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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 set up and manage your invoicing process so your revenue flows cleanly and consistently. New customers are onboarded into your accounting system, invoices are configured and sent on your behalf, and payment settings are structured to keep your cashflow moving without you having to chase it.
We manage your vendor relationships, process payments on schedule, coordinate payroll and sync it with your books, and handle year-end 1099 and W9 tracking. No missed payments, no compliance surprises, and no payroll headaches.
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.
Growing a business is not just about the numbers. It is about how your business actually runs. As part of the Mission First advisory framework, we bring an organizational strategy perspective to every engagement, helping you think through team structure, operational alignment, and how the way you are built today matches where you are going tomorrow.
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
Your financial needs are not generic and neither are our solutions. From full controllership to financial and organizational advisory, every Mission First engagement is designed around your mission, your stage, and the specific challenges in front of you.
OUR ENGAGEMENTS
Two ways to partner, one standard of excellence.
01
Advisory Services
Financial insight. Operational clarity. Both, by design.
Our advisory engagements go beyond reporting. We follow the money through your entire financial operation, connect your numbers to your decisions, and bring both financial strategy and organizational thinking to the table. Whether you need clarity on your finances, your structure, or how the two connect, every engagement is built around your specific situation, not a standard deliverable.
02
Monthly Financial Operations
Your accounting department in a box.
Your entire financial operation, run by a dedicated team that knows your business. Books closed with precision every month, reports delivered with insight, vendors paid on time, payroll coordinated, and always tax-ready. High-touch by design, responsive by commitment, and built around your business specifically.
FOCUSED ADVISORY PROJECTS
Sometimes the problem is not your revenue. It is what is happening underneath it, in your finances, your operations, and the gap between the two. Our focused advisory engagements are designed to follow the money through your entire financial infrastructure and assess how your business is actually structured to support growth, surface what is holding your margins back, and deliver a clear roadmap that connects your numbers to how your business runs, who does what, and what needs to change. 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 comprehensive financial and operational review of your business. We follow the money, assess how your business is structured to support growth, and surface the gaps and blind spots that are holding you back. You walk away with expert recommendations, a prioritized roadmap, and the clarity to make your next move with confidence.
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
This is what it feels like to have a real financial team behind you. Books closed every month, vendors paid on time, invoices sent, payroll coordinated, and always tax-ready. You get a dedicated team that knows your business, responds when you need them, and never leaves you guessing. Not a generic service. A financial operation built and run specifically around yours.
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
'Executive'
SERVICES PROVIDED
Everything in Scaling plus a financial and organizational partner who shows up between the meetings. When you have a big decision to make, we bring the financial data, the strategic analysis, and the organizational thinking to back it up. This is for the business owner who is done operating without a true partner at the table.
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 and organizational 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.