CPAs and Advisors with Your Growth in Mind

At Cherry Bekaert, we make headlines whenever we enable client growth.

Michelle Thompson Featured in Triangle Business Journal

In an interview for Triangle Business Journal’s Executive Voice feature, Cherry Bekaert (“the Firm”) Chief Executive Officer/Firm Managing Partner Michelle Thompson, CPA , reflects on her career since joining the Firm. Thompson shares with managing editor Dane Huffman her response after being elected as Howard Kies’ successor as CEO and the first day in her new role. Also discussed in the interview are Thompson’s thoughts on the Firm’s growth opportunities and what advice she has for women seeking a similar career path. Read Thompson’s full interview on the Triangle Business Journal website. You can also follow her on Twitter at @MThompsonCB .

Cherry Bekaert’s Jonathan Kraftchick to Receive NCACPA Award

Cherry Bekaert LLP (“the Firm”), one of the fastest-growing CPA and advisory firms in the nation, congratulates Jonathan Kraftchick, CPA , for winning the North Carolina Association of Certified Public Accountants’ (“NCACPA”) inaugural Elevating Women Award. Introduced this year by the Women’s Initiative Group, one of NCACPA’s member communities, the Elevating Women Award recognizes a male in the CPA field who actively champions the advancement of women. Peers nominated Kraftchick, Cherry Bekaert’s Managing Director of Training and Development for its Assurance & Accounting Services group, for leveraging his role to promote a high level of diversity in leadership positions and ensure all backgrounds, genders, and cultures are represented in the Firm. As Managing. Read More.

Cherry Bekaert’s Dawn Patrick Joins Launch Tennessee Board

Nationally recognized public accounting and consulting firm Cherry Bekaert LLP (“the Firm”) congratulates Dawn G. Patrick, CPA , Managing Partner of the Firm’s Nashville practice, on her appointment to Launch Tennessee’s Board of Directors. Patrick has been with Cherry Bekaert since 2009 and was named Managing Partner of the Firm’s Nashville practice in December 2017 . In this role, she oversees the execution of Cherry Bekaert’s growth strategy and ensures a coordinated and seamless service experience for clients in the Nashville market. Patrick is also the Industry Leader of Cherry Bekaert’s Technology and Health & Life Sciences practices, and she leads the Firm’s specialty practice, THInc . As a Launch Tennessee board member, a position appointed by Tennessee’s. Read More.

Cherry Bekaert Grows Transaction Advisory Capabilities with Acquisition of CTS Capital Advisors

Cherry Bekaert LLP (“the Firm”), a growth-oriented, nationally-recognized public accounting and consulting firm, is pleased to announce it has acquired CTS Capital Advisors, LLC (“CTS”). This strategic move further develops and expands the Firm’s  transaction advisory and valuation practices and broadens its service reach with private equity funds, senior and mezzanine lenders, and strategic buyers and sellers across the country. The addition of CTS brings the resources of 25 experienced due diligence and valuation professionals to Cherry Bekaert, greatly expanding the Firm’s capacity and adding capabilities to serve complex global transactions in the areas of mergers and acquisitions, quality of earnings engagements,. Read More.

Managing Partner Chris Rux Makes Tampa Bay’s 40 Under 40 List

Cherry Bekaert LLP (“the Firm”) is proud to announce Chris Rux, CPA , for being selected as one of Tampa Bay Business Journal’s (“TBBJ”) 40 Under 40 for 2018. Previously named Up & Comers, the TBBJ 40 Under 40 list highlights rising executives, entrepreneurs, sports figures and other individuals in the Tampa Bay community who are under 40 years of age. Over 200 applicants were submitted for this year’s award. Based in Cherry Bekaert’s Tampa Bay practice, Chris is an Audit Partner who also serves as the leader of the Florida Technology & Life Sciences Industry Group, and on the leadership team of the Firm’s THInc specialty practice. Shortly. Read More.

Terri Antley Joins Cherry Bekaert’s Greenville Practice as Tax Partner

Cherry Bekaert LLP (“the Firm”), a fast-growing, nationally recognized public accounting and advisory firm, is pleased to welcome Terri C. Antley, CPA , as a Tax Partner in the Firm’s Greenville office. An accomplished tax professional with over 17 years of public accounting experience, Terri will manage tax planning and compliance matters for clients’ domestic and international activities. Her guidance will involve identifying eligible tax incentives and credits, as well as assisting organizations with their tax minimization objectives. Antley is anticipated to work closely with clients in the technology and health & life sciences, industrial, and hospitality sectors. Terri specializes in mergers and acquisitions,. Read More.

Cherry Bekaert’s Pam White Encourages Accountants to Go Paperless

Controller Pam White is encouraging accounting firms to follow in Cherry Bekaert’s footsteps by breaking free from paper file cabinets and embracing process automation. In a recent article for Accounting Today , White shares the benefits Cherry Bekaert has experienced since transitioning to paperless invoice processing. Some of the benefits include reduced approval time, streamlined approval processes, and increased efficiency among the accounts payable team. White also highlighted the financial benefits of implementing an automation system. The full article is available on the Accounting Today website.

Cherry Bekaert Accountant Selected as FICPA Emerging Leader

Congratulations to Sara Dawson, CPA, senior tax accountant at Cherry Bekaert, on being accepted to the Florida Institute of CPAs’ (“FICPA”) Emerging Leaders Program. Dawson was one of 24 participants selected for the program, which helps prepare young leaders in the state of Florida lead the next generation of accounting professionals. The selected leaders will participate in programs at one of six regions throughout the state: Ft. Lauderdale, Jacksonville, Miami, Orlando, Tallahassee and Tampa. As part of the Tampa region, Dawson will meet with local leaders in the accounting field, and local elected officials and leadership specialists. She and the. Read More.

Cherry Bekaert Elects Mark Giallonardo and Cathie Stanton to Executive Board

Nationally acclaimed CPA and advisory firm Cherry Bekaert LLP (“the Firm”) is excited to announce the addition of Mark Giallonardo, JD, LLM (Coral Gables, FL) and the re-election of Cathie Stanton, CPA (Bethesda, MD) to its Executive Board (“the Board”). Elected at Cherry Bekaert’s annual Partners’ Meeting held June 19-21, 2018, Giallonardo will serve alongside Stanton as part of a seven-person panel that oversees the Firm’s management, operation and policies. Firm Managing Partner and CEO Michelle Thompson, CPA (Raleigh, NC) and Partners David Appel, CPA (Coral Gables, FL); David Bettler, CPA (Atlanta, GA); Edward “Eddie” Burke, CPA (Raleigh, NC); and Christine Pierce, CPA (Atlanta, GA) are also members of the Board. As a Tax Regional Service Line Leader, Giallonardo is responsible for managing and. Read More.

FICPA Appoints Cherry Bekaert’s Steven Wolf to Committee Chair

Cherry Bekaert, one of the largest CPA and advisory firms in the country, congratulates Partner Steven Wolf, CPA, CFE, ABV/CFF, ASA , on his appointment as chair of the 2018-2019 Florida Institute of Certified Public Accountants (“FICPA”) Valuation, Forensic & Litigation Services Committee. Wolf previously served as a member on this committee, in which he was vice chair in 2017-2018. As chair, his leadership responsibilities include planning and presenting a two-day conference that is attended by an estimated 200 CPAs and other financial professionals each year. The committee chair also plays an influential and integral role in shaping the future of the profession. With 30 years. Read More.