Strategic Accounting for Purpose-Driven Entrepreneurs

You're not just running numbers. You're running a mission.

Turn messy books and back-office stress into streamlined systems and smart decisions that power your operations.

You’re Leading With Purpose—But the Financial Side Feels Like a Burden

You’re focused on making a difference, uplifting your team, and scaling what you do best.

But when it comes to financial structure, you may be:

  • Tired of disorganized books and inconsistent reports

  • Unsure how to prep for funding, audits, or scale

  • Spending too much time on spreadsheets instead of your vision

Why Mission First Advisory Group?

After more than 10 years in public accounting—and years spent supporting purpose-driven businesses—I started Mission First Financial to do things differently.

At Mission First, we believe accounting shouldn’t feel cold or transactional. My clients want clarity, structure, and someone who sees the bigger picture. That’s what we bring.

  • We offer strategy calls to help you lead with confidence

  • We keep our client roster small so we can give each business the attention it deserves

  • We specialize in professional service providers and experience-driven businesses

  • Our work is grounded in integrity and focused on clarity

Our Core Values

Your Partner for Strategic & Meticulous Organizational Financial Advising

  • We lead with honesty — in conversations, in partnership, and in every deliverable. Our clients trust us because we show up with transparency and stay true to our word.

  • Business is human. We check in on family, remember milestones, and show up with genuine care. Our best work happens in relationships built on mutual respect and connection.

  • We do what we say we’ll do. Every report, system, and recommendation reflects care, follow-through, and pride in the work we deliver.

Our Financial Consulting Services

Accounting & Bookkeeping for Small Businesses

Setup & Cleanup

For teams that need to get organized or back on track.

  • Rebuild past records and clean up accounting histories

  • Set up or migrate cloud systems like QuickBooks or Xero

  • Customize your chart of accounts

  • Build budgets and forecasts with scenario planning

Compliance & Controls

For organizations preparing for audits, funding, or growth.

  • Get audit-ready with reconciliations and prep support

  • Develop financial policies and internal controls

  • Streamline workflows and back-office systems

Maintenance & Bookkeeping

Ongoing monthly support for a select group of aligned clients.

  • Full-cycle bookkeeping and monthly reporting

  • Strategic oversight, financial clarity and tax-ready books - all year round

  • Note: Limited availability — by referral or application only

  • I hired Melissa to organize my books and I couldn't be happier with the support she has provided. She is incredibly thorough, with a calm, patient manner that makes even the most complicated tasks feel manageable. Her communication is always clear and prompt, and she took great care to ensure my books were perfectly in order. I feel so relieved knowing everything is being handled accurately and professionally.

    - Sarah Drewry

How We Streamline Your Accounting Together

Book a Call

We’ll talk about your current systems, goals, and what’s keeping you stuck.

Get Strategic Support

We’ll map out your next best financial steps, whether it's cleanup, setup, or oversight.

We help bring order to your numbers—so you can move forward with confidence.

Build Something That Lasts

You deserve a financial partner who leads with empathy, clarity, and mission-first thinking.

This questionnaire helps us understand your business needs, streamline onboarding, and assist in proposal building.

If you have any questions, please email us at hello@missionfirstag.com.