Advisory Services

• Change Management
• CIO Advisory
• Entrepreneur Advisory
• Sarbanes Oxley (SOX) Compliance
• Strategy and Operational Transformation

At Withum, our Management Consulting Services deliver actionable solutions to real business challenges that span across people, technology, data, and finances.

Give your business the opportunity to thrive and focus on growth. Reduce costs, improve efficiencies and grow your revenue by optimizing and automating your business processes.

• Accounting for Income Tax Services
• Internal Audit and Process Control Improvement Services

Our team is there to provide the timely, effective and efficient support needed to help you be in a position of strength.

• Cyber Threat Intelligence
• Cyber Services Fact Sheets
• Cyber Risk Score
• Forensics and Electronic Discovery Services
• IT Managed Services
• Incident Response Services
• Security Services

Providing a suite of cybersecurity solutions and services tailored to support your company and ensure your security posture through all phases.

• Microsoft Dynamics 365 Business Central
• Microsoft Cloud Licensing and Support
• CRM and ERP Consulting Services: Planning, Implementation, Migration
• Customer Immersion Experience
• Digital Workplaces Solutions
• Innovative Digital Solutions
• Data and Artificial Intelligence
• Application Modernization
• Enterprise Collaboration and Technology Platforms

Modernizing your technology and moving to the cloud saves you money, streamlines your operations and keeps you competitive. Other organizations like yours are already thriving thanks to digital transformation.

• Business Disputes and Economic Damages
• Forensics and White-Collar Criminal Defense Services
• Insolvency, Bankruptcy and Receivership Accounting Services
• Matrimonial Litigation Services
• Bank Secrecy Act / Anti-Money Laundering Services
• Tax Dispute and Litigation Services
• Valuation Services

Withum’s Forensic and Valuation Services Group has the depth and breadth of experience and expertise to assist you with litigation consulting services, forensic and fraud services.

• Fair Labor Standards Act (FLSA) Compliance Risk Checkup
• Merit-Based Incentive Payment System (MIPS) Program
• Physician Revenue Optimization
• Healthcare Revenue Cycle Management Services
• Revenue Recovery Services
• The Delivery System Reform Incentive Payment (DSRIP) Program

Our Healthcare Advisory Services team is comprised of deep talent and expertise to help healthcare facilities identify and implement process improvement opportunities and initiatives that will improve overall revenue. Our Healthcare Advisory team has years of extensive professional experience serving various executive roles in an array of healthcare organizations from integrated healthcare delivery systems, to large academic acute care hospitals, physician practices and long-term care facilities. Our professionals are here to assist you with all the demands you encounter with the everchanging healthcare landscape. Our specialized services and free assessments can assist you in strengthening the financial and technological health of your organization.

• Captive Insurance
• Executive Compensation
• Health Insurance
• Personal Insurance

Withum Insurance Advisors provides solutions for the affluent and business markets. By working with our client advisors, we provide comprehensive, needs-based solutions that can identify significant savings resulting from market innovations and changed circumstances.

• CFO Support Services
• Financial Planning and Analysis Consulting Services

Withum’s CFO Services group has the breadth and diversity to help you – from CFO support, assistance with our finance and accounting outsourcing or your financial transformation. Withum can help put you in a position of strength.

• SBA’s Economic Injury Disaster Loan Program
• SBA’s Paycheck Protection Program

• SOC for Cybersecurity Audit Report Services
• SOC 1 Compliance (SSAE 18) Services
• SOC 2 Compliance Services: Internal Control Reporting

Systems and Organization Controls (SOC) Audit Reports allow users to assess the risks associated with financial and operational access to systems and data and security.

The Partners’ Network is intended to support smaller accounting practices in areas where they need help or do not perform services.

• Transaction Readiness
• Merger Integration
• Financial Due Diligence
• Tax Due Diligence and Structuring

Each transaction is unique. We are dedicated to providing high-quality advisory services before, during and after each deal, identifying and communicating the risks allowing deals to close and companies to thrive through purchase price allocations, bulk sale tax filings, and more.