Accounting Operations,
Cashflow Forecasting & Profitability Tracking
It’s more than a project —it’s your mission.
Whether you’re a solo provider or running a growing team, we streamline your back office so you can track profits, pay vendors, and plan with confidence.
You’re Building Experiences and Projects That Matter—But the Financial Side Feels Like a Burden
You’re focused on delivering amazing service, managing your team, and growing a business that reflects your vision.
But when it comes to financial structure, you may be:
Tired of juggling messy books, invoices, and payment deadlines
Lacking visibility into which projects are actually profitable
Spending late nights on spreadsheets instead of booking your next client
Unsure how to prep for tax season—or make confident financial decisions
Why Mission First CPA?
After over a decade in public accounting—and years spent supporting purpose-driven businesses—I founded Mission First CPA to bring strategy, clarity, and intention to businesses that thrive on creativity and service.
At Mission First CPA, 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 creative professionals, consulting agencies and experience-based businesses. Especially those who balance seasonality, vendor payments, and growth
We lead with integrity, clarity, and purpose. Your mission becomes our mission
Melissa Harman, CPA
Our Core Values
Strategic Partnership,
Built on Trust & Precision
-
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 Accounting Operations Services
Accounting for Purpose-Driven Entrepreneurs
Setup & Optimization
For teams that need to get organized or get back on track.
Rebuild and reconcile past records
Set up or optimize cloud systems like QuickBooks or Xero
Organize finances by project, service, or revenue stream—so you can actually see what’s profitable.
Build budgets and forecasts with scenario planning
Compliance & Controls
For businesses ready to grow with confidence and reliable systems.
Get tax-, audit-, and lender-ready with reconciliations and prep support
Create workflows for expense approvals, vendor payments, and documentation to reduce risk and improve transparency
Streamline workflows and back-office systems, we organize your invoicing, bill pay, and financial processes
Ongoing
Accounting Support
Proactive financial support for mission-aligned clients.
We offer flexible monthly or quarterly accounting support to match the rhythm of your business—whether you plan seasons in advance or manage multiple ongoing projects
Full-cycle accounting and reconciliations to keep every account current and accurate
Custom financial reports & insights - know which projects, events or services are the most profitable
Strategic oversight & tax-ready books year-round. No scrambling in April
Client Stories:
Real Experiences,
Real Results
-
![A black and white illustration of a gourmet burger with lettuce, tomato, cheese, and a patty, with a side of French fries, under the text 'Best Burger Award' and a five-star rating.]()
Sarah Drewry Photography
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
-
![Front of a black T-shirt with a 5-star rating graphic and white text saying "Excellent".]()
American Jewish Medical Association (AJMA)
Working with Melissa has been a pleasure and extremely productive. Melissa helped us set up systems and procedures for credit card expenses, bookkeeping, and reimbursements. She advised us wisely and assisted with the process for 990 preparation and submission, and was an effective liaison between AJMA and tax firm, our vendors, and our volunteers and team members. Melissa was always a pleasure to work with, flexible on meeting times, ready with any information we needed, and often the calm in a hectic storm. I trusted her completely with our financials and procedures. I would recommend her for fractional accounting services anytime!
- Michelle Stravitz, CEO
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’ll help you build the financial structure to scale—so nothing falls through the cracks when things get busy.
