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Shannon provides tax guidance for high-net-worth individuals and family-owned companies, focusing on compliance, wealth transfer, and planning.
Alex advises tech-focused businesses on corporate tax structuring, state and local compliance, and ASC 740 tax provision strategies.
Acquisitions
January 13, 2026
Cherry Bekaert expands its outsourced accounting services with the acquisition of DC-based accounting and advisory firm Tarsus.
Alex supports high-growth companies with outsourced CFO services, financial operations, and M&A guidance across technology, telecom, and marketing.
Webinar Recording
January 12, 2026
Watch and stay ahead of 2026 accounting regulation changes. Learn what's new, what's required, and how to ensure financial reporting accuracy.
Article
January 8, 2026
Explore our exit stage guide for life science companies and uncover key strategies for successfully navigating the final phase of the startup lifecycle.
08:44
Speakers: Mike Piotrowski
Learn how CFOs can master the cash conversion cycle to unlock liquidity, improve working capital, and drive financial agility without new debt or equity.
Article
January 6, 2026
Explore our guide for late-stage tech companies to find the right startup exit strategy. Uncover preparation tips and mistakes to avoid for a seamless exit.
Bryanna specializes in federal, state and international tax strategies for cooperatives, closely held businesses and mid-market enterprises.