ATX Advisory Services

ATX Advisory Services ATX helps visionary companies leverage software and data to fulfill their mission. ATX is able to deliver the best of both consulting worlds to clients.

Business Overview

We are trusted advisors to small and mid-sized businesses in the Northeast providing accounting, technology, and executive advisory services. Personal, small-company service and relationship, with a very strong partner network of top accounting and technology firms to rely on when additional skill or manpower is needed. Whether your business is looking to grow, transform, or run

better; we have services to help you achieve your goals. Why Choose ATX?
• We bring midmarket expertise typically only found at larger firms to provide cost effective growth and transformation services to small and medium sized businesses

• We partner with our clients to solve complex problems leveraging people, processes, and technology

• We use our experience to help clients to plan and deliver on strategic company initiatives

• We allow our clients to focus on growing their business by providing cost effective solutions to manage their back office operations including Accounting and Technology


Company Background
ATX was founded by two experienced management consultants looking to deliver high value services to small and mid-sized businesses at a competitive price point. By bringing together a comprehensive set of accounting, technology, and executive advisory services, ATX is able to deliver a breadth of services typically only seen at large firms but managed directly by the partners of the firm. ATX serves clients in the Northeast through operations based out of Boston, Massachusetts. We strive to help our clients achieve greater efficiencies and productivity through leading operating practices, modern technology systems, and sound advice. We accomplish these goals by developing great relationships with a “whole picture” emphasis on business processes, organization structure, technology environment, and overall business strategy.

Paige, Mark, and Mike have been connecting with new faces and collaborating with existing clients at OFN! The conversati...
10/23/2025

Paige, Mark, and Mike have been connecting with new faces and collaborating with existing clients at OFN! The conversations have shown the impressive resiliency of the CDFI industry. Moving forward, it's clear that strong data analytics are needed to support capitalization strategies, impact reporting, and to ensure seamless funder compliance. We are already looking forward to next year!

A massive congratulations to Paige Stolen on her well-deserved promotion to Consulting Manager! She is a master at drivi...
10/21/2025

A massive congratulations to Paige Stolen on her well-deserved promotion to Consulting Manager! She is a master at driving technology strategy and data initiatives and will continue to lead efforts focused on optimizing impact finance organizations! You can say congratulations to Paige at OFN's Annual Conference this week in Washington, D.C.!

ATX ROCKS!!! We are honored to be named one of the Best Places to Work in Maine for the FOURTH YEAR IN A ROW! This award...
10/16/2025

ATX ROCKS!!! We are honored to be named one of the Best Places to Work in Maine for the FOURTH YEAR IN A ROW! This award belongs entirely to our team and we're proud to invest in their professional growth and watch them rock out along the way!

More info here - https://hubs.la/Q03NYpPy0

ATX had an awesome quarterly meeting last week! We discussed the results from our Best Places to Work in Maine survey, d...
10/14/2025

ATX had an awesome quarterly meeting last week! We discussed the results from our Best Places to Work in Maine survey, did a valuable strategy refresher, jumped into the Working Genius model for better collaboration, and reviewed the exciting AI and data innovations that our team is building!

A huge congratulations to Caitlyn Chiappini on her promotion to Solution Architect! Cait has consistently gone above and...
10/10/2025

A huge congratulations to Caitlyn Chiappini on her promotion to Solution Architect! Cait has consistently gone above and beyond, and we're thrilled to see her take on this new challenge. In her new role, she will be designing complex integrations and cutting-edge data warehouse architectures for our clients. Her expertise will ensure our clients' systems are robust, efficient, and perfectly aligned with their business goals!

We're gearing up for the BankWorld Northeast Conference next week, October 8th - 10th at Foxwoods Resort Casino in CT! M...
10/01/2025

We're gearing up for the BankWorld Northeast Conference next week, October 8th - 10th at Foxwoods Resort Casino in CT! Mike and Denise will be there and are eager to chat with bankers about how ATX can simplify their organization's software and data initiatives!

We are proud to be an Opportunity Partner of the OFN Conference in Washington, DC! Paige, Mark, and Mike are excited to ...
09/25/2025

We are proud to be an Opportunity Partner of the OFN Conference in Washington, DC! Paige, Mark, and Mike are excited to connect with all the partners, leaders, and CDFIs who attend. Stop by the ATX booth to chat about how our services can simplify operations and how software and clean data can drive greater community impact!

Please join us in congratulating Andrew Hutchins on his well-deserved promotion to Senior Consultant! Since joining, And...
09/24/2025

Please join us in congratulating Andrew Hutchins on his well-deserved promotion to Senior Consultant! Since joining, Andrew has been a driving force in our data migration and implementation projects. He has been instrumental in helping our clients successfully transform their businesses and leverage new insights. We're proud to have him on the team and look forward to seeing his continued success!

In the rush to adopt AI, many organizations overlook a critical element - AI is only as powerful as the data it learns f...
09/18/2025

In the rush to adopt AI, many organizations overlook a critical element - AI is only as powerful as the data it learns from. Investing in advanced AI tools without first ensuring high-quality data is like trying to build a skyscraper on an unstable foundation. Read on for Mike Montenegro's take on why clean data is more important than you think!

In the rush to adopt AI, organizations overlook a critical detail - AI is only as powerful as the data it learns from.

Taylor Kruse has been transforming client businesses through the deployment of business intelligence and analytics solut...
09/11/2025

Taylor Kruse has been transforming client businesses through the deployment of business intelligence and analytics solutions at ATX since he joined in 2023! He has an incredible passion for data science and always leverages his creativity to serve our clients! Please join us in congratulating Taylor on his promotion to Senior Consultant!!

Please join us in welcoming Ishaan Samel to Team ATX! Ishaan is our second Technical Consultant co-op student and will b...
09/04/2025

Please join us in welcoming Ishaan Samel to Team ATX! Ishaan is our second Technical Consultant co-op student and will be trying out a bit of everything we do, particularly integrations, dashboards, and analytics support! Ishaan is a graduate student at Northeastern University in Boston, MA pursuing his Master's in Information Systems! We are thrilled to have him on board!

While new technology is often introduced to streamline operations and enhance performance, neglecting the human side of ...
08/27/2025

While new technology is often introduced to streamline operations and enhance performance, neglecting the human side of change can lead to confusion, resistance, and organizational disruption.That’s why Change Management is a critical component of any successful software implementation!

Click the link below to read ATX Consultant, Emily Percival's recommended steps for your organization's next implementation! https://hubs.la/Q03FQx4n0

Address

118 Alfred Street
Biddeford, ME
04005

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

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