Downtown Birmingham, Alabama at golden hour
Alabama · Since 2003

Financial leadership for businesses ready to grow.

The Waldrop Group is the advisory team behind ambitious Alabama companies — outsourced CFO, tax strategy, cloud accounting, and proactive guidance from four offices across the state.

4
Alabama offices
20+
Years advising owners
500+
Businesses served
1:1
Partner-led relationships
Trusted across Alabama industries
Manufacturing·Healthcare·Construction·Hospitality·Professional Services·Retail
Jamie Waldrop, Founder & Managing Partner, The Waldrop Group
Founder & Managing Partner
Jamie Waldrop
Meet Jamie

A leader who built the firm Alabama owners trust as they grow.

Jamie Waldrop founded The Waldrop Group with a conviction that ambitious business owners deserve more than a once-a-year tax preparer. They deserve a financial leadership team — one that thinks with them, plans with them, and shows up long before the deadline.

Under her leadership, the firm has grown into a statewide advisory practice with four offices and a reputation for clear thinking, steady counsel, and long-term partnership. Her vision continues to shape every engagement: treat each client's business as if it were our own.

Vision
Build Alabama's most trusted advisory firm.
Conviction
Strategy first. Compliance always.
Standard
Partner-led. Every relationship.
Our Signature

Your business deserves more than accounting.

Growing business owners don't need another vendor. They need a sounding board. A strategist. A financial partner who helps them make the hard calls — not just reconcile transactions.

That is the standard we hold ourselves to. We sit at the table with founders, CEOs, and family owners across Alabama and help them think clearly about cash, growth, people, and the next decade.

A sounding board
Bring us the question before the decision. We'll think it through with you.
A strategist
We translate financial data into the next three moves — not the last three months.
A financial partner
From cash flow to capital structure, we're invested in how your business compounds.
A long-term ally
Relationships measured in decades, not deadlines.
What we do

Services organized around your outcome.

We don't sell hours. We deliver three transformations — and the disciplines required to make them real.

Outcome 01

Grow with confidence

Financial leadership that informs every major decision — pricing, hiring, expansion, exit.

  • Outsourced CFO
  • Business Consulting
  • Financial Leadership
  • KPI & Cash Forecasting
Learn more →
Outcome 02

Build better financial systems

A clean, modern back office that gives you trustworthy numbers, on time, every month.

  • Cloud Accounting
  • Bookkeeping
  • Payroll
  • Financial Reporting
Learn more →
Outcome 03

Keep more of what you earn

Proactive tax strategy across the business and the family — well before April.

  • Tax Planning
  • Tax Preparation
  • Business Tax Strategy
  • Personal Tax Strategy
Learn more →
Built across Alabama

One firm. Four corners of the state.

From the boardrooms of Birmingham to the storefronts of Gulf Shores, our offices put a partner within reach of every business owner in Alabama — and a statewide team behind every engagement.

  • Birmingham
    Corporate leadership & business advisory
  • Gardendale
    Family businesses across North Alabama
  • Childersburg
    Growing local businesses & entrepreneurs
  • Gulf Shores
    Coastal hospitality & professional services
BirminghamGardendaleChildersburgGulf Shores
Alabama Waldrop Group office
Meet the team

The advisors behind every engagement.

Decades of combined experience in tax, accounting, payroll, and small-business advisory — working side by side with Alabama owners from Birmingham to the Gulf.

Jamie Waldrop, Founder & Managing Partner, The Waldrop Group
Birmingham, AL

Jamie Waldrop

Founder & Managing Partner

Founded the firm in 2009 after a career as a CPA in tax with a Big Four firm. Holds a Bachelor's in Accounting and Master's in Taxation from Ole Miss, and has been a licensed CPA for over 20 years. Works closely with small business owners on strategy, complex returns, and direct representation with the IRS and state revenue departments.

AW
Birmingham, AL

Andrea Waldrop

Accountant

Holds her Bachelor's of Accounting from UAB with a decade of experience in public accounting. Works closely with Birmingham small business clients on compiled financial statements in QuickBooks and QuickBooks Online, multi-state licensure, and individual and small business tax returns.

Crystal Parker, Tax & Payroll Specialist, The Waldrop Group
Birmingham, AL

Crystal Parker

Tax & Payroll Specialist

Began her accounting career as a cost accountant for Russell Corporation in 1999 and worked in public accounting before earning a nursing degree. Joined The Waldrop Group in 2025 supporting individual tax preparation, bookkeeping, and payroll tax returns.

JG
Gulf Shores, AL

Jackie Garner

Senior Accountant

Over thirty years in the accounting field. Serves as the primary accountant for condominium associations in the Gulf Shores office, with expertise in payroll, sales, rental, and use tax for Alabama and Florida. Also provides notary services for the Gulf Shores office.

Jenn Taylor, Payroll & Compliance, The Waldrop Group
Birmingham, AL

Jenn Taylor

Payroll & Compliance

Joined the firm in January 2025. Works with business clients on payroll services, sales tax remittance for Alabama and local jurisdictions, and licensure work. Brings prior experience from the transportation and payroll industries.

Jennifer Smith, Financial Statements & Tax, The Waldrop Group
Birmingham, AL

Jennifer Smith

Financial Statements & Tax

Joined the firm in 2022 as payroll coordinator for over 100 clients before moving to financial statement preparation and individual tax work. Expert in federal and multi-state payroll tax compliance, garnishments, sales tax filings, and personal property tax returns.

JB
Orange Beach, AL

Joan Booker

Enrolled Agent (EA)

Licensed enrolled agent authorized to represent clients before the IRS. Retired from the IRS after 37 years of service, preceded by a military career. Joined the firm in 2023 and assists with individual and corporate returns, federal and state tax issues, notices, and examinations.

Insights

A resource center for owners who think long-term.

View all insights →
Cash Flow

Reading the 13-week forecast like a CFO

Read article →
Tax Strategy

When entity structure quietly costs you six figures

Read article →
Leadership

Building a finance function that scales with the business

Read article →
Cloud Accounting

Closing the books in 5 days — and why it matters

Read article →
Payroll

Multistate payroll for Alabama companies going regional

Read article →
Small Business

The owner's quarterly review every leader should run

Read article →
The engagement

What it's like to work with us.

We become an extension of your leadership team — five clear phases, one ongoing partnership.

  1. 01
    Discovery
    We learn the business, the owner, and the ambition.
  2. 02
    Financial Review
    Deep look at numbers, systems, taxes, and risk.
  3. 03
    Strategic Plan
    A prioritized roadmap with the moves that matter most.
  4. 04
    Implementation
    We execute alongside you — systems, reporting, strategy.
  5. 05
    Long-Term Partnership
    Quarterly rhythm. Always-on counsel. Compounding clarity.
Visit us

Four offices. One Alabama team.

Wherever you operate in Alabama, there's a Waldrop Group office close enough for a cup of coffee — and a partner ready for the harder conversations.

Birmingham, Alabama

Birmingham

Alabama

Corporate leadership & business advisory

800 Shades Creek Parkway, Suite 451

Childersburg, Alabama

Childersburg

Alabama

Growing local businesses & entrepreneurs

34830 US Highway 280 East

Gulf Shores, Alabama

Gulf Shores

Alabama

Coastal hospitality & professional services

214 Professional Court, Suite B

Gardendale, Alabama

Gardendale

Alabama

Family businesses across North Alabama

925 Sharit Avenue

Let's talk

Ready for a financial team that moves with you?

Tell us about your business. We'll listen first, then show you what proactive financial leadership could look like for the year ahead.