Cherry Bekaert

Katz, Nannis + Solomon is an accounting company specializing in tax, audit, and consultancy services.

ArcherPoint is a Microsoft Certified Gold partner and LS Retail partner that specializes in delivering modern workplace solutions to various industries, including manufacturing, distribution, food and beverage, retail, and professional services. The company provides a range of Microsoft ERP and cloud solutions, such as Microsoft Dynamics 365 Business Central, Dynamics NAV, LS Retail, Azure, Dynamics 365 Sales, Microsoft 365, and Power Platform. These solutions help clients effectively manage their back-office accounting, supply chain, inventory, and warehouse operations.

Suite Engine, established with extensive experience, specializes in enterprise software solutions tailored for multi-channel businesses. Their offerings include e-commerce connectors, equipment dealership management, home builder software, payment processing, and API data integration, catering to diverse industries such as retail, equipment dealers, and residential developers. They are recognized as Microsoft preferred solutions on AppSource, reflecting their commitment to industry-specific functions and proven performance acceleration.

Kerr Consulting specializes in automated business technology services, offering a range of solutions that include training, project management, and hosting services. The company caters to businesses of all sizes—small, medium, and large—by providing multi-level enterprise resource planning (ERP) and information technology (IT) managed services. Its offerings encompass accounting, ERP, customer relationship management (CRM), and human resources software. By focusing on innovative technology strategies, Kerr Consulting aims to help clients effectively address their business challenges and enhance operational efficiency.

Cordia Partners is an accounting firm that specializes in providing accounting, technology consulting, and business services. Founded in 1948, it has established itself as a prominent player in the industry. Based in Vienna, Virginia, Cordia Partners was known for its comprehensive offerings in accounting and consulting. On September 13, 2023, the firm was acquired by Cherry Bekaert, a national accounting and advisory firm, which further enhances its capabilities and reach within the market.

Cordia Resources is a recruiting firm based in Washington, D.C. that specializes in providing staffing and executive search services. The company focuses on placing professionals in accounting, finance, contracts, and human resources roles. By offering both temporary staffing and permanent placement solutions, Cordia Resources aims to meet the diverse hiring needs of its clients across various industries.

MCM CPAs & Advisors is an accounting company specializing in tax, assurance, and accounting services.

Accume Partners is an independent national provider of risk assurance and advisory services primarily serving the banking and financial services sector. The company specializes in internal audit, technology risk assessment, regulatory compliance, enterprise risk management, and cybersecurity services. By offering a comprehensive suite of services, Accume Partners delivers balanced perspectives and specialized expertise tailored to the needs of today’s financial institutions, ensuring they navigate the complexities of risk and compliance effectively.

TaxGroup Partners, founded in 2010 and headquartered in Los Angeles, California, is a boutique tax consulting firm specializing in national tax services. They provide expert guidance on tax due diligence and structuring for mergers and acquisitions (M&A), ensuring clients navigate complex tax implications effectively. The company was acquired by Cherry Bekaert in 2019.

CoNexus CPA Group is a certified public accounting firm established in 2015 and based in Atlanta, Georgia. The firm specializes in providing a comprehensive range of services, including tax preparation, accounting, auditing, and business advisory. With a focus on delivering tailored solutions, CoNexus CPA Group aims to support clients in navigating their financial challenges and optimizing their business operations.

PMB Helin Donovan, LLP is a full-service accounting firm based in Austin, Texas, founded in 1987. Originally known as Helin Donovan Trubee & Wilkinson, LLP, the firm rebranded in 2001. It provides a wide range of accounting services, including audits, tax planning, return preparation, cash flow planning, and operational objectives. PMB Helin Donovan serves various sectors such as construction, education, energy, financial services, government, healthcare, hospitality, manufacturing, and real estate. In 2020, the firm became a subsidiary of Cherry Bekaert LLP, expanding its capabilities and resources.

Icimo is a data analytics company based in Cary, North Carolina, specializing in providing instant data insights to enhance business performance. The firm focuses on making data accessible, interactive, and easy to understand through its offerings, which include custom training, mentoring, design, and analysis using Tableau. By simplifying complex data, Icimo enables clients to make informed decisions that positively impact their business outcomes.

CTS Capital Advisors, LLC is a consulting firm that specializes in financial due diligence, portfolio monitoring, and business advisory services. Established in 2003 and headquartered in Bethesda, Maryland, with an additional office in El Segundo, California, the firm offers a variety of services including buy-side and sell-side due diligence, recurring revenue and working capital analysis, projection model preparation, and cash flow forecasting. CTS Capital Advisors also engages in monitoring portfolio companies and conducting asset-based collateral examinations. The firm serves a diverse range of sectors, including distribution, manufacturing, retail, healthcare, industrial and agriculture, leisure and entertainment, media, professional services, real estate, transportation, and software, technology, and communication. As of August 2018, CTS Capital Advisors operates as a subsidiary of Cherry Bekaert LLP.

Berlin Ramos & Company, a subsidiary of Cherry Bekaert LLP, is a professional services firm specializing in accounting, audit, and tax services. With a team of experienced professionals, they prioritize understanding their clients' unique needs and industry dynamics to deliver proactive, responsive, and personalized service. Their comprehensive range of services includes tax planning, valuation, bookkeeping, CFO outsourcing, succession planning, estate and financial planning, catering to both businesses and individuals across diverse sectors. Despite their size, they maintain a high degree of personalization, ensuring close client collaboration.