Persistence, Practicality and Proficiency

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If you’re like most business owners, you’d rather be doing just about anything other than your accounting. When you work with Melissa from the Miles Financial Management Team, she knows how to be gently persistent — asking the right questions to uncover the issues and then thinking through possible solutions — to create the correct-fit […]

The Accounting Puzzle

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In this video Jo Leung talks about how if you look closely enough, you can see true beauty in numbers…. It’s a puzzle filled with detail, discipline and patterns.

Living The American Dream

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Jo Leung is a perfect example of the American Dream. She came to this country and created a successful life — by helping others to succeed in their businesses and their lives.

We’re All In This Together

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Melissa talk about how she is sensitive to the needs of the employees who work for her client companies — as well as the other advisors who support her clients.

Technology is Fashionable

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In this fun and lighthearted video, Jo shares some “geeky” secrets about herself, her fashion, her technology and her clients.

Contributing to the Community

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Melissa is committed to serving her community and non-profit organizations with her expertise in accounting

A Practical Passion for Technology

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Melissa shares her firm’s perspective on the evolution and importance of technology in accounting. While her firm is technologically ahead of the curve, she is also practical about what makes the most sense for her clients.

Start with the End in Mind

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Melissa shares her love of reverse engineering everything — from recipes to business processes.

Solutions and Boundaries

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In this video, Jo talks about how she is able to find solutions that are pracitcal — while keeping in mind the boundaries, or lines, that can’t be crossed.

Organization by Pampering

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When you work with Jo Leung at Miles Financial Management, expect to experience a calmly balanced approach to the joys of working on your balance sheet.

Not Your Typical Accountants

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Miles Financial Management clients will tell you that Melissa and Jo bring a level of sophistication to their clients — that reflects the depth of their experience.

Motherhood — The Best Teacher

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From teaching as a professor of accounting to explaining concept to clients, Jo shares how the motherhood experience taught her how to teach.

Motherhood and Finance — A Perfect Synergy

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Click on the video to watch Melissa talk about how motherhood brought her back to her roots of working with the clients she appreciates most — and who appreciate her most!

Every Client is Unique

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Jo talks about how her own experience as a business owner and how it helps her to appreciate and and anticipate their needs.

Teaching Starts Early

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Although Melissa might not ever want her brother to find this video, it’s a heartfelt story of Melissa commitment to teaching, sharing and helping others.

Tax Accounting & Results

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Melissa talks about the tax accounting experience she acquired prior to founding Miles Financial. She brings this experience to her clients today, to get results.