Hands writing on a physical ledger, a tablet showing clean financial charts nearby, in a modern organized workspace under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Hands writing on a physical ledger, a tablet showing clean financial charts nearby, in a modern organized workspace under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
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Clarity. Control. Confidence.

What We Offer

Comprehensive Financial Services for Growing Businesses

From day-to-day bookkeeping to high-level financial strategy Atlara Financial delivers everything your business needs to stay compliant, profitable, and in control. Serving small businesses across the 🇺🇸 US, 🇨🇦 Canada & 🇬🇧 UK

Close-up of hands typing on a keyboard, a stack of payslips and a calculator on a clean desk, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Close-up of hands typing on a keyboard, a stack of payslips and a calculator on a clean desk, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.

BOOKKEEPING

Accurate Books. Every Month. Without the Stress

SERVICE 1

  • Monthly bank & credit card reconciliation

  • Income & expense categorization

  • Accounts payable & receivable tracking

  • Monthly Profit & Loss statement

  • Balance Sheet preparation

  • Cloud-based access to your financials 24/7

  • Dedicated bookkeeper assigned to your account

  • QuickBooks & Xero compatible

"Businesses that review their finances monthly are significantly more likely to survive long-term. Clean books aren't just for tax time they drive better decisions every single day."

Get Started with Bookkeeping

What's Included:

Organized tax documents and a pen on a desk, a laptop displaying tax software, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Organized tax documents and a pen on a desk, a laptop displaying tax software, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.

SERVICE 2

PAYROLL

Pay Your Team Right. Every Time. On Time.

  • Full payroll processing (weekly, biweekly, or monthly)

  • Tax withholding & remittance (IRS / CRA / HMRC)

  • Direct deposit setup & management

  • Payslip generation & payroll reports

  • Year-end filings (W-2s / T4s / P60s)

  • New employee onboarding & setup

  • Off-cycle payroll processing

  • Multi-state & multi-province compliance

What's Included:

Any business with 1–50 employees that wants to eliminate payroll errors, stay compliant with local tax authorities, and give their team a seamless pay experience every cycle.

Who It's For:

Common Payroll Mistakes We Eliminate

  • ❌ Misclassifying employees as contractors

  • ❌ Missing tax deposit deadlines

  • ❌ Incorrect overtime calculations

  • ❌ Late year-end filings

Get Started with Payroll
Close-up of hands typing on a keyboard, a stack of payslips and a calculator on a clean desk, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Close-up of hands typing on a keyboard, a stack of payslips and a calculator on a clean desk, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.

TAX PREPARATION

Stop Overpaying. Start Saving. File with Confidence.

SERVICE 3

  • Sole proprietor, partnership, S-Corp, C-Corp & Ltd filings.

  • Quarterly estimated tax calculations.

  • Sales tax / VAT / GST / HST filing & remittance.

  • IRS / CRA / HMRC correspondence handling.

  • Tax planning to minimize your annual liability.

  • Multi-year catch-up filings if needed.

  • Year-round tax advisory (not just at tax season).

What's Included:

Country-Specific Expertise:

United States: Federal & state tax returns, IRS compliance, quarterly estimated tax payments, and sales tax across multiple states.

Canada: CRA filings, T2 corporate returns, GST/HST remittance, provincial tax compliance, and T4/T5 slips.

United Kingdom: HMRC self-assessment, Corporation Tax returns, VAT returns, Making Tax Digital (MTD) compliance, and P60/P11D filings.

Deductions Most Small Businesses Miss:

Get Started with Tax Preparation

  • Home office expenses

  • Vehicle mileage for business use

  • Business meals (50% deductible)

  • Professional subscriptions & software

  • Equipment & technology purchases

  • Education & professional development

Organized tax documents and a pen on a desk, a laptop displaying tax software, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Organized tax documents and a pen on a desk, a laptop displaying tax software, under natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.

SERVICE 4

CFO & ADVISORY SERVICES

Big-Business Financial Strategy. Small-Business Price.

  • Monthly financial strategy & review calls

  • Cash flow forecasting & management

  • Annual budgeting & financial planning

  • KPI dashboards & performance reporting

  • Profit margin & pricing analysis

  • Business growth & scaling strategy

  • Investor-ready financial statements

  • Break-even analysis & scenario planning

What's Included:

Growing businesses ready to scale, founders making major financial decisions, and companies preparing for investment, expansion, or acquisition. If you're making decisions based on gut feeling instead of data, this service is for you.

Who It's For:

What a Fractional CFO Does For You:

Without CFO Advisory | With Atlara Financial CFO Advisory

  • Decisions based on gut feeling | Decisions backed by data

  • No clear growth roadmap | Defined financial milestones

  • Surprised by cash shortfalls | Cash flow forecasted months ahead

  • Unclear on true profitability | Full visibility into margins & KPIs

  • Reactive financial management | Proactive strategy every month

Get Started with CFO Advisory
A financial advisor and a small business owner reviewing charts on a tablet in a modern office, natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
A financial advisor and a small business owner reviewing charts on a tablet in a modern office, natural window light, deep navy and amber tones, 35mm lens, editorial medium-close up, soft shadows.
Strategic Growth

Big-Business Financial Strategy. Small-Business Price.

  • Retail & eCommerce

    • Inventory tracking, multi-channel sales reconciliation, payment processor fees, and sales tax across multiple states — we handle the complexity of product-based businesses.

      Restaurants & Food Businesses

    • COGS tracking, supplier payments, daily transaction reconciliation, tip reporting, and payroll for hourly staff. We understand the unique financial demands of the food industry.

      Contractors & Trades

    • Job costing, project profitability tracking, subcontractor payments, equipment depreciation, and quarterly tax planning for field-based businesses.

      Freelancers & Agencies

    • Invoice management, expense tracking, home office deductions, software subscription categorization, and quarterly estimated taxes for creative professionals.

Find Your Perfect Fit

Not sure which service you need? We'll help you figure it out.

Atlara Financial offers complete financial clarity with a dedicated account manager and 24-hour response guarantee across all services. Explore our detailed pricing for a comprehensive overview.

Book a Free Call

Free 30-min consultation

Onboarded within 1 week

Dedicated account manager from day one