MBSATA

Business Details

26 Years

experience

Trusted Accounting & Bookkeeping Services in New York

MBSATA has been providing expert accounting and bookkeeping services since 2000, helping nonprofits, startups, and small businesses focus on their core operations. Our dedicated teams deliver tailored financial management, software support, and strategic guidance without the overhead of hiring full-time staff. With over 25 years of experience, we leverage cutting-edge FinTech to automate processes, reduce costs, and ensure accuracy.

Our cross-trained professionals offer seamless support through virtual and on-site services, adapting to client needs across industries. We prioritize communication, partnerships, and continuous innovation to deliver reliable, scalable solutions for businesses in the US and internationally.

Services

Bookkeeping Financial Management Audit Preparation Accounting Software Support Strategic Financial Planning

Details

Year established: 2000

Highlights and features

We offer 25+ years of experience in accounting and FinTech integration.
Our dedicated teams provide personalized support for nonprofits and small businesses.
We support all accounting software platforms, including QuickBooks and NetSuite.
Value-based pricing saves clients 20-30% annually with flexible payment options.
Our FinTech expertise automates processes to reduce costs and improve accuracy.

What people say

Timely manner Freed up time Highly recommend Seamless process Expertise and support

Website

Update Listing

Services

Nonprofit Accounting Services

Dedicated financial management for nonprofits, including donation tracking, payroll, and GAAP-compliant reporting. Our team ensures accurate month-end closes, multi-year pledge reconciliations, and audit preparation. Services help organizations optimize cash flow and comply with donor requirements.

Bookkeeping

Daily, weekly, or monthly bookkeeping with catch-up and cleanup options. We handle accounts payable/receivable, expense tracking, and financial reporting. Services ensure accurate data for informed decision-making, tailored to client-specific needs and software platforms.

Strategic Financial Management

CFO-level guidance for budgeting, forecasting, and KPI analysis. Our team provides dashboards, industry comparisons, and cash flow analysis. Services support mergers, valuations, and capital planning to drive business growth and operational efficiency.

Pre-Audit Review Preparation

Comprehensive audit preparation using AI technology for error detection and compliance. Services include document organization, transaction reviews, and collaboration with CPAs. Ensures smooth audits while identifying potential discrepancies or fraud risks.

Accounting Technology Integration

FinTech integration for automated accounting workflows. Our specialists connect systems like QuickBooks, NetSuite, and CRM tools. Services include software selection, migration, and optimization to streamline reporting and reduce manual tasks.

People

Mark A. Gilbert

Founder & CEO

Serial entrepreneur with 25+ years in outsourced bookkeeping. Founded MBSATA in 2000 as NYC's first independent bookkeeping firm, leveraging FinTech to scale services for nonprofits and small businesses.

Questions

What accounting services do you offer for nonprofits?

We provide donation tracking, payroll management, GAAP reporting, and audit preparation tailored to nonprofit needs.

How does your bookkeeping process work?

We review your systems, automate processes, and assign a dedicated team for daily/weekly/monthly bookkeeping in your preferred software.

Can you integrate with my existing accounting software?

Yes, we support all platforms including QuickBooks, NetSuite, and Financial Edge with customization options.

Do you offer CFO-level strategic planning?

Yes, our virtual CFO services include budgeting, KPI analysis, and cash flow forecasting for business growth.

How do you handle audit preparation?

We use AI technology for pre-audit reviews, document organization, and collaboration with CPAs to ensure compliance.

Reviews (6)

Write a Review

Ruben Lupulescu TakeOverYourWorld

Oct 16, 2021 Report

Positive:Professionalism,Quality,Responsiveness
It was a great experience working with the MBSATA team. Very professional and responsive. Highly recommended!

Alexandre Sabbah

Oct 04, 2021 Report

Critical:Professionalism
I am an account manager in a media agency that worked with MBS ATA. We have raised dozens of times to get paid, with no response. It's been over 6 months and we still haven't received anything. To avoid

Thomas Cuvillier

Sep 12, 2021 Report

Critical:Professionalism,Quality,Responsiveness,Value
Left us hanging high and dry right in the middle of tax season. DO NOT trust this company, they are scammers.

Leandro Marte

Jan 21, 2021 Report

Positive:Professionalism,Quality,Responsiveness,Value
I have been working with MBSATA for a little over a year now, and the service is like no other provided. It is exceptional, professional and top of the line. Is the best you can get in the current market.

Rebecca Whittemore

Jan 07, 2021 Report

Positive:Professionalism,Responsiveness
I have only good things to say about my experience with MBS! Mark Gilbert was wonderful to work with. Highly recommended!

Savannah Miller

Jul 06, 2020 Report

I have been working with MBS for the past two years and have had nothing but an awesome experience. Adalberto is extremely responsive very personable and truly cares about doing the right things for his clients. He is most astute in identifying client needs and bringing solutions to problems. I highly recommend working with MBS and value the partnership we have!