Achieve Lasting Impact and Drive Growth with Strategic Advisory Services
Withum’s Advisory Services Team combines strategic insights, innovative technology and deep industry expertise to optimize business operations, manage risk and create growth opportunities.
Our seasoned professionals work closely with organizations to develop tailored services – ranging from operational efficiency, financial insights and transaction advisory to digital and AI transformation, cybersecurity and strategic planning – empowering them to adapt, innovate and thrive in today’s dynamic business landscape.
Testimonials
Withum's OASyS Service Team reduced the time I spent on accounting work, minimizing my worry about the accounting records. The Team also increased efficiencies by helping us implement Expensify. Using Withum has freed up an enormous amount of time, allowing me to focus on my semi-retirement and the more critical aspects of the business.
Susan Meyer, Director of Operations | Jennifer Brett Communications, LLC

Withum’s OASyS Team supports all our accounting needs and has provided a flawless and reliable service in preparation for our Series A, and we have been working together with them ever since. As we progressed to our Series B round, an audit became necessary, and Withum assisted us in selecting an auditor and was significantly involved in ensuring a successful PCAOB audit. Their expertise brings peace of mind and confidence not only to our leadership team at Invetx but also to our Board and investors.

Over the years, Withum has provided a range of services to us, as our business needs change, including financial close and reporting, preparation of our tax provision and returns, and audit support. Currently, Withum provides administration of our payroll and accounts payables processes. For an early-stage company such as ours, cash management is key to our success. We are a lean team, but together with Withum, we maintain consistent processes and controls to achieve operational success.
I just wanted to formally say Thank You on behalf of SJI for a great job helping us with our Teams rollout. We especially appreciated your flexibility in adapting to our evolving project schedule in response to the pandemic. A couple areas of note are your assistance with our Teams governance plan and Teams Live Events training sessions. We are now fully a Teams company and Skype has been sunset, so “mission accomplished”!
Chuck Burns, Project Manager | South Jersey Industries

We've worked with other Microsoft consultants in the past, but none have matched Withum's level of technical expertise and knowledge of Microsoft's technology.
"The strength of Withum is with its people and with [their] experts who can help any organization navigate through the most difficult of projects and business challenges to ultimately drive excellent results."
Maureen Badura, Sr. E-Commerce Manager | illy caffe of North America
The Withum Team has spoiled my people on the NetSuite Software implementation with [their] governance, structure and discipline plus lots of hand-holding. Now they expect that from all software vendors we hire. Withum set the bar high.
CFO | Global Software Serving Financial Services Industry
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Featured Insights

Unlocking Value in Mergers & Acquisitions: Excellence in Synergy Execution
In part one of our Unlocking Value in M&A series, we discussed how achieving synergies begins with identifying and classifying synergies, whether they manifest as cost savings through operational efficiencies […]

Unlocking Value in Mergers & Acquisitions: Synergy Risks to Realization
As discussed in part one of our Unlocking Value in M&A series, identifying and realizing synergies is the cornerstone of a successful M&A transaction. The path to realization can be […]

Case Study: Securing Microsoft 365 Copilot – A Professional Services Firm’s Path to Safe AI Adoption
How a Rushed Microsoft 365 Copilot Rollout Led to a Quick Rescue and a Secure AI Deployment The Background The journey for this client in the professional services industry began […]
Contact Us
For more information or to discuss your business needs, contact Withum’s Advisory Services Team.