Step By Step Accounting: A Leader in CAS

In the bustling community of West Fargo, ND, Step By Step Accounting is making a significant impact in the Client Advisory Services (CAS) sector. Founded in 2019, this dedicated firm has been recognized as one of Woodard’s Top 50 CAS Practices for three consecutive years. Known for its innovative approach and commitment to client empowerment, Step By Step Accounting is setting new benchmarks in the industry.

Core values that drive success 

Step By Step Accounting thrives on values of being proactive, positive, growth-oriented, ethical, and purpose-driven. These principles guide every client interaction, ensuring businesses receive not only expert financial guidance but also support that aligns with their goals. Melissa Miranda, the visionary behind the firm, emphasizes the importance of transforming clients and fostering growth both personally and professionally. 

A dedicated team with a personal touch 

With a team of 12 professionals, Step By Step Accounting specializes in serving small to medium-sized businesses and nonprofits in North Dakota. Their core services include accounting, controllership, back-office process outsourcing, FP&A services, and fractional CFO services. By focusing on high-touch, high-communication relationships, they provide tailored solutions that empower clients to achieve sustainable growth. 

Empowering client success stories 

A standout success story involves a client who unexpectedly had to take over a family business after a loss. Overwhelmed by disorganized books and tax concerns, the client partnered with Step By Step Accounting. The team cleaned up the records, addressed compliance issues, and equipped the client with the knowledge to understand financial statements. This transformation turned a daunting responsibility into an opportunity, preserving the family legacy and building a sustainable future. 

Recognized for excellence 

Step By Step Accounting's achievements have been widely recognized. Founder Melissa Miranda has been nationally recognized as a Top 100 ProAdvisor for two consecutive years. Both Melissa and Janell, the Director of Operations, have shared their expertise as national speakers at Scaling New Heights, further solidifying their position as thought leaders in the industry. 

Innovation and community at the core 

Innovation is at the heart of Step By Step Accounting’s operations. By leveraging cutting-edge technology and focusing on teaching and coaching, they enhance client satisfaction and deliver exceptional value. Their forward-thinking approach ensures they remain at the forefront of the industry.  

Community engagement is equally important. By connecting with clients on an individual level and fostering a supportive environment, Step By Step Accounting creates a sense of belonging and collaboration. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success. 

A bright future ahead 

Step By Step Accounting continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains steadfast. Their advice to new CAS firms is insightful:   

“Create a clear team org chart and begin hiring early. Define roles and responsibilities from the start. It not only helps streamline your operations but also sets you up for success in reaching your goals and staying aligned with the long-term trajectory of your business. Even if you're starting small, planning your team structure early helps prevent bottlenecks, supports scalability, and ensures you're not the only one carrying the load. Building the right team early on lays the groundwork for sustainable growth and exceptional client service.  

For more information about Step By Step Accounting and their services, visit their website at stepbystepaccounting.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was written with the assistance of AI and edited by a human.