This page lists bookkeeping and accounting firms that serve home-service and trades businesses such as HVAC, plumbing, electrical, roofing, landscaping, and general contracting in Montgomery, AL. Each entry summarizes the firm based on its own website, and notes when a firm serves the area remotely rather than from a local office.
Firms listed: 3.
Machen McChesney #
Website: https://www.machen.cpa
Phone: (334) 244-8900
Machen McChesney is a CPA and business advisory firm that maintains an office in Montgomery, Alabama, in addition to an office in the Auburn-Opelika area. The firm lists its Montgomery office at 1784 Taliaferro Trail, Suite A, Montgomery, AL 36117, with the phone number above, and its Auburn office at 1820 East University Drive, Auburn, AL 36830, with a separate phone number of (334) 887-7022. The firm states that it proudly serves Alabama and the surrounding states, and references more than 70 years of service to its clients and communities.
The firm presents what it calls a family of services spanning CPA and business advisory work, payroll, human resources and benefits, and wealth management. Its core service categories include accounting and outsourcing, audit and assurance services, business advisory services, business valuation services, family office services, financial planning and wealth management services, individual services, and taxation. The firm describes its accounting outsourcing as scalable services that grow with a business, its tax work as combining strategic tax planning with compliance oversight, its payroll offering as streamlined payroll and benefits administration, and its audit and assurance work as focused on reporting insight and controls.
Machen McChesney identifies several industries it serves: construction and real estate, governmental and not-for-profit organizations, healthcare and professional services, hospitality, restaurant and retail, and manufacturing, distribution and automotive. The firm dedicates detailed materials to the construction and real estate sector, where it describes teams of CPAs and consultants who help clients address industry-specific challenges. It states that success in construction requires close attention to job costs through timely and accurate internal reporting, and that it helps clients compare financial metrics against industry key performance indicators to manage risk.
For construction clients, the firm lists services that include job cost management and process improvement, bonding capacity maximization and surety relationship development, tax planning using industry tax elections and deductions, trend analysis and industry benchmarking, cash management and cash flow by job calculations, workers’ compensation and indirect cost allocations, state contractor license preparation, sales and use tax preparation and compliance, multistate tax preparation and compliance, business owner financial, estate and succession planning, and business valuations. For real estate clients, the firm describes serving commercial and multifamily property owners, commercial and residential developers, condominium and resort developers, golf course resort developers and operators, mixed-use land developers, property management companies, and real estate brokers and mortgage companies.
The firm states that it is an independent member of BDO Alliance USA and references its relationship with the Construction Accounting Network, which it describes as a nationwide team of independent accounting and consulting professionals with construction experience. The firm indicates that this network provides access to additional resources and expertise for both construction and real estate clients, including support for real estate investment trusts and operating companies.
Machen McChesney’s published materials reference resources such as a blog, an e-newsletter archive, financial calculators, a financial terms glossary, helpful articles, a tax calendar, tax links, and refund tracking. The firm also publishes news and events, including a reference to being recognized among the nation’s top 400 CPA firms, and maintains careers and culture sections describing benefits and internship opportunities. On its construction page, the firm directs questions to Michael D. Machen, CPA, CVA.
Contact information published by the firm lists both the Montgomery and Auburn office addresses and phone numbers, with the Montgomery office number shown above. Readers in the Montgomery area seeking accounting and outsourcing, audit and assurance, tax, business advisory, business valuation, payroll, or wealth management services, including construction and real estate businesses, can reference the firm’s website for further information on its services and offices.
Montgomery CPA Associates #
Website: https://montgomery-cpa.com
Phone: (334) 356-9272
Montgomery CPA Associates, operating as Montgomery CPA Associates, LLC, is a certified public accounting firm located in Montgomery, Alabama. The firm lists its office address as 8228 Old Federal Rd, Montgomery, AL 36117. Its materials reference more than 30 years of continued success in financial services and summarize its work around the categories of bookkeeping, payroll, tax, and advice. In addition to the office phone number above, the firm displays a second number, 1.334.462.6456, within its site materials.
The firm describes itself as specializing in a wide variety of accounting and business services for both individuals and businesses. It frames the role of a CPA as extending beyond the basics of accounting, tax preparation, and compliance, and emphasizes themes of clarity and confidence in its client work. The firm’s stated service summary of bookkeeping, payroll, tax, and advice appears consistently across its pages.
The firm’s published materials center substantially on its leadership and the specialized work its principals perform. Richard Younger is identified as the president and founding member of Montgomery CPA Associates, LLC. According to the firm, he holds undergraduate and master’s degrees from Auburn University and is a Certified Public Accountant. The firm states that he also holds the Accredited in Business Valuation and Certified in Financial Forensics designations issued by the American Institute of Certified Public Accountants, and that he is a Certified Valuation Analyst and a Certified Fraud Examiner.
The firm describes Richard Younger’s practice as substantially devoted to litigation support consulting, specifically matters involving commercial damages, lost profits, and business valuation. It states that he has provided expert witness testimony in state and federal court, at both deposition and trial, and has served as an expert witness in business dissolution and divorce matters. The firm notes that he also provides fraud and forensic accounting services related to fraud investigations. Alongside this litigation-focused work, the firm states that he has extensive financial statement audit experience and is involved in providing tax preparation and assurance services to both businesses and individuals. The firm indicates that he has more than sixteen years of public accounting experience.
The firm also profiles Myles Wright, CPA, MBA, identified as a controller and financial manager. According to the firm’s materials, his described experience includes serving as controller and accountant compiling and analyzing financial data for Montgomery restaurants with a focus on controlling food, labor, and expense costs, and work on various accounting projects that included contractor licensing compilation, financial statements, bookkeeping, and QuickBooks transactions. The materials also outline prior roles, including a comptroller position at a medical supply distribution and long-term care pharmacy provider, where the described responsibilities covered financial statements, forecasts, budgets, general accounting functions, construction budget management, accounts receivable and payable processes, sales tax in multiple states, payroll taxes, and related reporting. Earlier described experience includes an internal audit role at an insurance company. The firm lists his education as a Bachelor of Science in Accounting and a Master of Business Administration, and notes active membership in the Alabama Society of CPAs and the AICPA.
Based on the profiles published by the firm, its capabilities reflected in the source include bookkeeping, payroll, tax preparation, assurance and financial statement audit work, business valuation, litigation support, and forensic and fraud-related accounting. The firm invites prospective clients to contact it through a form on its site and references a no-cost initial point of contact.
Contact information published by the firm lists the Montgomery office address and the office phone number shown above. Readers in the Montgomery area seeking bookkeeping, payroll, tax, business valuation, litigation support, or forensic accounting services can reference the firm’s website for further information on its services and team.
Home Service CPA #
Website: https://www.homeservicecpa.com
Home Service CPA is an accounting firm focused on home service businesses that, based on its published materials, works with clients remotely rather than from a local office in Montgomery, Alabama. The firm’s website does not list a street address, a service city, or a Montgomery location, and it presents its practice around the home service trades generally rather than a particular geographic market. A prospective client in the Montgomery area would engage the firm as a remote provider.
The firm describes itself as providing accounting for home service businesses, helping service-based companies understand their numbers and make business decisions. It states that it partners exclusively with home service professionals and lists examples including plumbers, HVAC experts, landscapers, electricians, remodelers, and roofers. The firm frames its offering around the idea that each trade has its own challenges and that it tailors its accounting to fit the way a business operates, from single-truck startups to established service teams.
The firm organizes its work into three primary service areas: bookkeeping, payroll, and tax preparation and strategy. For bookkeeping, the firm states that it keeps clients’ books up to date with organized records that reflect the real-time status of the business, handling the details so owners can spend less time on spreadsheets and more time managing crews and field work. For payroll, the firm describes running accurate payroll that accounts for hourly crews, job schedules, and changing labor costs, with full support so owners do not need to manage the back end. For tax preparation and strategy, the firm states that it handles filings, supports year-round compliance, and keeps records clean and audit-ready, covering items from quarterly estimates to end-of-year forms.
The firm describes its team as a certified QuickBooks team with knowledge of the home service industry. It states that this combination is intended to give clients the information needed to make financial and strategic decisions, and it frames knowing one’s numbers as a gauge for how quickly a business can grow, how much to spend on marketing, when to buy equipment, and how many new employees to add. The firm presents its role as providing the data owners need to manage and grow their businesses rather than simply recording transactions.
The firm’s site references a free tax course and lists an enrollment fee of $999 in connection with that course. It also includes a prompt to join a waitlist, which appears repeatedly across its pages, suggesting that prospective clients are directed to sign up rather than to engage immediately. The site references additional resources and a contact page.
Because the firm’s published materials are organized entirely around home service trades and do not reference a Montgomery office or a specific local service area, this listing reflects its remote, trade-focused orientation. The website reviewed does not include a phone number or a physical address, so those details are omitted here. Readers in the Montgomery area seeking remote bookkeeping, payroll, or tax preparation and strategy for a home service business, such as a plumbing, HVAC, landscaping, electrical, remodeling, or roofing company, can reference the firm’s website for further information on its services and its waitlist process.