We partner with small businesses, nonprofits, real estate and property management firms, medical practices, and fuel & gas station operations. Our clients value accuracy, transparency, and communication, and we tailor our services to meet the unique financial requirements of each industry.

No — we serve clients nationwide through secure, cloud-based systems like QuickBooks Online and Buildium. Our virtual model allows us to collaborate seamlessly with organizations anywhere in the U.S.

All client relationships are led personally by Melissa Marshall, founder and controller. Depending on your scope, you may also interact with a small support team trained under her supervision to ensure quality and consistency.

Full-cycle bookkeeping covers every step of your accounting process — from daily transaction recording, payroll entries, and accounts payable/receivable to month-end reconciliations and financial-statement preparation. You’ll receive monthly reports (balance sheet, income statement, and cash-flow statement) so you can make informed decisions with confidence.

Fractional controller services provide high-level financial oversight and strategy without the cost of a full-time hire. We handle budgeting, forecasting, variance analysis, and management reporting — delivering the same level of structure and insight as an in-house controller on a flexible, scalable basis.

Absolutely. Many new clients come to us after years of inconsistent records or system transitions. We specialize in historical cleanup, chart-of-accounts restructuring, and data verification so you can start fresh with accurate, organized financials.

Yes — we implement and optimize accounting systems such as QuickBooks Online, Buildium, and related integrations. This includes automations, bank-feed connections, custom reports, and standardized workflows that improve efficiency and accuracy.

This service is coming soon (February 2026)!! In the meantime…

While we don’t file tax returns directly, we prepare all financial statements and documentation your CPA or tax preparer needs. Many clients find that our clean, reconciled records reduce tax-season stress and lower preparation costs.

We begin with a consultation to understand your business, accounting systems, and goals. After reviewing your current books, we develop a customized engagement plan outlining scope, timelines, and deliverables. Once access and tools are set up, we start with an initial cleanup (if needed) followed by ongoing monthly or quarterly services.

Most clients use QuickBooks Online or Buildium. We also work with industry-specific tools and can recommend solutions based on your operations. All platforms are secure, cloud-based, and accessible from any device.

Security is a top priority. We use encrypted portals, multi-factor authentication, and secure document-sharing systems. Client data is never stored locally and is only accessed by authorized personnel directly involved in your engagement.

You’ll receive consistent updates and check-ins — typically monthly or bi-weekly, depending on your service level. Melissa is also available via email or scheduled calls for questions and review meetings.

Pricing is based on complexity, transaction volume, and scope. We offer both flat-rate monthly packages and hourly consulting options. A complimentary consultation helps determine the most cost-effective structure for your needs.

Most ongoing bookkeeping and controller clients sign three- or six-month agreements, though short-term cleanup or system projects are also available.

We accept ACH transfer, major credit cards, and invoicing through secure online payment portals.

Many clients notice immediate improvement in organization and transparency within the first 30 days. Full financial clarity — including reconciled books and actionable reporting — is typically achieved within one to three months, depending on the complexity of your records.

We blend controller-level expertise with modern, AI-enhanced efficiency. Clients appreciate our ability to explain complex financial concepts in plain language and our commitment to maintaining long-term relationships built on trust and reliability.

Yes. Beyond bookkeeping, we provide forecasting, budgeting, and strategic planning guidance so you can scale confidently. Our goal is to give you the insight and structure that make growth sustainable.