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Thrive Holdings' accounting and advisory services platform, formerly Crete Professionals Alliance, which rebranded as Current.
accounting
Thrive Holdings' accounting and advisory services platform, formerly Crete Professionals Alliance, which rebranded as Current.
The reviewed material does not yet support a detailed account of post-acquisition operations.
| Business | Relationship | Date | Verification |
|---|---|---|---|
| RRBB | platform partner majority reported | Not stated | primary reported |
Thrive Holdings, individual author not shown · Thrive Holdings ·
Profiles RRBB practitioners including Rob Quick, Dave Roth, and Susan DiPaolo. Recounts a prior software initiative that failed because document-scanning work was not adopted.
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Announced September 1, 2026, from Salem, Utah. Current announced that Preferred CFO joined the platform. Based in the greater Salt Lake City metro area, Preferred CFO provides fractional CFO, controller, outsourced accounting, strategic finance, and capital-raising support to businesses nationwide, and has operated for more than a decade, with the firm dating its founding to 2013. Its work covers forecasting and financial modeling, cash flow management, budgets and operating plans, capital preparation and raises, and strengthening controller functions. Current framed the addition as advancing its strategy to build one of the country's leading advisory organizations and as a milestone in its national expansion, positioning the combination of experienced professionals, modern technology, specialized expertise, and strategic advisory as the direction of the profession. Preferred CFO said clients should expect near-term continuity with the same professionals, while joining Current gives the firm access to broader technology, AI systems, national resources, and collaboration across the network. Existing client relationships, local leadership, and culture are retained.
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Announced July 9, 2026, from Somerset, New Jersey. RRBB announced its fifth tuck-in acquisition since joining Current in August 2023, growing from roughly $20 million in revenue at the time it joined to a $44 million platform. RRBB was Current's first partner firm. Two months after joining, it added Mendonca & Partners Certified Public Accountants LLC, an international tax firm in Union, New Jersey with import/export expertise and approximately $8 million in revenue. The release frames RRBB as a pioneer within the network, presenting its sequence of tuck-ins as a repeatable model combining integration, technology enablement, access to capital, and global service delivery to drive both inorganic and organic growth. RRBB offers accounting, advisory, and consulting services from offices in New Jersey and New York. Current, founded by Jake Sloane and Frank Zhang and backed by Thrive Holdings, is described as a national partnership of more than 30 accounting and advisory firms built on local leadership and entrepreneurial autonomy, and was named to Accounting Today's list of best firms for technology.
Thrive Holdings · Thrive Holdings ·
Argues that relationships and professional judgment become more valuable as routine work gets cheaper. Makes permanent ownership, practitioner ownership, and organizational change central.
Current · Current ·
Confirms the rename and continuity of the accounting platform. Describes local ownership, branding, leadership, and the Tax AI initiative.
Paige Hagy ·
Thrive Holdings
Argues that relationships and professional judgment become more valuable as routine work gets cheaper. Makes permanent ownership, practitioner ownership, and organizational change central.
Thrive on trust and people →Joe Falter
Curates frameworks and operator interviews. Pushes back on treating software multiples as a necessary condition for the thesis.
Falter’s curated reading list →