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Page Index
  • Audit
  • Business strategy
  • Business applications
  • Business tax
  • Data and digital
  • Family office
  • Financial consulting
  • Global
  • Managed cloud IT
  • M&A
  • Private client
  • Risk consulting
  • RSM Catamaran

RSM services and capabilities

Confident action without a cookie-cutter approach. That's what it means to work with a first-choice advisor.

Explore our full suite of services

Our experienced advisors bring forth curiosity and collaboration while seeking new approaches to evolving business challenges, and we deliver value through relevant ideas and insights.

Audit and assurance

RSM professional gesturing
Audit and assurance services
RSM Service
Audit and assurance services
RSM’s digital audit and assurance teams provide efficient, high-quality audit services to build trust, instill confidence, and enable smarter decisions for your business. Learn more.
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Audit
Audit
Employee benefit plan audit services
Employee benefit audit
RSM Service
Employee benefit audit
RSM’s Employee Benefit Plan audit services cover single and multiple employer plans, ESOPs, 401(k) and 403(b) plans, health, welfare and church plans.
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RSM professional gesturing
Audit and assurance services
RSM Service
Audit and assurance services
RSM’s digital audit and assurance teams provide efficient, high-quality audit services to build trust, instill confidence, and enable smarter decisions for your business. Learn more.
Learn more
Audit
Audit
Employee benefit plan audit services
Employee benefit audit
RSM Service
Employee benefit audit
RSM’s Employee Benefit Plan audit services cover single and multiple employer plans, ESOPs, 401(k) and 403(b) plans, health, welfare and church plans.
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Management consulting

5G services
5G services
Solution
5G services
As new high-speed 5G telecommunications infrastructure evolves and expands, learn how RSM can help your business capitalize on emerging opportunities.
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AI digital strategy and center of excellence design
RSM Service
AI digital strategy and center of excellence design
RSM’s AI digital strategy and center of excellence design isn't just about technology. It is about empowering people and taking businesses to the next level.
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Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
AI solution selection
RSM Service
AI solution selection
RSM’s AI solution selection process identifies AI options that address specific business challenges, unlock opportunities and align with strategic information technology road maps.
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Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
AI use case identification and ROI analysis
RSM Service
AI use case identification and ROI analysis
RSM’s comprehensive AI solution offers a two-pronged approach that seamlessly guides companies through every step of their AI journey.
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Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
5G services
5G services
Solution
5G services
As new high-speed 5G telecommunications infrastructure evolves and expands, learn how RSM can help your business capitalize on emerging opportunities.
Read more
AI digital strategy and center of excellence design
RSM Service
AI digital strategy and center of excellence design
RSM’s AI digital strategy and center of excellence design isn't just about technology. It is about empowering people and taking businesses to the next level.
Read more
Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
AI solution selection
RSM Service
AI solution selection
RSM’s AI solution selection process identifies AI options that address specific business challenges, unlock opportunities and align with strategic information technology road maps.
Read more
Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
AI use case identification and ROI analysis
RSM Service
AI use case identification and ROI analysis
RSM’s comprehensive AI solution offers a two-pronged approach that seamlessly guides companies through every step of their AI journey.
Read more
Artificial intelligenceBusiness optimization
Artificial intelligenceBusiness optimization
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Business applications

Cloud adoption
Cloud adoption
RSM Service
Cloud adoption
A sound cloud strategy gives you the means to reach your business goals, level the playing field with the "big players," and move ahead of the competition.
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auomation hand on chip, strategy, robotic arm
Professional services automation
Professional services automation
RSM’s experienced professional services automation team will help you select and implement the right PSA solution for your needs.
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three blockchain connected
Blockchain and digital asset consulting services
RSM Service
Blockchain and digital asset consulting services
RSM has a deep, multidiscipline understanding of blockchain and digital assets. We are helping to lead middle market companies as they navigate this exciting, though complex, new world.
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Oracle PBCS services
RSM Service
Oracle PBCS services
Oracle planning and budgeting, PBCS, drives enterprise collaboration, syncs with popular ERP systems and is compatible with Microsoft Office.
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Cloud adoption
Cloud adoption
RSM Service
Cloud adoption
A sound cloud strategy gives you the means to reach your business goals, level the playing field with the "big players," and move ahead of the competition.
Learn more
auomation hand on chip, strategy, robotic arm
Professional services automation
Professional services automation
RSM’s experienced professional services automation team will help you select and implement the right PSA solution for your needs.
Learn more
three blockchain connected
Blockchain and digital asset consulting services
RSM Service
Blockchain and digital asset consulting services
RSM has a deep, multidiscipline understanding of blockchain and digital assets. We are helping to lead middle market companies as they navigate this exciting, though complex, new world.
Learn more
Oracle PBCS services
RSM Service
Oracle PBCS services
Oracle planning and budgeting, PBCS, drives enterprise collaboration, syncs with popular ERP systems and is compatible with Microsoft Office.
Learn more
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Business tax

Abandoned and unclaimed property services
RSM Service
Abandoned and unclaimed property services
Unclaimed property audits and unclaimed property reporting services can help mitigate your risk of incurring fees and penalties.
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Calculator with tabulation tape
Accounting for income tax (ASC 740)
Accounting for income tax (ASC 740)
RSM professionals take the time to understand your business and the tax issues you face and can meet your needs with a range of income tax accounting services.
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Accounting for income taxesBusiness tax
Accounting for income taxesBusiness tax
Accounting methods and periods services
RSM Service
Accounting methods and periods services
RSM can help determine how your company can take advantage of more favorable allowable accounting methods and elections including Form 3115.
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Are debtholders taxable on a corporate recapitalization?
Article
Are debtholders taxable on a corporate recapitalization?
Tax-free treatment for a creditor in a recapitalization or debt-for-debt exchange, may turn on whether the debt instruments are "securities."
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M&A tax servicesBusiness tax
M&A tax servicesBusiness tax
Abandoned and unclaimed property services
RSM Service
Abandoned and unclaimed property services
Unclaimed property audits and unclaimed property reporting services can help mitigate your risk of incurring fees and penalties.
Learn more
Calculator with tabulation tape
Accounting for income tax (ASC 740)
Accounting for income tax (ASC 740)
RSM professionals take the time to understand your business and the tax issues you face and can meet your needs with a range of income tax accounting services.
Read more
Accounting for income taxesBusiness tax
Accounting for income taxesBusiness tax
Accounting methods and periods services
RSM Service
Accounting methods and periods services
RSM can help determine how your company can take advantage of more favorable allowable accounting methods and elections including Form 3115.
Learn more
Are debtholders taxable on a corporate recapitalization?
Article
Are debtholders taxable on a corporate recapitalization?
Tax-free treatment for a creditor in a recapitalization or debt-for-debt exchange, may turn on whether the debt instruments are "securities."
Read more
M&A tax servicesBusiness tax
M&A tax servicesBusiness tax
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Data and digital services

Automation
Automation
RSM Service
Automation
Identify and address root causes of process inefficiencies and build an automation solution to maximize your overall business value.
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monitor with charts
Data analytics and AI
RSM Service
Data analytics and AI
AI and data analytics, built upon strong data governance and integration, provide powerful insights to drive your business forward.
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advanced analytics services
Advanced analytics
Advanced analytics
AI and ML services can unlock the power of your proprietary data for solving business challenges and gaining competitive advantage.
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Data analytics
Data analytics
gear, coding symbols
Application development and integration services
RSM Service
Application development and integration services
Look to increase system efficiency and ROI through the use of custom applications to streamline your business processes.
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Automation
Automation
RSM Service
Automation
Identify and address root causes of process inefficiencies and build an automation solution to maximize your overall business value.
Learn more
monitor with charts
Data analytics and AI
RSM Service
Data analytics and AI
AI and data analytics, built upon strong data governance and integration, provide powerful insights to drive your business forward.
Learn more
advanced analytics services
Advanced analytics
Advanced analytics
AI and ML services can unlock the power of your proprietary data for solving business challenges and gaining competitive advantage.
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Data analytics
Data analytics
gear, coding symbols
Application development and integration services
RSM Service
Application development and integration services
Look to increase system efficiency and ROI through the use of custom applications to streamline your business processes.
Learn more
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Family office services

Family office services
RSM Service
Family office services
Family office services help you create a structure, sustain growth and transfer wealth to future generations.
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FamilySight icon
FamilySight
Solution
FamilySight
FamilySight is a proprietary, cloud-based technology platform built with reporting dashboards to centralize and manage data for family offices.
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Family office services
RSM Service
Family office services
Family office services help you create a structure, sustain growth and transfer wealth to future generations.
Learn more
FamilySight icon
FamilySight
Solution
FamilySight
FamilySight is a proprietary, cloud-based technology platform built with reporting dashboards to centralize and manage data for family offices.
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Financial consulting

Accounting and finance optimization
Accounting and finance optimization
RSM’s experienced finance optimization advisors can elevate your financial and accounting processes from both a technical and operational standpoint.
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Notebook with chart
Accounting standards implementation
RSM Service
Accounting standards implementation
RSM helps public and private companies understand and implement new accounting standards while creating cost-effective operational solutions.
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financial spreadsheet, analytics, systems
Actuarial services and consulting services
RSM Service
Actuarial services and consulting services
Proprietary solutions and technology to balance business objectives against risks and address complex challenges with sophisticated financial modeling
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Financial district buildings
Asset and business valuation consulting services
RSM Service
Asset and business valuation consulting services
RSM’s valuation advisory team have years of experience in fixed asset, portfolio, real estate and business valuation consulting services.
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Accounting and finance optimization
Accounting and finance optimization
RSM’s experienced finance optimization advisors can elevate your financial and accounting processes from both a technical and operational standpoint.
Read more
Notebook with chart
Accounting standards implementation
RSM Service
Accounting standards implementation
RSM helps public and private companies understand and implement new accounting standards while creating cost-effective operational solutions.
Learn more
financial spreadsheet, analytics, systems
Actuarial services and consulting services
RSM Service
Actuarial services and consulting services
Proprietary solutions and technology to balance business objectives against risks and address complex challenges with sophisticated financial modeling
Learn more
Financial district buildings
Asset and business valuation consulting services
RSM Service
Asset and business valuation consulting services
RSM’s valuation advisory team have years of experience in fixed asset, portfolio, real estate and business valuation consulting services.
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Global business services

Globe
Foreign investment advisory
RSM Service
Foreign investment advisory
Foreign investment in the U.S. market, also called inbound investment, requires an advisor who understands your business and culture.
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Global compliance and reporting services
RSM Service
Global compliance and reporting services
RSM's global compliance and reporting services (GCRS) team supports global clients by coordinating complex and diverse regulatory compliance and reporting activities.
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Global servicesGlobal strategy
Global servicesGlobal strategy
Global employer services
RSM Service
Global employer services
Let RSM help you manage your global mobility and global assignment program needs with specialized tax compliance professionals and technology solutions.
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Global strategyGlobal services
Global strategyGlobal services
Globe
Foreign investment advisory
RSM Service
Foreign investment advisory
Foreign investment in the U.S. market, also called inbound investment, requires an advisor who understands your business and culture.
Learn more
Global compliance and reporting services
RSM Service
Global compliance and reporting services
RSM's global compliance and reporting services (GCRS) team supports global clients by coordinating complex and diverse regulatory compliance and reporting activities.
Read more
Global servicesGlobal strategy
Global servicesGlobal strategy
Global employer services
RSM Service
Global employer services
Let RSM help you manage your global mobility and global assignment program needs with specialized tax compliance professionals and technology solutions.
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Global strategyGlobal services
Global strategyGlobal services
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Managed IT cloud and infrastructure

data points, technology symbols
Technology transformation and innovation services
RSM Service
Technology transformation and innovation services
Digital transformation’s purpose is enhancing operational efficiency through innovation and modernization of infrastructure, systems and processes.
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Cloud, Email in cloud, Video in cloud, Security in cloud
Cloud solutions
RSM Service
Cloud solutions
By using the latest in cloud computing technology, organizations can improve value and operational efficiencies, enhance storage capacity and refocus resources.
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RSM professional smiling, diverse workers, laptops and people
RSM Hyperbox
RSM Service
RSM Hyperbox
The RSM HyperBox is a self-contained, cloud-managed data center platform that is located in your facility.
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co-managed it services
Co-managed IT services
RSM Service
Co-managed IT services
Our co-managed IT services combine your existing in-house IT team with RSM professionals to form a complete IT operation.
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data points, technology symbols
Technology transformation and innovation services
RSM Service
Technology transformation and innovation services
Digital transformation’s purpose is enhancing operational efficiency through innovation and modernization of infrastructure, systems and processes.
Learn more
Cloud, Email in cloud, Video in cloud, Security in cloud
Cloud solutions
RSM Service
Cloud solutions
By using the latest in cloud computing technology, organizations can improve value and operational efficiencies, enhance storage capacity and refocus resources.
Learn more
RSM professional smiling, diverse workers, laptops and people
RSM Hyperbox
RSM Service
RSM Hyperbox
The RSM HyperBox is a self-contained, cloud-managed data center platform that is located in your facility.
Learn more
co-managed it services
Co-managed IT services
RSM Service
Co-managed IT services
Our co-managed IT services combine your existing in-house IT team with RSM professionals to form a complete IT operation.
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M&A and transaction advisory

ICON- acquisition and divestiture strategy
Acquisition and divestiture strategy
RSM Service
Acquisition and divestiture strategy
Well-constructed acquisition and divestiture (exit) strategies enhance the value, speed and risk profile for the companies that implement them.
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ICON- Buy side due dilligence
Buy-side due diligence services
RSM Service
Buy-side due diligence services
RSM’s buy-side due diligence services team analyzes and validates your financial, operational and strategic aspects through objective due diligence.
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ICON- Divestitures and carve outs
Divestitures and carve outs
RSM Service
Divestitures and carve outs
RSM has the experience and resources to help you structure the divestiture or carve-out that underpins your successful exit strategy.
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Corporate Performance Management, bar chart
Financial due diligence
RSM Service
Financial due diligence
Invest with confidence—financial due diligence helps mitigate risks and maximize returns with an analysis of key deal drivers.
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ICON- acquisition and divestiture strategy
Acquisition and divestiture strategy
RSM Service
Acquisition and divestiture strategy
Well-constructed acquisition and divestiture (exit) strategies enhance the value, speed and risk profile for the companies that implement them.
Learn more
ICON- Buy side due dilligence
Buy-side due diligence services
RSM Service
Buy-side due diligence services
RSM’s buy-side due diligence services team analyzes and validates your financial, operational and strategic aspects through objective due diligence.
Learn more
ICON- Divestitures and carve outs
Divestitures and carve outs
RSM Service
Divestitures and carve outs
RSM has the experience and resources to help you structure the divestiture or carve-out that underpins your successful exit strategy.
Learn more
Corporate Performance Management, bar chart
Financial due diligence
RSM Service
Financial due diligence
Invest with confidence—financial due diligence helps mitigate risks and maximize returns with an analysis of key deal drivers.
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Private client services

blue handshake on white background
Business ownership services
RSM Service
Business ownership services
RSM can partner with you from startup to exit strategy as you make decisions that affect you and your business.
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Document with magnifying glass and dollar symbol
Estate and gift tax planning
RSM Service
Estate and gift tax planning
Ensure your wealth is transferred and gifts are made according to your plan while minimizing risk for estate planning taxes and gift taxes.
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blue handshake on white background
Business ownership services
RSM Service
Business ownership services
RSM can partner with you from startup to exit strategy as you make decisions that affect you and your business.
Learn more
Document with magnifying glass and dollar symbol
Estate and gift tax planning
RSM Service
Estate and gift tax planning
Ensure your wealth is transferred and gifts are made according to your plan while minimizing risk for estate planning taxes and gift taxes.
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Risk consulting

cyber thief
AML and regulatory compliance
RSM Service
AML and regulatory compliance
RSM’s skilled consultants help you prepare, comply and forecast the long-term regulatory compliance and AML compliance touching your highly regulated operation.
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Application security services
RSM Service
Application security services
Embed an agile security mindset throughout your application development pipeline and accelerate secure platform deployments.
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Attack surface management solutions
Attack surface management solutions
Attack surface management solutions from RSM empower middle market IT teams with proven strategies, red team testing, and more.
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three sheets of different paper, clipboard
Business continuity services
RSM Service
Business continuity services
RSM’s business continuity and disaster recovery risk professionals help you prepare for and overcome major disruptions.
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cyber thief
AML and regulatory compliance
RSM Service
AML and regulatory compliance
RSM’s skilled consultants help you prepare, comply and forecast the long-term regulatory compliance and AML compliance touching your highly regulated operation.
Learn more
Application security services
RSM Service
Application security services
Embed an agile security mindset throughout your application development pipeline and accelerate secure platform deployments.
Learn more
Attack surface management solutions
Attack surface management solutions
Attack surface management solutions from RSM empower middle market IT teams with proven strategies, red team testing, and more.
Learn more
three sheets of different paper, clipboard
Business continuity services
RSM Service
Business continuity services
RSM’s business continuity and disaster recovery risk professionals help you prepare for and overcome major disruptions.
Learn more
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RSM Catamaran

Advanced IT for life sciences | Services | RSM US
RSM Service
Advanced IT for life sciences | Services | RSM US
Take advantage of a suite of intelligent, secure and compliant solutions designed to support the growth and innovation of life sciences companies.
Learn more
Managed IT servicesManaged services
Managed IT servicesManaged services
Finance, accounting and tax
RSM Service
Finance, accounting and tax
Simplify your operations by outsourcing finance, accounting and tax to RSM. With RSM Catamaran, you can focus on growth while we enable scalability.
Learn more
Finance as a Service
Human resources
RSM Service
Human resources
Focus on growth by outsourcing human resources functions and payroll to RSM. With RSM Catamaran, you get tailored solutions powered by industry expertise.
Learn more
computer, data, business illustrations
Information technology
RSM Service
Information technology
Transform your business with RSM's managed IT services. With RSM Catamaran, we provide tailored managed services for a seamless, scalable technology function.
Learn more
Advanced IT for life sciences | Services | RSM US
RSM Service
Advanced IT for life sciences | Services | RSM US
Take advantage of a suite of intelligent, secure and compliant solutions designed to support the growth and innovation of life sciences companies.
Learn more
Managed IT servicesManaged services
Managed IT servicesManaged services
Finance, accounting and tax
RSM Service
Finance, accounting and tax
Simplify your operations by outsourcing finance, accounting and tax to RSM. With RSM Catamaran, you can focus on growth while we enable scalability.
Learn more
Finance as a Service
Human resources
RSM Service
Human resources
Focus on growth by outsourcing human resources functions and payroll to RSM. With RSM Catamaran, you get tailored solutions powered by industry expertise.
Learn more
computer, data, business illustrations
Information technology
RSM Service
Information technology
Transform your business with RSM's managed IT services. With RSM Catamaran, we provide tailored managed services for a seamless, scalable technology function.
Learn more
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THE POWER OF BEING UNDERSTOOD

ASSURANCE | TAX | CONSULTING

RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

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