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ccounting Services


Our approach to working with our small business clients is relationship-based, which means that we work with our clients throughout the year in also providing tax planning advice and support on decisions that range from equipment purchases to debt management and cash flow projections.

Listed below are several of the key Accounting Services offered by ATI Financial Services:

  • Analysis and Implementation of Legal Entity Formation Options
  • Payroll Processing including related tax reporting
  • General Ledger Posting and Month End Statements
  • Invoice Preparation and Bank Account Reconciliation
  • Billing
  • Budgeting and Forecasting

Our accounting staff includes team members who are certified in QuickBooks accounting software to provide our clients with comprehensive support.  Some clients prefer to keep certain accounting functions in-house.  ATI Financial can help there as well by providing QuickBooks Training to your staff.

Our unique blend of tax and investment expertise on staff will also evaluate the multiple retirement plan options available and prepare the related paperwork necessary to open the retirement accounts.


Tax services as well as fixed insurance products and services offered by ATI Financial Services.
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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,IL,LA,MD,NC,PA,SC,TN,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities offered through Commonwealth Financial Network®.
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