Navigating Your Books

 

ON A PATH TO SUCCESS

Experienced And
Talented Team

 

GUIDING YOU THROUGH EVERY CHALLENGE

Expert, Relevant And
Timely Information

 

KEEPING YOUR BUSINESS ON-TRACK

Online Navigator Tool

 

SECURE, TIMELY, TRANSPARENT

TRUSTED BY

WHO WE ARE

Atlas Bookkeeping is a virtual, domestic bookkeeping and accrual accounting service that offers both a cloud-based solution for easy access, and domestic customer service for easy answers to your questions.

WHAT WE OFFER

We provide validated and analyzed data at the detail level, along with a big picture view from our financial leadership.

We manage everything for you through our custom, cloud-based Navigator Tool that integrates with QuickBooks Online.

Why Atlas Bookkeeping

We developed and perfected our process for publicly traded companies, and we apply that same level of discipline and detailed reporting for all of our client companies.

We have decades of experience navigating the financial books and records for start-ups and early-stage companies, both privately held and publicly traded.

We follow a seasoned approach to data gathering, storage, and retention; allowing for easy access to archived data.

We developed a proprietary, closed-loop communication process with our clients that eliminates errors.

This makes us unique among firms providing bookkeeping and accounting services.
We will be a powerful and intelligent partner to help guide your business for success.

Our Services

Accounting

Our bookkeepers and client representatives understand your business, and turn that understanding into valuable financial information for you. We do much more than just data entry; you can enjoy the benefits of truly accurate and timely information.

Financial Reporting

We provide customized, easily understood reports and analysis that can make a big impact on your daily decisions and longer-term business strategy.

External Audits & Transactions

When you need to prepare for an audit, refine your books, merge, acquire, expand, downsize, IPO or other shifts: we have expertise in all business dynamics.

Relationship Network

We have been helping startups and small businesses for decades. We are happy to extend our trusted relationships in financial, legal, HR, payroll, tax, audit and advisory services.

CFO & Founder Advice

For two decades, we’ve supported small and medium-sized businesses in all growth stages, from startup through IPO. We freely share our knowledge to help you succeed.

Pricing

Flat rate pricing, adjustable quarterly, no surprises.

Simple Plan

$500 per Month

  • 0-150 transactions per month
  • Accurate bookkeeping
  • Online navigator tool
  • Custom reporting
  • C-suite/Founder guidance
  • Prior-period cleanup *

* Subject to additional charge

Road Map

$1,000 per Month

  • One time consulting fee
  • Assessment of books and business
  • Advise on areas for improvement
  • Improve and streamline processes
  • Enhance profitability
  • Navigate your books for success

Custom Plan

From $500 per Month

  • Tailored to your needs
  • Prior month(s) cleanup
  • Audit or tax preparation
  • Mergers & acquisitions
  • Fundraising, IPO, SPACs
  • Inventory, payroll, bill pay
board meeting

Client Tools

Atlas Navigator Tool is our easy-to-use proprietary
cloud-based system

star Works on every platform, integrates with QuickBooks Online, accessible 24/7 with secure login.
star No more worries about losing important info, overwhelming your inbox, missing deadlines, or other problems.
star All data & tasks are uploaded & managed through the Navigator Tool, giving you complete confidence and security.
Atlas Financial Services

Meet the team

David R. Wells

Founder, Atlas Bookkeeping & Atlas CFO

Irina headshot

Irina Pestrikova

Managing Director, Atlas Bookkeeping

Patty

Patty Stone

Client Manager, Atlas Bookkeeping

TALK TO US

Need help navigating your business?
Contact us today.

David R. Wells

Founder Atlas Bookkeeping & Atlas CFO

David R. Wells is an operationally-minded CFO with solid instincts for “the numbers”. He possesses over 30 years of experience in finance, operations and administrative positions. While mainly focused on medical and technology companies, Mr. Wells has also worked in the water treatment, supply-chain management, manufacturing and professional services industries.

He has led multiple public offerings, reverse mergers, private placements, and M&A transactions. He has completed a deSPAC transaction (Envoy Medical, NASDAQ: COCH), Initial Public Offering (ENDRA Life Sciences Inc. NASDAQ: NDRA), and multiple reverse mergers.

Mr. Wells joined the Board of Directors of Heart Test Laboratories, Inc. (dba ‘HeartSciences’, NASDAQ: HSCS), which is developing a cardiac device which seeks to bridge today’s “diagnostic gap” in cardiac care by providing effective front-line solutions that assist in the detection of heart disease in at-risk patients. He holds an MBA from Pepperdine University, and his Bachelors degree is from Seattle Pacific University majoring in Finance and Entrepreneurship.

Irina Pestrikova

Managing Director, Atlas Bookkeeping

Irina Pestrikova is a Finance and Operations Executive with a strong track record supporting early-stage and growth companies across a range of industries, including life sciences, media, and professional services.

She brings over 15 years of experience leading financial operations, corporate reporting, and strategic planning initiatives.Irina currently serves as the Managing Director of Atlas Bookkeeping, Inc., where she oversees day-to-day operations and provides hands-on financial leadership to a portfolio of public and private clients. Prior to joining Atlas, Irina was the Senior Director of Finance at ENDRA Life Sciences Inc. (NASDAQ: NDRA), where she led the company’s financial reporting, SEC compliance, and accounting operations.

Earlier in her career, she worked as a financial analyst supporting the reporting needs of small-cap and publicly traded companies.Irina holds an MBA in Finance from Pepperdine University’s Graziadio Business School and a BS in Economics and Finance from Izhevsk State University.

Patty Stone

Client Manager, Atlas Bookkeeping

Sanjeev Srivastava is a consulting partner and brings over two decades of experience in capital markets, investments, entrepreneurship and as a corporate CFO.

Patty Stone is the Client Manager at Atlas Bookkeeping, bringing more than 20 years of experience in financial management and client relations. Prior to joining Atlas, she held leadership roles overseeing complex financial portfolios and brings a wealth of experience in managing financial challenges and achieving successful outcomes.

With a strong background in communication, negotiation, and problem-solving, Patty serves as a trusted point of contact for clients, helping to ensure their needs are understood and deliverables stay on track. She is passionate about building strong relationships, navigating challenges, and providing the responsive, personalized service that allows clients to feel confident and supported. Patty is also bilingual in English and Spanish.