CBIZ provides accounting, tax, advisory, benefits, insurance, and technology services to technology and life sciences companies, combining deep industry expertise with national resources to build a solid financial foundation for sustainable growth.
What They Do
CBIZ delivers integrated audit, tax, advisory, outsourced accounting, benefits, insurance, and technology solutions tailored to technology and life sciences companies. Working with founder-led, venture-backed, and middle-market businesses, CBIZ helps organizations strengthen financial operations, navigate complexity as they grow, maintain compliance, and prepare for critical milestones including fundraising, acquisitions, and public company readiness.
How Members Engage
- Audit and assurance services to strengthen internal controls, improve financial reporting, and enhance investor confidence
- Tax planning and compliance support, including multi-state tax strategies for growing companies
- Outsourced accounting and advisory services that help leadership teams scale financial operations efficiently
- SEC readiness and governance support for companies preparing for financing events, regulatory reporting, or public company requirements
- Strategic guidance for founder-led and venture-backed companies navigating periods of rapid growth and increasing operational complexity
Disclaimer: "CBIZ" is the brand name under which CBIZ CPAs P.C. and CBIZ, Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and non-attest services.
Primary Tech San Diego Contact
Steve Fanucchi
Managing Director