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OUR SERVICES
YOUR EXPERT ACCOUNTING TEAM
Think of us as your in-house accounting team without the overhead. Mission First is your accounting department in a box: full-cycle financial operations managed at a controllership level, bringing structure, accuracy, and leadership to your books so you always know where your business stands.
Every month, we close your books with precision and deliver a financial dashboard that goes beyond the numbers. You'll get clear, executive-ready reporting that tells you not just what happened but what it means for your business going forward.
We manage your vendor relationships, process payments on schedule, and keep your payables organized and compliant, including year-end 1099 and W9 tracking. No missed payments, no compliance surprises.
For clients with external audit requirements, we provide hands-on support when your independent auditors come in. Because your books are already maintained at a controllership level, audit season becomes a process - not a scramble.
We act as the bridge between your business and your financial partners: banks, lenders, investors, and tax accountants. Because our books are always tax-ready and we speak the language of tax, your CPA or tax preparer gets exactly what they need, exactly when they need it. No scrambling, no translation, no gaps.
We assess your entire financial infrastructure: your tech stack, systems, processes, and controls - and redesign it for scale. Whether you've outgrown your current setup or never had the right foundation to begin with, we build the back office your next stage of growth requires.
What happens if you land that big client? What if you need to hire two people next quarter? We build the financial models that help you think through your options, plan ahead with confidence, and make decisions based on data.
EXPLORE MISSION FIRST SOLUTIONS
Running a growing business means your financial needs are constantly evolving. Mission First solutions are built to meet you where you are, with the right level of accounting support, strategic guidance, and financial infrastructure to keep your business profitable, scalable, and always ready for what's next.
CHOOSE YOUR TRACK
Customized options and plans for every phase of your business
01
Advisory Services
Strategic financial leadership for moments that matter.
From fractional CFO advisory and cash flow forecasting to audit readiness and system implementation, our advisory engagements build the financial architecture your business needs to scale confidently and make smarter decisions at every stage.
02
Monthly Plans
Your accounting department in a box.
Our monthly plans provide ongoing financial oversight that keeps your business clean, current, and tax-ready every single month, so when tax season arrives, it's just another month. Month-end close, controllership-level support, vendor payables, and executive-ready reporting, delivered consistently so you never scramble at year end.
FOCUSED ADVISORY PROJECTS
Sometimes the problem isn't your revenue, it's what's happening underneath it. Our focused CFO-level engagements are designed to follow the money through the entire financial infrastructure to identify profit leaks, build custom financial models, and create a clear roadmap for margin growth. These engagements can stand alone or serve as the starting point for an ongoing advisory relationship.
Interested? Mention it during your discovery call.
MISSION FIRST PRICING
We believe the right client is not defined by revenue. It is defined by mindset, readiness, and the desire to build something that lasts.
Our engagements are built for expertise-based businesses and scaling agencies who are serious about their finances and ready to invest in the right support. If that sounds like you, you are in the right place.
Focused Projects
Monthly Support
PARTNERING WITH US
ADVISORY
'Growth Blueprint'
SERVICES PROVIDED
A full CFO-level review of your business. We follow the money through your entire financial operation, find where it is leaking, and hand you a clear picture of what your business can actually support and what to do next.
THIS IS FOR YOU IF YOU ARE SAYING...
✘ I have the revenue but I do not know where my money is really going
✘ I am about to make a big move and I need the numbers to back it up
✘ I need serious clarity now, not an ongoing commitment
ONE-TIME PROJECT
$7,500
MONTHLY PLAN
'Scaling'
SERVICES PROVIDED
Your entire financial operation, handled. Books closed every month, vendors paid, invoices sent, payroll coordinated, and always tax-ready. You get a responsive team that knows your business and never leaves you guessing.
THIS IS FOR YOU IF YOU ARE SAYING...
✘ I have no idea if my books are right and tax season terrifies me
✘ I want someone I can trust to handle this without me having to manage them
✘ I am growing but my finances feel completely out of control
MONTHLY INVESTMENT
$3,000
MONTHLY PLAN
'CFO Command'
SERVICES PROVIDED
Everything in Scaling plus a strategic partner who shows up between the meetings. When you have a big decision to make, we bring the data, the analysis, and the thinking to back it up so you never have to figure it out alone.
THIS IS FOR YOU IF YOU ARE SAYING...
✘ I am making big decisions about hiring, pricing, and expansion and doing it alone
✘ I need someone to challenge my thinking, not just report the numbers
✘ I need a financial partner at the leadership level
MONTHLY INVESTMENT
$4,500
Time Saved
The time and budget clients reclaim each month after switching to our team.
Profit Clarity
Identify your most profitable offerings. Then price, scope, and scale with confidence.
Tax Ready
Tax-compliant and audit-ready every month. No year-end scramble, no surprises.