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CPAs and Advisors with Your Growth in Mind How does your business or organization stay successful today, while keeping an eye toward the future? You may be focused on the ability to remain competitive and meet future organizational goals, the capacity to grow your business, better serve your customers, and/or provide for the future of your employees. Regardless of your motivation, you likely want to ensure the future success of your organization or grow your business to secure a lasting legacy for your family or successors. As a firm focused on growth, Cherry Bekaert specializes in guiding clients forward and advising them on how to prepare for the future. While historical tax and prior year financial statement information is important to your business for compliance and planning purposes, most CPA firms will simply process this historical snapshot and provide you a report. Our approach applies this information forward in a way that provides real insight and practical solutions, allowing you to anticipate and prepare for future needs and opportunities. Cherry Bekaert: Guiding Clients Forward

Cherry Bekaert: Guiding Clients Forward...` Address changes needed due to health care reform and rising costs; ` Evaluate your assets and revenue streams to build sustained enterprise

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Page 1: Cherry Bekaert: Guiding Clients Forward...` Address changes needed due to health care reform and rising costs; ` Evaluate your assets and revenue streams to build sustained enterprise

CPAs and Advisors with Your Growth

in Mind

How does your business or organization stay successful today, while keeping an eye toward the future? You may be focused on the ability to remain competitive and meet future organizational goals, the capacity to grow your business, better serve your customers, and/or provide for the future of your employees. Regardless of your motivation, you likely want to ensure the future success of your organization or grow your business to secure a lasting legacy for your family or successors.

As a firm focused on growth, Cherry Bekaert specializes in guiding clients forward and advising them on how to prepare for the future. While historical tax and prior year financial statement information is important to your business for compliance and planning purposes, most CPA firms will simply process this historical snapshot and provide you a report. Our approach applies this information forward in a way that provides real insight and practical solutions, allowing you to anticipate and prepare for future needs and opportunities.

Cherry Bekaert: Guiding Clients Forward

Page 2: Cherry Bekaert: Guiding Clients Forward...` Address changes needed due to health care reform and rising costs; ` Evaluate your assets and revenue streams to build sustained enterprise

Associates Firmwide1250+

70+Years in

$220M+Annual Revenue

25Ranked as a TopAccounting Firm

Business

2009$98.5M

2019$220M

2014$130.8M

Across the U.S.

Founding Member of Baker Tilly InternationalThe 8th Largest Accountancy and Business Advisory Network in the WorldRepresented by 746 O�ces in 145 TerritoriesCombined Revenue of $3.6 Billion35,000 Sta� Worldwide

140+Partners& Principals

U.S. and Internationally

Serving

Across theClients

Whether you need guidance on how to —

`Assess and implement innovative ideas to stay ahead of the competition;

`Monitor growth and capital expansion opportunities;

`Mitigate future risk related to cybersecurity or internal controls;

`Optimize your tax position and potential savings;

`Develop operational efficiencies and process improvements that contribute to bottom line;

`Address changes needed due to health care reform and rising costs;

`Evaluate your assets and revenue streams to build sustained enterprise value; or

`Enact compliance processes and tools that add value to your organization Cherry Bekaert stands ready to be your guide forward.

Page 3: Cherry Bekaert: Guiding Clients Forward...` Address changes needed due to health care reform and rising costs; ` Evaluate your assets and revenue streams to build sustained enterprise

Industry Concentrations

LocationsCherry Bekaert has offices and affiliates across the nation and the world.

Client Service Offerings

Tax ` Compensation & Benefits Consulting

` Corporate Tax Planning Strategies

` Credits & Accounting Methods

` Accounting Methods ` Cost Segregation Services

` Energy Tax Credits & Incentives

` Fixed Asset Services ` R&D Tax Credits

` Estates & Trusts ` International Tax

` Global Tax Services ` Transfer Pricing

` Nonprofit Tax ` Sales & Use Tax

` eCommerce/Amazon FBA Services

` Reverse Audit ` Sales Tax Nexus & Strategic Planning

` Outsourcing, Consulting & Training

` State & Local Tax ` State Credits & Incentives

` Income & Franchise Tax

` Property Tax Outsourcing Services

` Tax Controversy & Dispute Resolution

` Tax Reform ` Opportunity Zones

` Section 199A

Wealth Management

` Family Wealth Management

` Retirement Plan Consulting

Services Advisory

` Benefits Consulting ` Collateral Review Services

` Cybersecurity ` Entrepreneurial Services ` Governance, Risk & Compliance

` Compliance Readiness Consulting Services

` Enterprise Risk Management Services

` Enterprise Technology Solutions

` Internal Audit ` IT Audit & Consulting ` Risk Assessment Services

` Government Contractor Consulting Services

` Forensic & Litigation Advisory

` Commercial Litigation ` Fraud & Forensic Investigations

` Trustee, Monitoring & Receivership

` Transaction Advisory Services

` Valuation Services

Assurance ` Accounting Services

` IFRS Reporting ` Lease Accounting Services

` Revenue Recognition ` Audit & Attestation Services

` Employee Benefit Plan Audit

` SEC Audit ` SOC Reporting Services

Education

Not-for-profits

Financial Services

Government ContractorsGovernment

Healthcare

Industrial Manufacturing

Professional Services

Real Estate & Construction

Technology Transportation & Logistics

Private Equity

Retail & Restaurants

Health & Life Sciences

Page 4: Cherry Bekaert: Guiding Clients Forward...` Address changes needed due to health care reform and rising costs; ` Evaluate your assets and revenue streams to build sustained enterprise

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Your guide forward

The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.

11.19.19Follow Us on Social Media