Trusted accounting and tax services in your community.

Archer Lewis is your local trusted advisor shaping the next generation of accounting.

Archer Lewis provides industry leading accounting and tax services to local clients with an owner’s mindset. Our large network offers boutique accounting firms modern support and tools to grow. With a focus on innovation and a passion for helping businesses thrive, we have become a trusted partner for businesses seeking expert financial guidance and for firms looking for additional resources.

Our Accounting and Tax Services

Bookkeeping

Stress free real time bookkeeping.

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Tax Return Preparation

Pain free tax prep and filing.

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Payroll Services

Run payroll quickly and efficiently.

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Fractional CFO

Easy to understand with real time visibility.

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Let’s talk about the future of your firm.

We help boutique firms thrive and grow with shared professional talent, enterprise software, proven processes, and additional resources.

Schedule a Consultation

Frequently Asked Questions

We review thousands of companies every year and strategically select accounting practices who are leaders in their local community.
Ideal candidates have the following characteristics:
- Revenues: $1 - $10M+
- Product mix: primarily tax, bookkeeping, payroll, outsourced CFO services/advisory (minimal audit / attestation work)
- Client focus: primarily small to medium sized businesses (5-300 employees)
- Employees: 5+ (at least one partner willing to remain for transition period of at least 18 months)
- Geography: nationwide (no strong preferences)
We partner with leading accounting and tax practices who are excited about building the next chapter together alongside experts. We target 30 days to close, no financing contingency, majority cash, and a thoughtful approach to a transition.
We collaborate with you to create a custom approach to take out the complexity of figuring out a transition plan for your clients, your people, and your firm. We believe firm leadership should take an active role in any transition plan. Whether owners are eager for retirement, a flexible advisory role, or re-energized to stay in the seat long term we’ll craft a plan that preserves the legacy and sets up the firm for continued success. We deeply care about taking care of your clients and team. Client and employee relationships take years to build and we are dedicated to do our best efforts to make sure they last for years to come.

“Since our partnership began, Archer Lewis has been a resource to our clients and employees when solving complex accounting challenges. We’re thrilled to be working with them.”

— Stan K.
“As we continued to grow, we knew that we needed a partner who thought differently than a typical CPA firm. I am confident that our continued growth will be exponential.”

— Sandy F.
“Our future is very bright. I have no doubt that partnering with Archer Lewis is our competitive advantage. Our team is everything and Archer Lewis has provided us with better ways to take care of them.”

— Nancy K.
“We are so excited to be a small part of Archer Lewis. We have professional resources that enable us to move quickly instead of reinventing the wheel every time a challenge occurs. We finally have the support that we didn't know that we needed.”

— Mandy S.
“I have peace of mind that every penny is accounted for every quarter thanks to Archer Lewis. Hiring the AL team has been our best business decision.”

— Mary D.
“We're not flying blind anymore thanks to Archer Lewis' team of experienced bookkeeping and payroll specialists.”

— Adam P.
“Archer Lewis is the unsung hero of financial health. Behind every successful business lies an excellent bookkeeping system.”

— Allie G.
“I got tired of doing Quickbooks. The Archer Lewis team saves me 10 hours of work that I no longer have to do myself.”

– Nicole C.
“I have used the same tax preparer for 36 years and plan to continue for all my life. I know that my taxes are always taken care of. I also live down the street from my tax preparer and their office.”

– Paul G.
“I use Archer Lewis for my bookkeeping and business taxes. It is easy to add to use Archer Lewis for my personal and family taxes as well. I am thankful that they have the skillset above what we need for our personal returns to file every year.”

— Andy B.
“I owed the government money for 10 years and was feeling overwhelmed thinking about the payments that I did not have the money for. I didn't know where to turn. I found Caley online and visited her office. She helped me tremendously and thanks to Archer Lewis I do not owe the IRS anything anymore. Archer Lewis keeps me on top of filings each year. I can't thank them enough for the support, solving my problem, and preventing it from happening again.”

— Nick T.

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Get in touch.

We’re always looking for new opportunities to grow our business. Whether you’re looking for accounting services or to transition your accounting business, please get in touch and we’ll respond shortly.

Contact Us

Trusted accounting and tax services in your community.

Our Accounting and Tax Services

Bookkeeping

Tax Return Preparation

Payroll Services

Fractional CFO

Let’s talk about the future of your firm.

Frequently Asked Questions

What firms do you partner with?

What should I know about selling my firm?

What is the transition process like?

“Since our partnership began, Archer Lewis has been a resource to our clients and employees when solving complex accounting challenges. We’re thrilled to be working with them.”

Get in touch.