News

Crete Professionals Alliance Rebrands as Current to Equip Independent Accounting Firms to Compete at Enterprise Scale

Current.co — Tue, 02 Jun 2026 11:06:45 GMT

With over 2,000 employees at almost 30 independent accounting firms across the U.S. and more than $500 million in annual revenue, Current ranks among the top 30 firms and is one of the fastest-growing companies in the U.S. accounting industry.
Through its partnership with Thrive Holdings and OpenAI, Current launched Tax AI to support accountants with tax preparation, processing 7,000 tax returns this past tax season and decreasing time spent by about a third.
Current’s partner firms retain equity in their own businesses along with their local branding and leadership, backed by long-term, patient investors.

TAMPA, FL, June 2 — Crete Professionals Alliance, a national platform for independent
accounting firms, today announced its rebranding as Current. The name reflects the company’s conviction that AI has created the opportunity for local firms to compete with large incumbents and bring Fortune 500-caliber advisory services to Main Street businesses.

“There's an enormous gap in accounting between the transactional service most people get and the strategic partnership reserved for large companies and ultra-wealthy clients,” said Steve Stagner, CEO of Current. “This gap has persisted because the largest accounting firms have had billions of dollars and entire technology departments for decades, while most have not. We’re arming the rebels.”

Current helps firms on its platform grow by giving them the tools, technology, and resources they need to deepen the client relationships they’ve built over time. “Our belief is that the firms that will lead the industry forward are not the largest, but the ones closest to their clients,” Stagner added.

Current provides a shared services platform, purpose-built technology, and national-scale resources. The company also invests in upskilling firms’ employees so they can use the new tools to deliver expanded services. Partner firms retain equity, leadership control, and local branding.

Current’s technology strategy brings together the people building frontier technology with those using it. As an owner-operator of Current, Thrive Holdings and its strategic partner OpenAI have embedded a team of AI engineers and researchers to build tailored AI products in partnership with accountants on Current’s platform, with the goal of freeing up capacity so they can spend more time with clients.

For the 2025 tax year, Current deployed its first Tax AI pilot at partner firms. Participating firms saw an average of 31 percent savings in tax preparation time and up to 98 percent accuracy across the 7,000 returns processed by Tax AI this season.

One accountant who spent 180 hours preparing returns last year spent just 15 this year. She used the time she got back to call every client and walk them through their return. The technology deployed by the shared services platform creates more space for accountants at its firms to work directly with their clients and, by extension, gives them the capacity to serve new clients and provide new services.

Larson Gross, a Current partner firm in Bellingham, Washington, was one of the first to pilot Tax AI. “What started as a test engagement quickly became a much larger opportunity because Current’s team delivered exactly what they promised,” said Kelli Visser, the firm’s Managing Partner.

That blend of speed and high-touch service is what clients say they want. In an independent survey Current commissioned in April, 65% of accounting firm clients said AI would improve their perception of a firm -- but 75% said they still prefer personal interaction over automated experiences. Following the success of the Tax AI pilot, Current is helping the rest of its portfolio adopt the tool.

This kind of sustained investment in technology and people requires a different ownership model than the one dominating professional services today. “The roll-up playbook is often cost extraction on a deadline,” said Stagner. “Current’s holding period is effectively forever, which allows us to make investments in people, in ways many short-hold owners wouldn’t. We’re focused on transformative topline growth.”

Current’s structure, in which partner firms retain ownership and local control, means a partner firm’s growth is its own growth. This creates the right incentive structure to invest in platform-level technology and people development that can compound over decades.

Backed by Thrive Holdings, Current now covers all four corners of the U.S., with the ambition to build a fully integrated, end-to-end advisory platform across Tax, Audit, and CAS.

About Current
Current is building a new kind of accounting firm that preserves local ownership and trusted client relationships, while using shared scale, permanent capital, and purpose-built AI tools to help entrepreneurial firms grow in an industry facing deep-seated tech disruption and continuing talent shortages. By combining Thrive Holdings’ technology expertise with Current founders Jake Sloane’s and Frank Zhang’s support for founder-led businesses, Current serves as a long-term partner to entrepreneurial accounting firm owners who want to retain their brands, leadership, and client relationships, while gaining access to a shared platform of advanced technology, global delivery, and strategic capabilities. Current is an Accounting Today Top 10 Firm for Technology and a 2026 Fastest-Growing Firm.

Maxwell Advisors Joins Current, Expanding California Footprint

Current.co — Thu, 16 Apr 2026 04:00:00 GMT

Irvine, CA — Maxwell Advisors, LLC, formerly Maxwell & Company CPAs (“Maxwell”), a nationally recognized tax advisory firm known for its deep technical expertise and decades-long client relationships, today announced it has joined Current (formerly Crete Professionals Alliance). The partnership expands Current’s presence in California while bringing Maxwell’s highly specialized tax capabilities into the broader platform. Together, the firms will enhance their ability to serve clients with greater depth, continuity, and forward-looking insight—combining trusted advisor relationships with the scale, technology, and resources of a national network.

“This partnership positions our firm for continued growth, ”said Bill K. Maxwell, CEO and Senior Partner of Maxwell. “Demand for our tax expertise continues to increase, and by joining Current Professionals Alliance, we gain access to the technology, resources, and global delivery capabilities needed to serve more clients without compromising the quality and continuity our relationships are built on.”‍

Adds Dee Dodson, President and Managing Partner, “Current provides the operational support and scalable infrastructure that allows us to expand thoughtfully and efficiently. This partnership enables our team to focus on delivering high-quality work and maintaining strong client relationships, while leveraging additional capacity and tools to meet growing demand.”

“Maxwell is a firm with deep expertise, strong leadership, and a long track record of client trust,” said Steve Stagner, CEO of Current Professionals Alliance. “They have built something exceptional, and like many firms we partner with, they were at a point where additional scale, technology, and capacity could unlock even greater potential. We’re excited to provide the platform that enables William, Dee, and their team to grow faster, serve more clients, and continue delivering the high-quality work they are known for.”‍

As part of Current Professionals Alliance, Maxwell will continue operating under its established brand and leadership while gaining access to a broader platform designed to support growth and scalability. This includes connectivity to a national network of leading accounting and advisory firms, enterprise-level support across core business functions, and advanced technology and automation to enhance service delivery.

The partnership also provides access to global talent resources in India and the Philippines, enabling increased capacity and flexibility to meet rising client demand, along with centralized support for recruiting and future M&A initiatives.

The West region represents one of Current’s fastest-growing areas, and Maxwell will play an important role in advancing new ways of working across the platform, including leveraging a more flexible, remote-enabled workforce and adopting technology and global service delivery models to expand capacity and improve efficiency.

About Maxwell Advisors, LLC

Founded nearly 50 years ago, Maxwell Advisors is a tax-focused advisory firm providing business and tax consulting services designed to support growth and minimize tax liabilities. Known for its deep technical expertise and long-standing client relationships, the firm delivers tailored tax planning and compliance solutions to individuals and businesses across the United States, taking a proactive and practical approach to complex financial challenges.

About Current Professionals Alliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang, and backed by Thrive Holdings, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 40 high-performing firms across the country. Named one of Accounting Today’s fastest-growing firms, Current is redefining what it means to thrive in today’s professional services landscape.

Think Advisors’ R&D Tax Credit Practice Joins Current

Current.co — Mon, 13 Apr 2026 04:00:00 GMT

Washington, D.C. — Think Advisors, LLC (“Think”), a national tax consulting firm, today announced that its R&D Tax Credit Services practice has joined Current (formerly Crete Professionals Alliance). The R&D Tax Credit Services practice of Think’s wholly owned subsidiary, Black Line Group, LLC, has also joined the alliance. The partnership brings highly specialized tax credit expertise into the Current platform, enhancing the ability of member firms to deliver advanced tax solutions to their clients while enabling Think to scale its services through a broader national network.

“Our partnership with Current Professionals Alliance represents a great opportunity for us and an exciting new chapter for our R&D Tax Credit Services practices,” said David Mayer, Managing Partner of Think. “By joining Current, we have an eye on the future, enhancing the tools and support available to our team while remaining true to the culture, values, and personalized service that have defined our R&D Tax Credit Services practices for the last two decades.”

Steve Stagner, CEO of Current Professionals Alliance, added, “We are intentionally building a platform that brings together firms with deep, specialized expertise that can support the broader network. Think Advisors is a leader in R&D tax credit services, and their capabilities will be a valuable resource for our partner firms and their clients. This is exactly the type of partnership that strengthens the platform: expanding what we can deliver collectively while helping specialized teams like Think scale their impact.”‍

Think Advisors provides federal and state R&D Tax Credit Services nationally to all applicable industries, including manufacturers, architectural and engineering firms, software developers, job shops and tool & die, chemical companies, mechanical and electrical contractors, life sciences & medical devices, food & beverage, apparel & textile companies and agriculture.‍

As part of Current Professionals Alliance, Think will retain its team and core leadership, while gaining access to:

A national network of more than 40 highly respected accounting firms
Enterprise-level corporate services including HR, finance, legal, and IT
Advanced AI-powered tools and automation solutions to enhance service delivery
Growth operations, recruiting support, and future M&A capabilities

About Think Advisors, LLC

Founded in 2005 and trusted by over 400 R&D Tax Credit Services clients, Think’s R&D tax credit experts, made up of attorneys, engineers and CPAs, conduct a thorough, non-intrusive review of a company’s operations to identify all qualifying activities and expenditures, maximizing available federal and state R&D tax credits.‍

About Current Professionals Alliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 25 high-performing firms across the country. Named one of Accounting Today’s fastest-growing firms, Current is redefining what it means to thrive in today’s professional services landscape.

BFJ Joins Current, Reuniting with Former Partner

Current.co — Mon, 09 Mar 2026 04:00:00 GMT

ST. PAUL, MINNESOTA — March 9, 2026 — BFJ, a St. Paul–based accounting and advisory firm, is the latest to join Current (formerly Crete Professionals Alliance), recognized by Accounting Today as the fastest-growing accounting firm in the United States. BFJ expands Current’s presence in the Midwest, adding a strong regional anchor after significant growth on both coasts.

‍BFJ’s former partner, Josh Funk, who joined Current in 2023 and was instrumental in establishing the organization, played a key role in making the connection. Joining Current provides BFJ access to national resources, technology, and a network of member firms, while maintaining its local leadership and brand.

“Current’s focus on culture, collaboration, and long-term growth aligns perfectly with how we’ve built our firm,” said Jeff Ballenthin, Founding Partner at BFJ. “We’ve always believed that culture drives client service and retention, and Current shares those same values. Our relationship with Josh Funk, who spent 17 years at BFJ and helped build Current, gave us added confidence that this was the right next step. Joining Current positions us to grow through strategic M&A and elevate the technology and resources available to our clients and team.”

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Josh Funk, Chief Development Officer at Current Professionals Alliance, added, “This partnership is particularly meaningful to me, having spent so much of my career at BFJ. Jeff and the team have built an outstanding firm grounded in excellence and integrity. Their commitment to people and culture aligns perfectly with Current’s vision for the future of accounting, one that combines local leadership with the scale and innovation of a national platform.”

As the firm continues to grow, several leadership transitions are underway to support its long-term success. Zachary Varner has been promoted to Partner on the Tax team, and Nicholas Katzung has been promoted to Partner on the Audit team, reflecting their strong performance and leadership within the firm. Founding Partner David Johnson has announced his plans to retire at the end of 2026. Over the next year, he will continue to mentor firm leaders and guide a thoughtful transition of client and team relationships.

BFJ provides audit, tax, advisory, and consulting services to national clients across the construction, real estate, manufacturing, franchise, and professional services industries, as well as niche areas such as trust and estate and retail.

As part of Current Professionals Alliance, BFJ will continue operating under its existing name and leadership while benefiting from expanded capabilities through the national platform. These include:‍

· Access to a nationwide alliance of more than 40 leading accounting and advisory firms.

· Centralized corporate resources in areas such as HR, finance, legal, and IT.

· Advanced, AI-enabled tools and automation to improve efficiency and client service.

· Global talent support through established teams in India and the Philippines.

· Dedicated growth operations, recruiting assistance, and M&A integration support.

About BFJ

‍Founded in 2002 and based in Saint Paul, Minnesota, BFJ provides comprehensive audit, tax, and consulting services to national clients across the construction, real estate, manufacturing, franchise, and professional services industries. While a full-service firm, its ability to serve private equity clients with platforms across a range of industries has accelerated the growth of its people, clients, and the firm overall. Known for its modern workplace culture and focus on employee well-being, BFJ has built a reputation for attracting and retaining top talent who deliver exceptional client service. The firm’s mission is to make public accounting the career of choice in the financial industry.

‍About Current Professionals Alliance‍

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 40 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.

"BFJ" is the brand name under which Ballenthin, Funk & Johnson, LLP and BFJ Advisors, LLC provide professional services. Ballenthin, Funk & Johnson, LLP and BFJ Advisors, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Ballenthin, Funk & Johnson, LLP is a licensed independent CPA firm that provides attest services to its clients, and BFJ Advisors, LLC provides tax and business consulting services to their clients. BFJ Advisors, LLC is not a licensed CPA firm.

Bowers Advisors Joins Current Professionals Alliance

Current.co — Thu, 05 Feb 2026 05:00:00 GMT

Syracuse, NY — Bowers Advisors, LLC (“Bowers”), a long-established accounting and advisory firm based in Syracuse, New York, today announced it has joined Current (formerly Crete Professionals Alliance), a rapidly expanding partnership of firms with national presence.

The partnership with Bowers significantly expands Current Professionals Alliance’s footprint across New York State and strengthens its ability to serve a highly diversified client base across industries and markets. With more than 200 professionals following the addition of SWC and clients operating in over 40 states, Bowers brings both regional depth and national reach to the platform.

As part of the announcement, Bowers also shared that Joseph Mocciaro, a partner with the firm for more than 31 years, has been promoted to Managing Partner.‍

“For decades, Bowers has built a strong reputation across Central New York and beyond, serving businesses, nonprofits, and individuals with complex and evolving needs,” said Mocciaro. “Joining Current allows us to maintain our close client relationships and local leadership while gaining access to broader resources, specialized expertise, and infrastructure that support continued growth for both our clients and our firm.”‍

Looking ahead, Mike DAvirro, Bowers’ Partner in Charge of M&A announces that he “anticipates continued growth through both acquisition and strategic partnerships.” Reflecting the immediate impact of its partnership with Current, Sciarabba Walker & Co., LLP will be joining forces with Bowers July 1, 2026, a rapid expansion that strengthens Bowers’ Northeast presence.

“Bowers is an incredibly important firm for Current,” said Steve Stagner, CEO of Current Professionals Alliance. “They dramatically expand our reach across New York State and bring a depth of experience in communities outside the NYC metro area. Not every firm wants to be part of a New York City–centric organization. Bowers offers an alternative: regional leadership, local credibility, and a growth mindset that aligns perfectly with Current’s approach of empowering firms to scale on their own terms.”‍

Through Current Professionals Alliance, Bowers will retain its local identity and leadership while benefiting from shared services, advanced technology, and access to a national network of peer firms, supporting long-term growth across New York State and the broader Northeast.

About Bowers Advisors, LLC

Founded in 1977, Bowers is a nationally recognized accounting and advisory firm with offices in Syracuse, Rochester, and Watertown, New York. The firm provides tax, audit and assurance, business valuation, M&A support, client accounting and advisory (CAAS), payroll, and strategic financial services. Bowers serves privately held businesses, organizations, and individuals across industries including construction, manufacturing, railroad, government, cannabis, and not-for-profit, delivering deep industry expertise with a personalized, client-first approach.

‍About Current Professionals Alliance

‍Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang, and backed by Thrive Holdings, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 40 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.‍

"Bowers", an independent member of the Current Professionals Alliance, is the brand name under which Bowers & Company CPAs PLLC and Bowers Advisors LLC provide professional services. Bowers & Company CPAs PLLC and Bowers Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Bowers & Company CPAs PLLC is a licensed independent CPA firm that provides attest services to its clients, and Bowers Advisors LLC provides tax and business consulting services to their clients. Bowers Advisors LLC and Current Professionals Alliance are not licensed CPA firms. The entities falling under the Bowers brand name are independently owned and are not liable for the services provided by any other entity providing services under Bowers brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Bowers & Company CPAs PLLC and Bowers Advisors LLC.

Force 10 Partners Joins Current Professionals Alliance

Current.co — Wed, 28 Jan 2026 05:00:00 GMT

Irvine, CA — January 28, 2026 — Force 10 Partners, a nationally recognized financial advisory firm specializing in corporate restructuring and litigation support, today announced it has joined Current (formerly Crete Professionals Alliance), the fastest-growing accounting and advisory alliance in the country.

‍Force 10 has built a reputation for stepping into the most complex, high-stakes situations, serving debtors, secured creditors, creditors’ committees, and fiduciaries in restructuring, bankruptcy, and dispute-driven matters where judgment, precision, and credibility matter most. As demand for its expertise has continued to grow, the firm sought a partner that could support its next phase of expansion without compromising its independence, culture, or technical rigor.‍

“Force 10 operates where financial pressure, stakeholder alignment, and hard decisions converge,” said Steve Stagner, CEO of Current Professionals Alliance. “Their restructuring expertise delivers confidence when it’s needed most. Bringing Force 10 into the Current network expands our advisory capabilities in a meaningful way and reflects where the market is headed: toward more specialized, outcome-driven services. We’re thrilled to welcome them to Current.”

Through its partnership with Current Professionals Alliance, Force 10 gains access to long-term capital and operational resources designed to support thoughtful, sustainable growth. The alliance enables Force 10 to continue expanding its team, deepen its specialized capabilities, and invest in the infrastructure required to support increasingly complex engagements, while preserving the firm’s focused, high-touch approach and independent culture.

Force 10 will continue to operate under its own brand, with Force Ten Advisors, LLC as its operating entity, and with the same leadership and professionals clients know and trust.

‍About Force Ten Advisors

‍Force Ten Advisors, LLC (d/b/a Force 10 and Force 10 Partners) is a national advisory firm specializing in corporate restructuring, turnaround management, fiduciary engagements, valuation, forensic accounting, and complex litigation support. The firm serves middle-market companies, creditors, fiduciaries, investors, and other stakeholders across a wide range of industries, including consumer, healthcare, financial services, technology, and real estate. Force 10’s professionals bring deep technical expertise and practical judgment to help clients stabilize operations, maximize value, and navigate high-stakes situations with confidence.

About Current Professionals Alliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 40 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.

“Force 10” is the brand name under which Force Ten Advisors, LLC provides professional advisory services. Force Ten Advisors, LLC is not a licensed CPA firm and does not provide attest services. Any attest services are provided by licensed independent CPA firms in accordance with applicable professional standards and regulations. Force Ten Advisors, LLC is the operating entity through which the firm’s professionals provide advisory services and is the successor to Force Ten Partners. All personnel who previously operated under Force Ten Partners now operate through Force Ten Advisors, LLC.

Reid Advisors Expands Multi-State Presence Through Current Partnership

Current.co — Fri, 23 Jan 2026 05:00:00 GMT

Woodbury, NY — Reid Advisors, LLC (“Reid”), a leading accounting and advisory firm based on Long Island, today announced continued expansion through acquisition since joining Current (formerly Crete Professionals Alliance) in February 2024. The firm’s growth reflects Reid’s ability to leverage Current’s platform to scale responsibly, deepening its presence across New York while establishing a new foothold in the Southeast.

Prior to joining Current, Reid had already completed several successful acquisitions and entered the Alliance with a clear ambition to accelerate inorganic growth. At the time of joining, the firm generated approximately $25 million in revenue and operated as a large, autonomous platform with the leadership, infrastructure, and integration discipline required to scale.‍

In January 2025, Reid expanded its New York footprint with the addition of Housman & Elezovic, contributing more than $3 million in revenue, followed closely by the acquisition of Rosenberg & Manente, a Manhattan-based firm adding nearly $4 million in revenue and further diversifying Reid’s service offerings and client base.‍

Momentum continued in September 2025 with the addition of MJ Berger, bringing more than $3 million in revenue and strengthening Reid’s capabilities across key service lines. In December 2025, Reid extended its reach beyond New York with the acquisition of McDowell-Perham in Columbia, South Carolina, creating the firm’s first foothold in the Southeast, followed by the addition of Barb & Company, also based in South Carolina, adding approximately $5 million in revenue and accelerating regional scale.

Most recently, in January 2026, Reid added HKMP, further expanding its presence across New York and reinforcing its role as a leading platform firm within the Current network. HKMP’s expertise in forensic accounting enhances Reid’s service offerings and broadens its capabilities.

Together with continued organic growth, these acquisitions have increased Reid’s annual revenue to approximately $55 million, marking a significant milestone in the firm’s evolution into a multi-state platform with the scale to support long-term, sustainable growth.

Throughout this growth, Reid has worked closely with Current to integrate new firms efficiently, using shared services and technology enablement to support scale while preserving local leadership and client relationships. The firm’s ability to bring on and integrate multiple firms across geographies has made Reid a model partner within Current, demonstrating how large, well-run firms can expand footprint, diversify services, strengthen leadership benches, and scale with intention.‍

“Reid exemplifies what the Current model was designed to support,” said Steve Stagner, CEO of Current Professionals Alliance. “They are a strong, autonomous firm with the leadership and discipline to grow through acquisition and the mindset to do it the right way. Their expansion across New York and into South Carolina shows how our platform can help firms scale responsibly while building something enduring.”

“Current has given us the capital, operational support, and strategic partnership to continue executing on our growth vision,” said Jason Saladino, Managing Partner of Reid Advisors. “Each firm we’ve added strengthens our platform, expands our reach, and allows us to better serve clients while staying true to our culture and leadership model.”‍

As Current Professionals Alliance continues to expand nationally, Reid stands out as an ideal platform firm—one that not only grows successfully through acquisition but also helps establish best practices for other firms seeking to scale and integrate under the Current banner.

About Reid Accountants + Advisors

Reid Accountants + Advisors is a leading Long Island accounting and advisory firm recognized for its forward-thinking business solutions, deep consulting expertise, and long-term client relationships built on trust. The firm provides a full suite of services, including accounting, tax, audit and assurance, family office management, business management, and consulting. Ranked among the Top 20 Accounting Firms on Long Island by Long Island Business News, Reid Accountants + Advisors combines technical excellence with a client-first approach—helping businesses and individuals implement data-driven strategies that protect their interests, support growth, and preserve their legacy.

"Reid Accountants + Advisors " is the brand name under which Reid CPA’s, LLP and Reid Tax & Advisory Services, LLC provide professional services. Reid CPA’s, LLP and Reid Tax & Advisory Services, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPA’s, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC provides tax and business consulting services to their clients. Reid Accountants + Advisors is not a licensed CPA firm.

About Current Professionals Alliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Capital and Bessemer Venture Partners, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to nearly 40 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.

Current Expands Midwest Footprint with Mellott & Mellott

Current.co — Mon, 12 Jan 2026 05:00:00 GMT

Cincinnati, OH — Mellott & Mellott, a respected accounting and advisory firm serving the Cincinnati Tri-State region, today announced it has joined Current (formerly Crete Professionals Alliance), the fastest-growing accounting firm in the country, as recognized by Accounting Today. The partnership expands Current’s Midwest presence in a region known for its strong local business networks, diversified economy, and deep ties between firms and the communities they serve.‍

“Cincinnati is a city where relationships matter and reputations are built over time,” said Don Mellott Jr., Managing Partner of Mellott & Mellott. “Our clients value advisors who understand the nuances of their businesses, their industries, and this community. Partnering with Current allows us to preserve that local connection while giving our team and clients access to broader expertise, modern tools, and the ability to support growth in even more diversified ways.”‍

Steve Stagner, CEO of Current Professionals Alliance, added, “The Midwest continues to be a critical region for Current’s growth, and Cincinnati exemplifies what we look for in a market: strong local leadership, a diverse and resilient economy, and firms that are deeply embedded in their communities. Mellott & Mellott brings exactly that. This partnership reflects our belief that the future of accounting is built by empowering trusted local firms with the scale, technology, and support of a national platform.”

Mellott & Mellott provides auditing, tax services, tax planning and advisory services relating to retirement planning, wealth transfer, succession planning and litigation support to high-net-worth individuals, privately-held businesses and their owners, and nonprofit organizations.

Cincinnati has long been recognized as a cornerstone Midwestern market—home to a robust mix of family-owned businesses, manufacturers, healthcare organizations, logistics leaders, and global headquarters, all grounded in a culture that values long-term relationships, stewardship, and local accountability. By joining Current, Mellott & Mellott gains access to expanded resources, technology, and national expertise, while continuing to serve clients with the local insight and personal relationships that have defined the firm for generations.

About Mellott & Mellott

‍Mellott & Mellott was founded by Leo J Mellott in 1956. He was soon joined by his son, Don Mellott, Sr. The two worked tirelessly to make Mellott & Mellott one of the Cincinnati region’s premier accounting firms. Today, Don Mellott, Jr. and his brother, John Mellott represent the third generation in the firm to serve the accounting, auditing, and tax needs of decerning clients in the tri-state region. Mellott & Mellott’s goal is to maintain a local presence and provide first-class service to the region’s privately-held companies, not-for-profit organizations, and high-net worth individuals.‍

About Current Professionals Alliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Capital and Bessemer Venture Partners, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to nearly 40 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.

Legacy Valuations & Forensics Expands Specialized Offerings at Current

Current.co — Fri, 12 Dec 2025 05:00:00 GMT

Hauppauge, NY Firm Joins Current (formerly Crete Professionals Alliance) as Legacy Valuations & Forensics‍

Hauppauge, NY — Legacy Valuations& Forensics, LLC (“Legacy”), formerly part of Empire Valuation Consultants, a leading firm serving the national market, today announced it has joined Current Professionals Alliance, the fastest-growing accounting firm in the country, as recognized by Accounting Today.

The partnership strengthens Legacy’s ability to serve clients with deeper resources, modern technology, and access to a nationwide network—while maintaining its well-known local brand and leadership team.

“Joining Current allows us to double down on what we do best,” said Harold Deiters, Managing Partner of Legacy Valuations & Forensics. “Instead of trying to be everything to everyone, we can stay deeply focused on our core offerings while Current handles the infrastructure, talent, and scale. That focus ultimately means better outcomes for our clients and more meaningful work for our team.”

‍“What excites me about Legacy isn’t just the expertise, it’s how specialized their work is,” said Steve Stagner, CEO of Current Professionals Alliance. “Valuation, forensics, litigation support: these are high-demand services that many of our firms want to offer but don’t have in-house. Legacy gives us that capability, and in turn, we give them the platform to scale it. It’s the kind of partnership that makes everyone stronger.”

Legacy’s Core Capabilities‍

Legacy provides business valuation and litigation support nationally across many service areas:

Estate & Gifting Tax Matter

Matrimonial Cases

Shareholder and Partnership Disputes

ESOPs

Mergers & Acquisitions
Financial Options and Transaction Support

As part of Current Professionals Alliance, Legacy will retain its name, team, and leadership, while gaining access to:

A national network of more than 30 highly respected accounting and advisory firms

Enterprise-level corporate services including HR, finance, legal, and IT

Advanced AI-powered tools and automation solutions to enhance service delivery

Global talent support through established offshore teams in India and the Philippines
Growth operations, recruiting support, and future M&A capabilities

Legacy’s presence gives Current a stronger foothold in the Northeast for specialized valuation and forensic services, deepening our ability to support firms and clients with complex advisory needs: from succession planning and disputes to M&A and litigation matters.

‍About Legacy

Legacy Valuation & Forensics was founded with a simple yet powerful vision: to bring together decades of expertise in business valuation, forensic accounting, and litigation support to serve clients with clarity, integrity, and precision.‍

Legacy’s foundation is built on the deep experience of its partners, Harold Deiters and Pasquale Rafanelli. Collectively, Harold and Pat bring nearly half a century of professional experience, having completed thousands of valuations and forensic engagements across a wide range of industries—from real estate and manufacturing to professional services, retail, and not-for-profit organizations.

Both Harold and Pat are nationally recognized thought leaders in the valuation and forensic fields.They hold an array of advanced credentials, frequently lecture at professional associations, and have served in leadership positions with organizations such as the AICPA, NACVA, ASA, and NYSSCPA. Their work is trusted by attorneys, accountants, business owners, and courts alike in matters ranging from matrimonial disputes and estate planning to shareholder litigation and complex damage analyses.‍

At Legacy, the focus is not only on technical excellence but also on personal dedication to every client. The firm is committed to deliver high-level expertise with the responsiveness and care that clients deserve. Harold and Pat’s long-standing reputations, combined with their shared commitment to professionalism, make Legacy a trusted partner when the stakes are high.

About Current ProfessionalsAlliance

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Founded by Jake Sloane and Frank Zhang and backed by Thrive Capital and Bessemer Venture Partners, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 30 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.

Welcoming Cross Financial: Current First Wealth Management Partner

Current.co — Tue, 18 Nov 2025 05:00:00 GMT

Portland, Oregon — Cross Financial, a leading accounting and advisory firm serving the Northwest, today announced it has joined Current (formerly Crete Professionals Alliance), the network’s first wealth management firm. Cross marks an important milestone in Current’s commitment to offering a full spectrum of financial services to clients across its national network. The partnership enhances Cross Financial’s ability to serve clients with deeper resources, modern technology, and access to the fastest-growing accounting firm in the country as recognized by Accounting Today, while maintaining its trusted local brand and leadership team.‍

“This partnership represents an exciting new chapter for our firm,” said Jay Torgerson, CEO of Cross Financial, “By joining Current Professionals Alliance, we are investing in the future—enhancing the tools and support available to our team while remaining true to the culture, values, and personalized service that have defined our firm for decades.”

“Cross Financial is a tremendous addition to the Current family,” said Steve Stagner, CEO of Current Professionals Alliance. “Their expertise in wealth management expands the value we can deliver across our entire network and reflects our commitment to diversifying our portfolio. By adding new capabilities like these, we create more opportunities for organic growth within our firms and deepen the ways we serve our clients’ evolving financial needs.”

‍Cross Financial provides tax, advisory, valuation, litigation support and client accounting services to privately held businesses, nonprofit organizations, and high-net-worth individuals.

‍As part of Current Professionals Alliance, Cross Financial will retain its name, team, and leadership, while gaining access to:

A national network of more than 30 highly respected CPA firms

Enterprise-level corporate services including HR, finance, legal, and IT

Advanced AI-powered tools and automation solutions to enhance service delivery

Global talent support through established offshore teams in India and the Philippines
Growth operations, recruiting support, and future M&A capabilities

The West continues to be one of Current’s most dynamic regions, home to two of the network’s largest firms and others with deep expertise in sectors like agriculture, mortgage banking, and HOA services. Cross Financial brings a complementary strength in wealth management that broadens the region’s capabilities and enhances collaboration.

About Cross Financial

Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to include accounting services, making Cross Financial a comprehensive solution for their clients.

“Cross Financial” is the brand name under which CF Advisory, LLC, and Cross Financial Advisors, LLC operate. CF Advisory, LLC is a separate legal entity under common ownership and is not held out to the public as providing services. Cross Financial Advisors, LLC is a registered investment advisory ﬁrm. Any references to “our ﬁrm,” “we,” or similar terms refer collectively to these affiliated but independent entities operating under the Cross Financial brand.‍

About Current Professionals Alliance‍

Current Professionals Alliance is a national partnership of premier accounting and advisory firms. Built on a foundation of local leadership and entrepreneurial autonomy, Current empowers its partner firms with the resources, technology, and scale of a national platform. Backed by Thrive Capital and Bessemer Venture Partners, Current delivers enterprise-level support, global service delivery, and AI-driven innovation to more than 30 high-performing firms across the country. Named Accounting Today’s fastest-growing firm, Current is redefining what it means to thrive in today’s professional services landscape.