Business Details
Trusted Accounting & QuickBooks Solutions
Since our founding, we have been dedicated to transforming accounting challenges into strategic advantages for small and mid-sized businesses. Our team combines over 20 years of consulting experience with Intuits highest QuickBooks ProAdvisor certifications, ensuring clients receive technically proficient and strategically valuable financial solutions. Specializing in bookkeeping, QuickBooks integration, and fractional CFO services, we focus on seamless software implementation, real-time financial insights, and personalized training tailored to each clients operational needs.With expertise spanning from basic accounting to complex financial modeling, we empower business owners to make data-driven decisions while maintaining compliance and maximizing profitability. Our Harvard-trained leadership and certified professionals bring both academic rigor and practical industry knowledge to every project, consistently earning praise for responsiveness, attention to detail, and long-term partnership in our clients success.
Services
Bookkeeping
QuickBooks Setup
Fractional CFO
Custom Reporting
POS Integration
Tax Preparation
Financial Consulting
Data Integration
Software Support
Business Training
Highlights and features
- Over 20 years of consulting experience with Harvard Business School-trained leadership
- Maintain Intuits highest ProAdvisor certifications for advanced technical support
- Consistently praised for responsive service and meticulous attention to detail
- Bridge bookkeeping, tax preparation, and strategic CFO-level financial guidance
- Specialized expertise in inventory tracking, job costing, and cash flow optimization
Associations and certifications
- Intuit QuickBooks ProAdvisor
- Intuit QuickBooks Enterprise
- Intuit QuickBooks Point of Sale
What people say
Responsive service
Great advice
Expert knowledge
Highly recommended
Problem-solving
Services
Bookkeeping
Our comprehensive bookkeeping services ensure accurate financial records through real-time transaction tracking, account reconciliation, and tax preparation support. Specializing in inventory management, accounts payable/receivable oversight, and compliance with federal regulations, we help businesses maintain organized financial operations. Our certified professionals use advanced software integrations to simplify payroll processing, sales tax filings, and financial reporting for optimal operational efficiency.
QuickBooks Setup
We specialize in QuickBooks installation, customization, and multi-user network configuration for desktop and online platforms. Our experts optimize chart of accounts, create automated reporting systems, and integrate POS solutions for retail businesses. By implementing best practices in data security and workflow automation, we ensure seamless transitions from legacy systems while training staff to maximize software capabilities through personalized training sessions.
Fractional CFO
Our fractional CFO services provide strategic financial guidance including cash flow forecasting, budget creation, and business performance analysis. We transform accounting data into actionable insights through customized dashboards and profitability analysis, helping businesses make informed decisions about expansion, cost containment, and capital investments while bridging the gap between day-to-day bookkeeping and executive financial planning.
Custom Reporting
We create tailored financial reports using QuickBooks data extraction and Excel modeling to reveal business performance insights. Our tiered reporting system includes software-specific customizations, cross-platform data integration, and third-party analytics tools. This approach enables clients to track project profitability, optimize resource allocation, and implement predictive modeling for revenue growth through actionable business intelligence.
POS Integration
Our QuickBooks Point of Sale integration services streamline retail operations through inventory tracking, customer data management, and payment processing systems. We implement contactless payment options, real-time sales reporting, and multi-location inventory management solutions while ensuring seamless accounting integrations that reduce manual data entry and improve financial accuracy across physical and online sales channels.
People
Bernard Roesch
Co-founder and Managing Partner
With over 20 years of consulting experience and a Harvard MBA in Finance, Bernard leads MISSION Accountings technical team. His expertise in QuickBooks enterprise solutions and manufacturing sector accounting helps clients optimize financial operations through strategic software implementation and compliance management.
Sharon Aks
CPA and Founder of Simply Financials PLUS
Sharon brings decades of corporate finance experience to MISSION Accounting, specializing in controller-level services across diverse industries. She manages complex financial reporting systems, inventory logistics, and regulatory compliance while providing strategic CFO guidance to mid-sized businesses through integrated accounting solutions.
Colleen Holler
Senior Accounting Specialist
With over 20 years of QuickBooks expertise, Colleen delivers high-quality accounting solutions including financial reporting, budget analysis, and staff training. Her extensive experience spans nonprofit organizations and corporate controllership roles, ensuring clients receive comprehensive bookkeeping support tailored to their operational needs.
Ramon Colon
QuickBooks ProAdvisor
Ramon combines 30 years of corporate accounting experience with advanced QuickBooks expertise. He specializes in financial modeling using Excel integrations and provides technical support for complex software implementations, helping businesses streamline operations through automated reporting and customized financial management solutions.
Barbara Bergantz
QuickBooks Master Trainer
As a certified ProAdvisor with over a decade of teaching experience, Barbara trains business owners and accountants on QuickBooks implementation. She develops customized reporting systems and provides ongoing support for clients transitioning to new accounting platforms while optimizing software functionality for specific industry requirements.
Questions
What accounting services does MISSION offer?
We specialize in bookkeeping, QuickBooks setup/training, fractional CFO services, custom reporting, POS integration, and financial consulting tailored to small businesses' needs.
How can QuickBooks improve my business operations?
QuickBooks streamlines accounting through automated reporting, real-time financial insights, and integrated payment systems, which we customize to optimize your specific workflows and decision-making processes.
What is fractional CFO service?
Our fractional CFO provides strategic financial guidance at a fraction of a full-time executive’s cost, including cash flow analysis, budget planning, and business performance evaluation.
How do you handle tax season preparation?
We ensure year-round compliance with local regulations while organizing financial data for seamless CPA collaboration, including quarterly tax forecasting and year-end reporting.
Can you help with software transition issues?
Yes, we specialize in migrating from legacy systems to QuickBooks and resolving integration challenges through customized solutions and comprehensive staff training programs.
Videos
