Mission First Financial Foundations
Consulting ServiceA clear starting point for founders who want to make confident decisions
Financial Foundations is a short, focused consulting experience designed to help you understand the financial basics of your business — without signing up for ongoing accounting services.
Who is this for?
This is a good fit if you:
Are in your first 1–3 years of business
Are making money but feel unclear about how it all fits together
Want guidance and education, not ongoing financial management
Feel overwhelmed by “doing it right” financially
This is especially helpful for service-based and experience-driven businesses navigating irregular cash flow or project-based work.
What This Is
(and What It’s Not)
What this is:
Strategic, CFO-lite financial guidance
Education to help you understand your numbers
Personalized conversations based on your business and goals
What this is not:
Bookkeeping or monthly accounting
Tax preparation or tax planning
A long-term or recurring commitment
Session Details
What each session will cover
-
How your business is structured
What matters financially at your current stage
Common early-stage pitfalls to avoid
Where to focus your attention (and what can wait)
-
How money moves in your business
Timing issues around deposits & expenses
A pricing and profitability gut-check
-
A high-level look at the next 6–12 months
Key risks and opportunities
Decision-making support based on your goals
How It Works
2-3 Virtual Sessions
One-on-one sessions, up to 60 minutes per session (most run ~45 minutes)
Completed over 30–45 days
Follow-up notes after each session
This is designed to be focused, contained, and respectful of your time.
No ongoing support required
Investment
$750 — Sessions 1 and 2
$900 — Sessions 1, 2 and 3
Flat-rate pricing. No recurring fees.
What you’ll walk away with
You’ll have:
Confidence in how your business finances are set up
Clarity around cash flow and pricing
Clear priorities for your next phase of growth
A better understanding of what support (if any) makes sense going forward
If additional support is helpful, we can talk about next steps — but there’s no obligation.
Why Mission First
Mission First provides strategic financial guidance for mission-driven business owners who want to build sustainable, profitable businesses without losing sight of why they started.
Led by Melissa Harman, CPA, Mission First is grounded in the belief that purpose follows profits — that financial clarity and stability create the space for meaningful impact, not the other way around.
Ready to get started?
If you’re looking for clarity and not long-term commitments, Financial Foundations is a great place to start.
Fill out some info and we will be in touch shortly! We can't wait to hear from you!