NAVIGATING YOUR BOOKS

On a Path to Success

FRIENDLY & TALENTED TEAM

Guiding you through every challenge

EXPERT, TIMELY ADVICE

Keeping Your Business On Track

ONLINE NAVIGATOR TOOL

Secure, Timely, and Transparent

SERVICES

Atlas is a valued added bookkeeping service...and much MORE. You'll get 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.

We have decades of experience navigating the books for startups and SMBs, both private and publicly traded. Even for privately held firms, we are applying the same level of discipline and detailed reporting that is required for public companies, in accordance with GAAP (generally accepted accounting principles). This makes us relatively unique among firms like ours. We will be a powerful and caring partner to help guide your business for success.

Accounting

Our bookkeepers care about the results and 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.

Tax Preparation 

Your taxes are only as valid as the data that supports it. We can give you greater confidence for planning & hopefully make your tax accountant's job easier.

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've been helping startups and small business for decades! Happy to open up 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

0-150 transactions per month
  • Accurate Bookkeeping
  • Online Navigator Tool
  • Custom Reporting
  • C-suite/founder guidance
  • prior cleanup (costs extra)

road map

$1,000

One time consulting fee
  • Assess Your Books and Business
  • Advise on Errors and Weak Spots
  • Improve or Streamline Processes
  • Enhance Profitability
  • Navigate Your Books for Success

Custom plan

$1,200K+

Tailored to your needs
  • prior month(s) cleanup
  • Audit or Tax Preparation
  • Mergers & Acquisitions
  • fundraising, IPO, SPACS
  • inventory, payroll, bill pay

Client Tools

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

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

OUR LEADERSHIP TEAM

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Irina Pestrikova

Irina Pestrikova manages our bookkeeping team and supports clients

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AnneMarie Penny

Annemarie is our Chief Executive Officer & Financial Analyst

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David R. Wells

David R. Wells is an operationally-minded CFO with solid instincts for “the numbers”

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TRUSTED Partners

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need help navigating your business?

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