Cherry Bekaert

Cherry Bekaert maintains a Royersford, Pennsylvania office at 542 N Lewis Rd, Suite 206, serving businesses, nonprofit organizations and individuals throughout Montgomery County, Chester County and the broader Philadelphia metropolitan region. The firm is a certified public accounting and advisory organization with a national footprint, and the Royersford location functions as one of its regional points of contact for clients in southeastern Pennsylvania. The office can be reached by telephone at +1 610-792-1040.

As a CPA firm, Cherry Bekaert operates across the three broad service areas that define the profession: assurance (audit, review and compilation work), tax compliance and planning, and advisory or consulting services. The Royersford office connects local clients to those capabilities, drawing on the resources of a firm that operates in markets across the United States and internationally.

Background

Cherry Bekaert traces its origins to the 1940s in the southeastern United States, where it began as a regional accounting practice. Over the following decades the firm expanded through organic growth and a series of combinations with other accounting and consulting practices, eventually building a presence that spans much of the country. The firm is consistently ranked among the larger accounting organizations in the United States by revenue and headcount, placing it in the tier of national firms that sit below the Big Four but above most regional practices.

In recent years, Cherry Bekaert restructured into an alternative practice structure, a model increasingly common among larger accounting organizations. Under this arrangement, attest services (audits, reviews and other work that requires a licensed CPA firm) are performed by Cherry Bekaert LLP, while tax, advisory and business consulting services are delivered by Cherry Bekaert Advisory LLC. This structure allows the advisory side of the business to take on outside investment and pursue acquisitions while the licensed audit practice remains owned and controlled by CPAs, as required by state accountancy regulations.

Services

The range of work performed by Cherry Bekaert is broad, reflecting the needs of privately held companies, private equity portfolio companies, government contractors, nonprofits and high net worth individuals. Typical engagements fall into categories such as:

• Financial statement audits, reviews and compilations for privately held and publicly traded companies
• Employee benefit plan audits, including 401(k) and defined benefit plan reporting required under ERISA
• Single audits and compliance work for organizations receiving federal funding
• Federal, state and local tax compliance for corporations, partnerships, S corporations and individuals
• International tax planning, transfer pricing and cross-border structuring
• Research and development tax credit studies, cost segregation and other specialty tax incentives
• State and local tax (SALT) consulting, including nexus studies and sales and use tax matters
• Transaction advisory services such as buy-side and sell-side due diligence, quality of earnings analysis and post-merger integration
• Business valuation and forensic accounting
• Risk advisory work including internal audit, SOC examinations, cybersecurity assessments and regulatory compliance
• Digital advisory services, including ERP and financial system implementation, data analytics and process automation
• Outsourced accounting, controller and CFO support for organizations without full internal finance departments
• Estate, gift and trust planning for individuals and families

Industry Focus

Cherry Bekaert organizes much of its practice around industry groups rather than treating all clients the same way. The firm has developed depth in sectors that include government contracting, technology and health sciences, manufacturing and distribution, construction and real estate, financial services, private equity, professional services, hospitality, energy and not-for-profit and education. This industry alignment is reflected in the specialized services the firm offers, such as Defense Contract Audit Agency compliance support for government contractors, HUD and affordable housing reporting for real estate clients, and R&D credit studies for technology and life sciences companies.

For the Royersford office, this industry orientation is relevant to the surrounding economy. The Route 422 and Route 100 corridors of Montgomery and Chester counties host a concentration of pharmaceutical and life sciences operations, specialty manufacturers, contract research organizations, construction firms and professional service businesses. Many of these companies require the kind of technical tax and audit work, such as R&D credit documentation, multistate tax filings and transaction support, that a national firm is equipped to handle.

Location and Access

The Royersford office sits along North Lewis Road in Limerick Township territory near the Royersford borough line, an area of office and light commercial development between the Schuylkill River and the Route 422 expressway. The location places the office within short driving distance of Collegeville, Phoenixville, Limerick, Trappe, Spring City and Pottstown, and roughly 35 miles northwest of Center City Philadelphia. Access to Route 422 makes the office reachable from King of Prussia, Pottstown and points along the Schuylkill Valley.

The site is listed as having a wheelchair accessible entrance and a wheelchair accessible parking lot. On-site parking is available for visitors, which is typical of suburban office developments in this part of Montgomery County. Because the office occupies Suite 206, visitors should plan to reach an upper floor within the building.

Working With the Firm

Clients generally begin with a scoping conversation to determine the nature of the engagement, whether that is an annual audit, a tax return, a one-time consulting project or an ongoing outsourced accounting arrangement. Fees in public accounting are typically structured either as fixed fees for defined deliverables such as a tax return or an audit, or as hourly or project-based billing for advisory work. Prospective clients should expect an initial discussion about scope, timing and independence considerations, particularly where both attest and non-attest services are involved.

Because the firm operates nationally, a client working with the Royersford office can be connected to specialists located elsewhere in the organization when a matter calls for niche expertise, such as international tax, cybersecurity assessment or a valuation for litigation purposes. This combination of a local point of contact with access to a larger technical bench is a defining characteristic of firms at Cherry Bekaert's scale.

Practical Information

• Address: 542 N Lewis Rd, Suite 206, Royersford, PA 19468
• Telephone: +1 610-792-1040
• Business category: Certified public accountant, tax and advisory services
• Accessibility: Wheelchair accessible entrance and parking lot
• Service area: Montgomery County, Chester County, Berks County and the greater Philadelphia region, with national reach through the wider firm

As with most accounting practices, scheduling ahead is advisable, especially during the January through April individual filing season and around corporate and nonprofit year-end deadlines. Calling the office directly is the most reliable way to confirm current hours, arrange a consultation or ask which professionals handle a particular type of engagement.