BizflooDemo
See back office
Mercer HaleAdvisory
Client loginBook

NoticeOn extension? Get your documents to us by September 26 to guarantee an on-time October 15 filing.

Tax · Bookkeeping · Advisory

Clear numbers. Fewer surprises. Better decisions.

A Raleigh firm of CPAs and advisors for owner-led businesses — and the families behind them.

From the partners · 421 Fayetteville St, Raleigh

Most of our clients run businesses between $500,000 and $15 million in revenue — a second-generation contractor, a growing dental practice, a founder five years past the point their spreadsheet stopped working. They come to us once, usually for a return or a notice, and stay because the numbers keep being right on the tenth of the month.

Book a consultationWho we work with

Also in this edition

Index

Fee
  1. 01Introductory consultationFree
  2. 02Tax planning session$350
  3. 03Individual tax returnfrom $450
  4. 04Business tax returnfrom $1,800
  5. 05Monthly bookkeepingfrom $425/mo
  6. 06Fractional CFOfrom $2,500/mo
  7. 07IRS notice resolutionfrom $750
  8. 08New business formation$1,200
What each engagement includes

Who we work with

Owner-led businesses, and the families behind them.

We also work with the families behind those businesses — on the equity that came from selling one, the real estate that came with running one, and the planning that neither a business return nor a Form 1040 covers on its own.

The work is the same whether it arrives as a shoebox or a clean QuickBooks file: a named partner for the judgment calls, a preparer who knows your file, and one person to call when a letter shows up in the mail.

Most engagements are in Raleigh, Durham, Cary and Chapel Hill. Nothing about the work requires the room — several clients we have never met in person work with us entirely by video and the portal.

How an engagement works

Four steps, the same for a single return or a monthly close
  1. 1

    Consultation

    Thirty minutes with a partner, not a salesperson. We tell you plainly whether we're the right fit.

  2. 2

    Proposal

    A written scope and a flat fee or monthly retainer, agreed before anything is signed.

  3. 3

    Onboarding

    Prior returns and current books requested, portal set up, your file current in about two weeks.

  4. 4

    Ongoing work

    A named team, a standing schedule and a direct line — not a general inbox.

Insights

All guides, by category
  1. IRS & notices · 3 min readGot a letter from the IRS? Read this firstMost notices are more routine than they feel opening the envelope. Here's how to tell, and what to do in the first two days.
  2. Tax · 3 min readThe small-business tax calendar, month by monthThe dates that matter for an owner-led business, roughly in the order they show up on your desk.
  3. Bookkeeping · 2 min readA month-end close checklist that fits in an afternoonA close doesn't have to take two weeks. It has to happen in the same order, every month.
  4. Advisory · 2 min readWhat a fractional CFO does in the first 90 daysThe engagement doesn't start with advice — it starts with a baseline nobody has written down yet.
  5. Advisory · 2 min readWhen an S-corp election actually paysThe trade-off behind the most common piece of small-business tax advice, and when it doesn't apply to you.

Directory

Full biographies
  • Adrienne Mercer, CPAManaging partner · 19 yrsFractional CFO · Business tax strategy · Lender & investor packagesExt. 101
  • Daniel Hale, CPA, CFP®Partner · Advisory · 14 yrsTax planning · S-corp elections · IRS representationExt. 102
  • Rosa Delgado, EATax manager · 11 yrsBookkeeping oversight · Individual tax returns · IRS notice resolutionExt. 114
  • Kwame AsanteSenior accountant · 6 yrsBusiness tax returns · New business formation · K-1 preparationExt. 121
  • Hannah LiuClient services · 4 yrsOnboarding · Portal & document support · SchedulingExt. 100

A client, on the record

“Rosa closes our books by the 10th of every month without fail. First time in six years running this business that I've had numbers I could actually trust in real time.”
Marcus WebbMonthly bookkeeping client

Consultations

Thirty minutes with a partner. Free, by video or on Fayetteville Street.

Book a consultation(919) 555-0184

Mercer Hale

Advisory

Adrienne Mercer, CPA, managing partner · Daniel Hale, CPA, CFP®, partner · advisory

421 Fayetteville St, Suite 1100, Raleigh, NC 27601
Office hours Mon–Thu 8:30–5:30 · Fri 8:30–4 · (919) 555-0184 · hello@mercerhale.com

© 2026 Mercer Hale Advisory. Articles on this site are general information, not tax advice.

Website by Bizfloo