Cherry Bekaert Rolls Out Finance Modernization Solution Aimed at Middle-Market CFOs

Top 25 accounting firm Cherry Bekaert has launched its new finance modernization solution, designed to help mid-market businesses and CFOs streamline operations and technology integration for confident growth.

This launch expands private equity-backed Cherry Bekaert’s comprehensive portfolio of accounting and advisory services, which aid businesses undergoing transformation, technology and data integration, team training and upskilling, return on investment analysis, and streamlining business processes.

“Our approach to finance modernization is grounded in the realities mid-market CFOs face—running finance operations efficiently to enable business innovation and growth,” Roy Nicholson, business optimization partner at Cherry Bekaert Advisory, said in a statement. “Modernization goes beyond just adopting the latest tools—it’s about empowering teams to operate more strategically and efficiently. Our people-focused approach delivers practical end-to-end solutions that enhance functionality and reduce the risks associated with navigating complex modernization efforts, allowing finance teams to redirect their time toward strategic priorities.”

Cherry Bekaert said its finance modernization solution identifies what’s working, fixes what’s not, and scales what’s next, with solutions grounded in people, operational needs, and growth goals. The result is a roadmap that identifies quick wins and outlines ways to drive ROI in the first 30, 60, and 90 days of starting finance modernization, as well as the steps needed for long-term improvement, the accounting firm said.

The outcomes CFOs see could include more efficient processes that lead to faster cycle times, improved cash flow, and better forecast accuracy to inform key business decisions. In addition, the solution assists mid-market companies in overcoming talent shortages and skills gaps by enhancing systems and processes while offering outsourced solutions and training as needed.

The finance modernization service provides support across a range of industries, including manufacturing, consumer goods, technology, life science, government and public sector, private equity, professional services, real estate and construction, and healthcare. Cherry Bekaert said future enhancements will continue to evolve with client needs, including deeper automation and industry-specific modernization solutions.

More information about Cherry Bekaert’s finance modernization solution can be found here.