Moises Ariza, Managing Director, CBIZ
Invest: met with Moises Ariza, managing director of CBIZ, to discuss the firm’s 2024 merger, its expanded full-service capabilities, and its forward-looking approach to leveraging technology, fostering client relationships, and navigating South Florida’s dynamic economic landscape.
What have been the most significant milestones and achievements for CBIZ in the Miami market?
To provide some context, in November 2024 our legacy firm, Marcum, completed its merger into CBIZ. It was a significant step for both organizations because we share a common passion for our industry, clients, and employees. This merger isn’t just one of the largest milestones in our history, but it is also a pivotal moment within the industry. It has fundamentally transformed us into a comprehensive full-service provider. We are no longer limited to traditional accounting and financial services; instead, we’ve evolved into more of a consultancy, advising our clients not only on their immediate needs but also on what they’ll require in the years to come.
What excites me most is the impact this has had on our clients. Their growth and success have become a direct measure of our own, and it’s incredibly rewarding to be a part of that. Seeing the long-term benefits our clients derive from our expanded capabilities is a testament to why we pursued this merger.
How will the merger influence your ability to serve clients and the way you do business moving forward?
In the CPA industry, mergers are becoming increasingly common, but Marcum’s decision to merge with CBIZ was not made lightly. It was the result of several years of careful analysis and thoughtful deliberation to determine what would be best for our firm, our clients, and our people. What’s remarkable about this merger is how seamlessly our services complement each other. CBIZ has brought a breadth of services that our firm hadn’t provided while we’ve introduced specialized expertise that enhances CBIZ’s client offerings.
Previously, there were occasions when we needed to outsource certain client needs to trusted third parties. Now, we can manage those services in-house, which not only improves efficiency but also enhances the client experience. What truly distinguishes us is our ability to adopt a more holistic approach. We are now equipped to assist clients across multiple facets of their business, going beyond accounting and finance to offer even more strategic advisory services. This proactive approach allows us to not only address current needs but also help clients plan for the future, ensuring they’re well-positioned for success in the years ahead.
What shifts have you observed in the demand for accounting and advisory services, and how is the firm adapting to address these changes?
Clients increasingly view us as more than accountants; they see us as trusted advisors who can guide them through complex decisions. Once a client places their trust in their provider, and the firm properly services the client relationship, it’s uncommon for them to switch,, which allows us to develop long-term relationships and grow alongside them.
This trust has expanded our role beyond compliance-based services. For example, succession planning and financial management have become major focus areas. Helping clients position their businesses for long-term success, whether it’s preparing to sell or setting up systems for sustainable growth, requires a proactive and forward-thinking approach. These are not tasks that can be addressed at the last minute; they demand planning and preparation, often months or even years in advance.
Can you discuss the role of data-driven solutions and technology in your firm’s strategy?
Data and technology are integral to our operations and strategy. CBIZ has established itself as a leader in leveraging technology to benefit our clients, a fact recognized by independent rankings. Our use of proprietary software allows us to efficiently manage large volumes of data, uncover patterns, and provide deep insights into our clients’ financial health.
This tailored approach ensures that our advice is both precise and actionable. Beyond traditional data analysis, we’ve also made significant investments in artificial intelligence (AI). Having an in-house AI department has allowed us to excel in areas like cybersecurity and forensic accounting. By maintaining these resources internally, we not only enhance efficiency but also deliver highly customized and innovative solutions.
What opportunities and challenges do you foresee for your clients, and how are you helping them navigate potential headwinds?
South Florida’s economy stands as one of the most resilient and diverse in the country, supported by key industries such as tourism, real estate, and finance. Tourism continues to be a cornerstone of the region, attracting millions of visitors each year and driving growth in the hospitality sector.
At the same time, real estate remains a significant driver, with strong demand for both residential and commercial properties fueled by population growth and interest from domestic and international buyers.
Miami, in particular, has established itself as a financial hub, attracting investment firms, private equity, and multinational corporations due to its favorable tax environment and robust infrastructure. These developments have created opportunities for job growth and increased economic activity.
However, challenges remain, especially in terms of infrastructure. As more people and businesses relocate to the area, it’s critical to ensure that we have adequate housing, transportation, and utilities to support this growth. Overall, while infrastructure improvements remain a challenge, South Florida is well-positioned for sustained success and continued prosperity. We are committed to supporting our clients in navigating potential headwinds and seizing the abundant opportunities that the region offers.
What unique challenges and opportunities have you observed in the government and nonprofit sectors, particularly over the past year?
The influx of people and businesses to South Florida has created a positive trickle-down effect on the public sector. Increased property values have led to higher tax revenues for municipalities, enabling them to invest in infrastructure, transportation, and cultural programs. Additionally, public-private partnerships and grant initiatives have also gained traction, encouraging innovation and providing essential support for startups. Overall, this economic growth has allowed government entities to enhance public services and invest in projects that improve the quality of life for residents and visitors alike.
What are the firm’s top priorities for the next few years?
Moving forward, our primary focus will be on embracing digital transformation. By investing in technologies like artificial intelligence, advanced analytic platforms, and cloud computing, we aim to streamline operations and deliver more data-driven, customized solutions for our clients. Expanding our service offerings is another key priority, particularly in areas like cybersecurity and mergers and acquisitions advisory, to address the increasingly complex needs of our clients.
Additionally, we are deeply committed to investing in talent. Attracting, retaining, and developing top talent is critical to our success. This includes providing ongoing training, mentorship, and opportunities for career advancement. Finally, fostering diversity within our firm remains a top priority. As the market becomes increasingly global and diverse, we believe it’s essential to reflect that diversity within our team.
CBIZ truly reflects the vibrant, forward-thinking culture of South Florida. Our goal is not only to serve our client’s immediate needs but also to help them prepare for the future. We’re proud to play a role in this dynamic market and look forward to continuing to help our clients navigate challenges and seize opportunities.
