Cherry Bekaert
Cherry Bekaert is an established accounting firm headquartered in Raleigh, North Carolina, founded in 1947. The firm offers a wide range of services, including tax, accounting, assurance, wealth management, and consulting. With a diverse client base, Cherry Bekaert serves various industry sectors such as government services, healthcare, industrial manufacturing, real estate, non-profits, and technology. The firm is committed to providing tailored solutions to meet the needs of its clients, which include businesses in sectors like life sciences, retail, restaurants, government contracting, construction, distribution, and educational institutions.
Katz, Nannis + Solomon, P.C.
Acquisition in 2024
Katz, Nannis + Solomon is an accounting company specializing in tax, audit, and consultancy services.
Kerr Consulting
Acquisition in 2024
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
Acquisition in 2023
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.
MCM CPAs & Advisors is an accounting company specializing in tax, assurance, and accounting services.
CoNexus CPA Group
Acquisition in 2020
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
Acquisition in 2020
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.
Berlin Ramos & Company
Acquisition in 2017
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, and personal financial planning, catering to a diverse client base comprising various industries and individuals.
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