CRI's Family of Companies
An Accounting and Advisory Firm with all of the Right Resources for You and Your Business
Here at Carr, Riggs & Ingram, we bring together functions like auditing*, tax planning, business consulting, forensic accounting, and more. Our goal is to offer a variety of services that you may need to address all aspects of your personal and professional wealth. Over the past 25 years, CRI has expanded to parallel our clients' evolving needs. This expansion has included incorporating a broad range of portfolios to help us serve you better: Auditwerx®*, CRI Advanced Analytics, CRI M&A Advisors, CRI Simple Numbers, CRI TPA Services, Level Four® Group, Paywerx®, The Preferred Legacy National Trust Bank, and ProSport Accountants. These portfolio companies work together to collectively help individuals and organizations across a broad range of industries reach their goals. By working side-by-side, our family of portfolio companies are able to provide you with more personalized, holistic advice that checks every box.
Auditwerx specializes in compliance and attestation* services, including SOC 1®*, SOC 2®, SOC 2+®, SOC 3®, SOC for cybersecurity, CMMC, and PCI Data Security Standard (PCI DSS) assessments. Auditwerx delivers in-depth reports with tailored results that help organizations grow their business.
CRI Advanced Analytics is an innovation accelerator that transforms complex data challenges into actionable insights. By leveraging advanced data analytics solutions across industries, we empower organizations to forecast trends, optimize decision-making, and drive business growth. Our tailored tools integrate cutting-edge algorithms into user-friendly, interactive dashboards, enabling businesses to streamline operations and unlock their full potential.
CRI M&A Advisors is a mergers and acquisitions investment banking firm dedicated to helping closely held and family-owned businesses in the lower-middle market achieve successful outcomes. Working with companies generating $10 million to $250 million in annual revenue, CRI M&A Advisors provides customized strategies and hands-on support to prepare, position, and maximize value in complex transactions.
With precise, straightforward data, CRI Simple Numbers works alongside entrepreneurs to solve complex financial issues and fine-tune the economic engine of their business by turning actionable insights into sustainable profitability.
CRI TPA Services provides third-party administrative services for employer sponsored retirement plans, with a primary focus on 401(k) Plans, 403(b) Plans, and Defined Benefit Plans. Additionally, we provide these services for non-qualified 457(b) Plans, SIMPLE 401(k)s, SIMPLE IRAs, and SEP IRAs, as well as consulting services to clients on retirement plan best practices, plan design and implementation, and plan corrections. Our ultimate focus on compliance and reducing the worry and stress of operating a retirement plan results in a customized, properly administered plan that best fits your organization’s goals.
Level Four Group delivers proactive financial advice that today’s market complexity and volatility demand. Because a team of financial specialists approach helps assure you receive truly comprehensive advice and solutions, we work alongside your CRI tax adviser to fully address your wealth management needs. We are changing the way financial advice is delivered to our clients to help assure achievement of financial goals.
The Preferred Legacy National Trust Bank’s network of professionals provide a tailored approach to trust and estate administration, investment management oversight, family planning and advisory services, family stewardship and philanthropy, and household finance management. Further executing your strategy by way of our relationships with you and your trusted team of advisors, we can address everything from business planning to real estate advisory services. Whether it be charitable gift giving, or private investment strategy, The Preferred Legacy National Trust is committed to knowing and understanding your family and business dynamics in order to scale our breadth of services to meet the goals of each individual and family.
Paywerx provides comprehensive payroll and workforce management solutions for organizations of any size via an easy-to-use and intuitive interface that streamlines communication at every level. We work with you and trusted advisors, like your accountants, to understand your organization so we can best deliver timely and accurate employee payments while providing you with the information you need to manage your human resources.
ProSport Accountants specializes in providing tailored tax and accounting services for professional athletes and entertainers. Our team understands the nuances of the sports and entertainment industry and the complexities of multi-state and international income, offering personalized tax return preparation, accounting, and business management. We focus on maximizing wealth and ensuring compliance with tax laws to secure your financial future. Trust ProSport Accountants—The Tax Pro for the Pros®.