About Archer Lewis

Our team brings a variety of skills to the table — from bookkeepers who love the day-to-day to CFOs who see the big picture.

Our bookkeepers may hold Certified Professional Bookkeeper credentials and maintain certifications in QuickBooks and other essential software. They specialize in daily financial management and small business operations.

Our Staff and Senior CPAs typically hold bachelor’s or master’s degrees in accounting and maintain active CPA licenses. They bring years of hands-on experience and often hold additional tax planning credentials. Many focus on specific industries to provide deeper expertise.

Our Controllers and CFOs typically hold master’s degrees or MBAs along with their CPA license. They’ve earned advanced certifications like Certified Management Accountant, Certified Internal Auditor, Chartered Financial Analyst, and Chartered Global Management Accountant. These leaders bring extensive executive experience and strategic planning expertise.

We’re big on matching you with the team. Maybe you’re a startup that needs both a detail-oriented bookkeeper and a strategic CPA. Or perhaps you’re growing fast and need a controller’s expertise. Whatever stage you’re at, we’ll meet you.

Our whole team stays sharp through ongoing training and workshops. We’re always up to speed on the latest tax changes and tech tools. And as your business grows? We’ll make sure your financial team grows with you.

We work the way you want to — with both in-person and remote services. If you’re interested in dropping by and meeting us in person, see our list of local offices across the US.

Many clients choose a hybrid approach — meeting in person for important planning sessions while handling day-to-day matters online. We’re flexible and can adjust our approach as your needs change.

Our online tools are secure, user-friendly, and designed to make working with us as seamless as possible, whether you’re down the street or across the country. If you don’t see a local office in your area, check back soon — we’re continuously expanding our physical presence while maintaining our commitment to excellent remote service.

We match you with the right professional by understanding your unique needs. Our team includes bookkeepers, CPAs, controllers, and CFOs — each bringing specific expertise to help your business thrive.

First, we assess your business size, industry, and financial complexity. A retail startup might need basic bookkeeping and tax support, while a growing manufacturer could benefit from both a bookkeeper and CPA for more strategic guidance.

We consider location preferences too. If you want face-to-face meetings, we’ll connect you with someone nearby. If you prefer working remotely, we can match you with any expert across our national network.

Finally, we look at specialty certifications. Some businesses need QuickBooks experts, while others require CPAs with specific industry experience or advanced certifications in international tax.

Your needs might evolve over time, and that’s fine — we can always adjust your team to match your growing business.

We work with businesses across dozens of industries — from restaurants and retail to manufacturing and tech startups. Many of our accountants have spent years focusing on specific sectors, learning the unique challenges and opportunities in each field.

While we’re confident we can help any business with solid financial guidance, having an accountant who knows your industry inside and out can be a game-changer. They’ll understand your typical cash flow patterns, common tax deductions, and industry benchmarks without needing to get up to speed.

Drop us a note about your business, and we’ll let you know if we have someone with deep experience in your field.