Atchley & Associates, LLP: Company Profile

Background

Overview

Atchley & Associates, LLP is a full-service Certified Public Accounting (CPA) firm based in Austin, Texas. Established on August 2, 1999, the firm offers a comprehensive suite of services, including audit and attestation, tax services, client accounting services, business consulting, and political campaign reporting. With over 20 years of experience, Atchley & Associates serves a diverse clientele across both public and private sectors.

Mission and Vision

The firm's mission is to provide exceptional services by developing long-term relationships with clients, enabling them to proactively manage their most significant business challenges. This approach fosters an environment where employees can grow professionally and be rewarded for their contributions.

Industry Significance

As one of the largest locally owned public accounting firms in Austin, Atchley & Associates holds a significant position in the regional market. Their commitment to quality service and community involvement has solidified their reputation as a trusted advisor for numerous organizations.

Key Strategic Focus

Core Objectives

Atchley & Associates aims to deliver high-quality, personalized accounting services that address the unique needs of each client. The firm emphasizes building lasting relationships and providing proactive solutions to complex business challenges.

Areas of Specialization

Audit and Attestation: Providing independent assessments of financial statements to ensure accuracy and compliance.

Tax Services: Offering comprehensive tax planning and preparation to optimize financial outcomes.

Client Accounting Services: Managing financial records and reporting to support informed decision-making.

Business Consulting: Delivering strategic advice to enhance business performance and growth.

Political Campaign Reporting: Assisting political entities with financial reporting and compliance.

Key Technologies Utilized

The firm employs modern technologies to enhance service delivery, including:

MySQL: For robust database management.

RequireJS: To streamline JavaScript module loading.

JSON-LD: For structured data representation.

jQuery: To simplify HTML document traversal and manipulation.

BambooHR: For efficient human resources management.

KnowBe4: To enhance cybersecurity awareness.

Citrix: For secure remote access solutions.

Primary Markets Targeted

Atchley & Associates primarily serves clients in the Austin area, including:

Nonprofit Organizations: Providing specialized services tailored to the unique needs of nonprofits.

Small to Mid-Sized Enterprises (SMEs): Offering scalable solutions to support business growth.

Political Entities: Assisting with campaign reporting and compliance.

Financials and Funding

Funding History

As a privately held firm, Atchley & Associates has not publicly disclosed detailed funding information. The firm operates with a revenue estimated between $50 million and $100 million, indicating a strong financial position.

Utilization of Capital

While specific details on capital utilization are not publicly available, the firm's investments likely focus on:

Technology Integration: Enhancing service efficiency and client engagement through advanced tools.

Talent Acquisition and Development: Attracting and retaining skilled professionals to maintain high service standards.

Community Engagement: Supporting local initiatives and organizations to strengthen community ties.

Pipeline Development

As a service-oriented firm, Atchley & Associates does not have a product pipeline. Instead, the firm's focus is on:

Service Expansion: Developing new service offerings to meet evolving client needs.

Market Penetration: Increasing presence in existing markets and exploring new sectors.

Client Relationship Management: Enhancing client engagement through personalized services and proactive solutions.

Technological Platform and Innovation

Proprietary Technologies

The firm utilizes a combination of proprietary and third-party technologies to deliver services efficiently. While specific proprietary technologies are not detailed, the integration of tools like MySQL, RequireJS, and JSON-LD indicates a commitment to leveraging modern technologies for service enhancement.

Significant Scientific Methods

Atchley & Associates employs data-driven approaches, utilizing structured data formats like JSON-LD to improve data interoperability and analysis. The use of RequireJS suggests a focus on optimizing web application performance, enhancing user experience for clients accessing online services.

Leadership Team

The firm's leadership comprises experienced professionals dedicated to its mission and values:

Jaclyn Roberts, CPA: Partner

Jay Mezera, CPA/CVA: Partner

Jeremy Myers, CPA: Partner

Melinda Oster, CPA: Partner

Ronny Armstrong, CPA: Partner

Renae Duncan, CPA: Partner

Sherrill Morales, CPA: Lead Partner

Tyler Mosley, CPA, CFE: Partner

Harold Ingersoll, CPA/CFF/ABV, CVA, CM&AA: Consultant

Joan Maier, CPA, CGMA: Senior Manager

Raeann McGowan, CPA: Senior Manager

Collectively, the partners bring over 130 years of experience in public accounting, contributing to the firm's comprehensive service offerings.

Competitor Profile

Market Insights and Dynamics

The accounting services market in Austin, Texas, is characterized by a mix of large national firms and smaller, locally owned practices. The demand for personalized, responsive service has led to the prominence of firms like Atchley & Associates, which can offer tailored solutions to clients.

Competitor Analysis

Key competitors in the Austin area include:

BKD LLP: A national firm offering a broad range of services with a significant presence in Texas.

RSM US LLP: A global firm providing audit and consulting services, catering to various industries.

Marcum LLP: A national firm known for its expertise in serving middle-market companies.

Dixon Hughes Goodman LLP: A regional firm offering comprehensive accounting services with a focus on client relationships.

Atchley & Associates differentiates itself through its local presence, commitment to community involvement, and personalized service.

Strategic Collaborations and Partnerships

Atchley & Associates has established partnerships with local organizations, such as SVPAustin, to strengthen its community presence and support local initiatives.

Operational Insights

The firm's strategic focus on personalized service and community engagement positions it favorably against larger competitors. By leveraging its local knowledge and commitment to client relationships, Atchley & Associates maintains a competitive edge in the Austin market.