O'Connor & Drew, P.C.

What O'Connor & Drew, P.C. does

Source data provided is for O'Connor & Drew, P.C., but the substantive content in the input pertains to Withum Smith+Brown, PC, a separate professional services firm. The source data explicitly notes this mismatch on multiple fields. Treating the data as filed: the firm is a privately held professional services entity providing assurance and accounting, business advisory, tax, risk advisory and assurance, digital solutions, and forensic and valuation services. It serves clients across at least fourteen industry verticals including professional services firms, government contractors, dealerships, real estate, private equity, healthcare, construction, not-for-profit and education, technology and emerging growth, labor unions, energy and oilfield services, industrial and consumer products, financial services, and life sciences. The firm operates a sales-led, enterprise-focused go-to-market model engaging mid-market and enterprise clients through direct relationships, industry expertise, and thought leadership, distributed across nine US states with India operations support. Technology underpinning the digital solutions practice includes cloud and AI-driven digital workplace technologies, Microsoft cloud infrastructure, CRM and ERP systems, and data analytics platforms. The revenue model is professional services on a quote-based engagement basis, with no public pricing disclosure. The sole source ID — which describes Withum rather than O'Connor & Drew — is the only evidence available.

Name

O'Connor & Drew, P.C.

Legal name

Withum Smith+Brown, PC

Website

https://ocd.com

Company type

Private

Founded year

1949

Operating status

Operating

Headcount range

101–250 employees

Short description

The source data is labeled for O'Connor & Drew, P.C. but describes Withum Smith+Brown, PC, a privately held accounting and advisory firm offering assurance, tax, advisory, digital, risk, and forensic services across multiple US states and India.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161), Offices of Certified Public Accountants (541211)

SIC

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

akta.pro primary industry

Audit & Assurance Services (BPAHABAA)

akta.pro secondary industries

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF), Business Valuation & Litigation Support (BPAHABAK), Litigation & Dispute Valuation (damages, shareholder disputes) (FSAEAHAI), Litigation Support & Expert Witness (Valuation-Related) (BPAHANAG)

Keywords

• Audit and assurance
• Tax advisory services
• Business advisory consulting
• Risk advisory compliance
• Forensic accounting valuation

Headquarters

HQ city

Braintree

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Assurance and Accounting Services: Professional services revenue from audit, attest engagements, and accounting services for financial statements and internal controls analysis.
2. Business Advisory Services: Revenue from consulting engagements including management consulting, transaction advisory across M&A lifecycle, and operational optimization services.
3. Tax Services: Tax advisory and compliance services including business tax, international tax, transfer pricing, state and local tax, and tax controversy resolution.
4. Risk Advisory and Assurance: Cybersecurity consulting, compliance services including SOC audits, PCI compliance, and contract compliance services.
5. Digital Solutions: Technology consulting services including AI implementation, business process automation, CRM/ERP consulting, and data analytics.
6. Forensic and Valuation Services: Specialized investigative, litigation support, business valuation, and dispute resolution services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Based on the source data (which appears to pertain to Withum Smith+Brown, PC rather than O'Connor & Drew, P.C.), the firm delivers professional services across six core practice areas: Assurance and Accounting Services (audit, attest engagements, financial statement analysis), Business Advisory Services (management consulting, transaction advisory across M&A lifecycle), Digital Workplace Solutions (cloud, AI, business process automation, CRM/ERP consulting), Forensic and Valuation Services (investigative, litigation support, business valuation), Risk Advisory and Assurance Services (cybersecurity, SOC audits, PCI compliance), and Tax Services (business tax, international tax, transfer pricing, state and local tax, tax controversy).

Product overview

Withum offers a unified platform of professional services across six core practice areas: Assurance and Accounting, Business Advisory Services, Digital Workplace Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services. The Digital Workplace Solutions practice includes specialized sub-services such as Artificial Intelligence, Business Process Automation, CRM/ERP Consulting, and Data Analytics. Risk Advisory includes Cybersecurity Consulting, SOC Audit Services, and PCI Compliance Services. The firm serves diverse industries including Technology and Emerging Growth, Healthcare, Financial Services, Real Estate, and Not-For-Profit sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance and Accounting Services Provides in-depth analysis of financial statements, internal controls, and overall business strategies to minimize risk and maximize growth for businesses. Includes audit, accounting and other attest engagements, employee benefit plan services, international financial reporting, and peer review services.
• Business Advisory Services Maximizes operational efficiency and growth by optimizing processes, managing risk, and driving value through strategic business consulting, including transaction advisory across the entire M&A lifecycle. Includes accounting advisory, business and management consulting, investment banking, transaction advisory, and outsourced accounting systems (OASyS).
• Digital Workplace Solutions Leverages cloud and AI-driven technologies to enhance collaboration, streamline processes, and drive innovation across organizations. Includes artificial intelligence, business process automation, CRM/ERP consulting, data analytics, employee experience with Microsoft Viva, and Microsoft cloud licensing and support.
• Forensic and Valuation Services Provides specialized investigative and analytical processes and technical skills to depict an accurate financial picture of personal and business matters for resolution-based decisions. Includes business disputes and economic damages, forensics investigations and white-collar criminal defense, insolvency and bankruptcy accounting, investigative and corporate intelligence services, matrimonial litigation services, tax investigations and dispute services, and valuation services.
• Risk Advisory and Assurance Services Safeguards organizations with comprehensive cyber and IT security strategies that align technology and infrastructure to mitigate modern threats and meet evolving regulatory demands. Includes contract compliance services, cybersecurity consulting services, PCI compliance services, and SOC audit services.
• Tax Services Discovers tax-saving opportunities tailored to meet individual or business goals and objectives, whether locally or globally. Includes business tax, cost segregation, global transfer pricing strategies, international services, private client services, state and local tax, tax controversy, tax credits, tax services for high-income individuals, and wealth management.

Segments14 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Partnerships

One partnership is on record.

• HLB — The Global Advisory and Accounting NetworkcoreStrategic or Co-development PartnerWithum is an independent member of HLB, a global advisory and accounting network. This affiliation enables Withum to serve multinational clients and provides access to global expertise and referral relationships across HLB member firms worldwide. The relationship positions Withum as part of an international network while maintaining independent operations.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BDO USA: BDO USA is one of the largest mid-market accounting and advisory firms in the US, offering assurance, tax, advisory, and consulting across similar verticals including PE, healthcare, and government contractors — directly comparable to Withum's positioning and service mix.
• RSM US: RSM US is the leading US member of RSM Global and a direct mid-market competitor, providing audit, tax, and consulting to middle-market businesses with strong industry specialization — directly comparable in scale, structure, and go-to-market approach to Withum.
• Grant Thornton US: Grant Thornton is the US member of Grant Thornton International and a top-five mid-market accounting firm offering assurance, tax, and advisory — competing head-to-head with Withum for mid-market audit and advisory engagements.
• Baker Tilly US: Baker Tilly is a leading US mid-market advisory firm with assurance, tax, and consulting practices serving similar verticals (PE, healthcare, government, real estate) — a closely comparable peer in size, scope, and vertical mix to Withum.
• Crowe LLP: Crowe is a major US mid-market accounting and advisory firm with strong practices in audit, tax, risk, and consulting across financial services, healthcare, and government — a direct competitor for mid-market assurance and advisory engagements.
• Marcum LLP: Marcum is a top-15 US accounting firm with strong presence in the Northeast and Florida, offering audit, tax, advisory, and technology services — directly competing with Withum in overlapping geographies and industry verticals.
• EisnerAmper: EisnerAmper is a US mid-market accounting and advisory firm headquartered in the Northeast with deep PE, financial services, and life sciences practices — closely comparable to Withum in geography, vertical mix, and service breadth.
• CohnReznick: CohnReznick is a US mid-market advisory firm offering assurance, tax, and advisory with strong real estate, construction, and government contractor practices — directly comparable to several of Withum's key verticals.

Broad incumbents

• KPMG US: KPMG is one of the Big Four accounting firms offering audit, tax, and advisory services across all major industries and verticals — broader incumbent that overlaps with Withum's enterprise and upper mid-market engagements and increasingly targets mid-market work.
• Deloitte US: Deloitte is the largest professional services firm globally and a Big Four leader in audit, consulting, tax, and risk advisory — a broad incumbent competing with Withum on advisory, digital transformation, and risk mandates while expanding into mid-market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/ocdcpa
• Facebookfacebook.com/ocdcpa

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about O'Connor & Drew, P.C.