Your next chapter
starts here.

The accounting industry is changing faster than any firm can keep up with alone. We partner with firms to give them the talent, technology, and infrastructure to move from reporting the past to shaping the future.

Built for growth.

Founded in 2023, dozens of firms have joined Athena. We are a growing network, expanding both through partnership and tuck-in acquisitions, demonstrating what's possible when growth is powered, and not limited by the platform.

47
Firms
2k+
Employees
39
States
3
Countries

A national platform with global reach.

With offices coast to coast, including Hawaii, and a growing global delivery footprint, we meet clients where they are and support firms wherever they want to go.

Built to expand what your firm can offer.

With capabilities across tax, audit, CAS, valuation, R&D tax credits, and wealth management, our platform empowers firms to broaden their services, deepen client relationships, and unlock new revenue streams.

Think Advisors, LLC

Think Advisors has been the leader in the R&D Tax Credit space for over 20 years, helping thousands of small and medium-sized businesses and Fortune 500 companies across the United States claim the federal and state R&D Tax Credit. Our team is comprised of former Big 4 accounting firm tax partners, attorneys, CPAs, engineers, and other professionals who bring their expertise to each client.

MMB

MMB Accountants and Consultants is a full service accounting and advisory firm and provides tax, accounting, and business consulting services. With a client-focused approach and decades of experience, MMB helps individuals and businesses achieve financial success through personalized solutions and trusted guidance.

Mellott and Mellott

Family. Maybe not the first word you'd expect to read in a company profile. But then, Mellott & Mellott is unlike any other accounting firm. We're a third-generation family business that has been taking care of Cincinnati and Tristate families for over 60 years with an emphasis on trust and tradition.

Levy Erlanger

Since its founding almost 40 years ago, Levy, Erlanger & Company has focused entirely on providing assurance, income tax and consulting services to California common interest realty associations (HOAs). Clients range from two unit condominiums to several thousand home community associations with extensive amenities.

Adeptus

Adeptus is a seasoned tax, audit, and business management firm serving individuals and corporations worldwide since 1986. With offices across the United States, the firm combines global expertise with a collaborative and innovative approach, delivering tailored strategies that empower clients.

Cross Financial

Cross Financial was created in 2003 by Jay Torgerson and Mathew Whiteaker who had a dream of developing a financial services agency with a clear mission and strong values. In 2014, they grew the company to include accounting services making Cross Financial a comprehensive solution for their clients.

AJ Santye

A.J. Santye & Co. is more than just an accounting firm — we're your trusted partner in financial success. Whether you're an individual planning for the future or a business striving for growth, we provide expert guidance tailored to your unique needs, combining traditional accounting excellence with specialized financial strategies.

Larson Gross

With a 75-year history of excellence, Larson Gross has built a reputation as a trusted accounting and consulting firm dedicated to strong client relationships and strategic advisory services. Led by 18 partners and supported by a team of over 200 professionals, we provide tailored solutions that go beyond the numbers.

Accuity

At Accuity, relationships are at the heart of everything we do. Guided by integrity, innovation, leadership, excellence and collaboration we form lasting partnerships rooted in trust. We help our clients achieve financial success, strengthen our communities, and shape a brighter economic future for Hawaii.

We don't acquire firms. We unlock what's next.

Great firms have already built strong businesses, loyal client bases, and enduring cultures. But the pace of change, across technology, talent, and client expectations has outgrown what most firms can support on their own.

That's where we come in.

We operate as a platform, not a holding company, giving our firms access to enterprise-grade technology, global talent, and a shared operating system across people, process, and technology.

The result: firms don't just grow. They transform: expanding services, increasing capacity, and delivering deeper, more valuable client relationships.

Who is a good fit?

We partner with firms who:

  • Have strong leadership and culture
  • Want to grow organically and inorganically
  • Believe the future of the profession is advisory, not just compliance
  • Are ready to invest in what's next, not protect what was