Accounting, tax, and consulting services

Accounting Support

Accounting

Experienced support to manage reporting, reconciliation, and more.

• Bill Pay
• Bookkeeping
• Cleanup
• Controller
• Payroll

Business Advisory

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.

• Business Valuation
• Exit Planning
• Forensic & Litigation Support
• Transaction Advisory

Audit & Assurance

Assurance

When lenders, investors, or regulators need confidence in your numbers, Archer Lewis provides the independent verification to support it, through audits, reviews, and compilations handled by specialists who understand what's at stake.

• Agreed Upon Procedure
• Audit
• Compilations
• Employee Benefit Plan Audits
• HUD Audits
• Review
• Section 42 Audits

Wealth & Private Client

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.

• Closely-Held Business
• Estate, Trust, & Gift Planning
• Family Office Services
• Financial & Income Tax Planning
• Succession & Transfer Planning

Financial Leadership

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.