Trusted advisor and partner services span the full agribusiness value chain—from family farms to large-scale input suppliers, producers, and retailers. While roots run deep with family farms, the firm recognizes that agribusiness accounts for 5% of U.S. GDP and 10% of employment, bringing extensive experience across the industry to understand the unique economic and regulatory factors that influence agricultural-based businesses. Services range from auditing manufacturing facilities to assisting with estate planning and succession of family-owned businesses. Accounting, tax, and advisory offerings take clients from compliance to a profitable harvest, with specializations including cost segregation, governance and risk assessment, transaction advisory, and valuations.

Dedicated Association Group advisory expertise supports organizations in fulfilling their unique membership and governance goals, serving civic leagues, labor unions, agricultural associations, business and trade leagues, chambers of commerce, and advocacy groups. Strategic guidance ensures compliance with specific provisions of the Internal Revenue Code, including Sections 501(c)(4), (5), and 501(c)(6), while also managing the intricate financial aspects of Political Action Committees, related charitable foundations, and alternative risk and group self-insurance programs. Services include specialized member services, targeted education initiatives, comprehensive training programs, legislative monitoring, and robust insurance programs. The advisory team leverages deep industry knowledge and accounting expertise to empower Association Groups to drive membership value, expand program reach, and uphold their fiduciary duties.

The emerging markets for cannabis present new and unique potential for businesses—but not without regulatory compliance challenges. An advisory team attuned to the cannabis industry helps navigate changes in the market from seed to sale, staying well-versed in the cannabis environment to tailor a full spectrum of tax, accounting, reporting, and advisory services to meet each company's specific needs. The ever-changing regulatory environment of the cannabis industry demands a dynamic advisory team. Services span agreed-upon procedures, audit, financial statement preparation, review, compilation, business tax, accounting and business outsourcing, and transaction advisory services.

While captive insurance companies can be very beneficial for their owners, successfully overseeing a captive can be a complex endeavor. Partnering with knowledgeable captive insurance auditors and advisors can lighten the burden by making this process much less complicated, with skills in addressing complex captive auditing, consulting, and tax matters. The ability to think beyond the numbers provides the most in-depth expertise to help guide captive insurance company strategy. Services include audit, business tax, and accounting and business outsourcing, with practice leaders specializing in captive and alternative risk insurance arrangements.

A comprehensive approach utilizing expertise in both tax and assurance-based services advises institutional, private equity, and closely held real estate investors through the long-haul of any investment. While annual federal and state compliance will always be necessary, efficient ownership structuring and up-to-date understanding of the changing tax code are keys to strategizing the lifecycle of any investment. Assurance-based services include audits, reviews, compilations, and similar financial reporting requirements, as well as agreed-upon procedures and consulting engagements. Combined with cost segregation and Section 179D studies, qualified opportunity zones, low-income housing credits, and historic tax credit consulting, the approach focuses on identification, communication, and effective execution for investments.

Community Interest Realty Association professionals provide valuable insights that help ensure associations representing homeowners, condominiums, co-ops, and timeshare developments remain compliant with all applicable federal and state rulings. A relationship-based approach helps foster an atmosphere of trust across all involved parties—whether a board member, property management company, or community association manager. Partnering to provide full-spectrum accounting and advisory services allows associations to set their sights on ensuring long-term value for residents. Services include audit, compilation, financial statement preparation, fraud and forensics, internal controls, and review.

A team of construction advisors strategizes with construction businesses to maximize their bonding capacity, optimize tax savings, and enhance their working capital. In combination with substantial business expertise, a scope of specialty services—including employee benefit plan audits, IT consulting, and risk assessments—provides construction companies with dynamic solutions that go beyond traditional accounting, audit, and tax services. CRI ranked #19 in the 2025 list of Top 50 Construction Accounting Firms by Construction Executive. Services span construction audit and advisory, construction cost verification, cost segregation, cybersecurity, fraud and forensics, litigation support, transaction advisory, and valuations.

Industry-specific knowledge provides community banks, credit unions, FinTech, mortgage lenders, and specialty finance organizations with the depth of expertise often found in global firms—with the hands-on client-centric approach typically associated with local providers. The Financial Institutions team strives to meet the highest standards set by the profession while also providing for a befitting level of autonomy at the local level, helping organizations manage risk, adhere to regulatory compliance measures, and propel growth forward. Maintaining the skill set necessary for working in the financial institutions field is crucial. A highly credentialed team of professionals participates in ongoing skill assessments and internal and external training relevant to their current and expected roles, delivering quality service from partners who are accountable, agile, and responsive.

An experienced governmental accounting team provides assurance, compliance, and dedicated support to educational institutions and governmental entities of all sizes. By leveraging technology, data analytics, and a foundational relationship-based approach, attuned governmental professionals tailor service offerings to each organization's unique needs, allowing for closer collaboration and attention to detail. This approach enables improvement of entity operations while maintaining compliance and financial controls in the face of ever-changing regulatory scrutiny. Services include agreed-upon procedures, audit, compliance consulting, financial statement preparation, internal audit, performance audits, program management and administration, fraud and forensics, and single audit.

Specialists help government contractors translate complex regulations into practical, profitable solutions. From FAR and CAS interpretation to DCAA audit readiness and ICE submissions, clarity on compliance allows contractors to focus on winning contracts, protecting margins, and growing confidently. Services span the full contract lifecycle including accounting systems and cost allocations, cost accounting standards, DCAA audit support, proposal and incurred cost support, and regulatory and legislative compliance. Government contractors nationwide choose this team for in-depth industry expertise and comprehensive end-to-end support. Professionals understand agency expectations, regulatory requirements, and audit environments—and deliver practical guidance that minimizes disruption and maximizes return on investment.

Much like the hospitality business, the firm was founded upon the principle of delivering unparalleled client service. The endless pressures to improve profitability, modernize the customer experience, maintain rigorous compliance measures, and adapt to an ever-changing economic climate can often leave business leaders fatigued. A seasoned team of hospitality-focused accounting advisors offers a much-needed reprieve with a tailored menu of services designed to reposition clients' focus back to what matters—delivering client service that is second to none. Services include agreed-upon procedures, audit, business tax, compilation, cost segregation, cybersecurity, disaster resources, employee benefit plans, financial statement preparation, IT risk assessment, review, state and local tax, transaction advisory, and valuations.

In today's rapidly changing healthcare landscape, providing quality patient care while simultaneously striving to achieve a positive operating margin and being a good steward of public resources is more complex, highly regulated, and volatile than ever before. As a result, it is critical that hospitals and health systems partner with an accounting and advisory firm that actively specializes in healthcare and fully understands the unique challenges, risks, and opportunities acute care providers face. The Healthcare advisory team serves hundreds of hospitals and health systems across the South in various roles, from independent financial statement audits to cost reporting and value-added reimbursement engagements and nearly everything in between. Services include cost reporting, DSH and supplemental payment programs, executive and physician compensation, HIPAA assessment, reimbursement, strategic advisory services, and transaction advisory.

As industry compliance requirements become more complex, insurance entities can gain an advantage by teaming up with financial advisors who have a good grip on the ever-changing rules. Hands-on experience working in and across the spectrum of the insurance industry enables proactive planning around compliance directives. Insurance professionals have wide-ranging experience in specialized services like regulatory examinations and regulatory examination preparation, HITRUST engagements, financial statement audits, and more. Areas served include carriers, captive insurance companies, agencies, third-party administrators, managing general agents, HITRUST engagements, and departments of insurance. Services include business planning, business tax, internal audit, and NAIC IT assessment.

From a thorough understanding of supply chain management and inventory control to keeping up with the latest regulatory requirements and technological breakthroughs, a dedicated team of Manufacturing and Distribution accountants has the know-how to help businesses thrive. Whether an organization needs consulting services unique to M&D like inventory management, business financing, market expansion, mergers and acquisitions, or traditional attest and tax services, the advisory team delivers results-driven solutions backed by an unwavering entrepreneurial spirit. Services span audit, business planning, business tax, cost accounting, cost segregation, employee benefit plans, governance and risk assessment, internal audit, international tax, IT risk assessment, research and development tax credits, state and local tax, transaction advisory, and valuations.

High-quality traditional accounting services such as audits, reviews, and compilations; federal and state single audits; and tax preparation, as well as non-traditional consulting, outsourced accounting, internal audit, cybersecurity, and financial services are delivered to increase the performance of tax-exempt organizations. The Nonprofit team assists clients with understanding and adopting new accounting standards, as well as navigating impacts of Uniform Guidance on their federal single audits and knowing the requirements of state-level single audits. Advisors gained their extensive expertise by serving hundreds of nonprofit organizations such as social service organizations, public charities, private foundations, educational institutions, cultural and arts organizations, religious organizations, professional societies, trade associations, and community development agencies.

As independent producers, many individuals reap the benefits of energy-friendly tax deductions, such as percentage depletion and electing an immediate expense for intangible drilling costs. However, with the U.S. government looking to raise revenue and influence policy, it's possible that the landscape of the oil and gas industry will look very different in the future. A dependable team of Oil and Gas industry-focused tax advisors stays abreast of potential changes to help businesses plan for the effects of any future changes. Services are concentrated on business tax advisory, navigating potential policy changes, and planning for the potential effects on independent producers and energy companies.

A wide range of services specifically designed to help healthcare providers accomplish their goals spans from individually-owned practices to multi-specialty, health system-owned clinics. Services can improve revenue cycle efficiency, help more fully utilize EMR and other software, and keep providers on track and updated with governmental and payer requirements and available incentives. Expertise drawn from serving a variety of providers—including primary care physicians, specialty physicians, dentists, orthodontists, and behavioral health providers—informs dedicated healthcare specialists who provide services tailored to address specific concerns. Offerings include accounting and business outsourcing, business planning, business tax, employee benefit plans, HIPAA assessment, medical practice feasibility and start-up, medical provider credentialing, and practice development and strategic planning.

Providers must navigate changing demographics and recent events requiring a renewed focus on infection control, therapy, and overall quality of care, while simultaneously striving to achieve a positive operating margin and be a good steward of public resources. Healthcare professionals offer strategic insight on post-acute care regulations and strive to assist organizations with adapting to changing guidance, offering a range of solutions to a full spectrum of service providers to ensure that patients' care remains intact and uninterrupted. Services include accounting, audit, cost reporting, employee benefit plans, executive and physician compensation, IT risk assessment, reimbursement, and strategic advisory services. The team does the heavy lifting so providers can ensure their focus remains on the most important aspect of the business—the health of patients.

Private foundations often face a unique set of administrative challenges that can impact their efficiency, compliance, and overall effectiveness in achieving their philanthropic goals. A team of specialized advisors has extensive experience helping private foundations ensure compliance in key areas—navigating complex tax regulations, adhering to reporting requirements, maintaining accuracy in financial statements, and understanding implications of foundation activities to avoid penalties and maintain tax-exempt status. Support also extends to establishing and maintaining governance structures, defining roles and responsibilities for board members, assisting in leadership succession preparation, and ensuring operational efficiency. Services include accounting and business outsourcing, business planning, business tax, financial statement preparation, governance and risk assessment, and internal controls.

Transparency and accountability are foundational components of religious organizations in many facets, including their financial management. An experienced team of advisors understands the unique needs of religious institutions and specializes in providing comprehensive financial solutions for churches, synagogues, religious groups, faith-based organizations, and other places of worship. From outsourced accounting services to audits, reviews, and compilations, partnering with the firm and its Family of Companies allows organizations to keep their focus where it should be—on stewardship, governance, and administration. Services include accounting and business outsourcing, audit, compilation, employee benefit plans, financial statement preparation, fraud and forensics, internal controls, review, and trust, estate and gift planning.

Outsourced accounting and business operations support for organizations seeking to streamline their financial functions. Enables companies to offload routine accounting tasks and operational processes to expert service delivery teams, freeing internal resources for strategic priorities.

Attest engagements in which CRI performs specific procedures agreed upon by the client and relevant parties and reports findings. Provides targeted verification and analysis on specific areas of interest without the full scope of an audit.

Independent financial statement audit services providing assurance on the accuracy and fairness of financial reporting. Examines financial records and internal controls to provide stakeholders with confidence in the reliability of reported financial information.

IT risk and assessment services tailored to the regulatory and operational needs of banks and credit unions. Evaluates IT environments against industry-specific compliance requirements to identify vulnerabilities and recommend controls aligned with financial services regulations.

Advisory services helping organizations understand and apply blockchain technology to their business operations. Provides strategic guidance on blockchain implementation, use cases, and integration within existing business models.

Advisory and analysis services to help businesses quantify and recover losses related to business interruptions. Assists organizations in calculating damages, documenting business impacts, and supporting recovery and reimbursement processes.

Strategic planning services to help businesses set goals, allocate resources, and plan for sustainable growth. Enables organizations to develop comprehensive business plans that align resources with strategic objectives and support long-term value creation.

Tax planning, preparation, and compliance services for businesses across a wide range of structures and industries. Provides comprehensive tax strategy and compliance support for corporate, partnership, and other business entities.

Advisory and assurance services supporting organizations accessing public capital markets, including SEC reporting. Assists companies with audit, accounting policy guidance, and compliance support to meet securities regulations and capital markets requirements.

Assessment services to evaluate and ensure compliance with the California Consumer Privacy Act. Conducts comprehensive reviews of an organization's data handling practices and privacy controls against CCPA requirements.

Financial statement compilation services for organizations requiring a basic level of accountant involvement. Prepares financial statements from client-provided information without audit or review procedures, providing minimal assurance.

Engineering-based tax strategy that accelerates depreciation deductions by reclassifying property components. Leverages detailed asset analysis to optimize tax deductions for real property placed in service.

Advisory services helping financial institutions implement and comply with the CECL accounting standard. Supports organizations in adopting CECL methodologies, modeling frameworks, and governance structures required for accurate credit loss estimation.

Tailored assessments of an organization's data privacy and security posture against applicable regulations and best practices. Evaluates controls, policies, and processes to identify gaps and recommend improvements aligned with regulatory requirements and industry standards.

Comprehensive cybersecurity advisory services to help organizations identify vulnerabilities and strengthen their security posture. Provides assessments, threat analysis, and recommendations to protect against cyber threats and build organizational resilience.

Regulatory examination services providing direct examination of financial records on behalf of regulatory bodies. Conducts on-site examinations and inspections to assess compliance with regulatory requirements and financial practices.

Advisory and support services to help organizations prepare for, respond to, and recover from disasters. Assists in developing business continuity and disaster recovery plans, testing readiness, and executing recovery strategies during critical events.

Audit and compliance services for employer-sponsored benefit plans, including 401(k) and pension plans. Provides specialized audit services and compliance support for defined contribution and defined benefit retirement plans.

Professional preparation of financial statements for organizations requiring accurate and compliant financial reporting. Develops GAAP-compliant financial statements for internal and external reporting purposes.

Forensic accounting and fraud investigation services to detect, prevent, and respond to financial misconduct. Provides investigative expertise, evidence analysis, and support to organizations addressing potential fraud or misconduct.

Assessment services to help organizations evaluate and achieve compliance with the General Data Protection Regulation. Conducts detailed reviews of data handling processes, privacy controls, and governance frameworks to ensure compliance with GDPR requirements.

Advisory services to evaluate and strengthen organizational governance structures and risk management frameworks. Assesses governance maturity, decision-making processes, and risk oversight mechanisms to enhance organizational effectiveness.

Assessment services to help healthcare organizations evaluate and maintain compliance with HIPAA requirements. Reviews security practices, privacy controls, and breach notification procedures to ensure compliance with healthcare privacy regulations.

Personal tax planning, preparation, and compliance services for individuals and families. Provides comprehensive tax guidance and preparation for individual and household tax situations.

Independent internal audit services to evaluate the effectiveness of an organization's risk management, controls, and governance. Provides assurance and advisory services to enhance organizational operations and risk management maturity.

Advisory services to design, implement, and assess internal control frameworks that safeguard organizational assets. Develops control strategies aligned with organizational risks and ensures effective monitoring and compliance.

Tax planning and compliance services for businesses and individuals with cross-border operations or income. Addresses transfer pricing, foreign tax credits, and multi-jurisdictional tax compliance for global operations.

Evaluation of an organization's IT environment to identify risks and recommend controls and improvements. Assesses IT infrastructure, systems, and processes against best practices and regulatory requirements to identify vulnerabilities and mitigation strategies.

Financial analysis and expert witness services to support clients involved in legal disputes. Provides forensic accounting expertise, damages quantification, and expert testimony to support litigation and dispute resolution.

IT assessment services aligned with the National Association of Insurance Commissioners standards for insurance entities. Evaluates IT environments and controls against NAIC requirements to ensure compliance and operational resilience in the insurance sector.

Audit and advisory services to help public companies meet PCAOB standards and SEC reporting requirements. Provides audit services aligned with Public Company Accounting Oversight Board standards and supports SEC compliance obligations.

Independent peer review of CPA firms' accounting and auditing practices to assess quality and compliance. Evaluates firm quality control procedures and compliance with professional standards to ensure audit and accounting work quality.

Advisory services helping investors and businesses maximize tax benefits available through Qualified Opportunity Zone investments. Provides strategic guidance on QOZ structuring, compliance, and tax optimization for eligible investments.

Advisory services to identify, document, and claim R&D tax credits available under federal and state tax law. Assists organizations in identifying qualifying R&D activities and supporting documentation to maximize available tax credit claims.

Limited assurance engagements providing review of financial statements with less scope than a full audit. Performs procedures to provide moderate assurance that financial statements conform to GAAP, based on inquiry and analytical procedures.

Compliance audits for organizations that expend federal awards above the threshold requiring a single audit under Uniform Guidance. Provides specialized audit services for federal funding recipients to ensure proper expenditure and compliance.

Advisory and compliance services addressing state and local tax obligations including income, sales, and property taxes. Provides strategic guidance on multi-state tax compliance, planning, and optimization.

Advisory services to help organizations comply with state-level data privacy laws across multiple jurisdictions. Addresses multi-state privacy requirements, assists with policy harmonization, and ensures comprehensive compliance across varying state regulations.

Cybersecurity training and education programs to build employee awareness and organizational resilience. Develops and delivers targeted training to enhance workforce cybersecurity awareness and reduce human-related risk.

Due diligence, financial analysis, and advisory support for mergers, acquisitions, and other business transactions. Provides buy-side and sell-side support including financial due diligence, deal analysis, and valuation support to optimize transaction outcomes.

Advisory services to help multinational organizations establish and document compliant intercompany pricing policies. Develops transfer pricing strategies and documentation to support arm's-length pricing for cross-border transactions.

Tax and advisory services to help individuals and families plan for the transfer of wealth across generations. Provides comprehensive estate planning, trust structuring, and tax minimization strategies for wealth transfer.

Business valuation services for purposes including transactions, litigation, estate planning, and financial reporting. Applies appropriate valuation methodologies to support M&A activities, legal disputes, tax planning, and financial statement requirements.

Assessment services to evaluate the risk and performance of third-party vendors and service providers. Conducts due diligence and ongoing monitoring to ensure vendor compliance, reliability, and alignment with organizational standards.

Fractional CISO services providing organizations with expert information security leadership on a flexible basis. Delivers scalable executive-level security guidance, strategy development, and incident oversight without the commitment of a full-time officer.

An analytics platform that transforms complex data challenges into actionable insights through advanced algorithms and interactive dashboards organizations can deploy to forecast trends and optimize decision-making. Enables data-driven decision-making through visualization, trend forecasting, and analytics capabilities that surface insights from complex data sets.

A payroll and workforce management platform providing organizations of any size with an intuitive interface for streamlined employee payments, HR information, and advisor collaboration. Enables efficient payroll processing, HR data management, and collaboration between organizations, employees, and advisors through a unified digital platform.