How Does Mer-Fi Support Small Businesses?

Mer-Fi is your trusted Chief Financial Officer (CFO) Advisor here to help turn your numbers into meaningful decision-making that drives positive results for your small business.

Develop Key Strategies For Sustainability & Growth!

Access Bespoke Support For Your Business Objectives!

Gain Financial Clarity In Just 1 Hour a Month!

JOANNE ALSTON, CPA Owner & Lead Advisor

Who Is Mer-Fi

Your Trusted CFO Advisor!

As a CPA and business owner, I understand first hand what it takes to build a profitable, sustainable company and I use that experience to help other entrepreneurs do the same. My approach blends deep financial expertise with real-world operational insight, allowing me to bridge the gap that most business owners struggle with: turning numbers into data driven decisions and strategy. I’m skilled at spotting the true reasons behind profit challenges and identifying the financial pressure points that keep businesses stuck.

What sets my work apart is the ability to not only diagnose the problems but implement practical, revenue-driving solutions. I know how to guide owners toward growth, stronger margins, and long-term stability, increasing their likelihood of success with each strategic step. At my core, I’m on a mission to equip business owners with the clarity, confidence, and financial structure they need to run thriving, profitable companies.

WHAT WE OFFER

Explore all of our Services

CFO Advisory Services

Are you a small business owner whose business relies on you to operate? Better yet you're in a Catch-22. You would like to scale your business and you need cash to make it happen; BUT you can't get more cash without growing your business! Perhaps simply you just want to have a growing and more profitable business.

Partnering with a Mer-Fi CFO may be the perfect solution that you are looking for.

See How A CFO Can Jumpstart Your Business to Success!

Educational Speaking & Workshops

Looking to shake up your next event with a high-energy, captivating, and deeply engaging speaker, look no further! Mer-Fi's 1-hour training sessions (customizable by audience) equip business owners with the essentials—smart bookkeeping habits, understanding financial statements, practical cash-flow optimization and much more.

Let Mer-Fi Liven Up Your Next Event!

Full Service Bookkeeping & Tax Preparation

Running a successful business is tough. Now doing it all while managing your own financial compliance needs makes it even tougher. It's important to know when it's time to seek help or when it's time to make a switch. Allow me to connect you with tailored personal and business tax preparation and bookkeeping Experts.

Ready to Outsource your Bookkeeping & Business Taxes?

Free Small Business Counseling

Are you thinking of starting a business but not sure where to start? Perhaps you are an established business owner looking for help to navigate you next major financial transaction such as applying for lending or streamlining financial operations . Maybe you are an aging business owner looking for the exit strategy that is best for you. No matter what stage of business you are in speaking with a CPA will help you get the clarity you need!

In Partnership with NCRC bringing valuable resource to those who need it most!

Our Trusted Partners

See what our clients have to say...

"...JoAnne quite literally blew me away!"

We had an incredible session that exceeded my expectations. I've worked with a myriad of business coaches in the past and JoAnne quite literally blew me away! I feel more than well-positioned now-thanks to JoAnne!

– Brittany King

"She has a way of saying everything..."

 It amazes me how much information I get from JoAnne in our 1 hour monthly meetings. She has a way of saying everything I've been hearing from others but in a way that is tangible and allows me to know exactly what actions I need to take to move forward.

- AJ Schneider

"...I brag about your communication skills"

 I thoroughly enjoyed joining your debt optimization education session. Your ability to break down complex subjects into layman's terms is impactful. You'd surely blush if you knew how often I brag about your communication skills."

- Eric Gee