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Melissa provides tailored bookkeeping and financial support services to small businesses and nonprofit organizations, helping them achieve clarity, compliance, and measurable outcomes.

For many organizations, hiring a full-time financial professional isn't always feasible. That’s where Melissa comes in—as a trusted partner who offers both strategic insight and flexible support. Whether you're launching, stabilizing, or scaling, Melissa delivers the expertise you need at every stage of growth.

Explore a range of customizable services designed to meet your unique operational and financial needs.

Services provided include:

• Monthly Bookkeeping:Ongoing financial management to keep your books accurate, organized, and up-to-date.
  • Bank and credit card reconciliations
  • Categorization of income and expenses
  • Monthly financial reports (Profit & Loss, Balance Sheet, etc.)
  • General ledger maintenance
• Catch up and Clean Up Services: Behind on your books? Melissa will bring everything up to date and correct errors to ensure clean, reliable financials.
  • Historical transaction cleanup
  • Reconciliation of past months or years
  • Correction of miscategorized entries
  • Preparation for tax filings or audits
• Bank Reconciliation
• Accounts Payable/Receivable
• Payroll Services: Accurate payroll processing and compliance support using your preferred system.
  • Payroll setup and processing (iSolved, ADP, Paylocity, etc.)
  • Payroll journal entries and reconciliations
  • Contractor payments and 1099 tracking
  • Employee time tracking integration
• Financial Reports: Gain deeper understanding of your finances with tailored reporting and analysis.
  • Custom monthly or quarterly reporting
  • Budget-to-actual comparisons
  • Cash flow tracking
  • Grant and program-specific tracking (for nonprofits)
• Software Setup & Training: Starting fresh or improving your current setup? Melissa can help you build a system that works.
  • QuickBooks Online setup and training
  • Chart of accounts customization
  • Integration with tools like Bill.com, Gusto, and more
  • Establish complete workflow and process systems or risk assessment of current systems for improvements.