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CRI's Family of Companies
A CPA 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 20 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 Capital Advisors, CRI TPA Services, Level Four® Advisory Services, Paywerx, and The Preferred Legacy Trust Company. 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 to include SOC 1, SOC 2, SOC 3, and SOC for cybersecurity engagements throughout the United States and Canada. Auditwerx delivers quality, in-depth reports while providing personalized results to help organizations grow their business. As a division of CRI, Auditwerx combines the resources and experience of a large firm with the accessibility and one-to-one attention of a boutique firm.
CRI Advanced Analytics is an innovation accelerator that identifies and leverages analytic opportunities within organizations across multiple industries to create actionable insights. Our software products deliver data-driven predictive analytics to help forecast and manage critical aspects of your business by packaging deep data science algorithms into user-friendly interactive visualizations and dashboards.
CRI Capital Advisors is a mergers and acquisitions investment banking firm providing solutions for lower-middle-market companies that typically generate between $10 million and $250 million in annual sales. Their combined strength with CRI creates the teamwork needed to navigate large and complex transactions while serving the specific needs of each client.
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 Advisory Services delivers the proactive approach to financial advice that today’s market complexity and volatility demand. Because we believe that a team approach helps ensure you receive truly comprehensive advice and solutions, we work alongside your CRI CPA to supplement your wealth management needs. We are changing the way financial advice is delivered to our clients on life’s most important financial decisions.
Preferred Legacy Trust Company’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, Preferred Legacy Trust Company 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.