Firm profile
RSM
RSM was named in 13 of the 39 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 1064 of the 4416 AI responses sampled across those questions (24.1%).
RSM is strongest on “What are the best NetSuite implementation partners?”, where it was named in 273 of 345 responses (79.1%), placing it in tier 2 of that report.
What RSM is surfaced for in Salesforce and CRM implementation partners
Based on the measured answers, RSM is most likely to be surfaced when buyers ask about “Which Salesforce partners work with small businesses?” and “Who can migrate us from another CRM to Salesforce?”.
How the answers describe the firmImplements Salesforce and NetSuite for mid-market and larger companies; also supports Sage Intacct and Dynamics 365.
In this sample, RSM was named on 2 of the 12 Salesforce and CRM implementation partners ranking questions measured. These are the buyer questions where it appeared most often:
- Salesforce partners small mid market — named in 51 of 370 responses (13.8%), tier 2.
- Salesforce migration partners — named in 51 of 370 responses (13.8%), tier 2.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
What RSM is surfaced for in fractional CFO and outsourced accounting firms
Based on the measured answers, RSM is most likely to be surfaced when buyers ask about “What are the best fractional CFO firms?”, “Who can implement NetSuite or a real ERP for a growing company?” and “Which outsourced firms handle business tax and compliance?”.
How the answers describe the firmProvides accounting, FP&A, controllership, and CFO services to growing middle-market businesses and PE-backed companies.
In this sample, RSM was named on 5 of the 14 fractional CFO and outsourced accounting firms ranking questions measured. These are the buyer questions where it appeared most often:
- Fractional CFO firms — named in 131 of 382 responses (34.3%), tier 5.
- Accounting systems implementation — named in 91 of 380 responses (23.9%), tier 1.
- Outsourced tax and compliance — named in 73 of 345 responses (21.2%), tier 2.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
What RSM is surfaced for in NetSuite and ERP implementation partners
Based on the measured answers, RSM is most likely to be surfaced when buyers ask about “What are the best NetSuite implementation partners?”, “Which ERP partners fit our company size?” and “Who supports an ERP after go-live?”.
How the answers describe the firmMid-market ERP advisory and implementation across NetSuite, Microsoft Dynamics, Sage, and Acumatica.
In this sample, RSM was named on 6 of the 10 NetSuite and ERP implementation partners ranking questions measured. These are the buyer questions where it appeared most often:
- Netsuite partners — named in 273 of 345 responses (79.1%), tier 2.
- ERP midmarket and enterprise — named in 109 of 345 responses (31.6%), tier 3.
- ERP managed services — named in 107 of 345 responses (31.0%), tier 1.
This describes when the firm is surfaced, not whether it is the right firm to hire. The sample measures recommendation visibility, not client outcomes.
Every question in Salesforce and CRM implementation partners
RSM was named on 2 of these 12 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads Salesforce and CRM implementation partners overall: Accenture tops 3 of 12 · Slalom tops 3 of 12 · 360 Quantum Solutions tops 1 of 12 · Coalescence tops 1 of 12 · Colby tops 1 of 12 · Delta Consulting tops 1 of 12. See all reports.
Every question in fractional CFO and outsourced accounting firms
RSM was named on 5 of these 14 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads fractional CFO and outsourced accounting firms overall: Pilot tops 3 of 14 · Armanino tops 1 of 14 · Burkland Associates tops 1 of 14 · Etisson tops 1 of 14 · InterimCFO tops 1 of 14 · Local Fractional tops 1 of 14. See all reports.
Every question in NetSuite and ERP implementation partners
RSM was named on 6 of these 10 ranking questions. The rest are questions buyers ask that it did not come up for — with whoever did.
Who leads NetSuite and ERP implementation partners overall: Accenture tops 2 of 10 · Deloitte tops 2 of 10 · Anchor Group tops 1 of 10 · ERP Success Partners tops 1 of 10 · Lightbridge tops 1 of 10 · Panorama Consulting Group tops 1 of 10. See all reports.
Where RSM was named
What RSM gets named for
Across the 39 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 273 of the 345 ChatGPT responses to that question, or 79.1% of them. Its next strongest question is “What are the best fractional CFO firms?”, where it appears in 131 of 382 responses (34.3%).
RSM clears the reporting threshold on 13 of the 39 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 8, named in 273 of 345 responses (79.1%). That places it below the leading group on this question, where the top firm was named in 94.2% of responses against RSM’s 79.1%. 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 5 of 7, named in 131 of 382 responses (34.3%). That places it below the leading group on this question, where the top firm was named in 94.2% of responses against RSM’s 34.3%. It shares tier 5 with Graphite and Preferred CFO, 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 “Which ERP partners fit our company size?”, RSM sits in tier 3 of 5, named in 109 of 345 responses (31.6%). That places it below the leading group on this question, where the top firm was named in 40.9% of responses against RSM’s 31.6%. It shares tier 3 with 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 supports an ERP after go-live?”, RSM sits in tier 1 of 3, named in 107 of 345 responses (31.0%). Tier 1 does not mean it was ranked first. It means that at 345 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 the order they are listed in is arbitrary. 8 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 91 of 380 responses (23.9%). 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 73 of 345 responses (21.2%). That places it below the leading group on this question, where the top firm was named in 26.7% of responses against RSM’s 21.2%. It shares tier 2 with Deloitte, EY and BDO, 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 2 of 2, named in 51 of 370 responses (13.8%). That places it below the leading group on this question, where the top firm was named in 23.0% of responses against RSM’s 13.8%. It shares tier 2 with Accenture, Systep, Atlas Consulting, SierraSync, Cloudy Coders, INSIDEA and Systems To Success, which the sample cannot separate from it.
On “Who can migrate us from another CRM to Salesforce?”, RSM sits in tier 2 of 2, named in 51 of 370 responses (13.8%). That places it below the leading group on this question, where the top firm was named in 21.4% of responses against RSM’s 13.8%. It shares tier 2 with Slalom, CRM Science, ForceFolks, Forcery, WNC and Ksolves, which the sample cannot separate from it.
On “Who migrates a company off QuickBooks onto a real ERP?”, RSM sits in tier 1 of 3, named in 47 of 345 responses (13.6%). Tier 1 does not mean it was ranked first. It means that at 345 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, Rand Group and Cella, and the order they are listed in is arbitrary. 6 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.
On “Which fractional CFOs help prepare a company for fundraising?”, RSM sits in tier 3 of 3, named in 47 of 380 responses (12.4%). That places it below the leading group on this question, where the top firm was named in 23.7% of responses against RSM’s 12.4%. It shares tier 3 with EY and VertexCFO, which the sample cannot separate from it.
On “Which partners implement ERP for inventory-heavy businesses?”, RSM sits in tier 3 of 4, named in 40 of 345 responses (11.6%). That places it below the leading group on this question, where the top firm was named in 26.7% of responses against RSM’s 11.6%. It shares tier 3 with Myers-Holum, which the sample cannot separate from it. 5 further firms were named on this question but fell into lower tiers, meaning the sample did separate RSM from them.
On “Which ERP partners measure business outcomes after go-live?”, RSM sits in tier 3 of 3, named in 14 of 137 responses (10.2%). That places it below the leading group on this question, where the top firm was named in 35.0% of responses against RSM’s 10.2%. It shares tier 3 with KPMG, Orbrick, Panorama Consulting Group, Protiviti and Rand Group, which the sample cannot separate from it.
On “Who provides interim finance leadership at short notice?”, RSM sits in tier 3 of 3, named in 30 of 327 responses (9.2%). That places it below the leading group on this question, where the top firm was named in 26.3% of responses against RSM’s 9.2%. It shares tier 3 with SeatonHill, 8020 Consulting and Attolon Partners, which the sample cannot separate from it.
Firms named alongside RSM
When ChatGPT names RSM, these firms most often turn up on the same questions: Deloitte (10 shared questions), Accenture (6 shared questions), EY (6 shared questions), PwC (6 shared questions), BDO (5 shared questions), KPMG (5 shared questions), Rand Group (5 shared questions) and Capgemini (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 · Accenture · EY · PwC · BDO · KPMG · Rand Group · Capgemini
RSM compared
Where RSM was measured against another firm on the same questions, over the same responses.
What this page is, and is not
- It is a count of how often AI assistants named RSM when asked buyer questions about Salesforce and CRM implementation partners and fractional CFO and outsourced accounting firms and NetSuite and ERP implementation partners. Nothing here is a review, a rating, or an assessment of the firm’s work.
- RSM did not submit this listing, was not contacted about it, and cannot pay to change it, move up, or be removed.
- A firm named in few responses may still be excellent. Share follows what has been published about a firm online, which is what an AI assistant reads.
- Wrong details, or a firm merged with another of a similar name? We fix those.