Insights

Portfolio & HNW Growth Position MBSATA as the preferred partner for VC and PE portfolio reporting and investment due diligence. The firm already offers consolidated financial reporting for VC and PE portfolio managers and investment due diligence for startups, enabling scalable boutique support for fund operations and high net worth clients.

Startup Diligence Leverage the startup due diligence service to win advisory engagements around funding readiness, cash flow forecasting, and valuation support for early stage companies.

Non-Profit Focus Target nonprofit organizations with grant accounting, donor reporting, and compliance management to broaden the client base beyond for profit firms while leveraging existing capabilities.

Ecommerce Integration Capitalize on the firm's use of Shopify and Google Workspace to offer integrated bookkeeping, financial analytics, and automation for ecommerce merchants and other tech enabled small businesses.

Automation Advantage Differentiate with advanced accounting automation, real time analytics, and benchmarking against industry peers to attract small and mid sized businesses pursuing digital transformation.

MBS Accounting Technology & Advisory Tech Stack

MBS Accounting Technology & Advisory uses 8 technology products and services including Sucuri, Google Workspace, Hammer.js, and more. Explore MBS Accounting Technology & Advisory's tech stack below.

  • Sucuri
    Content Delivery Network
  • Google Workspace
    Email
  • Hammer.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • WordPress Block Editor
    Page Builders
  • YouTube
    Video Players
  • Google Tag Manager for WordPress
    Web Platform Extensions

MBS Accounting Technology & Advisory's Email Address Formats

MBS Accounting Technology & Advisory uses at least 1 format(s):
MBS Accounting Technology & Advisory Email FormatsExamplePercentage
First@mbsata.comJohn@mbsata.com
82%
Last@mbsata.comDoe@mbsata.com
13%
LastF@mbsata.comDoeJ@mbsata.com
5%

Frequently Asked Questions

What is MBS Accounting Technology & Advisory's official website and social media links?

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MBS Accounting Technology & Advisory's official website is mbsata.com and has social profiles on LinkedIn.

How much revenue does MBS Accounting Technology & Advisory generate?

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As of July 2026, MBS Accounting Technology & Advisory's annual revenue is estimated to be $1M - $10M.

What is MBS Accounting Technology & Advisory's NAICS code?

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MBS Accounting Technology & Advisory's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does MBS Accounting Technology & Advisory have currently?

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As of July 2026, MBS Accounting Technology & Advisory has approximately 8 employees across 1 continents, including North America. Key team members include Chief Strategy Officer: A. B. C.Accounting Bookkeeper: I. M. R.Accounting Advisor: A. A.. Explore MBS Accounting Technology & Advisory's employee directory with LeadIQ.

What industry does MBS Accounting Technology & Advisory belong to?

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MBS Accounting Technology & Advisory operates in the Accounting industry.

What technology does MBS Accounting Technology & Advisory use?

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MBS Accounting Technology & Advisory's tech stack includes SucuriGoogle WorkspaceHammer.jsjQueryOWL CarouselWordPress Block EditorYouTubeGoogle Tag Manager for WordPress.

What is MBS Accounting Technology & Advisory's email format?

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MBS Accounting Technology & Advisory's email format typically follows the pattern of First@mbsata.com. Find more MBS Accounting Technology & Advisory email formats with LeadIQ.

When was MBS Accounting Technology & Advisory founded?

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MBS Accounting Technology & Advisory was founded in 2000.
MBS Accounting Technology & Advisory logo

MBS Accounting Technology & Advisory

AccountingNew York, United States2-10 Employees

MBS Accounting Technology & Advisory (MBSATA) is a boutique accounting firm serving businesses and high-net-worth individuals. It emphasizes automation, financial analytics, and industry benchmarking to support accurate record-keeping and informed decision-making. Its service lines include bookkeeping, CFO-level financial management, accounting technology integration, consolidated reporting for VC and PE portfolios, nonprofit financial management, investment due diligence for startups, and year-end cleanup. Based in New York City, New York, the firm employs a small professional team and serves a diverse mix of clients, including companies, high-net-worth individuals, startups, nonprofits, and portfolio managers. In the accounting industry, MBSATA positions itself as an integrated practice that combines traditional financial stewardship with technology-enabled processes.

Section iconCompany Overview

Website
mbsata.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2000
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    MBS Accounting Technology & Advisory's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    MBS Accounting Technology & Advisory's revenue is estimated to be in the range of $1M - $10M

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