EisnerAmper

Strengthen confidence in financial information, support compliance, and build trust with investors, customers, and other stakeholders.

Plan proactively, address tax obligations and disputes, and make informed business and personal financial decisions with tailored tax support.

Get tailored expertise to address complex challenges, navigate critical decisions, manage risk, and pursue long-term success.

Scale operational support, access experienced talent, and reduce overhead so teams can focus on growing their organizations.

Helps individuals, families, and businesses plan for financial goals, retirement savings, and changing opportunities with integrated wealth management support.

Assurance Services

EisnerAmper provides tailored assurance services to public, private, and governmental organizations. Offerings include independent financial audits, financial statement reviews, compilations and preparation, agreed-upon procedures, and SOC examinations. Its professionals use a risk-based methodology, industry expertise, multidisciplinary teams, and technology to assess risks, support compliance, and provide clear reporting. The services help organizations improve transparency and financial reporting accuracy and build trust with investors, lenders, customers, and other stakeholders.

Category: Audit and Assurance Services

• Verify Financial Reporting Accuracy
  Independent audits help organizations provide stakeholders with confidence in financial information and maintain transparency and accuracy in financial reporting.
• Demonstrate Organizational Controls
  SOC reports give customers and other stakeholders information about an organization’s controls and can help service organizations demonstrate their commitment to safeguarding sensitive data.
• Focus Audits On Key Risks
  A risk-based approach concentrates work on areas of highest risk, supporting thorough and efficient audits and helping organizations address potential concerns.
• Uphold Reliable Audit Standards
  A focus on professional standards, independence, integrity, quality control, and timely communication supports reliable audit opinions and confidence in the audit process.
• Enhance Audit Precision
  Technology and automated solutions support more precise procedures, stronger audit evidence, and meaningful insights.
• Apply Industry-Specific Expertise
  Teams with knowledge of industry regulations, market dynamics, and practices tailor assurance work to the organization’s sector and circumstances.
• Address Government Audit Requirements
  Specialized audit services support public-sector and not-for-profit organizations in addressing government accounting, grant, and reporting requirements.
• Prepare For SOC Examinations
  Readiness consulting helps organizations assess their controls, identify gaps, and develop an action plan ahead of a SOC examination.
• Support Benefit Plan Compliance
  Specialized plan audits help organizations address regulatory requirements, safeguard participant interests, and maintain the integrity of benefit plans.
• Review Financial Statements
  Obtain a financial statement review as an assurance service tailored to help support financial integrity and compliance.
• Compile Financial Statements
  Use compilation services as part of a tailored assurance offering supporting organizations’ financial reporting needs.
• Prepare Financial Statements
  Access financial statement preparation as part of EisnerAmper’s range of tailored assurance services.
• Address Specific Assurance Needs
  Engage EisnerAmper for agreed-upon procedures as part of a range of assurance services tailored to organizational needs.

Tax services

EisnerAmper provides tax compliance, advisory, and advocacy services for corporations and partnerships of all sizes, high-net-worth individuals, and families, with support in the U.S. and internationally. Services include federal, international, and state and local tax; private-client planning; tax controversy and dispute resolution; and specialized federal tax services such as credits and incentives, M&A transaction tax, compensation and benefits advisory, and net operating loss consulting. The team also helps clients evaluate business structures, financing transactions, mergers and acquisitions, and exit strategies, and develops ongoing tax strategies for long-term benefit.

• Plan For Long-Term Tax Needs
  Develop proactive, ongoing tax strategies and consider tax-efficient options to support long-term financial planning.
• Address Tax Filing Obligations
  Access tax compliance support for organizations and individuals across domestic and international needs.
• Get Support With Tax Disputes
  Receive tax controversy advocacy and dispute resolution support for a range of business and individual clients.
• Coordinate Personal Tax Planning
  Access personal tax planning alongside accounting and financial reporting support for individuals, families, and closely held businesses.
• Manage International Tax Needs
  Receive tailored support for international tax planning and implementation, with ongoing monitoring and adjustments for companies of different sizes.
• Assess State And Local Tax Exposure
  Get advice on state and local tax issues, including nexus, apportionment, decision matrices, and exposure analysis and remediation.
• Address Specialized Federal Tax Matters
  Access federal tax support spanning corporate compliance, credits and incentives, M&A transaction tax, compensation and benefits, and net operating losses.
• Plan Tax Implications Of Transactions
  Consider tax implications when choosing a business structure, arranging financing, implementing mergers or acquisitions, and planning an exit.
• Outsource Tax Function Support
  Use outsourced specialty teams for tax functions as part of the firm's broader outsourcing services.
• Apply Tax Expertise To Industry Needs
  Access tax services tailored to sector-specific requirements, including tax planning, multistate and international tax matters, and R&D tax credit planning and evaluation.

Advisory services

EisnerAmper provides tailored advisory services to businesses, government entities, not-for-profits, and high-net-worth individuals, domestically and globally. Its professionals work with clients to identify key issues and develop custom solutions for complex business challenges, critical decisions, and time-sensitive developments. Services span risk and compliance, financial advisory, strategy and transformation, settlement administration, and government services, with specialized teams addressing needs such as technology, transactions, financial and regulatory risk, and operational change.

Category: Management Consulting

• Strengthen Cybersecurity And IT Controls
  Assess and manage IT risk, improve cybersecurity practices, support compliance, protect data privacy, and develop policies and governance processes.
• Navigate Financial And Regulatory Requirements
  Develop internal controls and compliance frameworks to address financial risk and regulatory requirements, including SOX, J-SOX, MAR, CFIUS, AML, and consumer financial regulations.
• Identify And Address Organizational Risks
  Use operational and financial experience, emerging technologies, and risk and compliance expertise to assess vulnerabilities, address regulatory requirements, and support timely course correction.
• Plan And Govern AI Initiatives
  Use advisory support for AI business planning, ROI analysis, governance, and transformation.
• Prepare For Business Disruptions
  Assess disruption risks, understand business impacts, develop continuity plans, align disaster recovery, and test operational resilience.
• Strengthen Governance And Audit Programs
  Access tailored outsourced or co-sourced internal audit services, risk assessments, audit planning, and practical insights to support governance, risk, and compliance.
• Align IT Practices With Compliance Requirements
  Develop and maintain IT governance protocols and address applicable requirements, including SOX, SEC cyber reporting, PCI, CMMC, HITRUST, ISO, HIPAA, GLBA, FERPA, GDPR, and CCPA.
• Manage Privacy And Protect Data
  Identify personal information practices and compliance gaps, then develop and monitor privacy programs supported by data mapping, data protection, and related services.
• Optimize Operations And Enable Technology
  Explore strategic solutions focused on improved business operations, technology enablement, and operational efficiency.
• Support Complex M&A Transactions
  Help investors and lenders evaluate and navigate transactions through financial, tax, and IT due diligence, valuation, and end-to-end deal support.
• Navigate Distress And Restructuring
  Access turnaround, creditor, fiduciary, and forensic investigation services for distressed organizations and stakeholders.
• Transform Finance Into A Growth Engine
  Evaluate the current finance function and support ERP evolution, digital finance, and operating model transformation.
• Manage Disaster Recovery Programs
  Receive program management and oversight designed to help fulfill disaster recovery program missions.
• Streamline Payments And Fund Distribution
  Support payment processing, fund distribution, and financial oversight through dedicated financial management and disbursement services.
• Investigate Anomalies And Support Litigation
  Use computer forensics and eDiscovery to investigate unexplained accounting anomalies, receive litigation support, and assist with property valuations.
• Design And Administer Government Programs
  Support state and local agencies with program design, administration, compliance, and federal fund disbursement.
• Administer Complex Settlement Programs
  Manage administration and notice services for class actions, mass arbitration, and mass tort lawsuits and settlement programs.
• Navigate Complex Accounting Matters
  Access specialized technical accounting expertise and insight without adding additional in-house technical accounting resources.
• Develop Compensation Strategies
  Get guidance on executive and board compensation, base pay management, and related HR consulting.
• Navigate Family Business Transitions
  Get guidance on succession planning, governance, communication, and conflict management across family business transitions.
• Develop People And Organizations
  Support individual and organizational development through HR consulting, assessments, leadership and board development, executive coaching, and conflict resolution.
• Select And Implement Sage Intacct
  Get help selecting and implementing financial management and accounting software, including Sage Intacct solutions and integrations.
• Find Talent And Plan Workforces
  Support talent needs through executive search, contingent staffing, and strategic workforce planning across finance, HR, technology, and other areas.
• Deploy And Optimize Workday Solutions
  Access deployment, optimization, advisory, and managed services for Workday Adaptive Planning and Financial Management.
• Manage Organizational Change
  Access advisory support for organizational change management.
• Manage Grant Programs
  Access specialized advisory support for grants management.
• Address Federal Contracting Needs
  Access advisory services focused on federal government contracting.
• Administer And Advise On Retirement Plans
  Access retirement plan administration and consulting services.

EisnerAmper Outsourcing Services

EisnerAmper provides an integrated operational foundation across accounting and finance, technology and AI, human resources, and growth and marketing. Organizations can use one or combine multiple pillars in an operating model tailored to their industry and needs. Services range from full outsourcing to project-based support and include financial operations, managed IT and cybersecurity, HR strategy and execution, marketing support, fund operations, and specialized back-office services. Clients can scale support up or down, access experienced professionals, and augment or replace in-house functions.

Category: Business Process Outsourcing Services

• Connect Operational Functions
  Bring finance, technology, HR, and growth support together in an operating model instead of coordinating a patchwork of vendors.
• Support Financial Operations
  Outsource or augment financial functions with controller support, CFO leadership, accounting operations, compliance, and reporting services tailored to your needs.
• Tailor Support To Your Industry
  Use an operating model designed around your sector's needs, with examples including healthcare accounting and HIPAA compliance, law firm trust accounting, and manufacturing cost accounting.
• Run And Secure Technology
  Maintain day-to-day systems, protect data, and bring data and AI enablement into organizational work, with support that can complement an existing IT team.
• Scale Teams As Needs Change
  Adjust outsourced team capacity as requirements change, without building every capability through traditional hiring.
• Manage Human Resources
  Access HR support for recruiting, payroll, benefits, and compliance, either as a full outsourced function or as extra capacity for an internal team.
• Attract Clients And Grow Revenue
  Use fractional marketing leadership, demand generation, and sales enablement to support audience attraction and sustainable revenue growth.
• Access Experienced Specialists
  Draw on experienced finance, IT, and compliance professionals with industry knowledge and proven methodologies.
• Manage Risk And Overhead
  Use established controls and built-in governance support to help lower operational risk, while reducing overhead and aligning predictable pricing with growth.
• Support Fund Operations
  Access fund accounting, administration, investor services, and compliance support across fund launch and ongoing operations.
• Add Financial Leadership
  Bring CFO and controller expertise into financial and leadership work, including KPI reporting, financial modeling, and board-level support.
• Manage Association Operations
  Outsource association operations spanning financial processes, events, member engagement, governance, and strategic planning.
• Manage Property Accounting
  Access accounting support as part of operational infrastructure for commercial, residential, and mixed-use real estate portfolios.
• Build Scalable Startup Operations
  Set up and expand back-office finance, accounting, tax, and HR support as a startup develops, raises capital, and grows.
• Support Healthcare Finance Teams
  Use project-based or fully outsourced accounting support, including cloud accounting and financial operations for healthcare providers.
• Strengthen Public Sector Operations
  Augment government teams with technology, cybersecurity, managed IT, finance, and accounting support informed by public-sector needs.
• Support Family Office Operations
  Bring accounting, reporting, tax coordination, technology, and administrative support together for family office operations.
• Outsource Tax Functions
  Use outsourced support for tax functions and tax planning and compliance needs identified within the firm's service portfolio.

Wealth management

EisnerAmper provides integrated wealth management and financial planning for individuals, families, businesses, owners, employees, and corporate executives. Its team of portfolio managers, financial planners, tax professionals, and retirement plan designers helps clients pursue financial goals, plan for retirement, address tax considerations, and make informed decisions. Services include individualized executive financial planning, holistic wealth management, and retirement plan administration and consulting.

• Coordinate Wealth Planning Across Generations
  Successful individuals, closely held business owners, and their families can access holistic wealth management that includes generational financial planning.
• Plan For Retirement And Heirs
  Individuals and families can receive advice on retirement savings, tax on portfolio growth, and financial planning for themselves and their heirs.
• Administer Plans And Address Compliance
  Third-party administration and actuarial consulting help organizations address complex compliance issues, reduce taxes, increase retirement savings, and build competitive plans to attract and retain employees and key executives.
• Manage Saving And Investing
  Portfolio management supports clients as they balance saving and investing and pursue financial goals.
• Offer Customized Employee Retirement Plans
  Companies can provide employees with customized retirement plans and corporate executives with specialized tax and planning services.
• Adjust Plans For Changing Goals
  Individuals, families, and businesses can plan ahead, respond to change, and adjust financial plans as goals and opportunities evolve.
• Personalize Financial Planning For Executives
  Organization executives can receive comprehensive, individualized personal financial planning.