Firm profile

RSM

RSM was named in 11 of the 33 Salesforce and CRM implementation partners and fractional CFO and outsourced accounting firms and NetSuite and ERP implementation partners questions measured by The Shortlist Report, appearing in 554 of the 2028 AI responses sampled across those questions (27.3%).

rsmus.com · Last measured September 18, 2026 · how we measure

RSM is strongest on “What are the best NetSuite implementation partners?”, where it was named in 133 of 175 responses (76.0%), placing it in tier 2 of that report.

Where RSM was named

What RSM gets named for

Across the 33 Salesforce and CRM implementation partners and fractional CFO and outsourced accounting firms and NetSuite and ERP implementation partners questions measured, RSM is named most often on “What are the best NetSuite implementation partners?” — it appears in 133 of the 175 ChatGPT responses to that question, or 76.0% of them. Its next strongest question is “What are the best fractional CFO firms?”, where it appears in 89 of 211 responses (42.2%).

RSM clears the reporting threshold on 11 of the 33 questions. The spread matters as much as the peak: a firm named across several different questions is one an assistant reaches for generally, where a firm named on one is attached to a single specialism.

What RSM’s tier placings mean

On “What are the best NetSuite implementation partners?”, RSM sits in tier 2 of 7, named in 133 of 175 responses (76.0%). That places it below the leading group on this question, where the top firm was named in 93.7% of responses against RSM’s 76.0%. It holds tier 2 alone. 13 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “What are the best fractional CFO firms?”, RSM sits in tier 4 of 6, named in 89 of 211 responses (42.2%). That places it below the leading group on this question, where the top firm was named in 95.3% of responses against RSM’s 42.2%. It shares tier 4 with BDO and Graphite, which the sample cannot separate from it. 6 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Who supports an ERP after go-live?”, RSM sits in tier 1 of 2, named in 58 of 175 responses (33.1%). Tier 1 does not mean it was ranked first. It means that at 175 responses, the gap between RSM and the most-named firm in that sample is inside the margin of error, so the two cannot be told apart. RSM shares tier 1 with EPIQ and BDO, and the order they are listed in is arbitrary. 7 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Which ERP partners fit our company size?”, RSM sits in tier 2 of 4, named in 51 of 175 responses (29.1%). That places it below the leading group on this question, where the top firm was named in 42.3% of responses against RSM’s 29.1%. It shares tier 2 with PwC, Capgemini and IBM, which the sample cannot separate from it. 4 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Who can implement NetSuite or a real ERP for a growing company?”, RSM sits in tier 1 of 3, named in 57 of 210 responses (27.1%). It holds tier 1 alone: no other firm on this question was named often enough to be grouped with it, so on this question the sample does put one firm clearly ahead. 9 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Which outsourced firms handle business tax and compliance?”, RSM sits in tier 2 of 3, named in 37 of 175 responses (21.1%). That places it below the leading group on this question, where the top firm was named in 30.3% of responses against RSM’s 21.1%. It shares tier 2 with Deloitte, BDO and EY, which the sample cannot separate from it. 4 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Which Salesforce partners work with small businesses?”, RSM sits in tier 1 of 2, named in 36 of 200 responses (18.0%). Tier 1 does not mean it was ranked first. It means that at 200 responses, the gap between RSM and the most-named firm in that sample is inside the margin of error, so the two cannot be told apart. RSM shares tier 1 with Slalom, 360 Quantum Solutions, Systep, Accenture and Atlas Consulting, and the order they are listed in is arbitrary. 4 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Which partners implement ERP for inventory-heavy businesses?”, RSM sits in tier 2 of 3, named in 31 of 175 responses (17.7%). That places it below the leading group on this question, where the top firm was named in 30.3% of responses against RSM’s 17.7%. It shares tier 2 with Folio3 and Rand Group, which the sample cannot separate from it. 6 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

On “Who can migrate us from another CRM to Salesforce?”, RSM sits in tier 2 of 2, named in 27 of 200 responses (13.5%). That places it below the leading group on this question, where the top firm was named in 23.0% of responses against RSM’s 13.5%. It shares tier 2 with WNC Salesforce Services, Forcery, Ksolves and PwC, which the sample cannot separate from it.

On “Who provides interim finance leadership at short notice?”, RSM sits in tier 2 of 2, named in 17 of 157 responses (10.8%). That places it below the leading group on this question, where the top firm was named in 26.1% of responses against RSM’s 10.8%. It shares tier 2 with BDO, 8020 Consulting, ZRG Partners and Alvarez & Marsal, which the sample cannot separate from it.

On “Who migrates a company off QuickBooks onto a real ERP?”, RSM sits in tier 1 of 2, named in 18 of 175 responses (10.3%). Tier 1 does not mean it was ranked first. It means that at 175 responses, the gap between RSM and the most-named firm in that sample is inside the margin of error, so the two cannot be told apart. RSM shares tier 1 with ScaleNorth, Terillium, Rand Group, Data Migration International, Cella, SIGNWarehouse and DynamicUnit, and the order they are listed in is arbitrary. 2 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.

Firms named alongside RSM

When ChatGPT names RSM, these firms most often turn up on the same questions: Deloitte (8 shared questions), PwC (6 shared questions), Accenture (5 shared questions), BDO (5 shared questions), EY (5 shared questions), KPMG (5 shared questions), Capgemini (3 shared questions) and IBM (3 shared questions).

That overlap is the closest thing this data holds to a shortlist: these are the firms a buyer asking the same questions is most likely to see beside RSM. It says nothing about which of them is the better fit.

Deloitte · PwC · Accenture · BDO · EY · KPMG · Capgemini · IBM

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