ATS Consulting

What ATS Consulting does

ATS Consulting is a privately held professional services firm headquartered in Santa Ana, California, providing bookkeeping, tax preparation, payroll processing, and business consulting services to small businesses. The firm concentrates its practice on four verticals: Construction (general contractors and specialty trades), Restaurant (restaurants, food catering, paleterias), Automobile Services (repair, AC, car wash, tires, towing), and Transportation (trucking, delivery, moving). The company emphasizes thirty years of professional experience and enrolled-agent credentials, positioning itself as a specialist advisor for regulatory-intensive SMBs rather than a generalist accounting practice.

The firm's service stack is delivered as integrated packages — Bookkeeping, Business Solutions (compliance and strategic planning), Tax Preparation, and Payroll — with pricing provided on a quote basis tailored to each client's needs. Technology infrastructure is modest and client-facing only: SmartVault for secure document exchange, PayTrace for payment processing, and a WordPress-based website with an active blog and social media presence on Facebook, Twitter, and Instagram serving as the principal top-of-funnel acquisition channel. No proprietary technology, AI tooling, or in-house platform is disclosed.

ATS Consulting operates a sales-led, relationship-based go-to-market from a single physical location serving Southern California. There is no evidence of venture capital or private equity investment, no public listing, and no disclosed headcount, revenue, or management roster. The business model is professional services revenue generated by practitioners, and growth signals are limited to incremental vertical additions (most recently Transportation in 2024) and ongoing content marketing.

Name

ATS Consulting

Legal name

ATS Consulting

Website

https://atsconsulttax.com

Company type

Private

Founded year

1994

Operating status

Operating

Short description

ATS Consulting is a privately held Santa Ana, California-based accounting and tax firm providing bookkeeping, tax preparation, payroll, and business consulting services to small businesses in Construction, Restaurant, Automobile Services, and Transportation verticals.

Ownership category

akta.pro rank

Product category

Small Business Accounting and Tax Services

NAICS

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

SIC

Services-Management Consulting Services (8742), Services-Computer Processing & Data Preparation (7374)

akta.pro primary industry

Full-Service Payroll Processing (BPACAIAA)

akta.pro secondary industries

Managed Payroll Services (Full-Service Payroll Outsourcing) (BPAAAHAA), Contractor Payroll, Invoicing & Payment Services (BPACAGAD)

Keywords

• Small business accounting
• Tax preparation services
• Bookkeeping services
• Payroll processing
• Business consulting

Headquarters

HQ city

Santa Ana

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services: ATS Consulting generates revenue through professional accounting, tax preparation, bookkeeping, and business consulting services provided to small businesses. Services are delivered as comprehensive service packages tailored to each client's needs and financial goals. The firm operates on a quote-based model where pricing is customized based on the scope of services required.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

ATS Consulting provides outsourced bookkeeping, federal and state tax preparation, payroll processing, and general business consulting services to small businesses, with industry-specific expertise in Construction, Restaurant, Automobile Services, and Transportation. Service delivery is supported by a SmartVault secure client document portal and PayTrace online payment tools, enabling document exchange, e-filing, and electronic payments alongside traditional in-person consultations.

Product overview

ATS Consulting is a professional services firm offering a unified suite of accounting and business consulting services for small businesses. The core offerings include Bookkeeping (financial record management), Business Solutions (regulatory compliance and strategic planning), Tax Preparation (IRS compliance and strategic tax planning), and Payroll (automated processing and tax submissions). Services are provided as comprehensive packages tailored to client needs across targeted industries including Construction, Restaurant, Automobile Services, and Transportation.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Ongoing bookkeeping for small businesses, including recording transactions, reconciling bank and credit-card accounts, preparing monthly financial statements, and managing the general ledger. Targeted at small-business owners in Construction, Restaurant, Automobile Services, and Transportation who lack in-house accounting staff.
• Tax Preparation Services Federal and state tax return preparation for small businesses and their owners, with industry-specific knowledge for Construction, Restaurant, Automobile Services, and Transportation clients. Includes individual returns, business returns (e.g., Schedule C, partnerships, corporations), and California-specific filings.
• Payroll Processing Services Outsourced payroll processing for small businesses, including paycheck calculation, payroll tax filings (federal, state, and local including California EDD), W-2/1099 preparation, and direct deposit or check issuance.
• Business Consulting / Business Solutions General business advisory and consulting for small businesses, including guidance on entity structure, financial management, cash-flow improvement, and operational decisions. Targeted at small-business owners needing a part-time CFO/controller-level advisor.

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• 1-800Accountant: Virtual accounting and tax service for SMBs offering bookkeeping, tax preparation, payroll, and advisory — competing for the same small-business client base as ATS Consulting, with broader geographic reach.
• Pilot.com: Outsourced bookkeeping, accounting, and CFO services targeting SMBs and startups — competes for the same small-business customer wallet for bookkeeping and tax-adjacent services.
• Padgett Business Services: Franchise network of accounting and tax advisory firms serving small businesses, including payroll and bookkeeping, with a similar relationship-driven, locally-rooted delivery model that closely mirrors ATS Consulting's structure.
• Bench (now part of Thread Bank): Tech-enabled bookkeeping service for small businesses combining software with dedicated bookkeepers; directly overlaps with ATS Consulting's bookkeeping offering at a similar price-point segment.
• GTM Payroll Services: Mid-market and SMB payroll provider offering full-service payroll processing and tax filing — a direct comparable to ATS Consulting's payroll service line in scope and customer segment.

Broad incumbents

• Gusto: Cloud-based payroll, benefits, and HR platform for SMBs — competes with ATS's payroll service through automation and pricing leverage unavailable to a manual service provider.
• ADP Small Business Services: Payroll, tax filing, and HR services targeted at small businesses — a large incumbent that directly competes with ATS Consulting's payroll service line with greater scale and automation.
• SurePayroll: Paychex-owned online payroll service for small businesses — competes with ATS's payroll offering as a scaled, tech-enabled provider targeting the same SMB customer.
• Intuit QuickBooks Live: QuickBooks-branded live bookkeeping and tax services for small businesses, bundled with Intuit's dominant SMB accounting SaaS — competes head-on with ATS's bookkeeping and tax offerings, with technology scale advantages.
• Block Advisors (H&R Block): National SMB-focused arm of H&R Block providing tax preparation, bookkeeping, payroll, and business advisory — a scaled incumbent offering the same core services as ATS Consulting with national brand reach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/atsconsulttax
• Facebookfacebook.com/ATSConsultTax
• Instagraminstagram.com/atsconsulttax

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 ATS Consulting