What Marshall Jones does

Marshall Jones & Co. is a privately held, partnership-structured CPA firm headquartered in Alpharetta in the Atlanta, Georgia metro area, founded in 1984 by Charlie Jones and Harry Marshall. The firm provides a full suite of traditional professional accounting services — Client Accounting Services (outsourced bookkeeping and controller work), tax planning and compliance, audit and assurance, and individual consulting — to a client base weighted toward nonprofits, small and mid-sized businesses, and high-net-worth individuals, with stated specializations in construction, real estate, professional service organizations, estates and trusts, and independent contractors. Revenue is generated through fee-for-service engagements (hourly and fixed-fee professional services) rather than software or product sales; the firm is in the 11–50 employee range and is repeatedly recognized in regional rankings as one of Atlanta's largest accounting firms and a "Best Places to Work" honoree.

Operationally, the firm is a partner-led practice with no proprietary technology platform disclosed; service delivery relies on licensed CPAs, audit methodology aligned with AICPA and private-company standards, and the workflow tools standard to the profession. The firm is a member of CPAmerica, a national association of independent CPA firms, which provides peer-review, CPE, and shared back-office infrastructure. Recent strategic posture has emphasized partner recruitment and succession (with new partners added in 2019 and 2020 and a completed ownership transition) and a modest expansion of the service mix into workflow optimization and cloud accounting-software consulting. In 2025 the firm was recognized in regional rankings as the fastest-growing accounting firm by revenue in its size class, and in 2026 it was again listed among Atlanta's largest accounting firms. There is no public indication of M&A activity, outside investors, or alternative practice structures; the business remains a conventional, partner-owned CPA practice.

Name

Marshall Jones

Legal name

Marshall Jones

Website

https://marshalljones.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Marshall Jones & Co. is an Atlanta-metro CPA firm providing tax, audit, outsourced accounting, and advisory services to nonprofits, SMBs, and high-net-worth individuals across construction, real estate, and professional service verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Audit and Assurance Services: Year-end financial statement audits, reviews, compilations, and attestation services for businesses, nonprofits, and government grant recipients.
2. Tax Planning and Compliance: Tax compliance, planning, and research services for individuals, partnerships, corporations, and nonprofits including IRS representation.
3. Outsourced Accounting Services: Full outsourced accounting, bookkeeping, CFO services, controllership, and workflow optimization for small to mid-size businesses.
4. Consulting Services: Strategic consulting including estate and trust planning, financial planning, and business succession planning for individuals and business owners.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

Marshall Jones is a Certified Public Accounting firm providing tax planning and compliance, audit and assurance, outsourced client accounting, CFO and controllership services, and individual consulting to small/mid-size businesses, nonprofits, and individuals in the Atlanta metropolitan area. The firm delivers customized professional services engagements through certified CPAs and operates as a partnership-structured CPA practice.

Product overview

Marshall Jones is a Certified Public Accounting firm offering a comprehensive suite of accounting, tax, and auditing services to businesses and individuals in the Atlanta area. The firm operates as a service-based practice rather than a software product company. Core service lines include: Client Accounting Services (outsourced bookkeeping, CFO services, controllership, software consulting, and workflow optimization), Tax Planning and Compliance (business and individual tax preparation, IRS representation), Audit and Assurance Services (financial audits, 401(k)/ERISA audits, attestation procedures), and Individual Consulting Services (estate planning, retirement planning). The firm also provides a Client Portal for client communication and document access.

Differentiator

Problem solved

Functional benefit

Products and services

• Client Accounting Services Outsourced accounting services including full-charge bookkeeping, accounting department support, and financial management for small to mid-size businesses and nonprofits.
• Bookkeeping Services
• CFO Services
• Controllership
• Software Consulting
• Workflow Optimization
• Tax Planning Services Strategic tax planning and compliance services for businesses and individuals, including year-round tax strategy.
• Individual Taxation
• Notice Resolution and IRS Representation
• Audit and Assurance Services Financial statement audits, reviews, and compilations performed according to auditing standards generally accepted in the United States.
• 401(k) and ERISA Audits
• Attestation and Agreed-Upon Procedures
• Individual Consulting Services

Quantifiable outcome

• Atlanta's 2026 Largest Accounting Firms recognized
• +2 more outcomes

Named customers3 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• CPAmericacoreStrategic or Co-development Partner · 4 March 2026CPAmerica is a national association of independent accounting firms. Marshall Jones was admitted as a new member firm after completing a rigorous quality review and approval by the association's Council of Members. Membership provides access to peer reviews, professional standards, and a network of independent CPA firms across the U.S.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Frazier & Deeter: Atlanta-headquartered CPA and advisory firm with audit, tax, and outsourced accounting practices of comparable size; one of Marshall Jones's audit partners (Randy Shrum) previously served as Principal at Frazier & Deeter, making it a near-direct competitor for the same Atlanta SMB and nonprofit engagements.
• Smith & Howard: Atlanta-based CPA firm serving nonprofits, construction, and privately-held businesses with audit, tax, and advisory services; Randy Shrum was previously a Principal at Smith & Howard, making it a closely overlapping competitor for the same Atlanta client segments.
• Habif, Arogeti & Wynne (HA&W): Atlanta-based CPA and business advisory firm with deep nonprofit, real estate, and middle-market practices; directly comparable in scale and Atlanta footprint to Marshall Jones and competing for the same audit and tax engagements.
• Bennett Thrasher: Atlanta-based accounting and advisory firm serving privately held businesses and nonprofits; similar size and service mix (audit, tax, advisory, outsourced accounting), making it a direct competitor for Atlanta SMB and nonprofit clients.
• Windham Brannon: Atlanta-based CPA and advisory firm offering audit, tax, and consulting services to middle-market and nonprofit clients; comparable in scale and service portfolio to Marshall Jones in the Atlanta metro.

Regional players

• Mauldin & Jenkins: Southeast U.S. (Atlanta, Georgia) accounting firm with audit, tax, and advisory practices; similar client mix including construction, nonprofit, and government grant-funded engagements, comparable to Marshall Jones.
• Cherry Bekaert: Southeast-headquartered top-30 U.S. accounting firm with audit, tax, and advisory services; competes with Marshall Jones in Georgia and the broader Southeast, particularly in nonprofit and construction audit work.
• Hancock Askew & Co. Southeast U.S. (Georgia, Florida, South Carolina) CPA and advisory firm serving privately held businesses and nonprofits; comparable service mix and regional competition footprint.

Broad incumbents

• BDO USA: Top-5 global accounting network with a significant Atlanta office; competes for audit, tax, and outsourced accounting engagements with Marshall Jones's mid-market and nonprofit clients, though operating at materially larger scale.
• CBIZ: National business advisory, accounting, and tax provider with Atlanta presence; competes across outsourced accounting and tax services for the same SMB and nonprofit segments that Marshall Jones serves, though with a much broader portfolio.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marshall Jones