You didn’t build a business to balance budgets.
At Northwest Accounting Technology & Advisory (NW ATA) we offer a subscription-based service that provides consultation, technology services, and long-term partnership, ensuring you have the time to properly pursue your passions—and a working plan for every “what if?”
Advising
At the heart of our service is, well, service. We’re here to get to know your business, your goals, and your needs. We’re here to answer questions and bounce ideas off of. And we’re here to give honest feedback and supply quality tools that help you better your business. Got a question? We’re all ears.
Optimization
Gain insight, efficiency, and peace of mind with accounting tools that grow and change with your business needs. Connect bank accounts to accounting software, integrate Point of Sale technology, or build a digital dashboard from the ground up, we're here to keep you connected to your business and your business running smoothly.
Foresight
With the right team at your back and the right tools at hand, you’ll be well equipped to navigate the twists and turns of a dynamic marketplace. From changes in tax code to regulatory updates, we’ll keep a finger on the pulse of your industry—and help you keep pace, too. We even host an annual conference, and you're invited.
Crafted solutions for every endeavor.
Startups
Big ideas need the best support, especially in the early stages of growth. Our tax and budgeting prep can help you stay focused on the future of your business.
Cash-only businesses
Old-school practices meet new-school preparation when you partner with our cash-only business experts.
Not-for-profits
With a dedicated staff of not-for-profit advisors—and discounted rates for our NFP partners—we’re excited to support you in supporting our community.
Support for every stage of growth.
Small & medium businesses
Whether you just need a little help with the numbers or its time to bring in the professionals, we can set up the reporting and systems to streamline your operations.
CFO services
From future projections to fine-tuning budgets, we’ll take on the duties of a traditional CFO for your business, and supplement them with the accessibility and expertise of an entire team.
High net worth
With great investments come great responsibilities. Partnering with NW ATA can help you keep a close eye on your portfolio, as well as navigate the day-to-day needs of maintaining a dynamic, growth-focused plan.
Who we are
With over 17 years of experience in bookkeeping, advising, and financial technology, Mark Gilbert has helped businesses around the corner and around the world gain confidence and peace of mind when it comes to their accounting needs. Hailing from New York, where he established the city’s largest dedicated bookkeeping firm, he’s fallen in love with the Pacific Northwest and can’t wait to set down personal and professional roots in his new home.
