We Form It
All With One Team of Experts.
- LLC & C-Corp Formation
- Bookkeeping
- Taxes & Compliance
- Fractional CFO
- Payroll
- Integrated Accounting Software
One Team Handles All the Financial Side of Your Business.
Formation, Bookkeeping, Tax, Payroll, and Fractional CFO, without hiring a Finance Team.
ACCOUNTING SOFTWARE
Better Accounting Starts with Zinancial Books.
We bring your financial data, workflows and reporting together with Zinancial Books, giving you a clear view of your business at all times.
- One Connected System: We keep your accounting, inventory, invoicing and sales tax connected in one place, with AI handling the categorization and reconciliation.
- Better Visibility: Check your real-time dashboards and management custom reports for an accurate read on business performance.
- Expertise, Backed by Technology: Seasoned, licensed professionals manage your books, backed by Zinny, your built-in AI accountant.
INDUSTRY EXPERTISE
Specialized Support That Fits Your Industry
Startups
Burn rate, runway, and investor-ready financials from day one.
Startups
Burn rate, runway, and investor-ready financials from day one.
Professional Services Firms
Client profitability, receivables, and taxes in one place
E-commerce Businesses
Sales channels, product costs, and sales tax across states
Healthcare Practices
Insurance reimbursements, supply costs, and overhead by claim.
Construction Companies
Job costing, WIP, and retainage by project.
Real Estate Businesses
Property earnings, taxes, and portfolio growth at a glance
The people behind the work
Your Business, Guided by Seasoned Professionals
Jimmy Peters
Tax Expert
14+ Years of Tax Experience
CPA & EA Licensed
Multi-State ComplianceCompliance
Jimmy Peters
Tax Expert
14+ Years of Tax Experience
CPA & EA Licensed
Multi-State ComplianceCompliance
William
Bookkeeping Expert
8+ Years of Bookkeeping Experience
150+ Businesses Served
Monthly Close & Reconciliation
John
Fractional CFO
12+ Years of CFO Experience
$25M+ in Client Budgets Overseen
Cash Flow Forecasting & Reporting
GETTING STARTED
Four Steps, and Most of Them are Ours
You don't buy all of this on day one. You start where you are, and we're already there for the next stage. Each one makes the next one possible.
Step 1
Book a Free Consult
Thirty minutes. We work out what stage you're at and what you actually need — not what we'd like to sell you.
Step 2
Pick Your Plan
Start at any stage of the waterfall. Move up when the business does. No annual lock-in.
Step 3
Hand Over the Docs
Upload IDs, statements and existing records once, into a secure portal. We chase the rest ourselves.
Step 4
Get Back to Building
Your accountant runs the month. You get a close, a report and a call — and a name to text when something comes up.
You take the first step. We'll take the rest.
One conversation, and the filings and follow-through become our job. Then you get back to building.
TRANSPARENT PRICING
Start at Your Stage.Move Up When the Business Does.
Published prices, no hidden fees, month-to-month. Formation is priced separately so you only pay for it once.
Best for brand new businesses looking to file an LLC.
Save $199$399$299/mo + state feeSave $199
Formation
- LLC Formation & State Filing Support
- EIN Registration & Business Setup
- Basic Business Compliance Guidance
Services
- Monthly Bookkeeping
- Monthly Financial Statements & Reports
- Annual Business & Individual Tax Filing Support
Software
- Included Accounting Software (Zinancial)
Recommended
Best for businesses who need basic accounting support.
Save $199$649$549/mo billed annually*Save $199
Formation
- Complete LLC Formation & State Filing
- EIN Registration & Business Setup Support
- Ongoing Business Compliance Guidance
Services
- Monthly Bookkeeping & Financial Management
- Monthly Payroll Processing & Employee Support
- Business & Individual Tax Preparation
Software
- Included Accounting Software (Zinancial)
Best for brand new businesses looking to file an LLC.
Save $199$1000$899 /mo + state feeSave $199
Formation
- LLC Formation & State Filing Support
- EIN Registration & Business Setup
- Basic Business Compliance Guidance
Services
- Monthly Bookkeeping
- Monthly Financial Statements & Reports
- Annual Business & Individual Tax Filing Support
Software
- Included Accounting Software (Zinancial)
Data Security
Protected and Managed with Trusted U.S. Standards.
If your business involves owning, selling, or managing space, we can be your dedicated partner for expert real estate accounting.
Only authorized accountants can access your data. Everything shared with us stays private and protected at every step.
Success Stories
Solving Problems That Slow Your Business Growth
Getting the Books Back on Track
The Problem
After years of managing the books themselves, a small marketing agency realized their reports didn’t match their bank records. Missing invoices, duplicate entries, and messy reconciliations were holding them back from making confident decisions.
What We Did
ATA cleaned and restructured three years of financial data, set up automated reconciliations, and delivered accurate monthly reports that clearly showed profit, cash flow, and expenses.
The Result
"Now I finally understand where our money’s going — and our reports are clear enough to share directly with investors. ATA made it simple to catch up and stay on top of things."
— Sarah Nguyen, Founder, Brightside tech
FAQs
Frequently Asked Questions
What accounting services do you provide for small businesses?
We provide small business accounting services including bookkeeping, financial reporting, payroll processing, tax preparation, catch-up accounting, CFO advisory, and ongoing financial support tailored to your business needs.
Do you provide accounting services for businesses across the United States?
I work with freelancers and contractors. Can you handle their payments and tax forms?
Can you take care of invoicing, payroll, and bill payments too?
What is included in your bookkeeping services?
Can you help if my books are months behind?
How does your business tax preparation process work?
Why should I outsource accounting instead of hiring in-house?
How secure is my financial information?
Do I get a dedicated accountant?
ONE PARTNER. EVERY STAGE
