Martinez & Associates

What Martinez & Associates does

Note: The query specified Martinez & Associates, but the source data provided pertains entirely to Withum Smith+Brown, PC. No information about Martinez & Associates exists in the provided sources. The analysis below is grounded in the Withum data available.

Withum Smith+Brown, PC is a US-headquartered accounting, tax, and business advisory firm founded in 1988 and operating as a privately held Professional Corporation from Whippany, New Jersey. The firm delivers services across six core practice areas — Assurance and Accounting, Business Advisory, Digital Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services — supplemented by Wealth Management and an Outsourced Accounting offering branded OASyS. It serves clients in 16 distinct industry verticals including Construction, Healthcare, Financial Services, Private Equity, Real Estate, Technology and Emerging Growth, Life Sciences, Government Contractors, and Not-For-Profit/Education, with industry-specific teams addressing domain pain points such as ASC 606 revenue recognition, REIT pass-through taxation, multiemployer plan ERISA compliance, and R&D tax credits.

Revenue is generated through professional services engagements (audit, tax, advisory, forensic, risk advisory) and recurring managed services (OASyS outsourced accounting and wealth management), priced on a custom quote-based engagement model tied to scope and complexity, with multi-year contract structures. The go-to-market is sales-led and consultative, leveraging relationship-based business development, industry specialization, and direct RFP processes, and is supported by a content-led marketing strategy that includes an extensive resource library, multiple podcast series (Civic Warriors, CFO Spotlight, Founded in Tech), webinars, and video content. Digital Solutions integrates cloud and AI-driven technologies with the Microsoft ecosystem — including Microsoft Viva for employee experience and Microsoft Cloud licensing and support — alongside CRM/ERP consulting, business process automation, and data analytics services to support client transformation.

The firm maintains twelve office locations: Whippany (HQ), New York, Princeton, Philadelphia, Boston, Washington D.C., Baltimore, Jacksonville, and Denver in the US, with international offices in Toronto, London, and Mumbai. As an independent member of HLB — The Global Advisory and Accounting Network, Withum extends its reach to multinational clients through the HLB network. The promotion of 18 new partners in 2026 signals sustained organizational expansion and leadership pipeline depth. No revenue, headcount, or customer logo data is disclosed in the source material, limiting precise scale quantification.

Name

Martinez & Associates

Legal name

Withum Smith+Brown, PC

Website

https://moacpa.com

Company type

Private

Founded year

1988

Operating status

Operating

Headcount range

1–10 employees

Short description

Withum Smith+Brown, PC is a US-headquartered accounting, tax, and advisory firm founded in 1988, serving clients across 16 industry verticals through six practice areas including Assurance, Tax, Business Advisory, Digital Solutions, Risk Advisory, and Forensic Services.

Ownership category

akta.pro rank

Headquarters

HQ city

Winter Springs

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Audit and Assurance: Financial statement audits, internal controls analysis, and attest engagements for businesses across various industries
2. Tax Services: Tax planning, preparation, and controversy services for businesses and individuals including international tax and transfer pricing
3. Business Advisory and Consulting: Strategic business consulting, management consulting, transaction advisory across M&A lifecycle, and insurance advisory services
4. Outsourced Accounting: OASyS (Outsourced Accounting Systems and Services) providing complete outsourced accounting functions
5. Risk Advisory: Cybersecurity consulting, PCI compliance, SOC audit services, and contract compliance services
6. Forensic and Valuation: Business valuation, forensic investigations, litigation support, and matrimonial dissolution services
7. Wealth Management: Private client wealth management services for high-income individuals

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Withum Smith+Brown, PC is an accounting and advisory firm providing audit and assurance, tax planning and compliance, business advisory (including transaction advisory and M&A), risk advisory and cybersecurity, forensic and valuation, and outsourced accounting (OASyS) services, plus digital solutions covering AI, automation, data analytics, and Microsoft cloud technologies, serving clients across 16 industry verticals.

Product overview

Withum is an accounting and advisory firm offering a comprehensive suite of professional services organized into six main practice areas: Assurance and Accounting, Business Advisory Services, Digital Workplace Solutions, Forensic and Valuation Services, Risk Advisory and Assurance, and Tax Services. Under Digital Solutions, the firm provides Artificial Intelligence, Business Process Automation, CRM and ERP Consulting, Data Analytics, Microsoft Cloud Licensing, and related technology services. The Risk Advisory practice includes Cybersecurity Consulting, PCI Compliance, and SOC Audit Services. The firm also offers Wealth Management and specialized outsourced accounting services (OASyS). The portfolio spans from traditional audit and tax to digital transformation and AI-powered solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Assurance and Accounting
• Business Advisory Services
• Digital Solutions
• Forensic and Valuation Services
• Risk Advisory and Assurance
• Tax Services
• Wealth Management

Segments16 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 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 partnership enables Withum to serve multinational clients and provides access to global capabilities across HLB's worldwide network of firms.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Plante Moran: Top-10 US accounting firm with comparable size, vertical specialization (manufacturing, healthcare, financial services), and similar partner-led service model. Closely comparable mid-market competitor.
• EisnerAmper: Major US accounting/advisory firm with strong PE, hedge fund, and financial services practices — directly overlapping Withum's PE vertical. Similar size and East Coast headquarters.
• RSM US: Mid-market focused accounting/advisory firm with strong PE and technology verticals. Closest direct competitor in scale, industry specialization, and cross-border capability via global RSM network.
• Marcum LLP: Major US accounting and advisory firm with comparable vertical breadth (construction, healthcare, manufacturing) and similar multi-office East Coast footprint. Direct competitor for mid-market audit and advisory work.
• Crowe LLP: Top-10 US accounting firm with comparable mid-market positioning, audit/tax/advisory mix, and industry-vertical focus including financial services, healthcare, and PE.
• Baker Tilly US: Top-10 US accounting/advisory firm with similar industry vertical structure, mid-market focus, and global reach through Baker Tilly International network. Comparable in service mix and client profile.
• BDO USA: Top-5 US accounting and advisory firm serving mid-market clients across similar verticals (PE, healthcare, real estate, technology). Directly comparable in size, structure, and service mix to Withum.
• Citrin Cooperman: East Coast-headquartered accounting and advisory firm with comparable industry verticals (PE, technology, professional services) and similar service offerings including digital solutions.

Broad incumbents

• Grant Thornton US: One of the largest US accounting/advisory firms (Big 6) with broader scale than Withum but overlapping mid-market and industry-vertical positioning. Represents the tier above Withum in the market hierarchy.
• KPMG US: Big 4 firm with broad portfolio including audit, tax, advisory, and digital transformation services. Represents the global incumbent tier that Withum competes against on larger engagements and multinational mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

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 Martinez & Associates