Advisory Services

• Services Optimization Consulting
• 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.

• Cybersecurity Frameworks
• vCISO, vCIO, vCCO Services
• IT Managed Services
• CMMC Consulting Services
• Security Solutions
• Data Privacy and Compliance
• Incident Response Services
• Forensics and Electronic Discovery Services
• Cyber Services Fact Sheets
• Cyber Risk Scoring

Integrated, end-to-end, IT management and cybersecurity consulting services. Don’t wait until something happens  — get a cyber assessment today.

• Microsoft Dynamics 365 Business Central
• Microsoft Cloud Licensing and Support
• CRM and ERP Consulting Services: Planning, Implementation, Migration
• Customer Immersion Experience
• 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.

Withum’s Environmental, Social and Governance team helps organizations implement meaningful ESG and Corporate Social Responsibility (CSR) best practices. Withum offers solutions to enhance your ESG strategy and framework and increase organizational transparency in reporting.

• 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.

As law firms modernize their processes and experience shifts in leadership, the need for expert practice management and adaptive operational strategies is here to stay.

• 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

The COVID-19 pandemic has placed a huge economic burden on businesses across the country. Businesses were able to benefit greatly from the Small Business Administration (SBA) disaster loan programs, including forgivable Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loan (EIDL). Withum’s SBA Financial Assistance Services Team is continually staying on top of guidance released by the SBA, IRS and regulating entities. Click the articles below for the most relevant information available.

• 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.

• Cybersecurity Due Diligence for M&A
• 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.