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Insights

Recent Insights

Webinar Recording

May 13, 2020

Watch Now: Strategies to transfer wealth, while still retaining income streams and some measures of control to the donor amid COVID-19.

Article

August 27, 2024

Explore the benefits of AI in the workplace. Equip your team with the tools they need to excel with AI-drive solutions like Microsoft Copilot.

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Article

April 22, 2024

Explore the recent revisions to OMB guidance for grants and agreements and their effect on state & local governments and not-for-profits.

Article

May 31, 2022

Learn tax-planning strategies that marine manufacturers should be aware of during the 2022 planning process and how to capitalize on available tax deductions.

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Podcast

February 10, 2025

20:36

Speakers: Sarah McGregor, Oscar A. Osorio, Lisa Macri

Stay ahead of tax reporting changes with insights on ASC 740, ASU 2023-09, tax reconciliation, and financial statement disclosure requirements.

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Case Study

February 25, 2026

Learn how a civil contracting company achieved a successful IPO with CFO advisory support, accelerated PCAOB audits, SEC reporting & tax compliance.

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Webinar Recording

December 19, 2023

Unlock the power of Financial Planning & Analysis (FP&A) for informed decision-making in this insightful webinar recording.

Article

November 27, 2023

Read the latest innovations showcased at Microsoft Ignite 2023 by Cherry Bekaert. From AI advancements to sustainable solutions and modern integrations through Power Platform, explore how these cutting-edge technologies are transforming the modern workplace. Gain insights into key takeaways and find out what's next in the dynamic world of Microsoft innovations.

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Case Study

February 3, 2025

Learn how Cherry Bekaert's Surge Team transformed municipal financial reporting, meeting audit deadlines in record time.

Case Study

May 25, 2021

Learn how we helped Grady CASS, Inc. with NMTC Allocation that led to an expansion of the surgical clinic, the creation of new jobs, and more.