What Atchley & Associates does

Atchley & Associates, LLP is a privately held, full-service Certified Public Accounting firm headquartered in Austin, Texas, founded on August 2, 1999, and operating for more than 25 years. The firm delivers five core service lines — tax planning and preparation, attestation (audit, review, compilation, and employee benefit plan audits), client accounting and outsourced finance (including fractional CFO services), business consulting (M&A advisory, business valuation, forensic accounting, fraud prevention), and political campaign reporting for PACs and officeholders subject to Texas Ethics Commission and FEC filings. It applies these capabilities across nine industry verticals: construction, government, health care, manufacturing, non-profit, political, real estate, religious organizations, and school and education, serving both for-profit and tax-exempt clients in the private and public sectors.

The firm is structured as a Texas Limited Liability Partnership owned by its eight partners (Sherrill Morales as Lead Partner, Jaclyn Roberts, Jay Mezera, Jeremy Myers, Melinda Oster, Ronny Armstrong, Renae Duncan, and Tyler Mosley), with a consultant (Harold Ingersoll) and additional senior managers. Partners collectively bring more than 130 years of combined industry experience, including prior tenures at Big Four firms (PwC, Deloitte) and other national and local practices. Headcount sits in the 51-100 range, and the firm describes itself as one of Austin's largest locally owned public accounting firms, serving thousands of clients.

The firm's operating model is relationship-led and engagement-based: services are delivered directly through partners and senior staff with no intermediary distribution, supported by a third-party technology stack that includes CCH Axcess Tax (tax compliance), QuickBooks Professional Advisor services, SafeSend One (paperless tax document exchange), Xpress-Pay (invoice payment), and ClientAxcess (secure file sharing). Pricing is quote-based and not publicly disclosed. The firm has been a Certified B Corporation since 2018, is a voluntary member of the AICPA Employee Benefit Plan Audit Quality Center, and reports revenue, funding, and ownership as private and undisclosed. The firm does not maintain satellite offices outside Austin, does not raise external capital, and does not disclose customer logos.

Name

Atchley & Associates

Legal name

Atchley & Associates, LLP

Website

https://atchleycpas.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Atchley & Associates, LLP is a privately held, full-service Austin-based CPA firm offering tax, attestation, client accounting, business consulting, and political campaign reporting services across nine industry verticals to thousands of public- and private-sector clients.

Ownership category

akta.pro rank

Product category

Public Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax compliance services
• Audit attestation services
• Client accounting services
• Business consulting
• Political campaign reporting

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Attestation Services: Audit, review, and compilation services for financial statements, employee benefit plans, and agreed-upon procedures engagements.
2. Tax Services: Tax planning, preparation, and consulting services for individuals, partnerships, corporations, trusts, estates, and tax-exempt organizations. Includes advance tax planning, compliance, IRS examination representation, and specialized services like cost segregation and tax credit studies.
3. Client Accounting Services: Day-to-day accounting operations including transaction processing, bookkeeping, payroll, month-end close, financial reporting, compliance, and fractional CFO services.
4. Business Consulting: Advisory services including fraud prevention, forensic accounting, mergers and acquisitions, business valuation, and benchmarking.
5. Political Campaign Reporting: Accounting and reporting services for political campaigns, PACs, and elected officials including Texas Ethics Commission and Federal Election Commission filings.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Atchley & Associates, LLP is a full-service CPA firm delivering tax planning and compliance, audit and attestation (audits, reviews, compilations, employee benefit plan audits), outsourced client accounting (bookkeeping, payroll, month-end close, fractional CFO), business consulting (M&A advisory, valuation, forensic, fraud prevention), and political campaign reporting (Texas Ethics Commission and FEC filings) to clients across both the public and private sectors. Services are delivered through direct partner engagement from its Austin, Texas headquarters, supported by digital tools including a client portal, SafeSend One, and CCH Axcess Tax.

Product overview

Atchley & Associates, LLP is a full-service CPA firm offering a portfolio of professional services organized around five core service lines: Tax Services, Attestation Services, Client Accounting Services, Business Consulting, and Political Campaign Reporting. The firm provides industry-specific services across nine sectors including Construction, Government, Health Care, Manufacturing, Non-profit, Political, Real Estate, Religious Organizations, and School & Education. Digital service offerings include a Client Portal for invoice payment and secure file exchange, and SafeSend One for paperless tax document collection. The firm leverages integrated technologies including CCH Axcess Tax for tax compliance, QuickBooks for accounting advisory, SafeSend One for document gathering, Xpress-Pay for payments, and ClientAxcess for secure file sharing.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax planning and preparation services including individual tax planning, partnership and corporate tax planning, exempt organization tax services, gifts and estates planning, IRS examinations, state taxes, charitable planning, cost segregation studies, tax credit studies, choice of entity structuring, international tax consulting, and qualified small business stock benefits.
• Attestation Services Audit, review, and compilation services for financial statements, agreed-upon procedures engagements, and employee benefit plan audits (EBP) including pension, health and welfare, and 401(k) plans subject to ERISA.
• Client Accounting Services Full-service outsourced accounting department offering transaction processing and bookkeeping, payroll processing, month-end and period-end close, financial planning and reporting, compliance support, accounting systems support, and fractional CFO services.
• Business Consulting Strategic advisory services including fraud prevention, forensic accounting, mergers and acquisitions advisory, business valuation, and benchmarking and profit improvement consulting.
• Political Campaign Reporting Specialized political accounting and advisory services including campaign setup, Texas Ethics Commission and Federal Election Commission filings, contribution tracking, payroll, and full back-office operations for political campaigns and organizations.

Segments10 records

Ideal customer profiles9 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature1 record

Partnerships

Six partnerships are on record, tiered minor and core.

• Becker Professional EducationminorStrategic or Co-development PartnerAtchley & Associates sponsors the Becker Review Course through RSM US Alliance, providing team members access to professional development and continuing education resources to support career advancement.
• RSM US AllianceminorStrategic or Co-development PartnerPartnership providing access to Becker Professional Education review courses and resources for team members' professional development and certification exam preparation.
• SafeSendcoreTechnology or IntegrationSafeSend One platform powers Atchley & Associates' paperless tax document experience, enabling clients to securely upload tax documents, complete questionnaires, and track progress through an intuitive digital interface.
• QuickBookscoreTechnology or IntegrationAtchley & Associates has a dedicated team of QuickBooks Professional Advisors providing expertise in accounting system setup, implementation, and process support, including transitions from QuickBooks Desktop to QuickBooks Online.
• CCH IncorporatedcoreTechnology or IntegrationCCH Axcess Tax software vendor providing tax compliance software for Atchley & Associates. All tax preparers must use only firm software and systems to protect client non-public personal information.
• AICPA Employee Benefit Plan Audit Quality CenterminorOthersAtchley & Associates is a voluntary member of the AICPA Employee Benefit Plan Audit Quality Center, demonstrating commitment to quality audits in the complex employee benefit plan area.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• RSM US: Top-5 U.S. accounting firm focused on the middle market with audit, tax, and consulting services. Competes directly with Atchley in mid-market Texas engagements while offering broader international reach and resources.
• BDO USA: Top-5 U.S. accounting firm with a significant Austin presence serving mid-market and large private companies. Competes for tax, audit, and advisory engagements in Atchley's core verticals.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving private businesses, non-profits, and government entities. Overlaps with Atchley in non-profit, government, and construction audit practices.
• Eide Bailly: Top-20 U.S. accounting firm with a strong government, non-profit, and construction industry practice. Comparable in vertical specializations and mid-market positioning.
• Plante Moran: Top-10 U.S. accounting and advisory firm serving middle-market companies with industry-focused audit, tax, and consulting. Comparable in vertical specialization strategy and mid-market orientation.
• FORVIS: Top-10 U.S. accounting firm formed from the BKD/Dixon Hughes Goodman merger, with a strong middle-market and non-profit/government audit practice in Texas. Broad incumbent with overlapping service lines.

Direct peers

• Whitley Penn: Texas-based mid-market CPA and advisory firm offering audit, tax, and consulting services. Comparable in size and regional focus, with similar industry specialization in non-profit, government, and construction.
• TravisWolff: Dallas-based mid-size CPA firm providing audit, tax, and advisory services to closely held businesses and non-profits. Similar size and Texas regional presence with comparable service line structure.
• Lane Gorman Trubitt: Dallas-based CPA firm serving private companies, non-profits, and government entities with audit, tax, and advisory services. Closely comparable in size, Texas regional focus, and not-for-profit/government specialization.
• Maxwell Locke & Ritter: Austin-based, locally owned full-service CPA firm of comparable size serving private and public-sector clients across Texas. Directly comparable in scale, service mix (audit, tax, consulting), and regional positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/atchleycpas

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Atchley & Associates