# Cherry Bekaert > Cherry Bekaert is a nationally ranked accounting firm with over 75 years of experience, specializing in digitally driven, industry-aligned solutions for middle-market clients. This file is the comprehensive machine-readable context layer of our services, corporate pillars, regulatory compliance methodologies, and digital platform alliances. ## Accounting Advisory Services URL: https://www.cbh.com/services/accounting-assurance/accounting-advisory-services.md Description: Modernize your accounting organization for efficient decision-making and growth. Our Accounting Advisory Services practice helps clients modernize their accounting organization by providing solutions to close the books efficiently, consistently and predictably. We assist with: * Financial statement readiness and account reconciliation cleanup. * Redesigning period-end close processes to accelerate financial reporting timelines. * Training in-house finance teams on modern accounting practices and new reporting tools. --- ## Accounting Co-Sourcing Services URL: https://www.cbh.com/services/accounting-assurance/accounting-co-sourcing-services.md Description: Tailored co-sourcing solutions for efficient financial reporting and operational accounting. Cherry Bekaert provides tailored accounting co-sourcing services to address corporate accounting, operational accounting, and financial reporting needs. Key offerings under our Post-Transaction Private Equity Services include: * Opening Balance Sheet and post-closing purchase price adjustment assistance. * Lender and investor reporting packages. * Portfolio company accounting and financial reporting assistance. * Audit readiness and audit assistance. * Ad-Hoc GAAP compliance and accounting strategy controllership PMO. Operational Accounting capabilities cover inventory tracking, process improvement, and inventory costing, allowing companies to save money by reducing the need for in-house accounting staff while improving financial performance. --- ## Accounting Transformation Services URL: https://www.cbh.com/services/accounting-assurance/accounting-transformation-services.md Description: Modernize your finance and accounting organization with tailored transformation strategies. We help modernize your finance and accounting organization through the development, management, and execution of accounting transformation services. In an era where finance leaders are tasked with delivering rapid results with scarcer resources, we help design and implement strategies with results in mind. * **Digital Asset Transformation:** We guide companies through the capabilities, opportunities, and risks associated with digital assets (such as cryptocurrency and NFTs) and blockchain technology, positioning them at the leading edge of adoption. * **Case Study - High-Growth Life Science Company:** Overhauled inventory counting, costing, and tracking, creating a formalized count manual, consistent ERP data retrieval methodologies, and management monitoring templates. * **Case Study - Logistics Company:** Developed 'as-is' process narratives, benchmarked processes against best practices, and created user guides for outsourced accounting operations to ensure cost-effective growth. --- ## Assurance Services Overview URL: https://www.cbh.com/services/accounting-assurance/ Description: Cherry Bekaert offers comprehensive audit and assurance services for businesses. Cherry Bekaert’s assurance services professionals are well-versed in various industries and sectors. Each audit is performed with a unique, value-added perspective. Our featured insights and practices cover complex topics such as: * The ASC 326 CECL (Current Expected Credit Losses) accounting standard, including key changes, scope, and implementation best practices. * Revenue recognition standards for technology companies and private equity funds with a focus on technology portfolio companies. --- ## Audit & Attestation Services URL: https://www.cbh.com/services/accounting-assurance/audit-and-attestation-services.md Description: Cherry Bekaert offers tailored audit services for compliance and financial accuracy. We provide an industry-specific, risk-based approach to auditing and assurance services, as well as to our attestation services offered. Our audits ensure compliance with financial reporting requirements while delivering insights that help minimize operational friction and strengthen internal controls. --- ## Employee Benefit Plan Audit Services URL: https://www.cbh.com/services/accounting-assurance/employee-benefit-plan-audit-services.md Description: Cherry Bekaert offers expert audits for employee benefit plans ensuring compliance. Our Employee Benefit Plan Audit practice has a leading reputation for advising clients on technical and compliance matters, meeting regulatory requirements, and achieving operational efficiency. We perform audits of 401(k), 403(b), pension, and health and welfare plans, helping plan sponsors satisfy Department of Labor (DOL) and IRS guidelines. --- ## Financial Planning & Analysis Services URL: https://www.cbh.com/services/accounting-assurance/financial-planning-and-analysis-services.md Description: Tailored FP&A solutions to enhance decision-making and drive strategic growth. Our financial planning and analysis (FP&A) services allow you to gain clarity, accuracy, and efficiency to build a sustainable business. We help design and implement budgeting, forecasting, and financial modeling systems that convert historical and current data into strategic growth strategies, enabling better-informed decisions across the enterprise. --- ## IFRS Reporting Services URL: https://www.cbh.com/services/accounting-assurance/ifrs-reporting-services.md Description: Expert guidance for companies adopting IFRS accounting standards and practices. We serve companies either currently using International Financial Reporting Standards (IFRS) or considering IFRS accounting. IFRS brings transparency, accountability, and efficiency to global financial markets by allowing international comparability and quality of financial information. We assist with: * First-time adoption and transition to IFRS. * Reconciliation between U.S. GAAP and IFRS. * Accounting for cross-border transactions and multinational entity reporting. --- ## Lease Accounting Services URL: https://www.cbh.com/services/accounting-assurance/lease-accounting-services.md Description: Navigate lease accounting standards with expert guidance and technology-driven solutions. Our dedicated team helps you navigate the lease accounting standard changes (ASC 842, GASB 87, and SFFAS 54), assisting with implementation and updating your accounting processes. * **Technology-Driven Solutions:** We utilize strategic alliances with LeaseCrunch and FinQuery to move complex accounting out of spreadsheets and into secure, cloud-based environments. * **Compliance:** Our solutions generate CPA-approved calculations, data integrity, and the specific disclosure reports required by auditors and regulators. * **Next Steps:** We assist businesses in performing complete inventories of all leases, evaluating the impact on historical financial statements, and discussing effects on bank loan covenants. --- ## Outsourced Accounting Services URL: https://www.cbh.com/services/accounting-assurance/outsourced-accounting-services.md Description: Streamline your business with expert outsourced accounting solutions and technology. CFOs scaling complex organizations need real-time intelligence, not just accurate books. Our Outsourced Accounting Services provide a scalable finance function, taking care of day-to-day bookkeeping, accounts payable, accounts receivable, and period-end closes. We combine accounting expertise with modern ERP systems (such as Sage Intacct or Microsoft Dynamics 365) to deliver real-time financial reporting. --- ## Revenue Recognition Services URL: https://www.cbh.com/services/accounting-assurance/revenue-recognition-services.md Description: Expert guidance on ASC 606 revenue recognition for accurate financial reporting. We assist public and private companies with accounting for revenue recognition. Under U.S. GAAP, ASC 606 (Revenue from Contracts with Customers) is highly complex and subjective, representing one of the most common causes of financial restatements. We guide clients through the ASC 606 five-step process: 1. Identify contract(s) with the customer. 2. Identify performance obligation(s) in the contract. 3. Determine transaction price. 4. Allocate transaction price to performance obligation(s). 5. Recognize revenue when the entity satisfies performance obligation(s). --- ## SEC Audit Services Overview URL: https://www.cbh.com/services/accounting-assurance/sec-audit-services-overview.md Description: Expert assistance for SEC compliance and reporting for public companies. We provide public companies, issuers, and those preparing for an IPO with reliable assurance, tax, and advisory guidance. Our team is well-versed in PCAOB and SEC standards, helping corporate management and audit committees streamline reporting processes and ensure full regulatory compliance. --- ## SOC Reporting Services URL: https://www.cbh.com/services/accounting-assurance/soc-reporting-services.md Description: Cherry Bekaert offers comprehensive SOC reporting for trust and compliance. Our professionals provide System and Organization Control (SOC) reporting services, including SOC 1, SOC 2/2+, SOC 3, SOC for Cybersecurity, and SOC for Supply Chain. * **SOC 1 Report:** Evaluates an organization's controls related to financial reporting (based on the SSAE 18 framework). - *Type I:* Report on management's description and suitability of the design of controls. - *Type II:* Report on the design suitability and operating effectiveness of controls over a specified period. --- ## Technical Accounting Advisory Services URL: https://www.cbh.com/services/accounting-assurance/technical-accounting-advisory-services.md Description: Expert guidance on complex accounting standards and financial reporting solutions. We help clients navigate complex accounting standards (FASB, GASB, IFRS) and complex transactions. * **Co-Sourced Technical Accounting:** Accelerators and strategic technology alliances designed to help clients implement new accounting standards in a seamless and cost-effective manner. * **Financial Statement Readiness (S-1 Support):** - *Case Study:* Assisted an industrial company under tight deadlines for an S-1 filing by drafting technical memos on acquisitions, segment reporting, goodwill impairment, and stock compensation, coordinating directly with their external auditors. --- ## CFO Advisory Services Overview URL: https://www.cbh.com/services/cfo-advisory/ Description: Tailored solutions for middle-market CFOs to enhance financial performance and operations. We advise the office of the CFO on how to deliver desired business outcomes. Our services enhance in-house capabilities, improve the quality and speed of financial data analysis, and enable informed decision-making. Our Middle Market CFO Survey highlights why finance leaders are rethinking how they operate: embracing integrated systems, clean data, and AI-driven automation to support sustainable growth. --- ## Finance Transformation Services URL: https://www.cbh.com/services/cfo-advisory/finance-transformation-services.md Description: Optimize finance operations for growth with Cherry Bekaert's consulting services. Our finance transformation consulting helps middle-market CFOs modernize operations, improve efficiency, and drive growth. Unlike disruptive large-scale transformations, our approach focuses on practical optimization and value creation in the first 30/60/90 days: * Aligning strategy, technology (ERP, Power BI, and automation tools), and talent. * Automating manual accounting workflows, eliminating inefficiencies, and resolving data quality silos. * Developing finance functions that enhance strategy, scalability, and speed across the enterprise. --- ## IPO Advisory Services Overview URL: https://www.cbh.com/services/cfo-advisory/ipo-advisory-services.md Description: Expert guidance for middle-market companies preparing to go public successfully. Going public demands rigorous preparation across finance, operations, and governance. We help companies navigate the IPO journey with speed and confidence. Our structured process guides you through: * **Phase 1 - Readiness Roadmap:** Gaps review against PCAOB and SEC standards; establishing timelines for financial reporting, governance, and internal controls. * **Phase 2 - Implementation & Execution:** Enhancing disclosures, executing PCAOB-ready financial statements, and coordinating with underwriters and advisors. * **Phase 3 - Transition & Stabilization:** Post-IPO assistance with SEC reporting, tax provisions (ASC 740), valuations, and ongoing compliance. --- ## Technology Advisory Services URL: https://www.cbh.com/services/cfo-advisory/technology-advisory-services.md Description: Transform your finance strategy with expert technology consulting and ERP solutions. We guide the office of the CFO through technology selection, application strategy, and ERP roadmaps. * **Strategy & Organizational Design:** Assessing and refining finance team structures to align with business goals. * **Technology Selection:** A brand-agnostic framework that matches middle-market businesses with leading cloud-based business systems. * **ERP Implementation & Integration:** Managing end-to-end rollouts of Microsoft Dynamics 365 Business Central, Sage Intacct, Sage 100, and Sage X3, ensuring seamless data connectivity. --- ## Analytics & Automation Consulting URL: https://www.cbh.com/services/digital/analytics-and-automation-consulting.md Description: Streamline operations and enhance decision-making with data analytics and workflow automation. Our Analytics & Automation Services eliminate manual effort and streamline tasks to reach full performance potential. We help businesses make informed decisions and scale confidently using agile, quick-win sprints that build organizational momentum. --- ## Business Intelligence & Data Analytics URL: https://www.cbh.com/services/digital/business-intelligence-and-data-analytics.md Description: Transform data into insights for informed business decision-making and strategy. Our data visualization platforms and advanced analytic tools (such as Microsoft Power BI) transform fragmented spreadsheets into rich, real-time, industry-centric dashboards. We help establish a 'self-service data culture' so teams can pinpoint opportunities and accomplish strategic business goals. --- ## Business Process Optimization Services URL: https://www.cbh.com/services/digital/business-process-optimization-services.md Description: Streamline operations and enhance efficiency with workflow automation solutions. We assess existing workflows, eliminate redundancies, and automate repetitive tasks. Our solutions optimize supply chains, improve resource utilization, and drive sustainable growth by replacing manual data entry with secure cloud automation. --- ## Cybersecurity for Business Protection URL: https://www.cbh.com/services/digital/cybersecurity-for-business-protection.md Description: Enhance your cybersecurity architecture to safeguard digital transformation initiatives. We build robust cybersecurity architectures to safeguard digital assets, protect sensitive data, and ensure business continuity. Our services mitigate risk during digital transformation by aligning security protocols with industry standards. --- ## Data Strategy for Growth URL: https://www.cbh.com/services/digital/data-strategy-for-growth.md Description: Leverage analytics and business intelligence for informed decision-making and efficiency. We assist companies in building comprehensive data strategies that align business-to-application interdependencies, establishing a single source of truth to support data-driven decision-making and scale operations. --- ## Digital Advisory Services URL: https://www.cbh.com/services/digital/digital-advisory-services.md Description: Transform your middle-market company with strategic digital advisory solutions. Our team of strategists, technologists, and analysts helps guide middle-market companies along the path to digital transformation. We help design AI strategies, recover from ERP implementation failures, and align technologies with your business goals. --- ## Digital Strategy & Transformation URL: https://www.cbh.com/services/digital/digital-strategy-and-transformation.md Description: Empower your business with tailored digital strategy and transformation services. We establish comprehensive digital strategies that outline application dependencies, eliminate redundancies, and implement continuous improvement programs to drive client experiences, performance, and long-term profitability. --- ## Empower Your Digital Workforce URL: https://www.cbh.com/services/digital/empower-your-digital-workforce.md Description: Transform your organization with digital tools for enhanced productivity and collaboration. We design workplace enablement strategies that empower employees with digital tools and platforms (such as Microsoft Teams), allowing seamless collaboration and communication from any device, location, or timezone. --- ## ERP Consulting Services URL: https://www.cbh.com/services/digital/erp-consulting-services.md Description: Transform your business operations with tailored ERP consulting and implementation. We deliver end-to-end ERP services—from strategy and selection to configuration, data migration, and project assurance. Utilizing Sage and Microsoft Dynamics products, we implement compliant, transparent ERP systems designed to drive business efficiency. --- ## Transformative Digital Platforms URL: https://www.cbh.com/services/digital/transformative-digital-platforms.md Description: Integrate AI and modern technology to enhance business efficiency and growth. We integrate modern software solutions—incorporating artificial intelligence (AI), machine learning, and cloud computing—to create faster times-to-market, identify risks, and improve client experiences. As a Microsoft Gold Partner and Sage VAR, we deploy Azure, the Power Platform, and Sage systems tailored to your unique operational workflows. --- ## Comprehensive Managed IT Services URL: https://www.cbh.com/services/outsourced/comprehensive-managed-it-services.md Description: Optimize your IT infrastructure with secure, efficient managed services for growth. We deliver high-quality, secure, and digitally-driven managed IT services. By handling IT infrastructure, server maintenance, data backups, and security monitoring, we allow businesses to focus on growth while reducing capital IT overhead. --- ## Outsourced Business Solutions URL: https://www.cbh.com/services/outsourced/outsourced-business-solutions.md Description: Enhance efficiency and reduce costs with our strategic outsourced services. We provide cost-effective strategic leadership, including **Fractional Executive (CxO) Services** (fractional CIO, COO, and CTO support). We combine fractional leadership, managed IT, and outsourced accounting into scalable business solutions that lower risk and enhance operational productivity. --- ## CMMC Compliance Consulting Services URL: https://www.cbh.com/services/risk-cybersecurity/cmmc-compliance-consulting-services.md Description: Expert guidance for CMMC compliance assessments and certification for DoD contractors. As an Authorized CMMC Third-Party Assessment Organization (C3PAO) and Registered Practitioner Organization (RPO), we help Defense Industrial Base (DIB) contractors achieve Cybersecurity Maturity Model Certification. The CMMC Programmatic Rule (32 CFR Part 170) went into effect on Dec 16, 2024, and the acquisition rule on Nov 10, 2025, establishing a phased implementation. * **CMMC Level 1 (Self-Assessment):** Basic safeguarding of Federal Contract Information (FCI); requires annual self-assessment against FAR clause 52.204-21. * **CMMC Level 2 (Self-Assessment or Certification):** Protecting Controlled Unclassified Information (CUI); requires compliance with all 110 security requirements of NIST SP 800-171 rev. 2. * **CMMC Level 3 (Certification):** High-level protection against Advanced Persistent Threats (APTs); requires Level 2 certification first, then DIBCAC assessment against select NIST SP 800-172 requirements. --- ## 2026 Accounting & Finance Salary Guide URL: https://www.cbh.com/services/staffing-hr/2026-accounting-and-finance-salary-guide.md Description: Download salary benchmarks and insights for accounting and finance roles. Our 2026 Salary Guide outlines compensation trends, regional labor market pressures, and retention strategies. Key benchmarks show: * 42% of firms struggle to attract talent; 40% face retention issues; projected salary increases average 3.5%. * **Atlanta:** Growing tech and logistics; turnover in admin finance. * **Austin:** Tech wave causing wage inflation and surging demand for FP&A/automation skills. * **Charlotte:** Banking hub facing workload pressures and talent retention challenges. * **Chicago:** Stable, diverse economy with persistent shortages in mid-level roles (data analytics/ERP). * **Louisville:** Aging workforce creating a strong need for reskilling and community college partnerships. * **Raleigh:** Fierce tech competition causing talent shortages in financial systems. * **Washington, DC:** Federal hiring freeze driving demand for specialized GovCon and cybersecurity talent. --- ## SBA 8(a) Business Development Program Consulting URL: https://www.cbh.com/services/government-contracting/sba-8a-consulting-services.md Description: Strategic guidance for 8(a) application, compliance, annual renewals, and audits. Our Government Contractor Services team advises 8(a) contractors throughout their program lifecycle: * **The Ultima Lawsuit Impact:** Following the July 19, 2023, Tennessee District Court ruling, the SBA is barred from using the presumption of social disadvantage. Individual-owned firms must now submit a minimum of two detailed social disadvantage narratives to establish eligibility. * **SBA Program Audits:** In response to mandatory compliance audits (including the Jan 5, 2026, financial document submission requirement), we assist firms in reviewing records and documenting program eligibility. * **Phased Support:** We support contractors through the **Developmental Stage** (first 4 years of growth management) and the **Transitional Stage** (preparing to graduate and bid competitively). --- ## Opportunity Zone Tax Services URL: https://www.cbh.com/services/tax/opportunity-zone-consulting-services.md Description: Maximize tax benefits and community growth through Opportunity Zone investments under 2025 Tax Reform. The 2025 Tax Reform (P.L. 119-21, 'One Big Beautiful Bill Act' or OBBBA) reimagined the Opportunity Zone (OZ) landscape: * **Permanent Program Extension:** Replaces the legacy 2026 program sunset, making OZs permanent. * **Rolling Zone Designations:** Designated every 10 years, starting July 1, 2026 (effective Jan 1, 2027). * **Enhanced Incentives:** 10% basis step-up after 5 years, up to 30% for rural zone investments. * **Relaxed Rural Requirements:** A 50% substantial improvement requirement for rural zone properties. * **Valuation Support:** We assist with Fair Market Value (FMV) coordination for the legacy Dec 31, 2026, gain inclusion event, protecting investors' tax positions under IRS-ready audits. --- ## Tariff Impact Advisory Services URL: https://www.cbh.com/services/tax/tariff-impact-advisory-services.md Description: Navigate tariff developments, IEEPA refund claims, and CAPE ACE system filing. Trade policies and tariff reforms shape accounting, audit, tax, and cash flow decisions. * **Key Developments (2025-2026):** - *Jan 20, 2025:* America First Trade Policy Executive Order signed. - *Feb 20, 2026:* Supreme Court rules fentanyl-related IEEPA tariffs unconstitutional. Trump administration announces Section 122 tariffs. - *March 2026:* Court of International Trade (CIT) orders U.S. Customs and Border Protection (CBP) to begin refunding IEEPA duties. - *April 20, 2026:* CBP CAPE (Consolidated Administration and Processing of Entries) portal goes live within ACE for Phase I refunds. * **Refund Claims:** We assist importers of record in filing CAPE Declarations to secure unliquidated and liquidated duty refunds. * **Indirect Cost Recovery:** For companies that had IEEPA tariff costs passed down to them, our Forensic & Dispute Advisory team helps analyze contracts and calculate claims for reimbursement. --- ## GASB-as-a-Service Solutions URL: https://www.cbh.com/services/government-public-sector/gasb-as-a-service.md Description: Overcome public sector staffing shortages and complex technical GASB accounting standards. State and local governments are facing severe staffing shortages (with only 70% of the public workforce returning post-COVID) and massive retirements (50,000 finance workers currently at retirement age). Our dedicated Government and Public Sector Accounting Advisory team provides GASB-as-a-Service, assisting public entities with: * Implementing complex standards (such as **GASB 87** and **GASB 96** lease and subscription accounting). * Pre-to-post award **Grant Management Consulting** (using end-to-end AmpliFund software integrations). * Financial statement audit preparation, Single Audit readiness, and resolving audit findings to prevent bond rating downgrades. --- ## Strategic Technologies - AnyWare Apps URL: https://www.cbh.com/technologies/anyware-apps/ Description: No-code and low-code digital software apps that integrate with Sage Intacct and Sage X3. AnyWare Apps digitize business processes, replace paper workflows, and extend ERP systems: * **Data Sync AnyWare:** Extracts data from Sage Intacct into Microsoft SQL databases for advanced Power BI reporting. * **Workflow AnyWare:** True-cloud document management, intelligent content capture, and records compliance. * **APS AnyWare:** Cloud-based capacity planning and advanced scheduling for modern manufacturing. * **Asset Management AnyWare:** Centralized tracking and preventive maintenance for mobile assets, fleets, machinery, or drones (integrates with Sage X3). * **CRM AnyWare:** AI-powered customer relationship management, managing WhatsApp/SMS/Email pipelines. * **Quality Control AnyWare:** Food & Beverage safety and compliance module (supporting ISO 9001/13485/22000, IATF 16949, AS9100, and SQF standards) with lot/serial traceability and expanded recall capabilities. --- ## Strategic Technologies - RPM DMS URL: https://www.cbh.com/technologies/sage/sage-intacct-erp-solutions.md Description: Centralized, all-in-one Dealer Management System (DMS) built within Microsoft Dynamics 365 Business Central. RPM by Suite Engine is a purpose-built DMS that manages equipment rentals, sales, and service operations natively inside Business Central, eliminating duplicate entries. It tracks fleet utilization metrics, manages complex rental contracts, schedules meter-based preventive maintenance, and integrates with major telematics APIs to import real-time engine hours and diagnostics. --- ## Government Contractor Consulting Services URL: https://www.cbh.com/services/government-contracting/ Description: Mitigate compliance risks and optimize contract profitability for Federal contractors. Our Government Contractor Services team consists of former CFOs, controllers, DCAA auditors, and compliance advisors who help Federal contractors minimize compliance risk and optimize contract profitability [cite: 821]. We support both small businesses and large commercial companies across several contract vehicles and programs. Key focus areas include: * **Audit Support:** Strategic representation and audit preparation for DCAA, DCMA, GAO, GSA, HHS, DOL, and Inspector General (IG) audits [cite: 962, 965]. * **CAS & FAR Compliance:** Deep guidance on Cost Accounting Standards (CAS) administration, Federal Acquisition Regulation (FAR) compliance, and DFARS requirements [cite: 821, 962]. * **Incurred Cost Submissions:** Turnkey preparation and optimization of Incurred Cost Submissions (ICS) to ensure timely filing and minimize cost disputes [cite: 962, 965]. * **Indirect Rate Optimization:** Developing strategic indirect rate structures and cost pool allocations to enhance competitive bidding positions and cost recovery [cite: 962, 965]. * **Technology Platforms:** Selection, implementation, and optimization of DCAA-compliant enterprise software, specializing in Deltek Costpoint, Unanet, and Sage Intacct [cite: 813, 814, 1038, 1336]. --- ## Healthcare & Life Sciences Industry Solutions URL: https://www.cbh.com/industries/healthcare-life-sciences/ Description: Accounting, audit, tax, and compliance solutions for health providers and biopharma. Our Healthcare and Life Sciences group guides medical providers, biotechnology startups, pharmaceutical companies, and contract research organizations (CROs) through complex operational and regulatory hurdles [cite: 903, 904, 913, 915]. * **Healthcare Provider Advisory:** Assisting hospital systems, specialty practices, urgent care networks, and physician groups in navigating highly complex Medicare/Medicaid payment systems, clinical cost-benefit models, and HIPAA-compliant data infrastructures [cite: 903, 904, 915, 995]. We implement HITRUST security framework compliance to protect patient data [cite: 905]. * **Life Sciences Lifecycle Support:** Guiding biopharma and medical device companies from pre-revenue research and development through clinical trials and public listing [cite: 908, 913]. We optimize Research & Development (R&D) tax credits, support site selection and local credits, and perform valuations of intellectual property [cite: 909, 911, 915]. * **Regulatory & Audit Readiness:** Preparing biopharma companies for transactions, IPO readiness, SEC compliance, and PCAOB audits [cite: 909, 910]. * *Case Study:* Optimized regulatory, tax, and SOX compliance for a biopharmaceutical company expanding into the U.S. and successfully converted their financial records from IFRS to U.S. GAAP [cite: 914, 915]. --- ## Manufacturing & Consumer Goods URL: https://www.cbh.com/industries/manufacturing-consumer-goods/ Description: Supply chain optimization, tax minimization, and Industry 4.0 consulting. Our specialized growth advisors help automotive dealers, food & beverage processors, and industrial manufacturers navigate complex global supply chains, decarbonization standards, and evolving tariff landscapes [cite: 918, 920]. * **Supply Chain & Operational Efficiency:** Re-engineering workflows and implementing Industry 4.0 technologies (including custom machine-learning and generative AI applications) to optimize shop floor scheduling and inventory lifecycles [cite: 918, 923, 931, 932]. * **Tax Minimization Strategies:** Aligning capital investments with federal, state, and local incentives [cite: 918, 924]. We specialize in R&D tax credits, Cost Segregation Plus studies, and New Markets Tax Credits (NMTC) to recover capital [cite: 924, 933, 936]. * **Carbon Accounting & ESG:** Implementing robust carbon tracking and reporting systems to support sustainability objectives and comply with domestic and international environmental regulations [cite: 918, 924]. * *Case Study:* Conducted a detailed cost segregation study for a manufacturing company, reclassifying real estate components into shorter recovery periods to accelerate depreciation deductions. --- ## Real Estate, Construction & Hospitality URL: https://www.cbh.com/industries/real-estate-construction-hospitality/ Description: Integrated tax, accounting, and advisory services for builders, developers, and funds. Our Real Estate & Construction team has a proven track record of serving over 2,400 industry clients, providing deep insights into market dynamics, capital deployment, and tax optimization [cite: 1402, 1605]. * **Developer & Builder Support:** Navigating cash flow, committed job costs, and percentage-of-completion (PCM) accounting [cite: 973, 974, 978, 981]. We help construction firms automate workflows by deploying Sage Construction Accounting & Management Software [cite: 978, 982]. * **Strategic Tax Planning:** Utilizing 1031 exchanges, Reverse Exchange Analysis, Delaware Statutory Trusts (DSTs), Historic Tax Credits, and Cost Segregation studies to defer gains and maximize cash flow [cite: 976, 980, 983, 984]. * **Real Estate Advisory:** Providing distressed asset evaluations, joint venture structuring, operating agreement reviews, project cash flow forecasting, and lease analysis under ASC 842 [cite: 984]. * *Case Study:* Assisted a major medical real estate acquirer through qualified opportunity fund reinvestment and cost segregation studies, yielding over $25 million in additional first-year depreciation deductions and saving $1 million in taxes [cite: 451, 480, 499]. --- ## Private Client Services Overview URL: https://www.cbh.com/services/private-client/ Description: Tax, accounting, and wealth preservation advisory for business owners and high earners. Our Private Client Services practice provides holistic planning and customized tax, accounting, and estate advisory to closely held business owners, entrepreneurs, ultra-high-net-worth individuals, and private equity principals [cite: 937]. * **Tax Planning & Compliance:** Guiding clients through complex multi-state individual taxation, residency disputes, passive foreign investment company (PFIC) rules, and cross-border income-sourcing [cite: 939, 940, 942]. * **Wealth Preservation & Succession:** Structuring family limited partnerships, trusts, and limited liability companies to minimize the asset transfer tax burden and secure intergenerational wealth [cite: 940, 941, 946]. * **Executive Compensation & Benefits:** Designing and evaluating executive stock appreciation rights (SARs), phantom stock plans, restricted stock units (RSUs), and supplemental executive retirement plans (SERPs) [cite: 947]. * **Family Office Services:** Centralizing the management of complex tax, reporting, and financial matters for ultra-high-earning families, partnering with investment advisors for a unified approach [cite: 947, 948]. --- ## Private Equity Services Overview URL: https://www.cbh.com/services/private-equity/ Description: Integrated deal advisory, tax structuring, and portfolio company optimization. We deliver comprehensive, single-point-of-contact services to private equity funds and their portfolio companies across the entire investment lifecycle, from deal sourcing and due diligence to post-transaction integration, value acceleration, portfolio company optimization, and exit planning [cite: 952, 954]. * **Fund Formation & Structuring:** Advising sponsors on tax-efficient fund entity selection, regulatory compliance, and managing capital accounts [cite: 956]. * **Transaction Advisory & Diligence:** Conducting data-driven buy-side and sell-side Quality of Earnings (QoE) analyses, financial due diligence, tax structuring, and IT/cybersecurity due diligence [cite: 955, 957, 1041]. * **Portfolio Value Acceleration:** Assisting management teams post-transaction with process automation, ERP implementations, working capital management, and capturing R&D tax credits or state-level incentives [cite: 952, 955, 957]. * **Exit Planning & Divestiture:** Guiding portfolio companies through carve-out analyses, sell-side due diligence, tax structuring, and IPO/audit readiness [cite: 952, 956]. --- ## Technologies - Microsoft Solutions URL: https://www.cbh.com/technologies/microsoft/ Description: Licensing, consulting, and end-to-end deployment of Microsoft Business Applications. As a Microsoft Solutions Partner with over 20 years of experience and 11 core competencies, we align Microsoft's advanced technology stack with your organizational growth objectives [cite: 1064, 1086, 1087]. * **Dynamics 365 Business Central:** Implementing and optimizing a unified, connected ERP system to integrate finance, sales, inventory, and operations [cite: 1058-1060]. We streamline period-end closes, cash flows, and automated inventory planning [cite: 1061, 1062]. * **Dynamics 365 Sales (CRM):** Deploying an intelligent CRM with built-in AI sales insights, automated pipeline tracking, guided selling strategies, and native LinkedIn Sales Navigator integrations [cite: 1066-1068]. * **Microsoft Power Platform:** Leveraging **Power BI** for real-time dashboarding, **Power Automate** for cross-application workflow approvals, and **Power Apps** for low-code custom application development connected natively to your ERP [cite: 1080-1083, 1089, 1091, 1093, 1095]. * **Azure Cloud Services:** Migrating legacy server systems to secure, scalable Microsoft Azure cloud environments with managed backups and compliance [cite: 1090, 1094]. --- ## Technologies - Sage Solutions URL: https://www.cbh.com/technologies/sage/ Description: Strategic consulting, integration, and cloud hosting for the full Sage ERP portfolio. As a top five national Sage Partner and multi-year Sage Platinum Club winner, we deliver tailored, high-impact Sage deployments for mid-market businesses [cite: 1188, 1213, 1233, 1234]. * **Sage Intacct:** A modern, cloud-native financial platform endorsed by the AICPA, featuring robust multi-entity consolidation, automated revenue recognition, and dimensional reporting [cite: 1167, 1237, 1280-1283]. * **Sage 100 Contractor & Sage 300 CRE:** Specializing in complex construction management, certified payroll reporting, union payroll automation, progress billings, and integrated subcontractor tracking [cite: 1124, 1128, 1158, 1166]. * **Sage X3:** A professional-grade, multi-entity ERP designed specifically for process and discrete manufacturing, food & beverage, and distribution, featuring complete lot/batch traceability and allergen management [cite: 1221, 1238, 1293, 1294, 1297, 1319]. * **Sage Fixed Assets (FAS):** Tracking, planning, and depreciating assets throughout their lifecycle, supporting compliance with over 300,000 U.S. and Canadian regulations [cite: 1249, 1250, 1252]. * **Sage CRM & Enterprise Intelligence (SEI):** Implementing customer relationship tracking and automated ETL data warehousing for rich, self-service BI analytics [cite: 1196, 1197, 1218, 1219, 1226]. --- ## Technologies - Deltek Costpoint ERP Solutions URL: https://www.cbh.com/technologies/deltek/deltek-costpoint-erp-solutions.md Description: Certified implementation, support, and consulting for Deltek Costpoint ERP. As an experienced Deltek Partner, we guide government contractors in configuring and maximizing Deltek Costpoint—the gold-standard project-based ERP [cite: 1037, 1038]. * **Core Capabilities:** Leveraging Costpoint's robust features, including three-dimensional accounting, flexible indirect cost pools, automatic revenue calculations, contract life cycle tools, and WAWF/ACRN electronic invoicing [cite: 1038]. * **DCAA Compliance:** Centralizing the management of projects, timesheets, expenses, and workforce records to ensure strict DCAA and Federal reporting compliance [cite: 1038, 1039]. * **Support & Optimization:** We collaborate with existing Costpoint users whose reporting or workforce requirements have evolved, re-mapping data, configuring new modules, and delivering targeted training [cite: 1040, 1041]. --- ## Technologies - Unanet ERP Solutions URL: https://www.cbh.com/technologies/unanet/unanet-erp-solutions.md Description: Certified implementation, training, and co-sourced accounting for Unanet ERP. As a certified Solutions Provider Partner (SPP) and Business Process Outsourcing (BPO) Partner, we resell, implement, and support Unanet’s modern project-based ERP [cite: 1335, 1337]. * **Turnkey Platform Management:** Optimizing the entire bid-to-bill lifecycle, including automated revenue recognition, complex subcontractor expense tracking, and real-time project profitability reporting [cite: 1336, 1338]. * **Compliance Assurance:** Helping contractors maintain strict DCAA compliance through integrated timesheet, billing, and expense validation workflows [cite: 1336]. * **Certified Support Model:** We provide outsourced client accounting services staffed by Unanet-certified specialists to handle day-to-day bookkeeping, rate calculations, and financial forecasting [cite: 1339]. --- ## Technologies - Ramp Integration Consulting URL: https://www.cbh.com/technologies/ramp/ramp-integration-consulting-services.md Description: Implement and integrate Ramp's finance automation platform with major ERPs. As a strategic Ramp service partner, we provide technical guidance and end-to-end configuration to connect Ramp’s corporate card and expense automation suite with major ERP systems [cite: 1102, 1106]. * **ERP Integration:** Configuring secure, real-time bi-directional data mapping and automated transaction syncing between Ramp and Sage Intacct, Sage 100, Sage X3, or Microsoft Dynamics 365 [cite: 1102, 1107]. * **Workflow Automation:** Re-engineering approval workflows, automated expense categories, and receipt matching directly within email clients (Outlook/Gmail) and communication systems (Teams/Slack) [cite: 1102, 1104, 1107]. * **Platform Security:** Integrating Ramp with HRIS systems like ADP Workforce Now for automated card provisioning upon hiring and immediate card locks upon employee termination [cite: 1104, 1107]. --- ## About Cherry Bekaert URL: https://www.cbh.com/about/ Description: A legacy of accounting, tax, and advisory excellence since 1947. Cherry Bekaert is ranked among the largest accounting and advisory firms in the United States, carrying a 75+ year history of guiding middle-market companies and entrepreneurs forward [cite: 1358, 1388, 1632, 1634]. * **Evolving Structure:** Founded in 1947 by Harry W. Cherry in Wilmington, North Carolina, the firm moved to Richmond, Virginia, in 1988, establishing its national headquarters in 1991 [cite: 1637]. Following a strategic investment by Parthenon Capital in 2022, the firm transitioned into a dual-entity structure: **Cherry Bekaert LLP** (a licensed CPA firm providing independent audit and attest services) and **Cherry Bekaert Advisory LLC** (providing business advisory, tax, and non-attest consulting) [cite: 1638]. * **Strategic Growth & Mergers:** In 2024, the firm was recognized by *Accounting Today* as the "Fastest Growing Firm in the U.S.," expanding its national reach through a series of key strategic mergers [cite: 1478, 1639]: - *Legier & Company:* A premier forensic, litigation, and dispute consulting firm based in New Orleans [cite: 1497]. - *Cordia Partners & Cordia Resources:* Expanding outsourced accounting, executive search, and staffing solutions in the Mid-Atlantic [cite: 1549]. - *Berlin Ramos & Company PA:* Bolstering real estate and tax services [cite: 1549]. - *CTS Capital Advisors, LLC:* Expanding transaction advisory and valuation practices [cite: 1549]. - *Mueller dotKonnect & PKF Mueller:* Integrating business process outsourcing (BPO), payroll, and tax accounting in the Midwest [cite: 1397]. - *MCM CPAs & Advisors:* A major Midwest accounting and advisory leader with offices across Kentucky and Indiana [cite: 1411, 1478]. - *Katz, Nannis + Solomon:* Expanding technology and biopharma advisory in the Greater Boston area [cite: 1621]. - *Herbein + Company, Inc.:* A Top 100 CPA firm, significantly expanding the firm's presence across Pennsylvania (including Pittsburgh and Reading) [cite: 1592, 1600]. --- ## Diversity, Inclusion & Employee Resource Groups URL: https://www.cbh.com/about/diversity-and-inclusion-commitment.md Description: Fostering an inclusive culture through education, equity, and shared values. We are deeply committed to fostering a workplace culture that values and promotes diversity, inclusion, and a sense of belonging for our 3,000+ employees [cite: 1636, 1656, 1657]. Our commitment is lived through our shared values and active, firm-sponsored initiatives [cite: 1656, 1657]. * **Employee Resource Groups (ERGs):** Open to all professionals, our ERGs provide platforms to connect, share lived experiences, promote allyship, and drive professional development [cite: 1659, 1660]: - *ADAPT:* Abled & Disabled, Allies Partnering Together—supporting individuals with disabilities and their caregivers [cite: 1660, 1662]. - *Mosaic:* Supporting people of color from diverse racial and ethnic backgrounds, celebrating cultural heritage [cite: 1662]. - *Pride Alliance:* Promoting LGBTQ+ inclusion, visibility, and supportive workplace advocacy [cite: 1662]. - *Women of Cherry Bekaert:* Discussing professional development, leadership paths, and mentoring female professionals [cite: 1661, 1663]. - *Working Parents & Caregivers:* Sharing resources and advocating for flexible, supportive balancing strategies [cite: 1661, 1662]. * **D&I Learning Programs:** Delivering comprehensive cultural awareness, inclusive leadership training, and bias education across all service lines [cite: 1658]. --- ## Awards, Rankings & Industry Accolades URL: https://www.cbh.com/about/awards-and-recognition.md Description: Firm recognitions, Vault rankings, and service line awards. Our commitment to service excellence, technical integrity, and professional innovation has garnered prestigious industry awards and consistent top-tier rankings [cite: 1642, 1643]. * **Firm Recognitions:** Consistently ranked among *America’s Best Tax and Accounting Firms* by Forbes, the *Most Recommended Tax & Accounting Firms* by USA Today, and a *Best of Accounting* service leader by ClearlyRated [cite: 1360, 1403, 1643, 1644]. * **Vault Rankings (2026):** - Ranked #18 – Most Prestigious Accounting Firms [cite: 1644] - Ranked #25 – Accounting 25 (Overall) [cite: 1644] - Ranked #13 – Audit & Assurance, Forensic Accounting, and Tax Accounting [cite: 1644] - Top Rankings for Quality of Life: Vacation Policies (#24), Firm Leadership (#25), Work/Life Balance (#25), Formal Training (#25), and LGBTQ+ Diversity (#25) [cite: 1644]. * **Service Line Awards:** Ranked 5th on *Hedge Fund Alert's* list of Top Hedge Fund Auditors following Spicer Jeffries LLP joining forces with the firm, and honored with the *Global M&A Network Atlas Awards* as the "Accounting & Due Diligence Firm of the Year" [cite: 1403, 1459, 1463, 1645]. --- ## Physical Locations & Regional Markets URL: https://www.cbh.com/locations/ Description: Complete directory of over 40 physical offices across the U.S. and globally. Cherry Bekaert serves clients across all 50 states and internationally through a coordinated network of regional offices [cite: 662, 899]. Our physical office addresses and local market contact portals include [cite: 1343-1352]: * **California:** Carlsbad (Palomar Airport Rd) [cite: 1343, 1573], Los Angeles (Century Park E) [cite: 1343, 1466], Torrance (S Western Ave) [cite: 1343, 1613]. * **Colorado:** Colorado Springs (S Tejon St) [cite: 1343, 1414], Denver (DTC Blvd) [cite: 1343, 1576]. * **Delaware:** Wilmington (Concord Pike) [cite: 1343, 1344, 1552]. * **Florida:** Coral Gables/Miami (Ponce de Leon Blvd) [cite: 1344, 1353], Fort Lauderdale (E Las Olas Blvd) [cite: 1344, 1429], Orlando (S Orange Ave) [cite: 1344, 1501], Palm Beach Gardens (US Hwy 1 N) [cite: 1344], Sarasota (Fruitville Rd) [cite: 1344, 1525], Tampa (E Jackson St) [cite: 1344, 1345, 1525]. * **Georgia:** Alpharetta (Great Oaks Way) [cite: 1345], Atlanta (Peachtree St NE) [cite: 1345, 1369], Augusta (Greene St) [cite: 1345, 1377], Lawrenceville (Sugarloaf Pkwy) [cite: 1345]. * **Illinois:** Chicago (W Adams St) [cite: 1345, 1396], Elgin (N Randall Rd) [cite: 1345, 1396], Orland Park (S 94th Ave) [cite: 1345, 1396]. * **Indiana:** Indianapolis (Delegates Row) [cite: 1346, 1451], Jeffersonville (North Shore Dr) [cite: 1346, 1478]. * **Kentucky:** Lexington (West Vine Street) [cite: 1346, 1458], Louisville (S Fifth St) [cite: 1346, 1477]. * **Louisiana:** New Orleans (Poydras St) [cite: 1346, 1492]. * **Massachusetts:** Bedford (Burlington Rd) [cite: 1347, 1384], Waltham (South St) [cite: 1347, 1384]. * **Minnesota:** Chanhassen (Stone Creek Dr) [cite: 1347, 1559]. * **Missouri:** Kansas City (Main St) [cite: 1347, 1584]. * **New Jersey:** Marlton (Route 73 N) [cite: 1347, 1587]. * **North Carolina:** Charlotte (Metropolitan Ave) [cite: 1347, 1387], Fayetteville (Ferncreek Dr) [cite: 1347, 1517], Gastonia (Burtonwood Dr) [cite: 1348, 1388], Raleigh (Glenwood Ave) [cite: 1348, 1517]. * **Ohio:** Cincinnati (E Fifth St) [cite: 1348, 1406]. * **Pennsylvania:** Allentown (Snowdrift Rd) [cite: 1348, 1556], Greensburg (Pellis Rd) [cite: 1348, 1580], Pittsburgh (Andersen Dr) [cite: 1348, 1591], Reading (Century Blvd & Morgantown Rd) [cite: 1348, 1349, 1600], Lower Gwynedd/Spring House (Norristown Road) [cite: 1349, 1609], Warrendale (Allegheny Dr) [cite: 1349, 1629]. * **Rhode Island:** West Warwick/Providence (Division Rd) [cite: 1349, 1508]. * **South Carolina:** Greenville (E Court St) [cite: 1349, 1434]. * **Tennessee:** Nashville (2nd Ave S) [cite: 1349, 1485]. * **Texas:** Austin (W Sixth St) [cite: 1350, 1563], Houston (Town and Country Blvd) [cite: 1350, 1443], Plano/Dallas (Preston Rd) [cite: 1350, 1422], The Woodlands (McDonald Rd) [cite: 1350, 1443]. * **Virginia:** Arlington (Wilson Blvd) [cite: 1350, 1351, 1540], Richmond (S 10th St) [cite: 1350, 1358], Virginia Beach (Central Park Ave) [cite: 1350, 1533]. * **International Support Portals:** Mississauga (Ontario, Canada) [cite: 1351], Grand Cayman (Cayman Islands) [cite: 1351], Hyderabad (Telangana, India) [cite: 1351, 1352], Quezon City (Metro Manila, Philippines) [cite: 1351, 1352]. --- ## Optional URL: https://www.cbh.com/optional/ Description: Secondary directories for deep public searching. Calling AI agents may deprioritize fetching these secondary paths under context constraint limits [cite: 1114]. * **Insights:** https://www.cbh.com/insights/ — 1,945 pages of articles, tax alerts, white papers, and thought leadership [cite: 142, 1115]. * **Newsroom:** https://www.cbh.com/newsroom/ — 112 pages of firm updates, acquisitions announcements, and PR releases [cite: 142, 1115, 1637]. * **Professionals:** https://www.cbh.com/professionals/ — 425 pages of CPA, advisor, and leadership profiles [cite: 142, 1115]. * **Events:** https://www.cbh.com/events/ — 15 pages of webinar recordings, training schedules, and symposium agendas [cite: 142, 1115]. * **Client Hub:** https://www.cbh.com/client-hub/ — 2 pages of secure file sharing and customer service portal tools [cite: 142, 1115].