Team Spotlight: Client Accounting Services

When your mission as a business is to enhance the prosperity of the clients you serve, each team member plays a critical role in your success. While clients turn to ATKG for tax, assurance, or litigation support services, some leverage our Client Accounting Services as an essential add-on. 

Whether you need basic bookkeeping or more in-depth accounting support, ATKG can customize a back-office solution to support your unique business or family office needs. Clients turn to us to manage their accounting department, and our team’s expertise can also provide Controller or CFO level services. 

ATKG’s Client Accounting Services team collectively has over 80-years of expertise and is driven by a servant’s heart, dedicated to going the extra mile to support our clients in meaningful ways.  

Dina Petrutsas
Dina Petrutsas, CPA
Director
dpetrutsas@atkgcpa.com

Dina is ATKG’s newest team member. She brings a wealth of expertise, having owned a public accounting practice specializing in financial accounting and taxation. Dina has worked predominately with clients in the healthcare industry and served as the Chief Financial Officer for San Antonio Surgical Arts. She went on to own Concordis Practice Management, where she served as its Managing Partner. 

Dina is actively involved in the National Association of Women Business Owners (NAWBO) SA Foundation Board. She has held several key positions, including President, Vice President, and Chairperson for the Chapters flagship program – High School Mentorship Program. 



Shannon Grabill
Shannon Grabill
Staff Member

sgrabill@atkgcpa.com

Shannon has more than 20 years of accounting and office management experience. You could say she knows a thing or two about running the day-to-day operations for companies. Shannon’s prior industry experience in real estate, legal, and nonprofit made her a perfect fit for ATKG. She joined the firm in April of 2018 and is a Certified QuickBooks ProAdvisor and a Xero Certified Advisor.

Shannon earned her Bachelor of Arts in finance from Texas State University in 2002 and worked as the financial administrator for the Junior League of San Antonio for five years.





Sandy Winkley
Sandy Winkley
Staff Member

swinkley@atkgcpa.com

Sandy joined ATKG in 2017 and is a Xero Certified Advisor and a member of the Texas CPA Society. She studied art and business finance at Baylor University and is highly active in our local community. Sandy serves on the North East Independent School District School Board as a District 7 Trustee.

Sandy plays an integral role in the firm’s Fun Infusion committee, which is dedicated to inspiring team members to leave their mark on ATKG’s culture through laughter, camaraderie, and caring.




Alisha Bell
Staff Member

abell@atkgcpa.com

Alisha became a member of ATKG in 2018 as a bookkeeper and is a Certified QuickBooks ProAdvisor and a Xero Certified Advisor. She has nearly a decade of experience at CPA firms and continues to utilize her expertise to meet the specific needs of ATKG’s Client Accounting Services clients.








If you are interested in learning more about the Client Accounting Services we currently provide or looking to expand your back-office, feel free to reach out to a member of our team at info@atkgcpa.com or 210.733.6611. 

Maria Dunn is a Marketing Manager with ATKG and leads the firm’s brand strategy. She brings a wealth of marketing expertise to the firm, having served more than twenty years in leadership roles for several local professional firms. After attending The University of Texas at San Antonio, Maria quickly realized she is a strategist and builder at heart. She fondly looks back on her career and acknowledges her favorite moments were found when she was busy accelerating the brand recognition of the organizations she represented.

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.’’

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

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‘‘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.’’

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‘‘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!!!’’

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‘‘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.’’

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‘‘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.’’

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‘‘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.’’

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

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

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‘‘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.’’

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‘‘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.’’

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‘‘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