Clear books. Strong routines. Confident decisions.
Melissa Berger brings controller experience across energy, oilfield, retail/c‑store, and real estate to help small businesses get clean financials and smoother operations.
What we do
Hands‑on help, tuned to your tools and pace.
Cleanup & Catch‑Up
Fix historical transactions, reconcile 30+ bank/credit accounts if needed, and true‑up AR/AP so the numbers are trustworthy.
Monthly Close
Close the books on a schedule with checklists, variance reviews, and executive snapshots you can actually use.
AP/AR & Cash
Speed up billing and collections, streamline payables, and improve cash visibility with simple routines.
Controls & Compliance
Right‑size internal controls; coordinate with auditors; keep sales/payroll tax filings on time and accurate.
Budgeting & Forecasts
Partner with leaders to build realistic budgets, track against targets, and model “what‑ifs.”
Team & Tools
QuickBooks setup/tune‑up, SOPs, and light training for admins & bookkeepers. Optional ongoing support.
Simple, no‑nonsense process
Free consult
Discuss goals, current tools, deadlines, and quick wins.
Health check & plan
Light review of GL, bank recs, AR/AP, payroll & taxes. Clear, prioritized plan with fixed‑fee starter.
Stabilize & handoff
Execute cleanup and monthly routines, then hand off to your team or stay on for ongoing support.
About Melissa
Highlights
- Controller-level experience: financial reporting (monthly/quarterly/annual), internal controls, budgeting & forecasting, AR/AP oversight, audit coordination, KPI analysis, banking relationships, and team leadership.
- Full‑cycle financial reporting: monthly/quarterly/annual statements; audit coordination.
- Team leadership: managed finance/admin team of 8; cross‑functional collaboration.
- Process discipline: internal controls, reconciliations, and variance analysis.
- Compliance: sales tax; payroll filings; licensing & certifications.
- Tools: QuickBooks (Desktop & Online), Microsoft 365, Google Workspace, monday.com.
- 11+ years in accounting & operations leadership supporting $1–$100M businesses.
- CliftonStrengths: Achiever
- Learner
- Responsibility
- Competitive
- Input
Creds & industries
Degrees: B.S. in Accounting & B.S. in Business Administration (Dickinson State University).
Certificate: Entrepreneurship. Notary Public.
Industries: Energy & oilfield services, retail/c‑store, real estate, rentals.
Service Packages
Clear, right-sized options. We’ll tailor scope during your consult.
Essential Clarity (Starter)
For solopreneurs and small businesses who need reliable, accurate books.
- Monthly bookkeeping (QuickBooks setup + reconciliations)
- Income & expense tracking
- AP/AR management
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Sales & use tax filings (ND TAP)
- Email support (within 2 business days)
Growth Clarity (Hybrid Ops Support)
For growing businesses needing bookkeeping plus operations/compliance help.
- Everything in Essential
- Payroll setup & processing (employees & contractors)
- Budgeting & forecasting with KPI tracking
- Vendor & banking relationship management
- Quarterly compliance filings (941s, unemployment, state tax)
- Administrative support (licenses, renewals, Secretary of State)
- Monthly strategy call (1 hr) + priority support
Premium Clarity (Fractional CFO + Operations)
For established businesses wanting high-level strategy and full ops support.
- Everything in Growth
- Full-service payroll & HR benefits coordination
- Strategic cash flow management & capital planning
- Financial models for expansion projects
- Audit prep & liaison with CPAs/tax advisors
- Multi-entity support; quarterly executive presentations
- On-site visits available; custom operations consulting (DOT/OSHA, license tracking)
⚡ Add-On Services
- Notary services (ND)
- QuickBooks cleanup/catch-up projects (scope-based)
- Custom projects (compliance filings, entity setup, process automation)
Request a Consultation
Fill out the form below, or click the “Book an appointment” button to schedule time with us. We’ll follow up within 1–2 business days.
Confidentiality Guaranteed
All work is handled with strict confidentiality.
A Non-Disclosure Agreement (NDA) will be signed with every contract to protect your business information.
We’ll email you back within 1–2 business days.
