About Us

Our clients are at the center of everything we do.


We treat our clients like family and we go out of our way to exceed their expectations. We are easy to get in touch with, promptly respond to all inquiries, and are a small but mighty team of devoted professionals.


Our principal, Melissa Lucas, has more than 17 years of experience as both a CPA and a CFO. She has worked with large and small organizations and has the ability to meet businesses where they are.

Growing up, my dad, uncle and grandpa all owned their own businesses. My very first real job was working for my grandma in her business. When I tell you that I have a love for small businesses, I really mean it. They are the backbone of our economy and often do the most with the least amount of resources.

As much as I love small businesses, I recognize that financial know-how is often something that owners are missing. I get it. You started your business because you love doing the thing that your business is doing. You don’t love bookkeeping; you don’t love filling out forms or building systems or managing people. You just want to do your thing.

I can help you bridge the gap. I can teach you the language of business, which is all that accounting is. I LOVE building systems and I LOVE LOVE LOVE watching my clients win. You define what winning is for you and I’ll help you through the steps to get you there. One small business helping another; who doesn’t love that?

Melissa Lucas, CPA

Managing Member


Office: (618) 589-2113


Remote services nationwide
Marion, IL 62959