Closely Held Businesses

“That Business You Created on a Bar Napkin”

So, you, your college buddy, and your childhood best friend created a business, and it took off. You are profitable, you think but have no cash. It would help if you had capital, but no one will loan you money without money. You have equipment but aren’t sure what insurance coverage you have or need. And you are hiring like crazy to keep up with the demand. ATKG can help sort through your opportunities and challenges and help develop a strategy that gets your business on a stable path.

We know closely held businesses. We breathe them, and we are one. We know the pressures, demands, and what it’s like to suddenly feel responsible for whether the company is going to succeed or fail. This is where ATKG comes in.

We can help coordinate your banking needs, loans, and manage cash flow. We can help identify HR solutions that align with your needs. We can set-up your accounting software and reporting, so you have the information you need to run your business. We can teach you how to read the reports so you can use them to make informed business decisions. We can facilitate a conversation to help make sure you and your business partners are on the same page. And when you are ready to pass on the torch to another owner, such as a family member, we can build a business succession plan. We are great at looking at every aspect of your business to ensure you succeed because we want what’s best for you.

Client Stories
Cancer Insight Partners with ATKG

Cancer Insight

As a Clinical Research Organization, Cancer Insight is deeply devoted to discovering, developing, and testing emerging bio-technologies related to cancer therapies. We are passionate about the work we do because […]
Beth Hair

Beth Hair - Entrepreneur and Business Owner

In 2009, I contacted ATKG about starting a consulting firm. What I needed, at that moment, was a trusted adviser to work through the finite details. By the second quarter […]
Clear Design Office Furniture

Clear Design

Our office furniture manufacturing company was started by our father in Sheffield, England in 1982. We began operations in the U.S. in 2003. Since then, we have seen our business […]

Dough Pizzeria Napoletana

When it came time for us to choose a CPA firm to team up with, we asked our colleagues in the food and beverage industry which companies they recommended. Finally, […]

Rosario's Mexican Cafe & Cantina

In the same way that I care about delivering a great experience to my customers, that’s why I came to ATKG years ago. I admired [ATKG’s] above and beyond care for […]
IronEdge

IronEdge

When I completed the ‘Find Your Why.’ exercise designed by Simon Sinek, I came to realize my WHY was helping others succeed. It led to building an enterprise-level IT business […]

Ten Triple X Ranch

On the advice of one of our trusted bankers, we started talking with ATKG. They were known, even 15+ years ago, as a firm that specialized in family ranches. Ten […]
Joe and Connie Mitchell

Joe and Connie Mitchell

Our relationship started small, with the firm doing the accounting for one of our ranches. It scaled relatively quickly as we began to see the value in our partnership. ATKG […]

testimonials

‘‘My father and I have used ATKG since the days of its founder James Ahern, and they have always provided excellent and accurate advice.’’

A Client

‘‘I can't name just one reason about Eric and Hayley! Their proactivity, creativity, collaborative spirit, and communication are all absolutely incredible.’’

A Client

‘‘Everyone that I have worked with at ATKG is extremely friendly, helpful, and always very responsive!’’

A Client

‘‘We appreciate ATKG's responsiveness, timeliness, and good communications’’

A Client

‘‘Very personable and knowledgeable. Over the years, I have created great relationships with Teryn Grater, Diane White, and the seniors and managers on my account.’’

A Client

‘‘I call them my ATKG team!’’

A Client

‘‘I couldn't be happier with the choice to move from EY to ATKG. A.J. Sturm, Diane White, Alisha Bell, and the support staff have been instrumental in helping me with a complicated Estate and Foundation scenario. Not only have they provided me with phenomenal accounting and tax advice, but they have also gone above and beyond to help me plan for today, tomorrow, and far beyond. Thank you, ATKG!!!’’

A Client

‘‘We continue to consider ATKG a part of our personal and business planning team. They are a professional firm with an impeccable level of service.’’

A Client

‘‘ATKG is very professional, responsive, and client-oriented. They are committed and make a point to communicate with annual meetings and anytime I have a question.’’

A Client

‘‘Angie Stone and her team provided valuable forensic accounting services and excellent litigation support in some complex family law cases handled by our firm.’’

A Client

‘‘Angie Stone and Courtney Mastin are prompt in their response to any inquiry our clients or I may have. Additionally, everyone at ATKG maintains a wonderful level of professionalism.’’

A Client

‘‘Great people, good response time, and helpful’’

A Client

‘‘Excellent customer service. Rapid response to questions!’’

A Client

‘‘Great people and very informative, up-to-date with ever-changing rules and guidelines in this ever-changing government!’’

A Client

‘‘ATKG is invested in my success and is highly responsive to my needs.’’

A Client

‘‘ATKG offers great customer service.’’

A Client

‘‘Prompt service and excellent forecasting. I also feel that I get tremendous support, more than I have received in the past.’’

A Client

‘‘Katie provides great service and is very knowledgeable.’’

A Client

‘‘Been working with ATKG for several years; they are extremely professional, knowledgeable and offer great customer service.’’

A Client

‘‘ATKG provides services up and above any other accounting firm I have ever used. They want to help their clients manage their wealth and offer to help teach their children about wealth and how to manage it.’’

A Client

‘‘She is friendly, responsive, and knowledgeable.’’

A Client

‘‘David and the ATKG team are knowledgeable regarding current tax issues, and they are extremely responsive to all questions.’’

A Client

‘‘A. J. is professional, knowledgeable, and provides friendly assistance.’’

A Client

‘‘Eric and Sarah do an excellent job handling our account and promptly answering questions. They are proactive in planning meetings and looking forward.’’

A Client

‘‘Our ATKG team, which includes Eric, Ruth, Katie, and Shannon is incredibly knowledgeable, professional, and supportive of our business. Client service always feels like it is at the forefront of their mind.’’

A Client

‘‘Loyal, excellent service over 35 years with Melanie and her team.’’

A Client

‘‘Our interactions with Diane and the ATKG team are always a model for how a professional services company should interact with its clients. With ATKG, we know that our finances are in good hands.’’

A Client

‘‘Melanie, Teryn, and Sandy have clearly had my and my family's best interests at the forefront. I have had a 19-year relationship that has proved to be very beneficial to my family and me.’’

A Client

‘‘Melanie, Teryn, and Katie offer us confidence.’’

A Client

‘‘Diane and Shannon are a critical resource and partner to our firm. They are knowledgeable, responsive, and dependable on all levels.’’

A Client

‘‘Diane and Shannon provide great service. They are very knowledgeable and are always willing to assist our group with sage advice.’’

A Client

‘‘Teryn is always quick to respond to questions and on top of the latest accounting rules.’’

A Client

‘‘Amanda and Shannon offer us consistent communication’’

A Client

‘‘Great work, timely, and the best part....nice folks!’’

A Client