Making a difference for our People, Clients, Community & Professions. #YourGuideForward
Joined November 2009
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Jun 1
Cherry Bekaert is excited to announce the acquisition of Calvetti Ferguson — strengthening our presence in Texas and Nashville and continuing our investment in serving the middle-market. Learn more. okt.to/mLb3NJ
#YourGuideForward
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Jun 12
SBA PPP loan reviews are increasing, and both borrowers and lenders are seeing renewed scrutiny. From ownership disclosures to payroll reconciliation, understanding key review focus areas is essential. Stay prepared with our latest insights. okt.to/3tA4rQ
#PPPLoan #FinancialInstitutions #SBA
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Jun 12
Looking to understand the impact of IEEPA tariff refunds on your financial reporting, audit readiness and tax processes? Watch Cherry Bekaert's webinar to explore the downstream accounting, audit and tax implications businesses should be evaluating as CAPE submissions continue and refunds begin moving forward. View the full recording now: okt.to/e5Bujb
#IEEPATariffs #TariffRefunds #TaxAccounting
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Jun 12
Payroll and HR systems should reduce complexity — not add to it. A well‑configured ADP environment can improve accuracy, efficiency and reporting across workforce operations. Explore how the right ADP strategy supports smoother operations. okt.to/B7FuDJ
#Payroll #HRTech #WorkforceManagement
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Jun 12
Going public isn’t just about raising capital — it’s about readiness. From governance and reporting requirements to public‑company scrutiny, an IPO introduces operational and compliance changes that require thoughtful planning. Companies considering this step need a clear understanding of the process, risks, and strategic trade‑offs involved.
Here’s what to know about how IPOs work—and why companies choose to go public. okt.to/npoy4c
#IPO #CapitalMarkets #GrowthStrategy #PublicCompanies #Leadership
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Jun 12
Today’s CFOs aren’t just financial stewards — they’re strategic partners driving growth, resilience and transformation. But here’s the secret: trust-based leadership is your ultimate competitive advantage.
Explore how CFOs can move from transactional to transformational leadership by embracing three powerful behaviors: okt.to/3Kwc0t
#CFOLeadership #TrustInLeadership #FinanceTransformation #FinanceModernization
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Jun 12
After a private equity acquisition left a global organization without an internal finance infrastructure, Cherry Bekaert helped modernize finance and reporting, strengthening compliance and creating a scalable foundation for global operations.
Explore how CFO Advisory helps organizations build for what’s next: okt.to/AYLhNc
#CFOAdvisory #FinanceTransformation #GlobalBusiness #CaseStudy
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Jun 11
Prevailing wage and apprenticeship requirements under the Inflation Reduction Act play a critical role in unlocking enhanced clean energy tax credits. Recent guidance offers clarity on how these rules apply — and what project owners need to get right to stay compliant and maximize value. okt.to/ukVt45
#InflationReductionAct #CleanEnergy #TaxCredits #TaxCompliance
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Jun 11
As donor expectations rise and regulations tighten, nonprofits can’t afford silos. When finance and fundraising aren’t aligned, growth, transparency, and trust are at risk. Here’s why collaboration — and finance modernization — matter more than ever. okt.to/6I12vj
#Nonprofit #Fundraising #Finance #ERP
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Jun 11
Fragmented endowment data can put foundations at risk. Learn how Cherry Bekaert helped turn incomplete records and compliance concerns into clearer insight and greater confidence for a community college. Read the case study. okt.to/yg5WSa
#CaseStudy #HigherEducation #NotForProfit #EndowmentManagement
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Jun 11
Purchasing systems play a key role in how government contractors manage subcontracting risk and compliance. Under FAR and DFARS requirements, CPSRs assess how government funds are spent when subcontracting — and gaps in documentation or process can carry real consequences.
Understand how purchasing systems are evaluated as oversight increases. okt.to/2XN6Ay
#GovernmentContracting #CPSR #FederalCompliance #DCAACompliance #DCMA
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Jun 11
Manufacturing CFOs are operating in a more complex, data‑constrained environment, balancing cost pressure, planning discipline, and modernization demands. See how Manufacturing & Consumer Goods finance leaders are responding: okt.to/v0rGAa
#Manufacturing #CFOInsights #FinanceTransformation
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Jun 11
How can accounts receivable optimization improve working capital? In part three of our five-part podcast series with Cherry Bekaert’s Industrial Manufacturing & Consumer Goods Podcast, we explore how smarter AR strategies can unlock cash, reveal red flags and strengthen customer relationships. okt.to/06XK24
#AccountsReceivable #CashFlowOptimization #WorkingCapital
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Jun 11
CMMC scope decisions drive cost, timelines, and audit exposure. If boundaries aren’t defensible, scope can expand fast. Join the final session of our CMMC Foundations Series to learn what assessors validate and how to avoid common scoping traps. Register now: okt.to/RgbAPe
#CMMC #Cybersecurity #YourGuideForward
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Jun 11
Who owns AI risk? Right now — no one. AI responsibility is often fragmented, creating real exposure as adoption accelerates. The solution isn’t a single owner, it’s structure. Explore how a defined AI Triad can move your organization from ambiguity to accountability. okt.to/WdmH3t
#ArtificialIntelligence #RiskManagement #Governance #YourGuideForward
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Jun 10
Compliance expectations continue to evolve. Our Regulatory Compliance Digest covers flood‑insurance findings, COPPA guidance, BSA/AML updates and key regulatory actions impacting financial institutions.
Read the full Q2 Digest here: okt.to/AHybVg
#RegulatoryCompliance #ComplianceUpdate #FinancialInstitutions #YourGuideForward
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Jun 10
ArcherPoint by Cherry Bekaert has been recognized by ERP Software Blog as a Best Microsoft Dynamics ERP Partner for Retail & Consumer Goods. This recognition reflects the team’s ability to help organizations simplify complexity, improve visibility and operate with greater confidence.
We’re proud to deliver outcomes that help our clients move forward with clarity and confidence! okt.to/REsHdK
#ERP #MicrosoftDynamics #ConsumerGoods
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Jun 10
For government contractors, accounting systems aren’t just back‑office infrastructure — they play a critical role in winning work, getting paid, and passing audits.
SF 1408 pre‑award reviews focus on readiness, while post‑award audits test execution. Preparing for both can help protect cash flow, reduce audit risk, and maintain credibility throughout the contract lifecycle.
Learn what auditors look for before and after award — and how to stay audit‑ready from day one. okt.to/OQN3ov
#GovernmentContracting #SF1408 #AuditReadiness #FederalContracts
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Jun 10
Are you managing your endowment effectively? In this episode of Cherry Bekaert’s Not-for-Profits podcast, Jason Sturdevant and Blakeley Richard unpack the essentials of endowment accounting. From common misconceptions and policy needs to oversight responsibilities and best practices, this episode is a must-listen for nonprofit leaders and finance professionals. Tune in now: okt.to/DLob6E
#NotForProfitEndowmentManagement #NFPEndowmentManagement #NotForProfitEndowmentAccounting
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Jun 10
How can New Markets Tax Credits help advance environmental remediation, workforce development, and education? Cherry Bekaert supported a NMTC transaction providing operating capital for JASTECH in West Philadelphia following the remediation of a former brownfield site. Learn more: okt.to/zsDpqJ
#NMTC #NewMarketsTaxCredit #CommunityDevelopment #YourGuideForward
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Jun 10
In construction, audits aren’t just about compliance — they’re a gateway to growth. From GAAP conversions and WIP reporting to leveraging ERP systems, proactive preparation can reveal cost-saving opportunities and strengthen your financial foundation. Explore key tips for readiness & compliance: okt.to/SCfcks
#ConstructionFinance #AuditReady #Compliance #RiskManagement
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