Cherry Bekaert: Technology-Enabled Tax and Audit Services

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Luis Gallardo, Managing Principal, Digital Platforms & Analytics Leader. It's a no-brainer that comprehensive tax and audit services are indispensable for any business. However, as companies adopt more cloud-based, data-intensive tools and solutions, accounting, tax, and audit have become more complicated. This is why organizations seek sophisticated digital and business intelligence solutions for process clarity and deeper insights to help drive innovation, optimize processes, automate mundane tasks, and identify new revenue streams and opportunities.

Addressing these needs and more is Cherry Bekaert, a certified public accounting and consulting firm. The company offers tax, audit, and advisory services to multinational corporations and midmarket entities as well as private businesses, non-profit organizations, government establishments, and start-up firms in the US. Cherry Bekaert also provides business valuations and litigation support.

For over 70 years, the firm has helped thousands of clients achieve their financial, operational, and strategic goals. The company's key differentiator is that it offers clients the resources and extensive services normally associated with national firms, coupled with a local firm's personal relationship, value-based fee structure, and service continuity. In addition, more than 1,200 experienced professionals of the company work closely with clients for all their accounting, audit, tax, and consulting needs. In effect, the company brings the best of service and software expertise to deliver comprehensive solutions for their clients. Cherry Bekaert is therefore uniquely positioned to impart high-quality, cost-effective, and practical advice to its clients.


WE DON'T JUST GIVE YOU THE TOOLS OR IMPLEMENT THE SOLUTION. OUR COMPANY ALSO GUIDES TO ADOPT THE PROCESSES AND TECHNOLOGIES EFFICIENTLY TO DRIVE BUSINESS VALUE


Cherry Bekaert Digital has extensive tax and audit-related knowledge in nine different domains: Professional services, technology, healthcare and life sciences, private equity, real estate and construction, industrial manufacturing, hospitality and retail, government and not-for-profit. Cherry Bekaert serves as a valued advisor to thousands of clients by guiding them on important operational and financial matters. "We don't just give you the tools or implement the solution. Our company also guides to adopt the processes and technologies in an efficient manner to drive business value." says Luis Gallardo, Managing Principal, Digital Platforms & Analytics Leader, Cherry Bekaert.

The company strives to be the preferred technology solutions and digital platforms firm empowering organizations with prescriptive guidance, business intelligence, and process automation to maximize productivity and financial performance. To assist clients with competitive digital readiness, Cherry Bekaert Digital Advisory offers analytics expertise and digital platforms to drive innovative insights and deeper business value. "We help our clients leverage platforms such as Microsoft Power Platform and Salesforce's business intelligence tools to not only get a better understanding on tax and audit services but also assist them in driving their digital transformation initiatives," says Gallardo.
Cherry Bekaert’s Digital Advisory services and solutions deliver on five key business outcomes via its digital advisory services: understanding customers better, optimizing operations, fostering innovations for growth, workforce enablement, and business protection.

Gallardo recalls the story of a client in the energy industry who wanted to use Microsoft Power BI for data visualization but couldn't leverage the solution to the fullest owing to operational silos. Cherry Bekaert automated certain client processes with Microsoft Power Automate and then integrated them with different applications in their portfolio to bring in key pieces of data. As a result, their process has become more efficient in data visualization enablement and sharing and collaborating of data to make better business decisions.

Scripting several such success stories, Cherry Bekaert's professionals actively engage with leading organizations to foster innovative and emerging growth-oriented business outcomes.


Staying ahead of the curve, the company is looking to expand its fund-level management, transaction advisory, and portfolio servicing capabilities while enhancing its ability to deliver high levels of value to financial and strategic clients executing merger and acquisition growth strategies. They recently acquired three companies which have helped them gain an edge in their target niches. Today, Cherry Bekaert is ranked amongst the top 25 accounting firms in the United States. "We are not just doing a transaction and moving on but we're looking toward building long term relationships that has all those pieces and parts of our business of tax and audit relationships and advisor relationships," concludes Gallardo.

Company
Cherry Bekaert

Headquarters
Richmond, VA

Management
Luis Gallardo, Managing Principal, Digital Platforms & Analytics Leader.

Description
Cherry Bekaert is a leading accounting and consulting firm with offices throughout the United States which include multinational corporations, private businesses, non-profit organizations, governmental entities, emerging firms, start-ups, and successful individuals. The company strives to be the preferred technology solutions and digital platforms firm empowering organizations with prescriptive guidance, business intelligence, and process automation to maximize productivity and financial performance. To assist clients with competitive digital readiness, Cherry Bekaert Digital offers analytics expertise and digital platforms to drive innovative insights and deeper business value.

Cherry Bekaert