Marion, Illinois, United States
Business problems got you down? Let this CPA help you find solutions
Our team is led by Melissa Lucas. As both a CPA and an experienced CFO, she has the knowledge and experience to help.
Our Small Business Services
Advisory
- Fractional CFO: Experienced finance executive without the big price tag
- Budgeting: By division, department or company-wide
- Dashboards: Real-time insights into performance
- Planning: Long term goal development, implementation and accountability
- Business consulting: Projects to improve your profits
Management
- Reporting: Help owners make informed decisions
- Accounting and bookkeeping: Manage daily transactions
- Payroll: Management of payroll and taxes
- Training: Quickbooks Online and Xero
Start Up Services
- Software selection and implementation: Accounting software and related apps
- Finance policies and procedures: The right people doing the right thing at the right time
- Financial forecasts and planning: Know where your business is going and what's going to happen when you get there
- Accounting operations: We can help you implement all of the above as you become operational.
Our Ideal Client
- Small and medium sized businesses throughout Southern Illinois
- Licensed cannabis dispensaries, growers, infusers and labs (NACAT certified)
- Any business that is dedicated to improvement and open to using technology to get there. We are not bound to one location and provide remote services nationwide.