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 and we’ll get back to you 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.
