A Dedicated Financial Operations Team. Minus the Full-Time Cost.
Expert bookkeeping, payroll, controllership, and CFO services keep your finances compliant and organized.
Bookkeeping Services
Fractional Controller
CFO Services
Catch-Up Bookkeeping
Discover the MBSATA Advantage
With MBSATA you get a dedicated team of financial experts managing your bookkeeping, payroll management, and financial operations, ensuring accuracy and compliance—so you can focus on growing your business.
Save time, gain focus
We automate and Offload bookkeeping, payroll, and financial management tasks.
Industry Expertise
Since 2000, we’ve helped businesses manage their books and gain financial clarity.
Transparent, Upfront Pricing
We assess your needs upfront, keep you informed, and ensure no hidden fees—just clear, reliable pricing.
One Partner for All Your Financial Operations Needs
With MBsata, you get expert support, accurate financials, and effortless compliance.
We start by understanding your business.
We set up your books correctly from the start.
We handle the monthly close process and everything in between.
We review your numbers and flag issues before they become problems.
How We Work With You
Simple, Accurate, and Seamlessly Managed
Foundation First:
Reconciliations, transactions categorized correctly, bills paid on time. The basics automated and handled consistently—built for how your firm works
- Monthly bookkeeping – Transactions categorized, accounts reconciled, books closed by the 10th
- Tax specific compliance – Sales tax, payroll tax, and local requirements handled correctly
- Cash flow visibility – Know when payments are coming and where cash is tied up
- Reports that answer real questions – What’s your actual profit margin?
- Tax prep done right – Quarterly estimates, year-end packages, everything organized for your CPA bookkeeping treats every business the same—data entry, monthly close, send the reports.
You decide how involved you want to be. Send your own invoices, keep a closer eye on expenses, or hand it all off—we just adjust how we divide the work as trust builds.
Building On our Foundation
Once your books are in order, these are the questions that come up:
These are the questions that come up in our monthly reviews:
- Should you raise your prices—and what do your actual costs say you can support?
- Is that client worth keeping, or are they costing you more than they’re bringing in?
- Can you afford to hire—or will it stretch cash flow too thin right now?
Having someone alongside you who has seen these scenarios play out makes those decisions a little clearer, and a lot less overwhelming.
Where Most Businesses Get Stuck
You've been doing the books yourself. Or you hired someone to help. Maybe you're using QuickBooks or Xero.
Whatever system you have right now, it's not quite working:
- The books take longer than they should
- You're not sure everything is categorized correctly
- Reports don't tell you what you need to know
- Tax time creates anxiety instead of clarity
Ready to see if we're a fit?
The Business We Work Best With
Tailored Support for Your Industry
We specialize in helping Businesses and Nonprofits with their financial operations.
What Makes Us Different
Is Our Approach
Most bookkeeping firms start by asking for your login credentials and begin entering transactions. We start differently.
We want to understand your business first—how you operate, what your long-term goals are, and what you actually need right now.
Then we build our support and approach around that understanding.
Ready to see if we're a fit?
What our clients are saying
“I have been working with MBSATA and I'm very pleased with the team assigned to my file. Things get done in a timely manner & it has freed up a lot of my time to focus on my business. I highly recommend using their services.”
George Margaronis
“It was a great experience working with the MBSATA team. Very professional and responsive. Highly recommended!!”
Ruben Lupulescu (TakeOverYourWorld)
“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!”
Savannah Miller
Meet Our Managing Team
Common Questions
what kind of classes do you offer?
“An in-house bookkeeper costs $50K-$70K/year plus benefits. Our Core package is $6K/year, Advanced is $9K-$15K, and Complete starts at $30K.
But it’s not just about cost. An in-house bookkeeper probably doesn’t know NYC regulations—sales tax, payroll tax, local compliance. We’ve done this for 25+ years with hundreds of NYC businesses.
Plus, if they make a mistake or leave, you’re stuck. With us, you get a team that knows the city and stays consistent.”
We're concerned about losing control over our financial operations.
“You don’t lose control—you stay in charge.
You decide how involved you want to be. Some clients send their own invoices and just want us handling the books. Others hand off everything. We adjust based on what works for you.
You always have full access to your accounts, reports, and books. We’re adding capacity and expertise, not taking over.“
How can you help us manage inconsistent cash flow?
“We track when money is actually coming in, not just when you invoice.
You’ll see your 30-60 day cash view: what’s in the bank, what’s owed to you, what you owe vendors, and when payments are due. This lets you plan payments before you’re scrambling.
Most businesses don’t have a cash flow problem—they have a visibility problem. Once you can see where money is and when it’s coming, you can plan instead of react.“
Do you understand how NYC businesses are different from other businesses?
“Yes—it’s why we’ve been here for 25+ years.
We know NYC sales tax rules, combined state and city tax filings, and local compliance requirements. We know how to work with your CPA during tax season.
Generic bookkeepers use templates built for businesses anywhere. We set up your books for operating in New York City.“
Do you work with my CPA or do you replace them?
“We work with your CPA, not instead of them. We handle the bookkeeping and get your records organized. Your CPA handles tax strategy and filing. Most CPAs appreciate getting clean books—it saves them time and usually lowers your tax prep bill.“
Just Need to Get Your 2025 (or prior) Books Caught Up?
Receipts pile up. Transactions go uncategorized. Months pass. Then tax time comes and nothing is ready.
If your books are behind right now, we offer a Year-End Bookkeeping Catch-Up service for businesses that need to get current before moving to ongoing support.
We Handle Bookkeeping, Accounting and Advisory Work.
Hand off your operational tasks to specialists who know bookkeeping. From running payroll to chasing payments, we manage the details so your business runs smoothly.
