All Your Accounting Responsibilities Under One Roof
Client Accounting Services (CAS)
The Monthly Engine
We handle your recurring accounting behind the scenes so your closes always land on time.
- Predictable Closes: Cutoffs, accruals, and balance sheet tie-outs happen on a fixed schedule every month.
- Real-Time Cash Updates: Bank, credit card, and payroll accounts stay current instead of batching at month-end.
- White-Label Packs: Standardized, polished financial packages arrive ready under your firm's brand.
- Full Back-Office Coverage: AP, AR, payroll, and sales tax are fully managed directly inside your software.
Fractional CFO Support
The Advisory Horsepower
Focus on guiding your clients while we run the complex modeling and analytics behind the scenes.
- Clear Forward Planning: Flexible multi-year financial models and scenario planning for absolute strategic clarity.
- Liquidity Control: 13-week rolling cash forecasts that eliminate working capital surprises.
- Executive Reporting: Board & investor decks, analysis & insights, and industry-specific KPI tracking delivered ahead of schedule.
- Fundraising Readiness: Seamlessly managed data rooms, diligence answers, and QoE schedules.
Accounting & Bookkeeping Outsourcing
The Bread-and-Butter, Kept Clean
We run your day-to-day accounting right inside your existing software.
- Clean Books: GL maintenance, chart design, entries, and variance analysis handled directly in QBO, Xero, Intacct, NetSuite, or Dynamics 365.
- Backlog Cleanup: Rapidly clean up messy books, late closes, and unreconciled accounts on a tight schedule.
- Audit-Ready Financials: Complete US GAAP reporting, 1099s, and PBC workpapers prepared with a clear audit trail.
Tax Preparation Outsourcing
Seasonal Capacity
Get peak-season tax preparation relief without giving up quality or review control.
- Core Business Tax Prep: Turnaround-ready 1065, 1120S, and 1120 filings with full supporting schedules.
- Individual, Estate & Non-Profit: Reliable prep for 1040s, 1041s, and 990s to keep review queues moving.
- Multi-State Tracking: Automated apportionment and multi-jurisdiction tracking across state lines.
- Seamless Software Integration: Handled inside your existing tax stack while your partners hold final signature authority.
Seamless Execution That Never Misses a Beat
A dedicated preparer, senior, and backup stay permanently assigned to your firm so you never have to train a rotating line of staff.
Every file goes through a preparer and senior review, with any exceptions flagged before hitting your desk.
We operate inside your current systems under your own software licenses, ensuring full compliance with your firm’s specific processes and standards.
The team works on your schedule, coordinating adequate time zone overlap with regular US business hours.
Strict access controls, encrypted data flows, and enterprise security protocols are fully documented.
We record and map every single workflow during execution, building a complete operational record that remains strictly your property.
See How Atlas Fits Into Your Firm.
No-commitment conversation. Focused on your current business stage and next steps.