage Services for CBIZ Employee Services Organization
2.
What can you tell me about your firm and its culture?
The purpose of CBIZ is to help our clients prosper by providing them with a wide array of professional business
and individual services, products, and solutions to help them better manage their finances and employees. We
endeavor to provide superior client service and build long-term client partnerships.
Our unwavering commitment to our clients is equaled by our commitment to our associates and our focus on
improving shareholder value. With our clients as our central focus, CBIZ is committed to fostering a
professional culture that is supportive and motivating to its associates by recognizing and rewarding high
performance. We value our employees and have embraced programs that enhance our employee’s
experience, such as Great People Great Place (GP2) and CBIZ Women’s Advantage. These programs focus on
creating the environment for employee development and career advancement.
Our core principles further strengthen the capabilities of our staff, deepen our client partnerships, enhance
the quality of our services and increase job satisfaction.
Mission Statement
To provide exceptional advice and solutions that help our clients achieve their goals.
Vision Statement
To be recognized by our clients as the premier provider of accounting, insurance and other professional
business services and by our team members as their employer of choice.
Core Values
We do the right thing.
Our people matter.
We are dedicated to the success of our clients.
We want to win.
We are One CBIZ
3.
We would like to confirm your firm’s financial status and stability. Please include Federal Employer
ID number and Dun & Bradstreet number.
CBIZ’s growth and unique consulting philosophy has caused the financials to outpace all of the competitors in
their peer groups as reflective with the stock price outpacing the S&P 500. For more information, see our
annual report a
t http://phx.corporate-ir.net/phoenix.zhtml?c=73481&p=irol-reports .CBIZ’s Federal Employer ID is 31-1582098 and our Dun and Bradstreet number is 96-573-8701.