Meet The Team

Melissa Luterman

Principal, CFO

Melissa is an accounting executive with 20 years of experience assisting companies with full cycle bookkeeping, cash flow management, financial reporting & analysis, BBC funding, benchmark reporting, year end and audit preparation, job costing, operational improvements, staff training and full cycle payroll.


Melissa’s strongest asset that she brings to the table is being a cleanup expert. Between having her own private practice since 2017 and having worked directly for Intuit on their QuickBooks Live Cleanup team she has cleaned up over 300 small to medium sized businesses to date, transforming their accounting systems into useful resources of meaningful information. She has a wide variety of industry experience including retail, construction, hospitality, manufacturing, medical, service-based and court reporting, among others.


Melissa holds her Master of Business Administration degree with a concentration in Accounting as well as a Bachelor of Science with an emphasis in Accounting and Management. Having been gifted in math from a young age Melissa has found her passion in the accounting world, possessing expert proficiency in QuickBooks Desktop and Online. She holds an Advanced ProAdvisor Certification with Intuit QuickBooks Online.