Business Details
14 Years
experience
Trusted Bookkeeping and Accounting Solutions
MISSION Accounting provides expert bookkeeping, fractional CFO services, and QuickBooks support to small and mid-sized businesses. With over 20 years of consulting experience and advanced certifications, our team ensures seamless financial operations, tailored reporting, and strategic advisory services. We bridge the gap between day-to-day accounting and executive-level financial insight, empowering clients to make data-driven decisions. Our approach combines technical expertise with personalized training and support, ensuring businesses maintain compliance, optimize cash flow, and achieve long-term growth. 
Services
Bookkeeping Solutions
QuickBooks Setup
Fractional CFO Services
Custom Reporting
POS System Support
Details
- Year established: 2012
Highlights and features
- 20+ years of consulting experience with Harvard-trained financial experts
- Highest Intuit ProAdvisor certifications for advanced QuickBooks solutions
- Custom reporting and data integration for actionable business insights
- Proven track record with clients from retail to manufacturing industries
- Fractional CFO services delivering strategic financial guidance at scale
Associations and certifications
- Intuit ProAdvisor
- QuickBooks Enterprise Certified
- QuickBooks POS Certified
What people say
Expert QuickBooks knowledge
Exceptional customer support
Accurate financial reporting
Proactive business advice
Services
Bookkeeping Solutions
Our bookkeeping services ensure accurate financial tracking, real-time data integration, and compliance with tax regulations. We handle accounts receivable/payable, inventory management, and tax preparation, tailored for businesses needing precision. With expert software support, we streamline operations for CPAs and internal teams during tax season.
QuickBooks Setup
Specialized QuickBooks installation, customization, and POS integration tailored to business needs. We train teams on optimal usage, automate workflows, and ensure seamless data migration from legacy systems. Our support extends to multi-user setups and ongoing technical assistance for sustained efficiency.
Fractional CFO Services
Access strategic financial leadership without full-time costs. Our fractional CFOs analyze financial reports, forecast cash flow, and advise on growth strategies. We bridge gaps between bookkeeping and executive decision-making, providing tailored insights for SMEs and mid-sized corporations.
Custom Reporting
Transform financial data into actionable insights through custom QuickBooks reports and Excel integration. We deliver tiered reporting solutions, from basic customization to third-party tools like QQube, ensuring detailed analysis for informed business decisions across multi-location operations.
POS System Support
Comprehensive QuickBooks Point of Sale setup and training for retailers. We optimize inventory tracking, payment processing, and sales reporting, ensuring seamless accounting integration. Our experts streamline hardware/software workflows and provide ongoing technical support for efficient retail operations.
People
Bernard P. Roesch
Co-founder & Managing Partner
Harvard MBA graduate with 20+ years in financial consulting. Specializes in QuickBooks integration, complex accounting systems, and strategic business advisory. Former manufacturing/defense sector consultant applying enterprise expertise to SMEs across industries.
Sharon L. Aks
CFO Services Lead
CPA with experience at Fortune 500 companies. Expert in financial modeling, regulatory compliance, and QuickBooks implementation. Supports diverse sectors including manufacturing, legal, and nonprofit industries with controller-level advisory services.
Robert James
Client Operations Manager
QuickBooks ProAdvisor Level 2 certified. Manages client onboarding and technical support with focus on software troubleshooting. Graduated from University of Connecticut with finance expertise, driving team productivity and marketing initiatives.
Questions
What accounting software do you specialize in?
We specialize in QuickBooks Desktop, Online, and Enterprise editions with certified ProAdvisor support.
Can you help with tax preparation bookkeeping?
Yes, we organize financial records for CPAs, handling year-round compliance and audit-ready documentation.
Do you support retail businesses with POS systems?
Yes, we implement QuickBooks Point of Sale solutions with inventory management and payment processing.
How do you handle multi-state tax compliance?
Our team configures software for multi-state operations, ensuring accurate sales tax calculations and filings.
What experience do you have with manufacturing accounting?
We've designed integrated systems for manufacturers, including job costing, inventory tracking, and production reporting.
Can you train our staff on financial software?
Yes, we provide customized training sessions for QuickBooks and reporting tools at all expertise levels.
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