ATD Solutions

Name

ATD Solutions

Legal name

ATD Solutions LLC

Website

https://atdsolutions.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Accounting & Bookkeeping Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Managed Payroll Services (Full-Service Payroll Outsourcing) (BPAAAHAA)

Keywords

• Bookkeeping services
• QuickBooks consulting
• Payroll administration
• Financial management
• Accounting services

Headquarters

HQ city

Clarkston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Bookkeeping Services: Full or partial bookkeeping services providing CPA Quality Financials on a monthly retainer basis. Services include sales tax and payroll processing within QuickBooks, financial file cleanup, and ongoing bookkeeping support.
2. QuickBooks Training, Set-up & Consulting: Individualized consultant services to help clients navigate QuickBooks, including initial setup, training, and ongoing consulting support.
3. Payroll Services: Payroll administration services through the ADP platform, including processing, HR services, 401K administration, and Workers Comp Pay-as-you-Go Insurance. Offered at discounted rates compared to retail ADP services.
4. Tax Preparation Support: Prepares electronic files with workpapers for CPAs or Accountants to file Tax Returns. Works closely with tax advisors to maximize tax deductions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

ATD Solutions LLC provides outsourced bookkeeping, QuickBooks consulting and training, and ADP-based payroll administration services to small and medium-sized businesses and individuals. Services are delivered by Certified QuickBooks ProAdvisors and include monthly bookkeeping retainers, QuickBooks setup and training, payroll processing, HR support, 401K administration, Workers Comp insurance, tax preparation workpapers, and QuickBooks file cleanup or check-up reviews.

Product overview

ATD Solutions LLC is a bookkeeping and QuickBooks training company that operates as a service provider rather than a software product vendor. Their core service portfolio consists of Accurate Bookkeeping Services (full/partial bookkeeping with CPA-quality financials), QuickBooks Training, Set-up, and Consulting (delivered by Certified QuickBooks ProAdvisors), and ADP Payroll Services (payroll administration through the ADP platform). These services are offered as standalone offerings that work together to provide clients with comprehensive accounting support. Add-on services include a QuickBooks Check Up review service and a Personalized QuickBooks Training Webinar series. The company emphasizes their 'Attention to Detail' approach and works closely with clients' CPAs to reduce tax liability and maximize deductions.

Differentiator

Problem solved

Functional benefit

Products and services

• Accurate Bookkeeping Services Full or partial bookkeeping services for small businesses and individuals that produce CPA-quality financials, including sales tax and payroll processing within QuickBooks, job costing, and preparation of electronic workpapers for CPAs and accountants.
• QuickBooks Training, Set-up, & Consulting Individualized consulting delivered by Certified QuickBooks ProAdvisors covering initial QuickBooks setup, training, and ongoing consulting support for daily bookkeeping management.
• ADP Payroll Services Payroll administration delivered through the ADP Payroll Platform, combining ATD's service with ADP's payroll technology to offer ADP Run, ADP HR Services, employee APP access for paystubs and address/withholding updates, ADP 401K administration, and Workers Comp Pay-as-you-Go insurance, priced below retail ADP rates.
• QuickBooks Check Up Review service in which ATD analyzes a client's QuickBooks backup file covering chart of accounts, prior-year entries, reconciliations, data entry accuracy, inventory and payroll setup, and financial statement accuracy, then delivers a report listing items to fix.
• Personalized QuickBooks Training Webinar A five-week online QuickBooks training series covering basics through advanced demonstrations, including one-on-one training, company data file review, and free training materials, designed to reduce year-end tax bills.

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

One partnership is on record.

• ADP (Automatic Data Processing)coreTechnology or IntegrationATD Solutions combines their 'Attention to Detail' service while servicing payroll needs through the ADP Payroll Platform. They offer ADP Run platform at discounted rates, ADP HR Services, employee APP access, and connections to ADP 401K Plans & Workers Comp Insurance. ATD services the account and is the direct contact for clients rather than dealing with call centers.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Wave Financial: Wave (owned by H&R Block) provides accounting, bookkeeping, payroll, and payments software for small businesses. It competes with ATD on the bookkeeping and payroll side, especially for self-serve and low-touch customers.
• Bench: Bench is a tech-enabled bookkeeping service that pairs human bookkeepers with software to deliver monthly financials to SMBs. It competes head-to-head with ATD for small business bookkeeping customers, though at a more software-first price point and broader marketing reach.
• 1-800Accountant: 1-800Accountant offers virtual bookkeeping, tax, payroll, and advisory services to SMBs and individuals nationwide. It competes with ATD across the same core service stack — bookkeeping, payroll, and tax support — at a similar price tier.
• Bookkeeper.com: Bookkeeper.com provides outsourced bookkeeping services to SMBs with human bookkeepers and cloud software. It directly mirrors ATD's bookkeeping subscription model and competes for the same customer profile.
• KBOS (Kelley Business Operating Systems): KBOS is a bookkeeping and business operations franchise that sells territories to operators who run bookkeeping practices under the brand. It mirrors ATD's franchise distribution strategy and competes for the same would-be franchisee pool.
• Pilot: Pilot provides outsourced bookkeeping, accounting, and CFO services primarily to startups and SMBs. It directly overlaps with ATD's bookkeeping and tax-preparation-support offering while scaling through technology and a larger customer base.

Emerging players

• Botkeeper: Botkeeper combines AI/automation with human bookkeepers to deliver bookkeeping at scale for SMBs and accounting firms. It represents the software-augmented direction the bookkeeping industry is moving, putting pressure on traditional human-led firms like ATD.
• Digits: Digits offers AI-powered bookkeeping and accounting software with human-in-the-loop support for SMBs. It targets the same QuickBooks-using SMB segment as ATD but with a more automated, lower-touch delivery model.

Broad incumbents

• QuickBooks Live (Intuit): Intuit's own QuickBooks Live service provides bookkeeping by certified bookkeepers inside the QuickBooks platform. It is a directly competing service from the very vendor whose software ATD specializes in, posing both a threat and a possible partnership path.
• Block Advisors: Block Advisors (the small-business services arm of H&R Block) provides bookkeeping, tax, payroll, and advisory services to SMBs. It competes with ATD across bookkeeping and payroll with the backing of a national brand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/ATDSOLUTIONSLLC
• Facebookfacebook.com/AttentionToDetailSolutions
• LinkedInlinkedin.com/company/atd-solutions

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ATD Solutions