Full text of CBIZ FINANCIAL SOLUTIONS, INC.'s X-17A-5 filed 2026-03-10 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ Audited Financial Statements And Supplementary Financial Information > *Year ended December 31, 2025 with Report of Independent Registered Public Accounting Firm* {1}------------------------------------------------  488 Madison Avenue, 18th Floor New York, NY 10022 Report of Independent Registered Public Accounting Firm To the Board of Directors and Stockholders of CBIZ Financial Solutions, Inc. #### **Opinion on the Financial Statements** We have audited the accompanying statement of financial condition of CBIZ Financial Solutions, Inc. as of December 31 , 2025, the related statements of income, changes in stockholder's equity, and cash flows for the year ended December 31 , 2025, and the related notes and schedules (collectively referred to as the financial statements). In our opinion, the financial statements present fairly, in all material respects, the financial position of CBIZ Financial Solutions, Inc. as of December 31 , 2025, and the results of its operations and its cash flows for the year then ended, in conformity with accounting principles generally accepted in the United States of America. #### **Basis for Opinion** These financial statements are the responsibility of CBIZ Financial Solutions, lnc.'s management. Our responsibility is to express an opinion on CBIZ Financial Solutions, lnc.'s financial statements based on our audit. We are a public accounting firm registered with the Public Company Accounting Oversight Board (United States) (PCAOB) and are required to be independent with respect to CBIZ Financial Solutions, Inc. in accordance with the U.S. federal securities laws and the applicable rules and regulations of the Securities and Exchange Commission and the PCAOB. We conducted our audit in accordance with the standards of the PCAOB. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement, whether due to error or fraud. Our audit included performing procedures to assess the risks of material misstatement of the financial statements, whether due to error or fraud , and performing procedures that respond to those risks. Such procedures included examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. Our audit also included evaluating the accounting principles used and significant estimates made by managemen…Read the full text as markdown