RSM Canada

Name

RSM Canada

Legal name

RSM Canada LLP

Website

https://rsmcanada.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Audit, Tax, and Consulting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Scientific and Technical Consulting Services (54169), Computer Systems Design and Related Services (54151), All Other Professional, Scientific, and Technical Services (54199)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Services (8741), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)

akta.pro secondary industries

Regulatory Change Management (RCM) (HDADAIAG), Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC), SaaS Security Posture Management (SSPM) (HDABAHAE)

Keywords

• Audit and assurance
• Tax advisory services
• Management consulting
• Risk consulting
• Digital transformation

Headquarters

HQ city

London

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services (Assurance, Tax, Consulting): RSM Canada generates revenue through professional services fees for assurance and audit, business tax advisory, management consulting, risk and cybersecurity consulting, digital transformation, and transaction advisory services. Revenue is primarily fee-based for advisory engagements, with a transatlantic partnership effective January 2026 connecting RSM UK, RSM US, and RSM Canada.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

RSM Canada is a professional services firm providing audit and assurance, business tax advisory, and management consulting services to middle market businesses in Canada. Core service lines include risk and cybersecurity consulting (anchored by the proprietary RSM Defense 24/7 managed security operations center), digital transformation (AI, analytics, cloud), transaction advisory, sustainability and ESG consulting, family office services, and managed/outsourced services. Service delivery is enabled by proprietary platforms (RSM Luca, FamilySight, PartnerSight) and strategic technology alliances with Salesforce, ServiceNow, Sage Intacct, Microsoft, and NetSuite.

Product overview

RSM Canada is a professional services firm providing assurance, tax, and consulting services to middle market leaders. The firm operates a platform-based service model combining proprietary technology solutions with strategic technology partnerships. RSM's proprietary platforms include FamilySight (wealth management) and PartnerSight (partnership analytics), while strategic technology alliances encompass implementation and consulting services for Salesforce, ServiceNow, Sage Intacct, Microsoft, NetSuite, and other platforms. The firm offers AI, data and infrastructure services including digital transformation, cybersecurity (RSM Defense managed security services), and human-centred design consulting. Services span audit and assurance, business tax, risk and compliance (including SOC consulting), transaction advisory, managed services, and industry-specific solutions across technology, healthcare, manufacturing, and other sectors. RSM is part of the RSM global network spanning Europe, Asia Pacific, Africa, Latin America, MENA, and North America.

Differentiator

Problem solved

Functional benefit

Brands

• RSM Defense: Managed security services platform providing 24/7 monitoring, threat detection, and incident response for cybersecurity.
• FamilySight
• PartnerSight
• RSM Luca

Products and services

• Assurance and Audit Services Financial statement audits and related attestation services for middle market organizations in Canada.
• Business Tax Advisory Tax advisory and compliance services including business tax planning, compliance, and regulatory guidance for middle market companies.
• AI, Data and Infrastructure Services (Digital Transformation) Digital transformation services including AI consulting, data analytics, cloud solutions, and IT infrastructure modernization for middle market businesses.
• Risk Consulting (Risk, Fraud and Cybersecurity) Risk management, fraud prevention, and cybersecurity consulting services to protect organizational assets and ensure compliance.
• Sustainability and ESG Consulting Environmental, social, and governance consulting solutions to help organizations meet sustainability objectives and reporting requirements.
• Transaction Advisory (M&A) Merger and acquisition advisory services including deal sourcing, due diligence, and post-merger integration support.
• Family Office Services Comprehensive services for high-net-worth families including wealth management, tax planning, and family governance.
• Managed Services Outsourced solutions including managed application services, IT support, and business process outsourcing.
• FamilySight Proprietary wealth management platform providing family office technology solutions for managing complex family financial structures.
• PartnerSight Proprietary platform providing insights and analytics for partnership and business performance monitoring.
• RSM Defense (Managed Security Services) Proprietary managed security services platform providing 24/7/365 monitoring, threat detection, and incident response. Includes managed identity services, XDR, GRC services, attack surface management, and AI-powered data protection.
• RSM Luca Audit analytics and intelligence platform enabling data-driven audit processes and enhanced audit quality.
• SOC Compliance Consulting System and Organization Controls reporting and consulting services including SOC 1, SOC 2 (Type 1 and Type 2), SOC 3, SOC for Supply Chain, and SOC Cyber assurance. Includes readiness audits and control environment recommendations.
• Governance, Risk and Compliance (GRC) Solutions Comprehensive GRC services including AML compliance, cloud risk, credit risk, cybersecurity risk, enterprise risk, ERP implementation risk, internal audit, regulatory compliance, SOX compliance, and third-party risk management.
• Human-Centred Design Consulting Strategic design approach combining behavioral science, user research, and analytics to create intuitive customer and employee experiences. Includes customer experience, employee experience, brand marketing, and strategic transformation services.
• Detect and Respond Services Cybersecurity detection and response services including threat intelligence, incident response planning, cyber crisis exercising, digital forensics, and recovery services powered by RSM Defense SOC.
• Virtual CISO (vCISO) Services Virtual Chief Information Security Officer advisory services providing strategic cybersecurity leadership, governance, and oversight for organizations without a full-time CISO.
• Sage Intacct Managed Application Services Award-winning Sage Intacct managed services providing customization, integration, optimization, and support for the Sage Intacct ERP platform.
• ServiceNow Consulting Services Elite ServiceNow partner services including customization, advisory, support, implementation, testing, and custom application development. Covers IT business management, ITSM, ITOM, CMDB, software asset management, and managed support.
• Salesforce Consulting Services Salesforce advisory and implementation services including custom development (Aura, LWC, Apex, Visualforce), implementation, integration, data migration, managed services, and optimization.
• IT Modernization Services Next-generation IT infrastructure solutions including cloud migration, hybrid cloud, security and risk management, data storage and recovery, and operations support to enable business innovation.
• Strategic Transformation Services Strategic transformation consulting including future-state visioning, service design blueprinting, and innovation workshops to align vision with actionable strategy.

Quantifiable outcome

• RSM served 650+ Sage Intacct clients since 2009, consistently ranked top-10 Sage Intacct provider
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration26 records

AI capability12 records

Feature4 records

Partnerships

Twelve partnerships are on record, tiered core and supporting.

• RSM UK and RSM US (Transatlantic Partnership)coreStrategic or Co-development Partner · 1 January 2026Effective January 1, 2026, RSM Canada joins a new transatlantic partnership with RSM UK and RSM US. The partnership aims to create a scalable multinational platform with an annual revenue of $5 billion, with plans to potentially scale to $10 billion. Near-unanimous partner approval was received from both RSM US and RSM UK. RSM Ireland also joined the partnership following its acquisition by RSM UK.
• RSM InternationalcoreStrategic or Co-development PartnerRSM Canada is the Canadian member firm of RSM International, a global network of independent assurance, tax and consulting firms operating in over 120 countries worldwide. The member firms collaborate to provide services to global clients.
• Sage IntacctcoreTechnology or IntegrationRSM is one of the largest Sage Intacct partners in North America, consistently recognized as a top-10 Sage Intacct provider since 2009. RSM has served 650+ Sage Intacct clients and has 40+ trained Sage Intacct consultants across 10 North American offices. RSM offers implementation, managed application services, customization, integration, and optimization for Sage Intacct.
• SalesforcecoreTechnology or IntegrationRSM Canada is a Salesforce partner offering consulting services including custom development (Aura, LWC, Apex, Visualforce), data migration, implementation, integration, managed services, and optimization. RSM has implemented and managed Salesforce platforms for numerous organizations globally.
• ServiceNowcoreTechnology or IntegrationRSM is an Elite ServiceNow partner offering consulting services including customization, advisory, support, implementation, and testing of ServiceNow solutions. Services span IT business management, IT service management, IT operations management, configuration management, software management, managed support, and process engineering.
• MicrosoftcoreTechnology or IntegrationRSM has a strategic technology alliance with Microsoft, offering services including AI/analytics and cloud services, Microsoft Copilot implementation, and Microsoft 365 data protection and hardening as part of cybersecurity engagements.
• NetSuitecoreTechnology or IntegrationRSM is a NetSuite alliance partner offering implementation and consulting services for NetSuite ERP platforms.
• BlackLinesupportingTechnology or IntegrationRSM offers consulting services related to BlackLine financial automation platform as part of its managed services and financial management offerings.
• BoomisupportingTechnology or IntegrationRSM offers consulting services for Boomi integration platform as part of its digital transformation and managed services.
• DayforcesupportingTechnology or IntegrationRSM offers consulting services for Dayforce human capital management platform as part of its technology alliance offerings.
• UKGsupportingTechnology or IntegrationRSM offers consulting services for UKG (Ultimate Kronos Group) workforce management solutions as part of its technology alliance.
• Sage Intacct System IntegrationssupportingTechnology or IntegrationRSM offers system integration for Sage Intacct with numerous market-leading solutions including Salesforce, Microsoft CE, ADP, UKG, Ceridian, Bill.com, AvidXchange, MineralTree, Planful, Adaptive Insights, Solver, Tallie, Expensify, Concur, BlackLine, Zuora, Kantata, Nimble, Fluxx and LeaseQuery.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moss Adams: Moss Adams is a US-based top-15 accounting and consulting firm focused on middle-market clients across multiple industries — directly comparable to RSM Canada in client size focus, service mix, and industry-vertical coverage.
• Marcum LLP: Marcum LLP is a US-based top-20 accounting and advisory firm providing audit, tax, and consulting to middle-market and growing businesses — directly comparable to RSM Canada in service mix and middle-market orientation.
• Plante Moran: Plante Moran is a US-based top-15 accounting and advisory firm focused exclusively on middle-market clients — closely comparable to RSM Canada in client size focus, service breadth (audit, tax, consulting, technology), and middle-market specialism.
• Crowe Global (Crowe Soberman in Canada): Crowe Global is a top-10 accounting network serving middle-market clients with audit, tax, and advisory services; Crowe Soberman is the Canadian member firm — closely comparable to RSM Canada's middle-market focus and network structure.
• Grant Thornton Canada: Grant Thornton Canada is the Canadian member of Grant Thornton International, focused on audit, tax, and advisory for mid-market businesses — a direct competitor with the same middle-market positioning and global network model as RSM Canada.
• Wipfli: Wipfli is a US-based top-15 accounting and consulting firm serving middle-market clients with audit, tax, technology, and outsourced services — a direct peer to RSM Canada in mid-market advisory, managed services, and technology consulting.
• Baker Tilly Canada: Baker Tilly Canada is part of the Baker Tilly network, providing accounting, tax, and advisory services to mid-market Canadian businesses — directly comparable to RSM Canada's service mix and middle-market client focus.
• BDO Canada: BDO Canada is the Canadian member of BDO Global, providing audit, tax, and advisory services to middle-market clients across Canada — directly comparable to RSM Canada in service mix, target customer, and network-firm structure.

Broad incumbents

• Deloitte Canada: Deloitte Canada is the Canadian member of Deloitte Touche Tohmatsu, a Big 4 firm providing audit, tax, consulting, and advisory services — a broad incumbent competing for the same middle-market clients as RSM Canada, with deeper specialty benches and global scale.
• KPMG Canada: KPMG Canada is the Canadian member of KPMG International, a Big 4 firm providing audit, tax, and advisory — a broad incumbent competitor to RSM Canada across audit, tax, and consulting, with greater brand recognition and specialty depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/RSM_Canada
• Facebookfacebook.com/RSMCanada1

Compliance8 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 RSM Canada