Services

Advisory Services

This highly-skilled team of business experts and technology innovators will assess your current state, understand where you want to be in the future and provide and implement solutions to bridge that gap putting your organization in a position of strength.

• Business and Management Consulting
  • Change Management
  • CIO Advisory
  • Entrepreneur Advisory
  • Services Optimization Consulting
  • Strategy and Operational Transformation
• COVID-19 Financial Assistance Services
  • Employee Retention Credit
  • SBA Paycheck Protection Program
• Data Analytics Services
  • Artificial Intelligence
  • Business Intelligence
  • Machine Learning
  • Microsoft Azure Data Analytics Services
• Dealership Advisory
• Environmental, Social and Governance (ESG) Consulting Services
• Healthcare Advisory Services
  • Delivery System Reform Incentive Payment (DSRIP) Program
  • Fair Labor Standards Act (FLSA) Compliance Risk Checkup
  • Healthcare Revenue Cycle Management Services
  • Merit-Based Incentive Payment System (MIPS) Program
  • Physician Revenue Optimization
  • Revenue Recovery Services
• Insurance Advisors
  • Captive Insurance Services
  • Executive Compensation
  • Health Insurance
  • Personal Insurance
• Law Firm Advisory Services
• Outsourced Accounting Systems and Services (OASyS)
  • CFO Support Services
  • Financial Planning and Analysis Consulting Services
• Systems and Process Assurance Services
  • SOC 1 Compliance (SSAE 18) Services
  • SOC 2 Compliance Services: Internal Control Reporting
  • SOC for Cybersecurity Audit Report Services
• The Partners’ Network
• Transaction Advisory
  • Cybersecurity Due Diligence for M&A
  • Financial Due Diligence
  • Investment Banking
  • Merger Integration
  • Tax Due Diligence and Structuring
  • Transaction Readiness

Assurance and Accounting Services

In-depth analysis of your financial statements, internal controls, and overall business strategies will minimize risk and maximize growth.

• Accounting and Other Attest Engagements
  • Agreed Upon Audit Procedures
  • Other Attestation Engagement Services
  • Review and Compilation Services
  • Royalty and Intellectual Property Audit Services
• Audit Services
  • Public Company SEC Compliance & Reporting
  • Sarbanes Oxley (SOX) Compliance
• Business Enterprise Advisors
• Employee Benefit Plan Services
  • Audit Support Services
  • Form 11-K Audit Services
  • Health & Welfare Plans
  • Multiemployer Benefit Plans
  • Voluntary Correction Program Consulting
• International Financial Reporting and Multinational Organizations
• Outsourced Accounting Systems and Services (OASyS)
  • CFO Support Services
  • Financial Planning and Analysis Consulting Services
• Peer Review Services
• Revenue Recognition Accounting: ASC 606

Cybersecurity Services

• Cyber Risk Scoring
• Cyber Services Fact Sheets
• Cybersecurity Frameworks
  • CMMC Consulting Services
• Data Privacy and Compliance
  • Data Compliance
  • Data Loss Prevention
  • Data Privacy and Assurance
• Forensics and Electronic Discovery Services
  • Malware Analysis
  • Mobile Devices and Mobile Forensics
  • Vehicle and Drone Forensics
• Incident Response Services
  • Advanced Persistent Threats
  • AIR₄Droid
  • Data Breaches and Hacking
  • Internal and External Threats
  • Malware Attacks and Mitigation
  • Ransomware and IoT Attacks
• IT Managed Services
• Security Solutions
  • Cyber Threat Intelligence
  • Identity and Access Management
  • Security Controls, Audit and Risk Assessment
  • Security Services
  • Strategies and Security Architectures
  • vCISO, vCIO, vCCO Services

Digital Solutions Services

• Business Process Automation
• CRM and ERP Consulting Services
  • Microsoft Dynamics 365 Business Central
  • NetSuite Consulting Services
  • Sage Intacct Implementation and Advisory Services
• Innovative Digital Solutions
  • Application Modernization
  • Business Process Automation
  • Communication & Collaboration In The Digital Workplace
  • Customer Immersion Experience
  • Data Analytics Services
  • Enterprise Search
  • Managed Cloud Services
  • Microsoft Cloud Licensing and Support
  • Microsoft Collaboration Tools
  • Mobile Productivity
  • NIST 800-171 Compliance and Consulting
  • Office 365 Migration Partners
  • Technology Planning & Strategy
  • User Experience Design
• Technologies and Capabilities
  • Azure Virtual Desktop
  • Microsoft 365 Consulting Services
  • Microsoft Azure Cloud Services
  • Microsoft Bot Framework
  • Microsoft Dynamics Consulting
  • Microsoft SharePoint Consulting Services
  • Microsoft Teams
  • Microsoft Yammer
  • NetSuite OneWorld
  • NetSuite Services Resource Planning
  • NetSuite SuiteCommerce Consulting
  • Nintex Workflow Platform: A Business Process Automation Tool
  • Office 365 Consulting Services
  • Power BI Consulting Services
  • Power Platform Solutions
  • QuickBooks Online
  • SharePoint Online

Forensic and Valuation Services Services

• Bank Secrecy Act / Anti-Money Laundering Services
• Business Disputes and Economic Damages
• Forensics, Investigations and White-Collar Criminal Defense
  • CARES Act Audits, Appeals and Investigations
• Insolvency, Bankruptcy and Receivership Accounting Services
  • Bankruptcy Services
• Investigative and Corporate Intelligence Services 
• Matrimonial Litigation Services
• Tax Dispute and Litigation Services
• Valuation Services
  • 409a/ASC 718 Valuation
  • Corporate Value Consulting
  • SBA Business Valuations

Tax Services

Tax-saving opportunities are tailored to meet your individual and business goals and objectives, whether locally or globally.

• Business Tax
  • Pass-Through Services
• Global Transfer Pricing Strategies
• International Services
  • Global Mobility Services
  • IC-DISC
  • International Desks
  • Taxation of the Digital Economy
  • U.S. India Corridor Business Services
• Private Client Services
  • Estate and Trusts
  • Family Offices
  • Wealth Management
  • WithumPlatinum^TM
• R&D Tax Credit
• State and Local Tax
  • SALT Shaker: State and Local Tax Updates
• Tax Controversy
• Tax Services for High-Income Individuals