Many small and medium sized businesses say “yes” to these issues. Are you one of them?
• Are you tired of being cash-poor even when you show an annual profit?
• Is your bookkeeping completed in one massive, stressful end-of-year effort?
• Are you spending endless hours manually completing your accounting and want a better way?
• Do you, for any reason, need a different financial outcome?
If you answered yes to any of these questions, Step By Step Accounting is ready to help!
We are your financial guide who doesn’t just perform basic accounting services but delivers dedicated teaching and deep-dive financial support to small and medium businesses.
Your business structure, profit and loss, and payroll will look different from other businesses.
Why, then, should your accounting be treated all the same?
By offering a diverse menu of accounting support, we allow you to select the amount of service that is perfect for you, your employees, and your overall business. You’ll be able to choose the services to meet your needs, such as Quickbooks Online bookkeeping and training, payroll support, accounts payable and receivable, and even Fractional CFO services.
At Step By Step Accounting, we won’t just prepare your P&L statements, complete balance sheets, and forecast expenses; instead, we teach you how to utilize your finances. This develops you into a more substantial, confident business owner who fully understands the needs of your business.
When you work with us, you’ll get financial coaching from a CPA to take your understanding of your finances to an executive level.
While we are equipped to serve clients of virtually any size and scope, we are especially adept at serving clients who have fewer than 50 employees.
Step By Step is ideal for businesses operating in the agricultural, veterinarian, hospitality, legal, retail, salon/beauty, lawn care or professional services industries, but we are able to serve nearly any company.
First, we want to get to know you! We offer personalized, in-depth accounting services. Our first step is to meet with you and, if needed, some of your key employees.
This meeting will help us understand your business model, strengths, weaknesses, accounting challenges, and sources of income.
While the exact time can vary, this initial meeting generally takes about an hour. We look forward to meeting you! If we both decide that we would be a good fit, then we will move forward together to Step 2, the Discovery Phase.
During this phase, we will look through your important financial documents, including accounting records, bank statements, business reports, loan contracts, and any other information that is directly tied to the finances of your business.
This allows us to establish a firm understanding of your business's overall financial picture by learning where your revenue comes from, what creates the largest expenses, how losses are impacting operations, and much more.
This Discovery phase usually takes about two weeks.
Next, we prepare a report based on the gathered information. This step usually takes one to two days and requires less participation on your part.
We would contact you with any additional questions, but you can sit back and wait for Step 3 to be completed.
Our team will provide you a presentation based on the results of your report that outlines detailed steps on what changes you can make to improve your financial success.
We will present recommended services, such as cash flow forecasting, balance sheet reporting, and QuickBooks Online Training. You’ll be able to choose the services to meet your needs, such as Quickbooks Online bookkeeping and training, payroll support, accounts payable and receivable, and even Fractional CFO services.
We are ready to start making improvements! Now, you can enjoy all the benefits of working with Step By Step Accounting.
Our goal is to make you a more prosperous, prepared, and knowledgeable business owner. By working with us, you
will have the tools to create a solid financial foundation that, with wise management, will last well into the future!
Growing up on a dairy farm, Step By Step Accounting owner Melissa L. Miranda learned the principles of hard work, persistence, and planning. Before even attending college, she saw first hand the importance of cash-flow planning and organized record-keeping on the farm with her own dairy animals in 4-H and FFA.
She is a proud graduate of North Dakota State University in Fargo, North Dakota, where she completed a double major, studying both accounting and business administration. Graduating magna cum laude in 2012, she quickly applied her knowledge and experience to both the public and private sectors.
While providing basic bookkeeping services for a family friend, Melissa realized her love of working directly with small business owners. Having nearly a decade of experience with QuickBooks Desktop, Melissa started learning the cloud-based version of the program and converted her first client to QuickBooks Online (QBO). It turned out to be a breakthrough, as she realized the immense value of secure accounting records that can be accessed and utilized in real-time.
Melissa saw the need for service-oriented, teaching-based accounting and advisory services, primarily geared towards small businesses and eventually brought these principles into her own business, which she named Step By Step Accounting.
Melissa's mission is to help small business owners understand their finances and achieve their goals as she knows the impact that strong businesses have on communities and families.
In her personal time, Melissa enjoys spending time with her family and reading a good book. She also loves visiting family in Brazil, where she lived for two years.
You deserve an accountant who shares your passion and commitment, so let us help you right away!
“We started a new business in March of 2019, and I became the office manager, which was a real challenge for me, having spent most of my life farming, driving truck, and running heavy equipment.
Melissa's gracious help has been a life saver on many occasions! From helping me navigate QuickBooks, to answering even the silliest questions, to trouble shooting, to helping me get started with cash planning, her help has been invaluable.
I highly recommend her!”
“Melissa is a consummate professional in every manner. Since bringing her in to review our organization's financials, she has exceeded all expectations.
From ensuring budget accuracy to training on Quick-books, Melissa has definitely improved an area of concern within my organization to one of confidence.
She has been a tremendous asset and was definitely one of the best decisions to bring in her expertise to assist our business!”
“Honestly, contracting Step By Step Accounting is one of the best business decisions we've ever made.
Melissa was approachable, kind, professional, trustworthy, a great teacher and she is clearly meant to do this type of work. It comes naturally to her and she is very easy to work with.
Melissa is patient, but still has high professional standards and can see ahead of time the areas we need to improve in. She gently guides us there quickly, holding expectations, laying out the structure of each item that needs to be covered next.
I don't know of anyone else that offers this package of remote bookkeeping, financial management and warm, professional instruction all at the same time. It's a unique and powerful combination and we highly recommend her services.”