Choose the professional assignment first
Accounting and advisory organizations offer many services, but a business buys a specific engagement. Begin with the required outcome: recurring accounting, a tax return, technical advice, an independent report, or support for a transaction. The expertise, evidence, qualifications, and independence requirements can differ.
These 15 candidates are listed alphabetically, not by revenue, customer satisfaction, or measured service quality. Their public descriptions were checked on October 18, 2026. The list is a starting point for engagement-specific inquiries; it does not establish that every organization accepts your company, serves every jurisdiction, or includes the requested work in a standard package.
1. Aprio
Aprio publishes accounting, tax, and advisory services. Explain whether the assignment concerns everyday operations or a specialist conclusion. Ask which team will deliver it and how the scope connects to your existing accountant. Confirm the records needed before the proposed start date and the implementation work left afterward.
References: Aprio: published services
2. Baker Tilly
Baker Tilly publishes advisory, tax, and assurance services. Ask for the appropriate engagement and legal service provider for your requirement. If a lender or investor specifies a report, provide the exact language. Confirm permitted use, review, independence where applicable, and the records your team must prepare.
References: Baker Tilly: published services
3. BDO USA
BDO publishes assurance, accounting, tax, advisory, and outsourced finance offerings. Separate recurring operational work from a technical or assurance assignment. Ask who approves the underlying accounting and who issues any professional report. A broad catalog makes a scoped responsibility map especially useful for comparing proposals.
References: BDO USA: published services
4. CBIZ
CBIZ publishes professional and business services, including accounting, tax, and advisory offerings. Identify the contracting entity and responsible professionals for each part of the proposal. Clarify how specialist work relates to ongoing accounting, who implements adjustments, and how the company retains a consistent set of approved records.
References: CBIZ: published services
5. CLA
CLA publishes professional services and outsourcing offerings. Define whether you need a continuing accounting process, specialist advice, or another engagement. Ask how the assigned team supports your reporting requirements and locations. Request an operating calendar with the required client inputs and escalation process.
References: CLA: published services
6. Citrin Cooperman
Citrin Cooperman publishes accounting, tax, and business advisory services. Compare the engagement against the actual question rather than the breadth of the brand. Ask which conclusions are documented, how changes return to the ledger, and what follow-up is available after the original project finishes.
References: Citrin Cooperman: published services
7. Deloitte
Deloitte publishes audit, assurance, tax, and consulting offerings through its professional-services organization. Bring a precise scope and the requirements of whoever relies on the output. Ask about the appropriate service entity, professional responsibilities, and any restrictions that affect combining advice, implementation, and independent reporting.
References: Deloitte: published services
8. EisnerAmper
EisnerAmper publishes accounting, tax, and advisory services. State the entities, periods, reporting framework, and deliverable involved. Ask how unresolved accounting matters are handled before the project reaches review. Agree which approved adjustments, schedules, and records your operating team receives at completion.
References: EisnerAmper: published services
9. EY
EY publishes assurance, tax, consulting, and strategy-related services. Identify the specific requirement and the legal entity delivering it. If several teams are proposed, ask who coordinates dependencies and resolves conflicting information. Confirm the qualifications and independence conditions for any work that requires them.
References: EY: published services
10. Forvis Mazars US
Forvis Mazars US publishes assurance, tax, and consulting services. Explain the reporting obligations and operating facts relevant to the engagement. Ask about the assigned team's experience with the particular issue, source-data requirements, review process, and capacity near the deadline you need to meet.
References: Forvis Mazars US: published services
11. Grant Thornton
Grant Thornton publishes audit, assurance, tax, and advisory services. Compare the proposed engagement and service entity rather than treating the brand as one undifferentiated package. Specify the report recipient, deadlines, required evidence, management approvals, and follow-up or implementation work expected after delivery.
References: Grant Thornton: published services
12. KPMG
KPMG publishes audit, tax, and advisory services. Describe the business issue and required output clearly enough for the appropriate team to assess it. Confirm the contracting entity and professional responsibilities. Where independence or permitted-use restrictions apply, resolve them before assuming services can be combined.
References: KPMG: published services
13. PwC
PwC publishes audit, assurance, consulting, and tax services. Identify whether your requirement involves independent reporting, specialist advice, or operational change. Ask who owns each stage, what records management supplies, and how approved conclusions will be implemented. Compare the specific proposal with alternatives on the same scope.
References: PwC: published services
14. RSM US
RSM US describes assurance, tax, and consulting services for the middle market. State your reporting obligations and the work already handled internally. Ask how a specialist engagement interfaces with the recurring close, and who maintains any schedules or policies introduced by the project.
References: RSM US: published services
15. Sikich
Sikich publishes accounting, tax, advisory, and technology offerings. If the assignment combines systems and accounting work, define both deliverables and their approval criteria. Ask who checks migrated balances, validates reporting, and maintains the process after implementation. A technology project should leave an understandable accounting record.
References: Sikich: published services
Compare professional responsibility and operating fit
Give each candidate the same brief: the question, entities, jurisdictions, periods, current records, required output, recipient, and deadline. Ask which facts remain unresolved and which work is excluded. Confirm the responsible professionals rather than assuming every service under a brand has the same legal provider.
Separate recurring accounting, tax, assurance, advisory, systems work, and cleanup in the quote. Consider the internal preparation and coordination required. Before signing, agree records access, deliverable rights, permitted uses, follow-up, and the process for additional work. A smaller assignment can be the right purchase when its output meets the actual requirement.
Sources
Requirements and product details can change. Check the linked guidance for the facts that apply to your situation.
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General information, not personalized accounting, tax, legal, or investment advice. Have the appropriate qualified professional review decisions that depend on your circumstances.