Search Results for: Carr Riggs & Ingram

Carr Riggs & Ingram Merges In Laurel, Miss. Firm

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has expanded its presence in Mississippi with a merger of Laurel, Miss.-based Wm. F. Horne & Company, which also operates an office in Hattiesburg.

“Increasing our footprint in Mississippi is an important part of our growth strategy,” says William H. Carr, chairman and MP of CRI. “The Wm. F. Horne & Company office in Laurel coupled with our current Jackson office leverages the alliance of our combined teams and resources to enhance our client service delivery and technical expertise, while further establishing our strength in the state.”

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger says, “CRI continues their magical journey of becoming one of the Southeast region’s powerhouse firms, as well as one of the fastest-growing, first-generation firms in the country. Their innovation, culture and great leadership continue to be a major draw for firms looking for additional depth and resources.”

Koltin also says that Wm. F. Horne is one of the most respected and successful CPA firms in the state.

CRI now operates in 10 states, offering accounting, auditing, tax, advisory and client accounting services. CRI also operates seven portfolio companies: Auditwerx (SOC reporting and IT audits), CRI Advanced Analytics (data analytics), CRI Capital Advisors (investment banking), CRI Solutions Group (management consulting), CRI TPA Services (retirement plan administration), Paywerx (payroll management) and Level Four Advisory Services (wealth management).

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Carr Riggs & Ingram Launches CRI TPA Services

Enterprise, Ala.-based Carr Riggs & Ingram (FY18 net revenue of $306 million) has created a new portfolio company to offer tailored retirement plans for clients.

CRI TPA Services will offer third-party administrative services for employer-sponsored retirement plans, with a primary focus on 401(k) Plans, 403(b) Plans and Defined Benefit Plans. They will also provide consulting services on retirement plan best practices, plan design and implementation, and plan corrections.

“By adding this new portfolio to the CRI family of companies, we are able to position ourselves as the comprehensive solution to all of our clients’ business needs by strategically assisting them on a broad range of activities,” says MP Bill Carr. “The goal of CRI TPA Services is to offer the most customizable retirement plan options that best suit our clients’ unique needs. We recognize that every business is different and we want to ensure that we are providing the highest level of all-inclusive support to our clients.”

Daniel Rodriguez, CEO of CRI TPA Services, says, “I believe we are able to offer a different level of service and experience than what people typically expect from most TPA firms. We are committed to making sure our clients receive comprehensive, consistent service built on transparency.”

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Carr Riggs & Ingram Unveils CRI Advanced Analytics

Enterprise, Ala.-based Carr Riggs & Ingram (FY17 net revenue of $286.1 million) recently launched CRI Advanced Analytics, a new software company focused on providing clients with actionable data to help them prepare for future trends in their industry.

CRI Advanced Analytics provides innovative solutions that allow companies to forecast critical aspects of their business. The software platform utilizes interactive, user-friendly visualizations and dashboards to produce reliable analytics that identify essential metrics around areas like reimbursement, staffing, and revenue management. Currently, the software offers metrics for the long-term care industry. However, a new product is being developed to help diversify offerings to include hospitality organizations. The goal is to continue expansion and provide functional data to businesses in a range of different industries.

“The addition of this new portfolio allows CRI to strategically grow our practice and develop new capabilities in the realm of data analytics,” says Bill Carr, MP of CRI. “Our goal is to revolutionize functional data and understand how the marketplace translates these crucial insights into industry trends. We look forward to the endless opportunities that we have to expand our software offerings and making this application available to a range of diverse industries.”

For more information on CRI Advanced Analytics, visit

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Carr Riggs & Ingram Expands Operations in Florida

Enterprise, Ala.-based Carr Riggs & Ingram (FY16 net revenue of $235.8 million) acquired Bradenton, Fla.-based Shinn & Company.

Shinn & Company provides accounting and auditing, tax compliance and planning, business consulting, and small business accounting services with particular industry expertise delivered to agricultural, education, governmental, nonprofit, construction, and real estate clients.

“Increasing our footprint in Florida has been a part of our growth strategy for some time,” says William Carr, chairman and MP of CRI. “The Shinn & Company offices in Bradenton and Sarasota coupled with our current Florida offices strategically position our expertise throughout the Gulf Coast making CRI one of the best accounting resources in the state.”

“CRI is one of the fastest growing first-generation firms in the entire country,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “Their ability to provide all of the resources that a smaller firm wants and needs, but to do it in a very entrepreneurial and culturally compatible environment is what sets them apart. In that same respect, Shinn & Company is one of Florida’s most prestigious and respected CPA firms, and they felt that CRI’s leadership, technology platform, depth of resources, and innovation were a perfect match for their clients.”

Carr Riggs & Ingram Admits 22 New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY16 met revenue of $235.8 million) has named 22 new partners.

“We know that the future of a professional services firm is determined by its young people and the firm’s investment in them – which is exactly why CRI is intently focusing on the development and mentorship of these future firm leaders,” says Bill Carr, MP and chairman of CRI. “It’s fulfilling to welcome these individuals to partnership, as I’ve watched many of their careers unfold for years while they’ve contributed to CRI’s success.”

View the full list of partners here.

Carr Riggs & Ingram Expands in Atlanta

Enterprise, Ala.-based Carr Riggs & Ingram LLC (CRI) (FY16 net revenue of $235.8 million) has acquired AGH LLC of Atlanta, a $14 million firm.

“There’s no doubt that Atlanta has been booming non-stop for several decades,” says Bill Carr, chairman and MP of CRI. “Add to that a consistently growing economy, a healthy real estate and job market and easy global access via the world’s busiest airport, and it is a winning combination full of opportunities for a rapidly growing, innovative firm like CRI. We intend to continue building upon our position as a top player in this market and are pleased that AGH has joined us.”

“AGH has an exceptional client base and great depth of talent but felt CRI could provide additional resources to its clients and accelerated growth opportunities for their associates,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “They also felt CRI’s commitment to strategic investments in technology, innovation, and training provided the perfect platform to grow their clients and people.”

Carr Riggs & Ingram Merges Atlanta Firm BNKJ

Enterprise, Ala.-based Carr Riggs & Ingram (CRI) (FY15 net revenue of $195.1 million) has merged in Babush Neiman Kornman & Johnson (BNKJ) of Atlanta (FY15 net revenue of $8.2 million).

BNKJ joins CRI’s Atlanta office and the expanded team becomes one of the top 15 largest accounting firms in Atlanta, the firms announced. CRI is located in 27 markets throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee and Texas.

“The CRI-BNKJ merger marks our third Atlanta expansion in the last five years,” says William Carr, chairman and MP of CRI. “We are proud of the investments and advancements that our firm is – and will continue – making in this thriving city.”

The CRI-BNKJ merger strengthens CRI’s position as one of the nation’s leading benefit plan audit service providers. Collectively, the two firms perform more than 450 benefit plan audits annually. BNKJ can now deliver additional specialty services such as IT audits and assurance, as well as investment banking and service organization control (SOC) reporting to their clients.

“This merger furthers CRI’s strategic goal of being a major powerhouse in the Atlanta market and the Southeast – where we can expect the firm to continue expanding through organic growth, additional mergers and high-level strategic hires,” says Allan Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger. “More than a dozen firms – national, regional and local – have approached BNKJ due to its client base and reputation in the market, but the BNKJ team felt that CRI provided the best culture fit and the best launching pad for their young talent and the greatest array of services for their clients.”

Carr Riggs & Ingram Expands to West Palm Beach

Enterprise, Ala.-based Carr Riggs & Ingram (CRI) (FY15 net revenue of $195.1 million) has merged in Proctor Crook Crowder & Fogal, with four offices in Florida.

All office locations now operate under the CRI name, and the personnel join a team of more than 1,600 professionals serving clients from locations across the South. CRI is ranked No. 23 on the 2016 IPA 100 list of largest firms in the nation.

“Our existing concentration of clients in Florida is greatly bolstered by this exciting merger, which serves as our entrée into the southern part of the state,” says William Carr, chair and MP of CRI. “We look forward to increasing this presence in the South Florida market throughout the next several years.”

Proctor Crook Crowder & Fogal has been performing accounting, auditing, wealth management and business valuation services throughout Florida since 1974. Joining CRI allows the team to provide specialty services – such as cost segregation studies and risk assessments – that complement their current service offerings. Furthermore, through CRI’s portfolio companies, the firm can now grant clients access to investment banking and wealth management, as well as IT audit specialty services related to SOC reporting, PCI, FISMA and ISO.

Allan D. Koltin, CEO of Koltin Consulting Group, who advised both firms on the merger, says, “CRI quickly figured out that accounting and consulting firms are really ‘people businesses,’ and the firm excels in attracting and retaining top talent. Combine that with the incredible success they have had with merging high-performing firms, and it becomes apparent why they are the country’s fastest-growing first-generation firm in the Top 100.”

He says Proctor Crook Crowder & Fogal “fell in love with the CRI culture and client service philosophy. Additionally, they are excited about the CRI talent and resources that already exist in the greater Florida market.”

Last month, CRI merged in Long Chilton, a firm with three locations in Brownsville, Harlingen and McAllen, Texas.

Carr Riggs & Ingram Expands in South Texas with Merger

Enterprise, Ala.-based Carr Riggs & Ingram (CRI) (FY15 net revenue of $195.1 million) has merged in Long Chilton, a firm with three locations in Brownsville, Harlingen and McAllen, Texas.

All personnel now operate under the CRI name. The CRI-Long Chilton merger is CRI’s fourth expansion in Texas this calendar year. The firm previously merged Vogel CPAs in Dallas, McGee Miller & Co. in Conroe, and Ransleben Senterfitt Sedwick & Co. in Corpus Christi.

“CRI’s increased physical presence in Texas illustrates that geography plays a critical role in our growth strategy,” says William Carr, chairman and MP of CRI.

For more than 65 years, Long Chilton has been providing high-quality professional services to clients, including individuals, corporations, estates and nonprofit organizations. Merging with CRI enables Long Chilton to add specialty services such as IT audits and assurance to its offerings for clients in the Rio Grande Valley.

Carr Riggs & Ingram Names 16 New Partners

Enterprise, Ala.-based Carr Riggs & Ingram (FY15 net revenue of $195.1 million) has admitted 16 professionals into the partnership.

“CRI’s accelerated expansion has fostered many opportunities for our team’s professional advancement,” says William Carr, MP and chairman of CRI. “We are proud to announce these 16 individuals, whose skills enhance our industry specializations and service offerings, as new partners.”

Brewton, Ala. – Matt Sasser has more than 15 years of experience in public accounting. His expertise includes providing accounting and tax services to timber, manufacturing, nonprofit, medical, and governmental entities. He also performs small business consulting and tax preparation services.

Destin, Fla. – Sonia Mitchell has more than 25 years of accounting, tax, and audit experience. Her longevity with CRI has allowed her to build close relationships with clients and strengthen her focus on the hospitality, retail, real estate, and construction sectors. Sonia also has in-depth expertise in the nuances of restaurant accounting and is also a QuickBooks Pro Advisor, a Xero Certified Advisor, and a licensed realtor in the state of Florida.

Enterprise, Ala. – Jason Dickey has more than 15 years of experience serving a diverse client base. He prepares federal and state tax returns for individuals, as well as for all business entity types (including C-corporations, S-corporations and partnerships). He specializes in preparing tax returns for financial institutions, agriculture operations companies, manufacturing operations companies, and service-based organizations.

Gainesville, Fla. – Rob Lemmon specializes in governmental auditing, Single Audit compliance testing and Sarbanes-Oxley compliance. He has also conducted training sessions on Governmental Accounting Standards updates and audit quality initiatives. In addition to managing a wide variety of audit engagements, he has performed special projects related to utility taxes and complex pension standards.

Greenville, N.C. – Karen Shook mainly focuses on auditing governmental clients of small to mid-sized townships and preparing Comprehensive Annual Financial Reports (CAFRs) according to the Governmental Finance Officers Association’s standards. She also specializes in conducting employee benefit plan audits, especially those of 401(k) plans.

Jacksonville, Fla. – Bill Hall has provided a variety of accounting, consulting and tax planning services to individuals and organizations. He focuses specifically on estate and tax planning with high-net-worth individuals. His industry expertise includes nonprofits, construction companies and professional service firms.

Marianna, Fla. – Evan Dykes provides business consulting, tax planning and tax compliance services to small business clients. He also has extensive expertise in performing audits of governmental, not-for-profit, health care and banking clients.

Montgomery, Ala. – Robyn Bailey has more than 10 years of accounting experience and provides audit, review and compilation services to organizations in the not-for-profit sector and insurance industry. She has worked extensively with self-insurance funds, trade associations, charitable foundations, political organizations and related for-profit subsidiaries.

Jonathan Knight has more than 15 years of accounting and audit experience, specifically in the insurance and employee benefit plan industries. He regularly works with clients whose largest assets are their investment portfolios. Additionally, he has a wealth of experience handling complex issues related to investment accounting.

New Orleans – Stephanie Mullet has more than 10 years of tax and advisory experience with large and mid-sized companies throughout the Gulf South region. She specializes in serving the real estate, hospitality, health care and insurance industries. She also focuses on federal and state tax credits, such as those for historic rehabilitation and low-income housing. She has expertise in various Louisiana tax incentive initiatives.

Kevin Tschirn has more than 10 years of experience in public accounting. He specializes in the manufacturing, construction and real estate industries. His in-depth expertise also includes internal control evaluations, consulting and advisory services for engineering, employee benefit plans and not-for-profit entities.

Niceville, Fla. – Heather Jourdan has more than 15 years of experience providing quality tax compliance and consulting to businesses and individuals. Her areas of concentration include small business consulting and tax planning for partnerships, S-corporations and limited liability companies. She focuses primarily on the health care, nonprofit and restaurant industries.

Raleigh, N.C. – Scott Bailey provides clients with a broad range of services, including accounting, auditing, and risk advisory. He focuses his practice on the manufacturing and distribution, financial services, and construction industries.

Tallahassee, Fla. – Tom Montalbano focuses on delivering accounting and auditing services for nonprofits, governmental agencies and employee benefit plans. He offers specialty services in areas such as compliance monitoring and IT audits and assurance.

David White provides clients with tax planning insights and services. His true passion is dedicating time and energy to assisting entrepreneurs and start-up companies with navigating the many accounting and tax compliance decisions that they face – as well as pioneering best practices for their future growth and success.

Bridget Boswell has more than 15 years of professional audit experience in both financial reporting and internal control auditing. Her industry expertise includes the software and technology, construction, manufacturing and distribution, service, and not-for-profit sectors. She also has extensive experience with auditing employee benefits administration clients. As a partner serving clients through Auditwerx, a portfolio company of Carr, Riggs & Ingram, Boswell specializes in SOC 1 engagements for service organizations auditing operational control environments and assessing the effectiveness of internal controls related to transaction processing.