Business Consulting, Professional Solutions, & Financial Services

What's This?

What's This?

Hello – looking for CBIZ? You’re in the right place, but the official company website has moved – click on the link below to go to it. You can also check out companies that similarly offer professional business services and solutions that we’ve curated right here on this page before you go, if you’d like.

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Baker Tilly

A highly-rated firm by Accounting Today, Baker Tilly provides full-service accounting and business advisory services and stewardship for businesses in a wide range of industries, providing everything from analytics, growth strategies, tax advice, and a lot more, led by their principles of “Candor, Insights, and Results”. Visit their website to learn about their full range of services and industries served.


With a history of over 100 years of service, EY operates on a global scale to help entrepreneurs, small businesses, and larger companies grow and excel by providing a full range of professional business services and insights across a broad spectrum of industries. They also provide specialty services on country-specific markets, such as China, Japan, France, and more.

Marcum LLP

Marcum LLP is one of the United States’ largest independent public accounting and advisory firms, offering “a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices.” Visit their website to learn more about their philosophy, core values, and what it means for you.

Crowe Horwath

With their trademark approach of “Smart Decisions. Lasting Value.”, Crowe Horwath is a public accounting, consulting, and technology firm with a global reach. The provide insights and services in the Advisory, Audit, Performance, Risk, and Tax aspects of business, across ranging from banking, health care, not-for-profit, retail, technology, and more. Learn more about their approach and how they can help your business grow by visiting their website and seeing all they have to offer.

Lockton Companies

Founded in 1966, Lockton is the world’s largest privately-held, independent insurance broker and a global professional services firm, with the singular focus of helping you “make your business better” by “improving your bottom line, managing your capital, attracting and retaining talent, and protecting your people, property, and reputation.” They do this across a broad range of industries, offering a number of key business services and insight.


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Today’s global economy has made it easier for entrepreneurs and small businesses to grow faster, and one of the ways you can do this is by outsourcing the more tedious-but-necessary processes and aspects of your business so you can focus on higher-level decision making and work. Management guru Peter Drucker said it best: "Do what you do best and outsource the rest".

There are plenty of online services that help both freelancers and those looking to hire them find each other, such as Upwork and Freelancer.com (among many others, across a variety of industries), which also serve as intermediaries with services that include ways to help you manage projects or resolve any disputes.

Essentially, you’d be spoilt for choice, as there’s plenty to choose from – and it can be a bit daunting at first. So, what can help you choose the right freelancer? Well, here are a few things you can look at and do.

Skills are Important, But Reputation Matters Too

When hiring a freelancer, the first things that come to mind usually involve looking for the skills to match the needs of what your project requires. Freelancers can list skills and back them up with certifications of some description, but the best indicators of a freelancer’s actual capabilities are the results of the projects he or she has worked on previously.

So, look for what previous clients have said about working with any freelancer. See how satisfied they were with the results.

You should also look at comments that relate to that freelancer’s more complementary, softer skills (such as ability to communicate and responsiveness) to see if you’d be willing to – hypothetically speaking – work with a very capable freelancer despite any potential quirks. The more comments and testimonials you can find, the more you’ll be able to gauge which freelancers fit your needs.

Of course, bear in mind that there are highly skilled freelancers who’ve just started out and don’t yet have enough projects under their belt to develop any sort of reputation. One reason why you should also consider this type of freelancer is that they generally charge less than their more established peers.

If you’re considering hiring a new freelancer, you can opt for a reasonably priced trial job – one that involves the skills tasks related to what you’re looking to get done – so you can gauge a freelancer’s capability. The initial investment for a trail job can be more than offset by the potential savings you can get if you find the right freelancer, in addition to starting a mutually beneficial professional relationship – you get the results you want, you’re able to help the freelancer get started, and you’re both happy – elements conducive to growth!

Be Clear About What You Need Done (and When You Need It Done)

One important part of any successful business relationship is clarity. Be sure to state the goals of your project in any job post that you put up. Then, list the primary tasks involved that you’d like the freelancer to do. Finally, let them know when you’d like to have it all done (if your project is time-sensitive, or you need specific tasks done within key intervals). The more relevant information you include, the better.

It’s also a good idea to ask questions such as “Can you show me examples of your work that are relevant to my project?” or “How many days in a week are you available for work?”, which can help you gauge experience and availability. These sorts of questions can help you factor in other important criteria beyond just the skills – for example, a more experienced freelancer may be able to finish jobs quicker, while one with limited availability may not be the right fit for your project, as skilled or as highly-regarded he or she might be.

Clearly specifying the key details of what you need accomplished goes a long way in making your working relationship – and therefore your work! – smooth, efficient, and productive.

Communicate Openly and as Frequently as Necessary

Speaking of clarity, clear communication is an important part of your business relationship. Make yourself available for questions, and make sure to let any freelancers you work with know about it – since you have a global pool of talent to outsource to and hire from, culture will play a part in how well your ideas are conveyed and received to some degree, particularly if you’ve chosen to work with a new freelancer, or one who doesn’t speak your language with native fluency.

Another thing to consider is the time zone factor: if you need real-time communication for any aspect of your work – especially if it involves a long-term or collaborative project – you’ll need to factor in the time differences between your location and where the freelancer you’re working with is from, so you can set up an appropriate arrangement. Establish this sooner rather than later, as this can have a significant effect on your workday and how things get done.

There you have ‘em – hopefully these bits of advice can help you settle in a bit more easily in the world of outsourcing and working with freelancers. So, get out there, find the right freelancers to work with, and start reaping the benefits of being more efficient and productive!

About the Author: Andre Salvatierra is a freelance writer who loves culture, technology, well-designed things, and great experiences. You can find him on Medium and Twitter.