Bookkeeping & CFO Advisory
Free Strategy Call
Financial Partnership for Growing Businesses
Revenue is up.
So why does cash
feel so tight?
Most businesses at $1M to $10M have outgrown their bookkeeper but are not ready for a full-time CFO. MISSION fills that gap with clean books, real financial insight, and a partner who has been inside hundreds of businesses like yours.
18+
years serving growing businesses
200+
business owners trust MISSION
2.7x
more likely to grow with an accountant
The Problem
Your financial infrastructure isn't
keeping pace with your growth.
There's a gap between where you are and where you want to be. Most of the time it's not strategy or talent it's visibility. You can't scale what you can't measure.
You don't know which part of your business actually makes money
Revenue is up but somehow there's less cash than last year. You can't explain why and that is the problem. Only 33% of business owners track profitability by client, product, or division.
67% are flying blind on their most important metric
Tax season is always a surprise and never a good one
Reactive bookkeeping means your CPA is working with whatever you hand them in March. Proactive financial management means your tax bill is planned, never shocking.
74% of business owners say cash flow challenges have worsened
You're working in the business instead of on it
Owners spend 68% of their time on day-to-day operations. The ones growing fastest have flipped that ratio. Financial clarity is what creates leverage to step back and lead.
Businesses with accountants are 2.7x more likely to report high growth
Your bookkeeper tells you what happened. Not what to do about it.
Traditional bookkeeping is backward-looking. You need someone who spots the cash flow problem 60 days before it becomes a crisis and tells you how to fix it.
Fractional CFO demand grew 103% last year smart owners are catching on
Your books can't survive due diligence
Raising money, bringing on a partner, or planning an exit clean, reconciled books are the foundation. Messy financials kill deals before they start.
Unreconciled books: the #1 issue acquirers and investors flag
You can't afford a full-time CFO but you need one
A full-time CFO costs $436K/year. A fractional partner who knows your business deeply costs a fraction of that and most $1M–$10M companies don't need full-time anyway.
Fractional CFO: $3K–$15K/month vs. $436K/year full-time
What We Do
One partner. Everything your finances need.
We're not a bookkeeping firm that bolted on advisory. Every MISSION client gets the full stack from clean monthly closes to strategic growth planning.
01
Monthly Bookkeeping & Reconciliation
Accurate, on-time monthly closes. Every account, every transaction, reconciled to the penny. Your books are always ready for your CPA, your bank, or your investors.
Foundation02
Cash Flow Forecasting
See 60–90 days ahead. Know before a cash crunch hits. Make hiring and spending decisions based on where your money is actually going not where you think it is.
Strategic03
Profitability Analysis
Know which clients, products, or divisions actually make money. We build the reporting that lets you scale what works and cut what doesn't with real numbers behind every decision.
Strategic04
CFO Advisory
A strategic financial partner in your corner. We help you think through pricing, hiring, investment, expansion, and exit planning from people who've seen inside hundreds of businesses like yours.
High Value05
Tax Planning & Compliance
Year-round tax strategy not just March scrambling. We work alongside your CPA to ensure your structure, timing, and deductions are optimized well before filing season.
Protection06
Growth Readiness
Raising money? Bringing on a partner? Planning an exit? We make sure your books survive due diligence and your financial story is told the way it deserves to be.
High ValueThe Results
We don't just clean books.
We change outcomes.
18+
Years serving
growing businesses
growing businesses
200+
Business owners
trust MISSION
trust MISSION
2.7x
More likely to report
high growth
high growth
90
Days to full financial
clarity for new clients
clarity for new clients
★★★★★
"Due to unprecedented growth, we fell behind in day to day accounting. Our tax filings were late and the penalties were accumulating. MISSION brought all our bookkeeping up to date. Now our books are always ready for our CPA."
Phil Ferrand
Ferrand Consulting Group
★★★★★
"MISSION jumped in, found multiple issues and immediately provided solutions. Not only did they fix the problem, they taught us better bookkeeping disciplines that we still use today."
Chris Bilyard
Henry & Gerety, Fairfield CT
★★★★★
"Having someone who understands our business and gives us real strategic input before problems become crises that's something we didn't know we needed until we had it."
Client since 2019
$3M Revenue, Service Business
QuickBooks Certified ProAdvisors
Certified since 2007 — 18+ years of expertise
18+
Years as
ProAdvisors
ProAdvisors
200+
QuickBooks
setups completed
setups completed
8
Active
certifications
certifications
QuickBooks ProAdvisor certification means our team has passed Intuit's rigorous testing and stays current with every platform update. Your books are in the hands of people who know the software inside out.
Ready to Get Started?
Your peace of mind is one
conversation away.
Book a free 30-minute strategy call. We'll look at where you are, where you want to go, and give you an honest picture of what it takes to get there. No obligation, no pressure.
QuickBooks Certified ProAdvisors since 2007
No long-term contracts
30 minutes, no commitment
We will tell you honestly whether we are the right fit and if not, we will point you in the right direction.