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 providing modern workplace solutions across various industries, including manufacturing, distribution, food and beverage, retail, and professional services. The company offers a range of Microsoft products, such as Dynamics 365 Business Central, Dynamics NAV, LS Retail, Azure, Dynamics 365 Sales, Microsoft 365, and the Power Platform. ArcherPoint's solutions enable clients to effectively manage their back-office accounting, supply chain, inventory, and warehouse operations, helping businesses to optimize their processes and improve overall efficiency.

Suite Engine has decades of experience in enterprise software solutions (ERP/CRM), eCommerce, Rentals, and Collaborations. They can provide leading practices that are proven to accelerate performance. They are focused on industry-specific functions and results. Their AppSource listings are marked as Microsoft preferred solutions.

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 offers a range of services including accounting, technology consulting, and business services. Founded in 1948, the firm has established itself in the industry and was recently acquired by Cherry Bekaert, a prominent national accounting and consulting firm. This acquisition enhances Cordia Partners' capabilities and resources, allowing it to better serve its clients and expand its reach in the accounting and advisory sectors.

Cordia Resources is a recruiting firm based in Washington, District of Columbia, that specializes in providing staffing and executive search services. The firm focuses on placing professionals in accounting, finance, contracts, and human resources roles. By offering both temporary staffing and executive search solutions, Cordia Resources aims to meet the diverse hiring needs of its clients while ensuring that qualified candidates are matched with suitable opportunities.

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 is a national tax and mergers and acquisitions boutique based in Los Angeles, California, established in 2010. The firm specializes in tax consulting and offers a comprehensive range of services, including tax due diligence, tax planning for mergers and acquisitions, financing transactions, and joint ventures. Additionally, TaxGroup Partners provides expertise in tax reporting, risk management, optimization projects, tax return preparation, and special tax analysis. The firm was acquired by Cherry Bekaert, enhancing its capabilities in the tax advisory sector.

CoNexus CPA Group is a certified public accounting firm based in Atlanta, Georgia, founded in 2015. The firm provides a range of services, including tax preparation, accounting, auditing, assurance, and business advisory. With a focus on delivering comprehensive financial solutions, CoNexus CPA Group aims to meet the diverse needs of its clients through its expertise in various aspects of accounting and finance.

PMB Helin Donovan, LLP is a full-service accounting firm based in Austin, Texas, founded in 1987. Formerly known as Helin Donovan Trubee & Wilkinson, LLP, the firm rebranded in 2001 and operates as a subsidiary of Cherry Bekaert LLP since July 2020. PMB Helin Donovan offers a range of accounting services, including audits, tax planning, return preparation, cash flow planning, and operational objectives. The firm serves various sectors, including construction, education, energy, financial services, government, healthcare, hospitality, manufacturing, and real estate.

Icimo is a data analytics service provider based in Cary, North Carolina. The company specializes in delivering instant data insights that enhance business performance. It offers a range of services, including custom training, mentoring, design, and analysis using Tableau. Icimo focuses on making data accessible, interactive, and easy to understand, enabling clients to make informed decisions that drive better 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 range of services including buy-side and sell-side due diligence, recurring revenue and working capital analysis, cash flow forecasting, and asset-based collateral examinations. Its clientele spans various sectors such as distribution, manufacturing, healthcare, industrial, agriculture, leisure, entertainment, media, professional services, real estate, transportation, software, technology, and communication. In 2018, CTS Capital Advisors became a subsidiary of Cherry Bekaert LLP.

Berlin Ramos & Co. is a provider of accounting, audit, and tax services designed to meet the diverse needs of various industries and individuals. The firm offers a range of specialized services, including tax planning, valuation, bookkeeping, CFO outsourcing, succession planning, estate and financial planning, and personal financial planning. With a commitment to client satisfaction, the company emphasizes a proactive and personalized approach, ensuring that it fully understands the expectations and requirements of its clients. This balance of size allows Berlin Ramos & Co. to deliver specialized services while maintaining a high level of personal attention and responsiveness to client needs.