A named team, not a rotating pool.

Fractional CFO · Business tax strategy · Lender & investor packages

Adrienne founded the firm after eleven years in a mid-size Raleigh practice, wanting to work with fewer clients and know each of their businesses properly. She leads every fractional CFO engagement personally and reviews every business return before it goes out.

Tax planning · S-corp elections · IRS representation

Daniel spent six years in a national firm's tax practice before joining Mercer Hale in 2019. He holds both a CPA and a CFP®, so the tax-planning conversation and the broader financial-planning conversation happen with the same person instead of two.

Bookkeeping oversight · Individual tax returns · IRS notice resolution

Rosa runs the bookkeeping team and personally reviews every monthly close before it goes to a client. As an Enrolled Agent, she can also represent clients directly in front of the IRS on notices and audits.

Business tax returns · New business formation · K-1 preparation

Kwame handles the bulk of our business return preparation and most new-business formations, from entity choice through the first year's tax calendar. Clients on extension usually hear from him first.

Onboarding · Portal & document support · Scheduling

Hannah is usually the first person you'll talk to and the one who makes sure a switch from another firm goes smoothly — prior-year documents requested, portal access set up, nothing lost in the handoff.