RSM

Name

RSM

Legal name

RSM US LLP

Website

https://rsmus.com

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Professional Services - Audit, Tax, and Consulting

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Computer Systems Design and Related Services (54151), Other Computer Related Services (541519)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Remote Monitoring & Management (RMM) Services (BPAEABAA)

akta.pro secondary industries

SaaS Security Posture Management (SSPM) (HDADADAI), Endpoint & Device Management (UEM/MDM) Services (BPAEABAF)

Keywords

• Audit assurance services
• Tax consulting services
• Middle market advisory
• Cybersecurity consulting
• Technology implementation consulting

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Assurance and Audit Services: Audit and assurance services providing financial statement examinations, internal audits, SOC reporting, and compliance attestation services.
2. Tax Advisory and Compliance: Business tax advisory, compliance, and consulting services including international tax planning, transfer pricing, and tax due diligence for M&A transactions.
3. Management and Risk Consulting: Cybersecurity, risk consulting, governance, compliance, and business strategy consulting services for middle market companies.
4. Digital Transformation Services: AI, analytics, cloud services, ERP implementation, and technology consulting including Microsoft, NetSuite, and other platform implementations.
5. Managed Services: Outsourced finance, HR, payroll, and technology managed services for middle market organizations.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

RSM US LLP is a professional services firm providing audit, tax, and consulting services primarily to middle-market businesses. The firm offers specialized advisory services including cybersecurity and penetration testing, SOC and SOX compliance consulting, internal audit services, ERP implementation risk advisory, and technology implementations such as Microsoft Dynamics 365 and Dayforce HCM, supported by proprietary technology platforms including RSM Lucaa and myRSM Tax.

Product overview

RSM US LLP is a consulting, tax, and assurance firm serving the middle market, offering a comprehensive portfolio of professional services and technology solutions. The core offerings include RSM Luca (global digital audit ecosystem with AI and automation), myRSM Tax (AI-powered tax technology), and the Agentic AI Capital Operating Model (industry-first AI system for automating capital calls with Allvue Systems). Research and intelligence products include the RSM US Middle Market Business Index (quarterly economic indicator), Cybersecurity Special Report, RSM Attack Vectors Report, Middle Market AI Survey, Supply Chain Special Report, and Workforce Special Report. Technology platforms include CorporateSight, FamilySight, and PartnerSight. Service offerings span cybersecurity (penetration testing, workshops, secure cloud solutions, third-party risk management), governance and compliance (SOC consulting, SOX compliance, internal audit services, ERP implementation risk), and technology implementation (Microsoft Dynamics 365, Dayforce HCM, NetSuite, Sage Intacct). RSM maintains strategic technology alliances with Microsoft, BlackLine, Boomi, Cisco, Dayforce, NetSuite, Sage Intacct, Salesforce, ServiceNow, and UKG.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit and Assurance Services
• Tax Services
• Cybersecurity and Penetration Testing Services
• SOC Compliance Consulting
• SOX Compliance Consulting
• Internal Audit Services
• ERP Implementation Risk Advisory
• Microsoft Dynamics 365 Implementation
• Dayforce HCM Implementation
• Secure Cloud Solutions
• Third-Party Risk Management
• Agentic AI Capital Operating Model

Quantifiable outcome

• Transatlantic partnership generates aggregate annual revenue exceeding $5 billion
• +4 more outcomes

Named customers11 records

Segments9 records

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability18 records

Feature6 records

Partnerships

15 partnerships are on record, tiered minor and core.

• GrabminorGTM or Marketing Partner · 21 May 2026Partnership to launch AI and cybersecurity initiatives targeting 12,000 small and medium-sized enterprises (SMEs). Announced at ATxEnterprise conference, the program aims to help SMEs adopt AI technologies and strengthen their cybersecurity defenses.
• Allvue SystemscoreStrategic or Co-development Partner · 7 May 2026Strategic alliance to launch the industry's first Agentic AI Capital Operating Model for private capital firms, designed to automate and streamline capital call processes. The model compresses capital call timelines from weeks to days while maintaining institutional-grade controls and audit-ready workflows. RSM provides governance and operating standards with roadmap expansion into distributions, investor servicing, and adjacent fund operations.
• Sylogist Ltd.minorGTM or Marketing Partner · 4 March 2026Strategic go-to-market relationship to expand delivery of industry-specific, Microsoft-based solutions to nonprofit organizations and local governments across North America. The partnership supports Sylogist's partner-led growth strategy and enhances delivery capacity in priority nonprofit and government markets.
• RSM MexicocoreStrategic or Co-development Partner · 1 January 2026RSM Mexico joined the transatlantic partnership network spanning the US, UK, Canada, Ireland and Mexico, aligning more than 25,000 professionals and generating aggregate annual revenue exceeding $5 billion, with ambition to build a $10 billion platform.
• Akur8coreTechnology or Integration · 1 November 2025Expanded strategic relationship where RSM adopted Akur8 Discover platform across its North American operations to support regulatory and actuarial services for insurance and financial services clients. The platform converts unstructured regulatory filings from SERFF into structured, searchable intelligence, enabling benchmarking and rate monitoring across 50 states. Extension builds on existing collaboration centered on Akur8's pricing and reserving platform.
• LevridgeminorStrategic or Co-development Partner · 29 October 2025Strategic partnership to accelerate digital transformation in the agribusiness sector, combining Levridge's SaaS platform with RSM's consulting capabilities to deliver integrated ERP solutions targeting middle market agriculture-related organizations.
• MicrosoftcoreTechnology or IntegrationStrategic technology alliance with Microsoft as Solutions Partner specializing in AI, cloud, and business applications. RSM has achieved Microsoft Azure Expert Managed Service Provider designation and offers Microsoft Copilot, Dynamics 365, and Microsoft Fabric implementations.
• BlackLinecoreTechnology or IntegrationStrategic technology alliance providing finance transformation and automation solutions. RSM has received BlackLine Partner Awards and serves as a premier implementation partner.
• BoomicoreTechnology or IntegrationStrategic partnership with Boomi for integration platform services. RSM was named Boomi's 2025 Americas Partner of the Year for excellence in helping enterprises advance AI adoption and data activation.
• Dayforce (Ceridian)coreTechnology or IntegrationStrategic technology alliance for human capital management solutions including HCM implementation, managed services, and payroll optimization.
• NetSuite (Oracle)coreTechnology or IntegrationNetSuite Solution Provider partnership with RSM named 2024 Worldwide Solution Provider of the Year. Provides ERP implementation and optimization services.
• Sage IntacctcoreTechnology or IntegrationStrategic technology alliance for cloud financial management solutions with certified implementation specialists.
• SalesforcecoreTechnology or IntegrationStrategic technology alliance for CRM implementation and integration services.
• ServiceNowcoreTechnology or IntegrationStrategic technology alliance for enterprise workflow automation and digital transformation services.
• UKGcoreTechnology or IntegrationStrategic technology alliance for HR and workforce management solutions.

Scale indicators8 records

Recent moves8 records

Expansion highlights7 records

Direct peers

• Wipfli: Major mid-tier accounting and consulting firm serving middle market companies with overlapping audit, tax, technology, and managed services offerings to RSM.
• BDO USA: Top global mid-tier accounting and advisory network directly competing with RSM for middle market audit, tax, and consulting engagements. Closest comparable in size, structure, and middle market focus.
• Grant Thornton: US member of Grant Thornton International and one of the largest mid-tier accounting firms, competing head-to-head with RSM for middle market audit, tax, and advisory work.
• Baker Tilly US: Mid-tier accounting and advisory firm serving middle market companies with audit, tax, and consulting services, directly competing with RSM across multiple industry verticals.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm focused on middle market with comparable audit, tax, and advisory service mix, including significant wealth management and outsourced services similar to RSM.
• Plante Moran: Largest US mid-tier accounting firm by headcount, offering comparable audit, tax, consulting, and wealth management services to middle market clients, often cited alongside RSM in mid-tier rankings.
• Crowe LLP: Top-10 US accounting and advisory firm with overlapping middle market audit, tax, and consulting services; competes with RSM across financial services, healthcare, and manufacturing.

Broad incumbents

• Deloitte: Big 4 firm with a broad portfolio including audit, tax, consulting, and digital transformation services that increasingly compete with RSM as middle market clients scale into enterprise territory.
• KPMG: Big 4 firm providing audit, tax, and advisory services with a growing middle market practice that overlaps directly with RSM's target segment and consulting capabilities.

Emerging players

• Protiviti: Risk consulting and internal audit firm (subsidiary of Robert Half) that competes with RSM's risk consulting, internal audit, and technology consulting practices, especially in financial services and middle market engagements.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/rsmusllp
• LinkedInlinkedin.com/company/rsm-us-llp

Compliance18 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A7 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about RSM