Assurance services
As expectations rise in the increasingly complex business environment, our assurance practice remains a cornerstone of RSM. In fiscal 2026, we transformed how we deliver services through new technology, while staying anchored in professional judgment and due professional care. This reinforced our position as a leading provider of audit and assurance services to public, private and private equity-backed middle market companies and to the public sector—creating enduring value for businesses, investors and the capital markets.
Bolstering delivery of high-quality digital audits
Continued investment in audit quality and thoughtful adoption of advanced technologies, including AI within our RSM Luca digital audit ecosystem, has enhanced consistency, collaboration, efficiency and risk assessment across engagements. The latest application, Ask Luca, is a generative AI tool that accelerates auditor research and access to guidance that is critical to delivering high-quality audits. We also made advancements in risk-focused data analysis, financial statement validation and automated audit evidence reviews.
These AI-powered tools, combined with streamlined workflows and greater workpaper standardization, provide our teams with the expanded capabilities and capacity needed to focus more time on complex and higher-risk areas, analyze more comprehensive data, and deliver deeper business and industry insights. In turn, our disciplined execution helps our clients strengthen their internal controls, make more informed decisions and drive value creation that supports growth or preparation for an exit.
The result is an audit that is both rigorous and relevant, and an enhanced experience for our clients and our people.
Empowering our people
Amid rapid digital advancements and ongoing industry and regulatory changes, investment in learning across technology, advanced analytics, and emerging accounting and auditing standards equips our people with the technical skills they need to stay current.
As AI becomes more embedded in the audit, however, the role of the auditor increasingly centers on judgment-based, client-facing skills and higher-value activities. That's why we provide our talented RSM US and RSM Canada assurance professionals with extensive coaching around professional skepticism, clear communication, critical thinking and relationship-driven leadership. These professional capabilities enable our auditors to engage more deeply with clients, elevate audit quality and develop earlier into confident advisors.
Supported by a new learning curriculum structure designed to support career progression and skill development, we delivered more than 230,000 hours of continuing professional education (CPE) training across the assurance practice.
As we redefine what it means to work in assurance, we strive to create rewarding careers for our professionals and enable them to grow, lead and advance the profession. Our goal is a workforce that is engaged, resilient and aligned with our commitment to excellence.
Looking ahead
Our practice is well positioned to adapt and lead. By maintaining an unwavering focus on quality, responsibly integrating AI and investing in our talent, we are shaping the future of trust and delivering meaningful impact to our firm, our clients and the markets we serve.
Confidence powered by industry insights
As AI advances, uniquely human capabilities become more critical, not less.
This reinforces what clients consistently tell us: that the value our auditors bring goes far beyond technical execution. More valuable are our insights—shaped by real-world experience across comparable businesses and deep organizational familiarity that facilitates interpreting results in the context of how a client’s business actually runs. While AI-enabled tools can help flag unusual trends, transaction patterns or emerging risks, our auditors can quickly distinguish what’s truly meaningful from what’s merely anomalous.
The result: data-driven audits and forward-looking perspective informed by industry realities and competitive dynamics—not just algorithms.
Clients feel the difference. As one fund executive shared, “Continuity and industry expertise are crucial, and I have both with my RSM audit team. ... They have a deep knowledge of the industry and an excellent understanding of my fund ... [while] the continuity I have had has streamlined working through complex issues."
This combination of continuity and sector-specific insight allows our auditors to deliver audits that are not only compliant but truly value-driven—helping clients navigate complexity with confidence.