Bookkeeping & CFO Advisory
Free Strategy Call
For Business Owners Doing $1M to $10M in Revenue
Get a fractional CFO and accounting team for one flat monthly price, to help your business make smarter decisions, scale faster, and stop wasting revenue.
Clean books, a rolling 90-day cash flow forecast, and a partner who flags problems before they cost you. QuickBooks Elite ProAdvisors with 18 years inside businesses like yours.
30 minutes. Three things to act on this month. No pitch.
Watch This First
See how MISSION gives growing businesses
financial clarity in under 90 days.
Then book your free 30-minute Financial Clarity Call below.
Here's What You Get
Here's what you get
Here's what you get
when you work with us.
Every MISSION engagement is built on specific artifacts you can point to, not vague promises of support.
Clean Books
Foundation
✓
Monthly close with every account reconciled✓
Weekly transaction categorization✓
Chart of accounts built around how you actually operate✓
Books that are always ready for your CPA, bank, or buyerForward Visibility
Strategic
✓
Rolling 90-day cash flow forecast✓
Profitability reporting by client, product, or service line✓
Plain-English monthly report on what is driving profit and draining cash✓
Problems flagged 60 days out, not after the bill landsCFO Advisory
High Value
✓
Direct input on hiring, pricing, and investment decisions✓
Year-round tax planning in coordination with your CPA✓
Exit and due diligence readiness when you need it✓
A team that answers questions in plain English, fast
The Results
We do not just clean books.
We do not just clean books.
We change outcomes.
★★★★★
"MISSION has been a great resource for my small consulting business. They helped optimize the way I use QuickBooks to streamline my accounting, invoicing and customer management. They are reliable, easy to reach, and a complete pleasure to work with."
★★★★★
"We are a medium-sized manufacturing company. We have been working with Bernard for over 10 years. He has been terrific for us, keeping our books in order as well as creating marketing and sales reports and offering advice. I highly recommend his services."
★★★★★
"Our experience transferring all of our accounting to QuickBooks with MISSION was much smoother than anticipated. They were always responsive immediately with answers. Even a year later their response was immediate. Cannot recommend their services enough."
★★★★★
"I have been working with Bernard at MISSION since 2007. Sharing his knowledge of QuickBooks has made it very easy for me to keep up with my everyday accounting needs. A great teacher and advisor and always very generous with his time."
★★★★★
"I have worked with Bernard for 10 years. He has seen me through a retail store, a children's clothing company, and my interior design firm. His accounting and QuickBooks knowledge has supported my businesses in an always considerate, knowledgeable and timely manner. Simply could not do it without him."
★★★★★
"Bernard and Gina have been a great team. They assisted in our transition after our bookkeeper of 20 years retired. They have been thorough and patient. I highly recommend their services."
Is This For You?
We work best with businesses
We work best with businesses
that are already working.
The biggest financial problems we see do not come from failing businesses. They come from growing ones that feel unclear. If that is you, keep reading.
This is for you if
✓Your business does $1M to $10M in revenue and is growing
✓Cash feels unpredictable even though revenue looks fine
✓You cannot say with confidence which clients or products actually make money
✓Tax season brings a number you were not expecting, every year
This is not for you if
✕You are pre-revenue or struggling to make payroll month to month
✕You only need someone to file taxes once a year
✕You want the cheapest possible bookkeeping and nothing more
✕You are not open to changing how the financial side of your business runs
Common Questions
Answers before you ask.
How is this different from my bookkeeper or CPA?
A bookkeeper records what happened last month. A CPA files taxes and keeps you compliant. Neither is responsible for helping you run the business going forward. MISSION does the bookkeeping as a foundation, then adds the layer most businesses are missing: cash flow forecasting, profitability analysis, and CFO-level input on the decisions that actually move your business.
Do I need to fire my current bookkeeper or CPA?
Not necessarily. If your bookkeeper is strong, we can review their work and layer advisory on top. If they are not, our team can take over the books. On the tax side we typically coordinate with your existing CPA. Either way, you get one financial lead making sure everyone is rowing in the same direction.
What actually happens on the free call?
Thirty minutes with our team. We look at your current financial setup, identify where the gaps are, and give you three specific things you can act on this month. Whether you work with us or not. No prep required and no pitch.
What industries do you work with?
We are industry agnostic. Our clients span professional services, e-commerce, agencies, healthcare, trades, and more. What we specialize in is financial clarity and decision-making systems, and those apply to any business generating real revenue.
What does it cost?
It depends on the state of your books and the level of support your business needs, which is exactly what the free call is for. We will give you transparent pricing on that call based on your actual situation, not a one-size-fits-all package.
Ready to Get Started?
Your peace of mind is one
Your peace of mind is one
conversation away.
Book a free 30-minute strategy call. We will look at where you are, where you want to go, and give you an honest picture of what it takes to get there.
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.