Birmingham,
Alabama
Local accounting & tax services
Archer Lewis Birmingham
911 Edenton St, Birmingham, Alabama, 35242
Phone
205-690-1026Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Birmingham has reinvented itself more than once (steel to healthcare, heavy industry to financial services), and Jason built this practice for clients navigating what the city is becoming. He specializes in CFO-level thinking for businesses that aren't ready for a full-time financial executive. If you're a growing Birmingham business that needs someone to think strategically about your finances, not just report on them, this is the right office.
Meet the team
Meet our team
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Jason Meredith
Jason is a principal with MSCFO Accountants. Jason has worked closely with business owners for the past 30 years strategically helping them grow their business operations to become more profitable. Through their growth, Jason provides CFO Advisory services to help them bridge to the next level. Jason has used his advanced tax planning skills to ensure ownership is able to participate individually in the wealth their business has created. Jason has a background in Wealth Management which has enabled him to assist a number of High Net Worth families thru the years.
Jason Meredith
Jason is a principal with MSCFO Accountants. Jason has worked closely with business owners for the past 30 years strategically helping them grow their business operations to become more profitable. Through their growth, Jason provides CFO Advisory services to help them bridge to the next level. Jason has used his advanced tax planning skills to ensure ownership is able to participate individually in the wealth their business has created. Jason has a background in Wealth Management which has enabled him to assist a number of High Net Worth families thru the years.
ServicesIndustries
What we offer
Our services
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01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
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02
Federal, State & Local Tax
Federal, state, and local tax obligations don't slow down, and neither do we. Archer Lewis handles accurate, on-time filing across every jurisdiction where your business operates.
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03
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
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04
Accounting
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
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05
Bookkeeping
Accurate books aren't optional. They're the foundation of every good business decision. Archer Lewis handles your bookkeeping so your numbers are always current, clean, and useful.
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06
Advisory
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
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07
Private Client Services
High-net-worth individuals and families face financial complexity that extends well beyond an annual tax return. Archer Lewis brings together estate planning, family office services, and succession strategy to help preserve and direct your wealth according to your intentions.
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08
Succession & Transfer Planning
How your business or wealth transfers, to family, a partner, or a buyer, is one of the most consequential decisions you'll make. Archer Lewis builds succession plans that protect your value and give you control over what happens next.
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09
CFO Services
Growing businesses often need strategic financial leadership before they're ready for a full-time executive. Archer Lewis provides fractional CFO services for companies that want an experienced advisor thinking ahead about their financial future.
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Industries we serve
Industries our Birmingham office serves
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01
Healthcare
Healthcare practices face reimbursement accounting, physician compensation structures, and practice valuations that most generalist firms handle poorly. Archer Lewis works with medical practices and healthcare organizations that need specialists.
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02
Manufacturing
Manufacturing businesses deal with inventory accounting, cost of goods, equipment depreciation, and R&D credits that generalist firms consistently miss. Archer Lewis works with manufacturers who need advisors that understand the industry.
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03
Professional Services
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
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Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
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Technology
Tech companies face accounting and tax complexity that most firms aren't built for: R&D credits, equity compensation, revenue recognition, and rapid scaling. Archer Lewis works with technology businesses from startup through exit.
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Birmingham, Alabama
70 years of trusted advice. One conversation away.
Address
911 Edenton St, Birmingham, Alabama, 35242
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.
Also available
Other services at our Birmingham office
- Financial Forecasting/Performance Review
- Loan Structuring & Applications