Bookkeeping & Office Services
With over 20 years of dedicated accounting and administrative experience, I provide dependable bookkeeping and executive personal assistant support to help your business or nonprofit stay organized, compliant, and financially confident.
In Balance
Accounts Payable & Receivable
Ensure bills are paid promptly to maintain strong vendor relationships while tracking customer payments and past-due accounts systematically to safeguard your cash flow.
- Vendor bill entry & approval scheduling
- Client receivables tracking & payment aging
- Cash outflow forecasting & discount capture
Bank & Credit Card Reconciliations
Meticulously verify every transaction against your bank statements, clearing discrepancies, eliminating duplicate entries, and ensuring that your ledger reflects reality down to the cent.
- Monthly bank statement tie-outs
- Credit card charge & fee verification
- Merchant processor reconciliation (Stripe, Square, PayPal)
Monthly Financial Reporting
Receive clear, understandable Profit & Loss statements, Balance Sheets, and Cash Flow summaries each month so you and your board can make confident, forward-looking business decisions.
- Profit & Loss (Income Statement) analysis
- Balance Sheet & Working Capital review
- Year-end CPA / Tax-preparer packet packaging
Billing & Invoicing
Streamline customer billing cycles, send professional invoices promptly, process recurring client billing, and issue polite payment reminders to ensure you get paid without awkward delays.
- Custom branded invoice creation & delivery
- Retainer & recurring subscription billing
- Credit memo & refund reconciliation
Bookkeeping Cleanup & Catch-Up
Behind on months or years of records? Don't stress. I untangle messy ledgers, locate missing receipts, correct miscategorized transactions, and prepare your books for past tax filings or loan applications.
- Multi-month or multi-year retrospective overhaul
- Resolving uncategorized & suspense balances
- Zero-stress audit & tax readiness
Ongoing Bookkeeping Support
A dedicated bookkeeping partnership that grows with your organization. Consistent monthly transaction categorization, regular consultations, and responsive answers whenever questions arise.
- Monthly automated ledger maintenance
- Continuous advisory & financial checkpoints
- Dedicated direct access via email & phone
Executive Calendar & Schedule Coordination
Expert schedule coordination for busy professionals, nonprofit directors, and business owners. Manage meeting invitations, resolve booking conflicts, and ensure your daily priorities are never interrupted.
- Calendar audits & meeting buffer management
- Client appointment confirmations & reschedules
- Travel itinerary & logistics reservation support
Digital Filing, Inbox & Correspondence
Triage cluttered email inboxes, draft professional routine responses, organize shared cloud drives (Google Drive, Dropbox, OneDrive), and ensure crucial documents are instantly searchable.
- Email inbox zero management & priority triage
- Cloud document indexing & receipt archiving
- Professional drafting of client letters & memos
Nonprofit & Operations Concierge
Specialized operational assistance for board meetings, donor record maintenance, compliance document tracking, vendor liaison, and task management tailored to your specific organizational cadence.
- Board meeting packet compilation & minutes
- Donor acknowledgments & pledge tracking
- Vendor service contract renewal tracking
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20+ Years of Accounting Experience
Deep foundational knowledge in general ledger management, reconciliations, tax readiness, and financial compliance accumulated over two decades of hands-on practice.
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High Attention to Detail
Every line item, fee, and receipt is rigorously audited. No guesswork, no overlooked charges—only pristine, balanced accounts you can rely on completely.
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Confidential & Professional Service
Your financial records, executive schedules, and internal communications are handled with the highest standards of discretion, confidentiality, and data privacy.
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Flexible Support for Businesses & Nonprofits
Whether you require a few hours of monthly reconciliation, extensive catch-up cleanup, or continuous executive assistant support, solutions are customized to your workflow.
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Clear Communication & Dependable Results
No cryptic jargon or unanswered emails. You receive timely, straightforward answers and reports that empower you to lead your organization with total peace of mind.
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Dual Power: Bookkeeper + Personal Assistant
Enjoy the rare advantage of a partner who not only masters your ledger balances but also seamlessly manages your schedules, client invoicing, and administrative tasks under one roof.
Tailored ongoing bookkeeping with accounts payable/receivable, bank reconciliations, and executive calendar/invoicing support to keep your operations smooth.
Discuss This PlanReady to take financial anxiety off your plate or delegate everyday administrative burdens? Reach out directly to discuss your unique needs and schedule a personalized consultation.
Request a Consultation
Fill out the form below and Melinda will connect with you within 24 business hours to discuss your books and office needs.