Aldridge, Borden & Company

What Aldridge, Borden & Company does

Aldridge, Borden & Company is a privately held professional corporation (P.C.) and CPA firm founded in 1918, headquartered in Montgomery, Alabama. The firm delivers accounting, tax planning and compliance, assurance/audit, consulting (including business valuation and financial forensics), Client Accounting and Advisory Services (CAAS), technology consulting (cloud, IT infrastructure, cybersecurity), and marketing services (branding, website design, digital marketing) to small and mid-sized businesses, nonprofit organizations, and individuals across Alabama and the broader Southeast. Service delivery is organized under its OneSource model, which integrates the firm's functional practices to provide tailored client engagements.

The underlying technology stack is built entirely on third-party SaaS platforms rather than proprietary systems: Xero (Gold Partner), QuickBooks Online, Expensify, Bill.com, Suralink, Leapfile, and Taxcaddy for client document exchange and workflow automation. The firm holds no patents, has no disclosed AI/ML capabilities, and does not operate a software product. Revenue is generated through engagement-based professional service fees, billed primarily on annual cycles, with custom quotes per engagement; pricing is not publicly disclosed. Growth in 2025 was funded entirely through partner equity and strategic acquisitions rather than external capital.

The firm operates four Alabama offices (Montgomery HQ, Huntsville, Auburn, Wetumpka) and employs 11–50 professionals. It is owned by its partners with no disclosed parent company, no institutional investors, and no private equity backing. Recent strategic activity has centered on inorganic geographic expansion into North Alabama through the January 2025 acquisitions of LeCroy CPA Group and Mercer & Associates, a leadership transition naming Jeff Windham as Managing Partner, and rebrand to 'Aldridge Borden - OneSource'.

Name

Aldridge, Borden & Company

Legal name

Aldridge Borden & Company, P.C.

Website

https://aldridgeborden.com

Company type

Private

Founded year

1918

Operating status

Operating

Headcount range

11–50 employees

Short description

Aldridge, Borden & Company is a CPA firm founded in 1918 that provides accounting, tax, assurance, consulting, and advisory services to small and mid-sized businesses, nonprofits, and individuals across Alabama and the Southeast through four offices and its OneSource delivery model.

Ownership category

akta.pro rank

Product category

Professional Accounting Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Accounting and auditing
• Tax preparation services
• Business advisory consulting
• Client accounting services
• Nonprofit audit services

Headquarters

HQ city

Montgomery

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services Fees: Accounting, tax preparation, and consulting services billed primarily on professional service fees. Engagement-based pricing for attestation, consulting, and advisory services with ongoing client relationships.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Aldridge, Borden & Company is a CPA professional services firm (legal entity: Aldridge Borden & Company, P.C.; DBA: Aldridge Borden - OneSource) that delivers accounting, tax, advisory, and consulting services to small and mid-sized businesses, nonprofits, and individuals through its integrated OneSource service delivery model. Core practice areas include assurance/audit, taxation, Client Accounting and Advisory Services (CAAS), business valuation, financial forensics, technology and marketing consulting, and personal financial planning.

Product overview

Aldridge Borden offers a comprehensive suite of professional accounting, tax, and consulting services under its OneSource delivery model. The core portfolio includes Assurance Services, Client Accounting and Advisory Services, Taxation Services, Consulting Services (including business valuation and financial forensics), and Technology Consulting (IT infrastructure, cloud computing, cybersecurity). The firm also provides Marketing Services as an add-on offering, encompassing website design and development, branding, and digital marketing. Services are designed for small to mid-sized businesses and non-profit organizations across Alabama and the Southeast.

Differentiator

Problem solved

Functional benefit

Products and services

• OneSource Integrated Service Delivery Firm-wide integrated service delivery framework that combines the firm's accounting, tax, advisory, technology, and consulting capabilities into a single coordinated engagement for clients. Designed for businesses and organizations that need a multi-discipline professional services partner.
• Assurance & Audit Services Independent audit, review, and compilation engagements, including audits of nonprofit organizations, governmental entities, and small to mid-sized businesses.
• Taxation Services Federal, state, and local tax preparation and planning services for businesses, nonprofits, and individuals, including tax compliance, strategic tax planning, and representation.
• Client Accounting & Advisory Services (CAAS) Outsourced accounting, bookkeeping, controllership, and advisory support for clients that need ongoing financial operations assistance rather than annual engagements.
• Business Valuation & Financial Forensics Business valuation, litigation support, and forensic accounting engagements for owners, attorneys, and organizations needing independent valuation or financial investigation expertise.
• Marketing & Technology Consulting Marketing strategy and execution consulting covering brand strategy, website design and development, digital marketing, social media, and technology consulting for small and mid-sized businesses.
• Personal Financial Planning Financial planning and advisory services for individuals, including personal tax planning, retirement, estate, and wealth-related planning.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• LeCroy CPA GroupcoreStrategic or Co-development Partner · 10 January 2025Strategic partnership through which LeCroy CPA Group joined the Aldridge Borden family, bringing specialized expertise and shared commitment to excellence and innovation. This partnership marks Aldridge Borden's expansion into the Huntsville, Alabama market. The combination enhances tailored accounting, tax, attestation, and consulting services for businesses and nonprofits in North Alabama.
• Mercer & AssociatescoreStrategic or Co-development Partner · 10 January 2025Strategic partnership through which Mercer & Associates joined Aldridge Borden, bringing together shared commitment to excellence and innovation. This acquisition provides clients with expanded resources, enhanced expertise, and a broader range of services. Partnership supports Aldridge Borden's expansion into the Huntsville market.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• BPM: Top-50 US accounting and advisory firm with strong West Coast presence serving mid-market and high-net-worth clients with tax, audit and advisory — comparable in size, service mix and mid-market client focus.
• HORNE LLP: Mississippi-headquartered Top-50 US accounting and advisory firm with substantial Southeast footprint and a heavy concentration in construction, real estate and government consulting — overlaps Aldridge Borden on mid-market tax/audit and consulting services.
• Carr Riggs & Ingram: Top-25 US accounting firm headquartered in Enterprise, Alabama with deep Southeast presence and full-service tax, audit, advisory and consulting offerings — closely mirrors Aldridge Borden's service mix and Alabama-centric footprint.
• Barfield Murphy Shank & Smith: Birmingham-based Alabama CPA and advisory firm serving middle-market businesses and nonprofits with tax, audit and consulting services — a same-state peer of similar size competing for the same SMB and nonprofit clients.
• Warren Averett: Birmingham, Alabama-headquartered Top-30 US accounting and advisory firm with similar Southeast regional focus, comparable mid-market and nonprofit client base, and a multi-office model across Alabama — the most direct regional peer to Aldridge Borden.
• Mauldin & Jenkins: Top-100 US accounting firm with strong Southeast presence (Georgia HQ, multi-state offices) offering audit, tax and advisory to mid-market clients — comparable in service breadth and target customer segment.

Broad incumbents

• Eide Bailly: Top-25 US accounting firm with multi-state Midwest and Southwest presence offering tax, audit, advisory and technology consulting — a larger, broader incumbent in the same professional services category.
• CliftonLarsonAllen (CLA): Top-10 US accounting firm focused exclusively on serving mid-market private businesses, nonprofits and healthcare — a much larger peer competing for the same SMB and nonprofit advisory mandates.
• Cherry Bekaert: Top-30 US accounting and advisory firm with Southeast presence serving middle-market and private clients — a larger peer offering the same core tax, assurance and advisory services.
• Wipfli: Top-20 US accounting and advisory firm serving middle-market businesses across the US with tax, audit, technology and consulting — a larger, geographically diversified incumbent operating in the same professional services category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/AldridgeBorden
• LinkedInlinkedin.com/company/aldridge-borden-company-pc
• Instagraminstagram.com/aldridgeborden

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries2 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 Aldridge, Borden & Company