Freed Maxick CPAs, P.C.
Withum Smith+Brown, PC is a privately-held US professional services firm providing accounting, tax, audit, advisory, and digital transformation services across 16 industry verticals through nationwide offices and the HLB global network.
- Company typePrivate
- Founded1958
- HeadquartersBuffalo, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Freed Maxick CPAs, P.C. does
Withum Smith+Brown, PC (d/b/a Withum) is a privately-held US professional services firm operating as a full-service accounting, tax, advisory, and audit practice. The firm delivers services through six integrated core service lines — Assurance and Accounting, Business Advisory, Digital Solutions, Forensic and Valuation, Risk Advisory and Assurance, and Tax Services — supplemented by specialized sub-services such as Transaction Advisory, SOC Audits, Cybersecurity Consulting, PCI Compliance, and Wealth Management. Withum serves clients across 16 specialized industry verticals including Financial Services, Healthcare, Life Sciences, Private Equity, Real Estate, Construction, Government Contractors, Not-for-Profit/Education, and Technology/Emerging Growth, among others.
The firm operates a sales-led, partner-driven go-to-market model with offices nationwide across the United States. International capabilities are accessed via membership in HLB — The Global Advisory and Accounting Network, providing referral and cross-border execution for multinational engagements. Distribution combines direct professional services delivery, formal RFP submission, and a Client Hub portal for mid-market engagement management. The firm is led by CEO and Managing Partner Pat Walsh and is owned/controlled by its partners consistent with traditional professional services structures; there is no evidence of institutional or PE ownership in the input data.
Withum's Digital Solutions practice delivers technology and digital transformation services, including Artificial Intelligence advisory, Business Process Automation, CRM/ERP consulting, Data Analytics, Microsoft Cloud Licensing and Support, and Microsoft Viva Employee Experience deployments. The firm employs a multi-channel content marketing engine (articles, blogs, podcasts, video series, industry symposia, newsletters) and operates an active recruitment footprint including US campus hiring and an India-based recruiting portal, indicating offshore delivery capacity. Pricing is not publicly disclosed and operates on a quote-based engagement model. The firm is actively operating, evidenced by ongoing events, content production, and the promotion of 18 new partners in 2026.
Freed Maxick CPAs, P.C. firmographics
Firmographics- Name
- Freed Maxick CPAs, P.C.
- Legal name
- Withum Smith+Brown, PC
- Website
- https://freedmaxick.com
- Company type
- Private
- Founded year
- 1958
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Withum Smith+Brown, PC is a privately-held US professional services firm providing accounting, tax, audit, advisory, and digital transformation services across 16 industry verticals through nationwide offices and the HLB global network.
- Ownership category
- akta.pro rank
Freed Maxick CPAs, P.C. industry classification
Industry- Product category
- Professional Accounting and Advisory Services
- NAICS
- Offices of Certified Public Accountants (541211), Custom Computer Programming Services (541511), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Management Services (8741), Services-Computer Programming, Data Processing, Etc. (7370), Finance Services (6199)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Freed Maxick CPAs, P.C. is headquartered
LocationHeadquarters
- HQ city
- Buffalo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Freed Maxick CPAs, P.C. business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assurance and Accounting Services: Audit services, accounting and attest engagements, employee benefit plan services, international financial reporting, and peer review services for businesses and organizations
- Business Advisory Services: Business and management consulting, transaction advisory, outsourced accounting systems, insurance advisory, investment banking, and self-insured health plan advisory services
- Tax Services: Business tax, individual tax, state and local tax, international tax, global transfer pricing, tax credits, tax controversy, cost segregation, and wealth management services
- Digital Solutions: Technology consulting including AI, automation, data analytics, CRM/ERP implementation, and Microsoft cloud solutions
- Forensic and Valuation Services: Business disputes, economic damages, investigations, white-collar criminal defense, insolvency and bankruptcy, matrimonial litigation, tax investigations, and valuation services
- Risk Advisory and Assurance: Cybersecurity consulting, PCI compliance, SOC audit services, and contract compliance services
- Wealth Management: Private client services and wealth management for high-income individuals
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
Freed Maxick CPAs, P.C. product offering
Product offeringCore offering
Freed Maxick CPAs, P.C. operates as a full-service professional services firm delivering integrated assurance and accounting, tax, business advisory, forensic and valuation, risk advisory, and digital transformation services. The firm serves enterprise and mid-market clients across 16 industry verticals with relationship-based, partner-led engagements and supplements core services with AI, automation, data analytics, and Microsoft cloud technology practices.
Product overview
Withum operates as a professional services firm providing an integrated suite of accounting, advisory, tax, audit, and digital transformation services. The firm offers a platform of core service lines (Assurance and Accounting, Business Advisory, Digital Solutions, Forensic and Valuation, Risk Advisory, and Tax Services) supplemented by specialized sub-service offerings. Under Digital Solutions, the firm provides technology services including Artificial Intelligence, Business Process Automation, CRM/ERP Consulting, Data Analytics, Microsoft Cloud Licensing and Support, and Employee Experience with Microsoft Viva. The Risk Advisory practice includes Cybersecurity Consulting and SOC Audit Services. Tax Services encompass business and individual tax planning, international services, transfer pricing, and Wealth Management. The various service lines are designed to work collaboratively, with the firm emphasizing integrated problem-solving and the 'Power in the Plus' approach where combined expertise delivers greater value than individual services.
Differentiator
Problem solved
Functional benefit
Products and services
- Assurance and Accounting Services Financial statement analysis, internal controls evaluation, and business strategy assessment services for businesses and organizations. Includes audit services, employee benefit plan services, and international financial reporting.
- Business Advisory Services Strategic business consulting including management consulting, transaction advisory across the M&A lifecycle, insurance advisory, investment banking, and outsourced accounting systems.
- Digital Solutions Technology and digital transformation services leveraging cloud and AI-driven technologies. Includes artificial intelligence, business process automation, CRM/ERP consulting, data analytics, and Microsoft ecosystem services.
- Forensic and Valuation Services Specialized investigative and analytical services including business disputes, economic damages, forensic investigations, white-collar criminal defense, and valuation services.
- Risk Advisory and Assurance Cybersecurity consulting, IT security strategies, PCI compliance, SOC audit services, and contract compliance to safeguard organizations from modern threats.
- Tax Services Comprehensive tax advisory including business tax, individual tax, international tax, state and local tax, transfer pricing, tax controversy, and tax credits optimization.
- Transaction Advisory M&A lifecycle advisory services including due diligence, deal structuring, and post-merger integration support.
- Artificial Intelligence Services AI strategy, implementation, and advisory services helping organizations adopt and integrate artificial intelligence technologies across operations.
- Business Process Automation Automation of business workflows and processes using AI and cloud technologies to enhance operational efficiency.
- CRM and ERP Consulting Services Planning, implementation, and migration services for CRM and ERP systems, helping clients select and deploy appropriate enterprise software solutions.
- Data Analytics Data analysis and business intelligence services using analytical tools and models to derive insights from financial and operational data.
- Microsoft Cloud Licensing and Support Microsoft cloud licensing advisory and support services helping organizations optimize their Microsoft cloud investments and deployments.
- Employee Experience with Microsoft Viva Implementation and optimization of the Microsoft Viva platform to enhance employee experience, engagement, and workplace productivity.
- Cybersecurity Consulting Services Cyber and information security advisory services aligning technology and infrastructure to mitigate threats and meet regulatory demands.
- SOC Audit Services SOC audit and examination services providing assurance on controls and financial reporting for organizations.
- PCI Compliance Services Payment Card Industry Data Security Standard compliance assessment and advisory services for organizations handling card transactions.
- Wealth Management Private client wealth management services for high-income individuals including investment strategy and financial planning.
Companies that use Freed Maxick CPAs, P.C.
Customer profileSegments16 records
Ideal customer profiles9 records
Freed Maxick CPAs, P.C. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability9 records
Feature5 records
Freed Maxick CPAs, P.C. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- HLB International NetworkcoreWithum is an independent member of HLB — The Global Advisory and Accounting Network. This membership provides the firm with global capabilities, international referrals, and access to HLB resources and expertise across global markets. The relationship allows Withum to serve multinational clients and provides a pathway for international business development through the HLB network.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Freed Maxick CPAs, P.C. competitors and assessment
Company assessmentDirect peers
- RSM US LLP: RSM is the leading US mid-market-focused audit, tax, and consulting firm and the most directly comparable peer to Withum in size, service mix, and client segment. Both target middle-market companies with integrated advisory and audit offerings.
- BDO USA: BDO USA is a top-tier mid-market accounting and advisory firm with comparable assurance, tax, and consulting practices. Similar industry vertical coverage and enterprise/mid-market client profile to Withum.
- Marcum LLP: Marcum is a fast-growing national accounting and advisory firm with comparable service breadth including assurance, tax, advisory, and technology consulting. Directly comparable in mid-market focus and cross-sell strategy.
- CohnReznick LLP: CohnReznick is a top-20 US accounting firm with strong industry specialization (real estate, financial services, healthcare) closely matching Withum's vertical emphasis. Comparable service lines and client profile.
- Grant Thornton LLP: Grant Thornton is the US member of Grant Thornton International and a direct competitor in mid-market audit, tax, and advisory. Comparable in scale and integrated service offering.
- Crowe LLP: Crowe is a major US accounting firm serving mid-market and enterprise clients with audit, tax, advisory, and technology services — directly comparable to Withum's full-service platform.
- Plante Moran: Plante Moran is a large mid-market-focused US accounting and advisory firm with strong industry specialization, directly comparable to Withum in service mix and target client segment.
- CLA (CliftonLarsonAllen): CLA is a top-10 US accounting firm with comparable mid-market focus, audit/tax/advisory services, and industry vertical coverage. Strong overlap in healthcare, financial services, and private equity segments.
Broad incumbents
- Deloitte: Deloitte is a Big 4 firm offering the full suite of audit, tax, consulting, and advisory services. While larger and broader than Withum, it competes head-to-head in enterprise and upper mid-market advisory mandates.
- KPMG: KPMG is a Big 4 firm with overlapping audit, tax, and advisory services. As a broad incumbent, it competes with Withum on enterprise engagements and increasingly pushes into mid-market via technology-enabled delivery.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Freed Maxick CPAs, P.C. social profiles
Digital presenceFreed Maxick CPAs, P.C. compliance and trust
Trust signalCompliance1 record
Freed Maxick CPAs, P.C. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Freed Maxick CPAs, P.C. leadership team
Management profileNumber of profiles
Freed Maxick CPAs, P.C. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Freed Maxick CPAs, P.C. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Freed Maxick CPAs, P.C.
What does Freed Maxick CPAs, P.C. do?
Freed Maxick CPAs, P.C. operates as a full-service professional services firm delivering integrated assurance and accounting, tax, business advisory, forensic and valuation, risk advisory, and digital transformation services. The firm serves enterprise and mid-market clients across 16 industry verticals with relationship-based, partner-led engagements and supplements core services with AI, automation, data analytics, and Microsoft cloud technology practices.
Is Freed Maxick CPAs, P.C. a public or private company?
Freed Maxick CPAs, P.C. is a private company. It is classified as management employee owned and is currently operating.
When was Freed Maxick CPAs, P.C. founded?
Freed Maxick CPAs, P.C. was founded in 1958. It employs 251 to 500 people.
Where is Freed Maxick CPAs, P.C. based?
Freed Maxick CPAs, P.C. is headquartered in Buffalo, United States, in the North America region.
How does Freed Maxick CPAs, P.C. make money?
Seven revenue lines are on record. Assurance and Accounting Services are the primary driver. The others are business Advisory Services, tax Services, digital Solutions, forensic and Valuation Services, risk Advisory and Assurance and wealth Management.
Who are Freed Maxick CPAs, P.C.'s main competitors?
Direct peers on record are RSM US LLP, BDO USA, Marcum LLP, CohnReznick LLP, Grant Thornton LLP, Crowe LLP, Plante Moran and CLA (CliftonLarsonAllen). Broad incumbents are Deloitte and KPMG.
Does Freed Maxick CPAs, P.C. have an API?
No public API is recorded for Freed Maxick CPAs, P.C..
What industry is Freed Maxick CPAs, P.C. in?
Freed Maxick CPAs, P.C.'s product category is Professional Accounting and Advisory Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 541211 and its SIC code is 8741.