Mercer & Associates

What Mercer & Associates does

Mercer & Associates is a privately held accounting firm founded in 1983 and based in Huntsville, Alabama, providing audits, tax preparation and planning, financial statement preparation, bookkeeping, payroll, and business advisory services to businesses, nonprofits, governmental entities, contractors, professional services firms, healthcare providers, and high-net-worth individuals across North Alabama and the Southeast. The firm operates with 1-10 employees and delivers services through a relationship-based, sales-led go-to-market model, with fees structured on project, retainer, or hourly engagements rather than standardized pricing. Its service methodology centers on the OneSource approach, which integrates accounting, tax, attestation, consulting, and marketing capabilities into a unified engagement model, complemented by a Client Account Services program for ongoing back-office support.

The firm's underlying technology stack is built around Xero cloud accounting software (Gold Partner status) and standard professional services tools, with no proprietary AI or automation capabilities disclosed. Mercer & Associates has been part of a strategic alliance with Aldridge Borden (founded 1918, ranked a Top 500 public accounting firm by Inside Public Accounting) and LeCroy CPA Group, through which the combined entity operates under the Aldridge Borden - OneSource brand with @abcpa.com email domains, retaining all staff and client relationships while consolidating offices in Huntsville. The alliance provides access to CPAmerica network membership, additional CPA talent (including 2 Forbes Top 200 CPAs in America), and broader service depth across audit, tax, and advisory engagements.

Name

Mercer & Associates

Website

https://jmercercpa.com

Company type

Private

Founded year

1983

Operating status

Acquired

Headcount range

1–10 employees

Short description

Mercer & Associates is a Huntsville, Alabama-based accounting firm offering tax, audit, advisory, bookkeeping, and Client Account Services to SMBs, nonprofits, governmental entities, contractors, and individuals across North Alabama and the Southeast. Now operating under Aldridge Borden - OneSource following a 2024 strategic alliance.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Accounting services
• Tax planning preparation
• Audit assurance
• Business advisory consulting
• Bookkeeping payroll

Headquarters

HQ city

Huntsville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Advisory Services: Professional services revenue generated from accounting, bookkeeping, payroll, financial statement preparation, and ongoing advisory support. Services are delivered on a project, retainer, or ongoing engagement basis.
2. Tax Planning and Compliance Services: Tax preparation, planning, and compliance services for businesses and individuals, including IRS representation and state/local tax services.
3. Audit and Assurance Services: Independent audit and assurance services providing confidence in financial reporting, including financial statement audits, compliance audits, and internal control evaluations.
4. Business Consulting: Strategic consulting services including business valuation, financial forensics, merger and acquisition support, and succession planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Mercer & Associates is a Huntsville, Alabama-based accounting firm providing tax planning and preparation, audit and assurance, full-service accounting (bookkeeping and payroll), business advisory, and consulting services to small and mid-sized businesses, nonprofits, governmental entities, contractors, professional services firms, and individuals across North Alabama and the Southeast. Following a strategic alliance with Aldridge Borden and LeCroy CPA Group, the firm operates under the Aldridge Borden umbrella with an integrated OneSource delivery approach combining accounting, tax, attestation, consulting, and marketing capabilities.

Product overview

Mercer & Associates, operating as part of Aldridge Borden - OneSource following a strategic partnership, offers a comprehensive suite of accounting and financial services. The firm provides a unified offering through its OneSource approach, which integrates Tax Planning & Preparation, Business Advisory, Audit & Assurance, Accounting Services (including the Client Account Services Program), Consulting, and Marketing Services. This integrated model enables the firm to deliver tailored solutions to small businesses, nonprofits, governmental entities, contractors, professional services, healthcare providers, and high-net-worth individuals across North Alabama and the Southeast.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Preparation Strategic tax planning and preparation services for businesses and individuals designed to minimize tax liability and ensure compliance with federal, state, and local tax obligations.
• Business Advisory Comprehensive business consulting services to help clients make informed decisions and achieve their financial goals through strategic guidance.
• Audit & Assurance Independent audit and assurance services providing confidence in financial reporting, including financial statement audits, compliance audits, internal controls evaluations, and employee benefit plan audits.
• Accounting Services Full-service accounting solutions including bookkeeping, payroll processing, and financial statement preparation, also referred to as Client Accounting and Advisory Services (CAAS).
• Consulting Expert consulting services including business valuation, financial forensics, merger and acquisition support, succession planning, and strategic financial planning.
• Marketing Services Comprehensive marketing services aligned with business objectives, including marketing strategy development, brand management, digital marketing, and campaign management.
• Client Account Services Program Streamlined back office support services utilizing the firm's Client Account Services program to help clients manage their ongoing financial operations efficiently.

Quantifiable outcome

• Minimized tax liability and maximized profits for clients
• +3 more outcomes

Named customers4 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Aldridge BordenflagshipStrategic or Co-development PartnerStrategic alliance where Aldridge Borden acquired/partnered with Mercer & Associates and LeCroy CPA Group to expand into the Huntsville, Alabama market. This partnership combines over a century of Aldridge Borden's legacy with the specialized expertise of Mercer and LeCroy, enhancing their ability to provide tailored accounting, tax, attestation, and consulting services across North Alabama and the Southeast.
• LeCroy CPA GroupflagshipStrategic or Co-development PartnerStrategic partnership combining LeCroy CPA Group with Aldridge Borden and Mercer & Associates. LeCroy brings specialized expertise and existing client relationships in the Huntsville market. All staff remain with the combined firm, and client relationships will continue with assigned accountants.
• CPAmericacoreTechnology or IntegrationMember of CPAmerica, an association of independent accounting firms providing access to resources, best practices, and professional development opportunities.
• XerocoreTechnology or IntegrationXero Gold Partner status. The firm leverages Xero cloud accounting software to deliver modern accounting solutions to clients, providing real-time financial reporting and integrated bookkeeping services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Mercer-Associates-PC-142642279116023

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Mercer & Associates