Business Details
17 Years
experience
Expert Bookkeeping & Accounting Solutions for Small Businesses
MISSION Accounting provides expert bookkeeping, accounting, and financial consulting services tailored to small and mid-sized businesses. With over 15 years of experience maintaining the highest Intuit ProAdvisor certifications, we specialize in QuickBooks setup, integration, and training, ensuring seamless financial operations for our clients. Our team bridges the gap between bookkeeping and strategic financial management, offering fractional CFO services that deliver actionable insights for growth. Led by Bernard Roesch, a Harvard MBA graduate with over 20 years of consulting experience, we combine technical expertise with personalized support to address complex accounting challenges. Our proven track record includes resolving tax filing issues, implementing efficient reporting systems, and training clients to maintain financial clarity.We serve diverse industries, from retail and manufacturing to nonprofits and professional services, prioritizing responsiveness, transparency, and long-term client relationships. Our commitment to excellence is reflected in our clients' testimonials, which highlight our professionalism, problem-solving skills, and ability to streamline financial processes. By leveraging advanced tools like QuickBooks and Excel, we transform raw data into strategic business intelligence, empowering clients to make informed decisions and achieve profitability.
Services
Bookkeeping Solutions
QuickBooks Setup
Fractional CFO Services
Custom Reporting
POS System Support
Payroll Management
Tax Preparation
Inventory Tracking
Financial Consulting
Software Integration
Details
- Year established: 2009
Highlights and features
- We offer over 20 years of consulting experience with Harvard-trained financial expertise.
- Our team holds the highest Intuit ProAdvisor certifications for QuickBooks solutions.
- We bridge bookkeeping and strategic financial management for actionable insights.
- We provide personalized training to help clients maintain financial clarity independently.
- Our proven track record includes resolving complex accounting and tax filing issues.
Associations and certifications
- Intuit ProAdvisor
- QuickBooks Enterprise Certified
- QuickBooks Point of Sale Certified
What people say
Great customer service
Highly recommended
Transformed our accounting system
Expert QuickBooks knowledge
Saved time and costs
Services
Bookkeeping Solutions
Our bookkeeping services ensure accurate financial records through account reconciliation, inventory tracking, and tax preparation. We integrate with QuickBooks to automate processes, maintain compliance, and provide real-time insights. Clients benefit from streamlined operations and reduced errors, allowing them to focus on core business activities while we handle financial details.
QuickBooks Setup
We specialize in QuickBooks installation, customization, and staff training. Our experts configure the software to align with business needs, ensuring seamless data flow and reporting. Clients receive tailored solutions for multi-user networks, POS integration, and advanced features like job costing, maximizing their investment in financial technology.
Fractional CFO Services
Our fractional CFO services deliver strategic financial guidance without full-time costs. We analyze data to improve cash flow, profitability, and decision-making. Clients gain access to expert advice on forecasting, external financing, and operational efficiency, enabling growth through data-driven strategies typically reserved for larger enterprises.
Custom Reporting
We create customized financial reports using QuickBooks and Excel to reveal business insights. Our tiered approach includes software-specific reporting, data exports, and third-party integrations for advanced analytics. Clients receive actionable intelligence to optimize pricing, track profitability, and identify growth opportunities across departments or locations.
POS System Support
Our POS support includes QuickBooks integration for inventory management, payment processing, and sales tracking. We train clients on real-time reporting and hardware setup, ensuring efficient retail operations. Businesses benefit from streamlined accounting workflows and enhanced customer experiences through modern, scalable POS systems.
People
Bernard P. Roesch
Co-founder and Managing Partner
Bernard combines manufacturing/defense sector expertise with 20+ years of consulting experience. A Harvard MBA graduate, he specializes in QuickBooks integration, financial modeling, and business strategy for companies of all sizes.
Sharon L. Aks
CPA and Founder of Simply Financials PLUS
Sharon offers CFO/controller-level services with experience at GE, Mobil, and Ernst & Young. She specializes in QuickBooks conversions, regulatory compliance, and financial reporting across industries like manufacturing, legal, and nonprofits.
Robert James
Client Onboarding Specialist
Rob manages client pipeline and technological solutions. A UConn finance graduate and QuickBooks ProAdvisor Level 2 certified, he focuses on software/hardware support and marketing initiatives to expand MISSION Accounting's reach.
Colleen M. Holler
Accounting Specialist
With 30+ years of accounting experience and 20+ years in QuickBooks, Colleen provides expert bookkeeping solutions. Her background includes roles as Controller and Accounting Manager, serving clients across diverse sectors.
Deb Lundgren
Accountant and Controller
Deb brings 20+ years of QuickBooks expertise and a BS in Accounting. She specializes in business planning, financial statement reviews, and serving industries including real estate, medical, and investment banking.
Questions
What QuickBooks services do you offer?
We provide QuickBooks setup, integration, training, and troubleshooting for Desktop, Online, and Enterprise versions, including POS system support and custom reporting.
How can fractional CFO services benefit my small business?
Our fractional CFO services offer strategic financial analysis, cash flow forecasting, and growth planning at a fraction of full-time costs, bridging the gap between bookkeeping and executive-level insights.
Do you work with businesses outside Connecticut?
While based in Connecticut, we serve clients nationwide through remote support and cloud-based accounting solutions.
How do you handle tax preparation support?
We ensure books are audit-ready year-round and collaborate with CPAs during tax season, handling data organization and compliance documentation to streamline filings.
What industries do you specialize in?
We work with retail, manufacturing, professional services, nonprofits, real estate, and medical industries, adapting solutions to sector-specific accounting requirements.
Can you help with payroll and HR management?
Yes, we offer payroll processing, tax filings, and HR-related accounting support, including 1099 worker setup and direct deposit configuration.
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