Frequently Asked Questions

We provide pricing based on your project needs and also offer subscription billing. On subscription billing, app fees are included as we are able to pass along subscription discounts. All costs are listed in our proposal and scope of work.

M-F 9-5:00 EST in NY and 9-5:00 PST in Portland.

We currently have offices in NYC and Portland, Oregon and have additional offices in the planning phase. We already support all of the US and many other countries virtually with online and remote logins.

You can contact us anytime on info@mbsata.com and we will respond during business hours to emails and with a phone call. If something is time sensitive and you contact us during non-business hours, we will do our best to respond.

We provide standard financials (P&L, Balance Sheet, A/P, A/R etc.) and custom reports based on your needs.

We setup a schedule based on your needs.

We use the latest in bank grade security for our internet file transfers and follow best practices with regards to security and communications.


We utilize our own portal as well as provide Slack, Asana and other programs to stay current in communicating and exchanging files.

Your involvement is dependent on you. Although you will always have the final decision-making authority, we can prepare and handle everything as your CFO.

We never have signing authority, only you control money and make all decisions. Our role is to advise and provide the information you need to make all decisions.

We provide a dedicated senior account manager and an accounting advisor and cross train a backup advisor at no cost to you.

Yes, we advise on the options and what limitations you might have in making the change to retain legacy information.

We provide a consultation to make recommendations if you need to choose a new setup. We have experience in the major accounting platforms and are certified in most.

We support ALL Accounting software and platforms but recommend that you work with a cloud-based software for the best access and reporting.

Yes, we can handle the financials for each of your business entities and prepare consolidated reports and analysis.

Yes, we tailor the tracking and reporting to your personal needs whether you are just of average income or a High Net Worth Individual or Family.

Yes! We can provide distinct financials by location, consolidated reports, and even comparative analyses so you can see which locations are performing the best.

We can help you set milestones and advise as to how to manage your business and provide ad-hoc consulting when you need advice or perspective on anything business related. In addition, we can we can help set up your financial systems and implement financial systems policies so you can focus on running your business. We have a list of approved partners that can provide support for your other business needs.

MBSATA has clients from multiple verticals and at all business cycle phases, from Startups to Large Corporations. With Special Pricing for Not For Profit organizations.

We provide Accounting Services at a cost less than that of a Full-Time Bookkeeper. With the rise of FinTech, only a few businesses need a full-time bookkeeper anymore. Having a firm provides a team that offers you the flexibility, cost-effective solutions, scalability, knowledge, and support that your business needs to grow.

A Bookkeeper records data based on GAAP (Generally Accepted Accounting Principles), but an MBSATA Advisor adds the role of analyzing that data. Your MBSATA Accounting Advisor pays attention to KPIs (Key Performance Indicators) Trends, Budgets and Forecasting and acts in partnership with you to make smarter business decisions.

Your Accountant is crucial to your business as well as your tax planning and tax filing, but is focused on compliance. We focus on analyzing your business and making sure that you have the financial reporting available to make business decisions beyond compliance.

No. we will work with your CPA or recommend one from our list of preferred service providers if you need a new one.

We can handle all aspects of your Accounting and Bookkeeping needs and we work with certified partners for services when required.

Yes, we can provide in-office support, working around your schedule and staffing needs. If a project is outside of one of our office’s geographic locations, we provide virtual support but can arrange on-site support for larger projects.

Yes, and we utilize many proprietary applications and systems that can save you considerable time and money.

MBSATA will evaluate your systems and help you automate to take advantage of the technologies available to streamline your business accounting to save time and money.

MBSATA has been an Industry Leader since 2000. We have years of experience in a variety of industries and markets and can custom-tailor the accounting to leverage your reporting with the latest FinTech. We provide a dedicated team of Accounting Advisors with a broad range of experience and backgrounds to offer strategic insights. Services and operations are designed to fit your specific needs and deadlines.

Working virtually provides a full audit trail of the work performed and allows for fractional and on demand work so that if you only need 15 minutes of daily work, you don’t need to commit to a full day and be limited to a weekly schedule.

Your Accounting Advisor is aware of your business needs and up to date with the Technologies available on the marketplace.

A Technology Stack is the suite of Integrated Programs that all work together to provide the most efficient Accounting and Reporting for your company.

The actual programs are based on your business size and needs, but your Accounting, Expense Management, Bill Paying, Invoicing and Payment Systems should all be on the Cloud. The choice of programs varies in cost and features and we will recommend the best fit for your needs.

The Apps are recommended because they provide a more efficient method of handling many of the functions in Accounting that would be time consuming or incomplete without their use. The Apps are Applications that help to extend the features that are available in the Accounting Programs.

We provide pricing based on your project needs and also offer subscription billing. On subscription billing, app fees are included as we are able to pass along subscription discounts. All costs are listed in our proposal and scope of work.

We can provide online access via Dashboard or reports sent via PDF or Excel.

Yes, this is one of the most frequently requested projects.

Yes, we can provide training to your staff.

Yes, we can build Live and Interactive Dashboards.

We can provide additional support during a busy season or when you have a special event that has timely needs, a good example is when a NFP has a fundraiser and there is extra work to make sure all the reporting is properly handled in a timely manner.

We provide a renewed set of eyes and bring more current options that your in-house team may not be aware of. We specialize in staying current of the technology options for a wide array of clients and technologies.

A virtual CFO works remotely, a part time CFO usually works in your office on a restricted schedule and a Financial Management Consultant usually is not providing CFO support but is providing Business Advice and working with the owner to advise on Best practices or other business organizational issues.

We provide pricing based on your project needs and offer subscription billing. On subscription billing, app fees are included as we can pass along subscription discounts. All costs are listed in our proposal and scope of work.

When you have projects that have a restricted time frame or you do not have offices that can accommodate another person, we can provide virtual assistance.

Although this is not necessarily the reason for the Pre-Audit, often it can Uncover Fraud or Discrepancies.

No, any company can have an Internal Audit, but is common for NFP Organizations and is required in some instances by state or federal statutes.


No, the Pre-Audit is a series of reviews and analysis that is done by one of our Senior Accounting Advisors utilizing software specifically created for this purpose.

Any audit is only as good as the auditor, having a Pre-Audit Review will help make sure that your audit is more complete and will enable you to catch and fix items prior to the audit.

A Pre-Audit Review can help to make sure your Audit goes smoothly and can flag items that need further review prior to the audit.

We provide pricing based on your project needs and offer subscription billing. On subscription billing, app fees are included as we can pass along Subscription Discounts. All costs are listed in our proposal and scope of work.