Bookkeeping, Compliance, and Proposal Writing

Bookkeeping & Finance Maintain the general ledger in Wave and keep books accurate, reconciled, and current. Run accounts payable and receivable -- client invoicing, vendor payments, and collections follow-up. Reconcile bank, credit-card, and other accounts monthly and close the books on a set schedule. Track project and contract profitability, including cost tracking against government and commercial engagements. Prepare monthly financial statements and management reports, and support budgeting and cash-flow forecasting. Coordinate with the external CPA on quarterly filings, 1099s, payroll support, and year-end close. Keep records clean and audit-ready. Proposal Management & Writing Identify and track opportunities -- RFPs, RFQs, RFIs, and government solicitations via SAM.gov and state/local portals. Run the full proposal lifecycle: capture, bid/no-bid decision, scheduling, drafting, review, and on-time submission. Write and edit the content -- technical narratives, past-performance write-ups, executive summaries, and pricing narratives. Build and maintain a reusable content library (boilerplate, capabilities statements, resumes, past performance). Create and enforce compliance matrices so every proposal fully answers the solicitation. Handle submission logistics -- formatting, portal uploads, and post-submission questions. Track win/loss outcomes and debriefs. Compliance Management Maintain company registrations and certifications. Track contract deliverables, reporting requirements, insurance, and renewal deadlines so nothing lapses. Ensure adherence to government contracting rules and client-specific terms. Support data-security, confidentiality, and privacy obligations tied to transcription and document work. Keep an organized compliance calendar and documentation system, and flag risks early. AI-Enabled Operations Use AI tools daily (ChatGPT, Claude, etc.) to draft and refine proposals, summarize solicitations, reconcile and categorize transactions, review contracts for compliance, and speed up reporting. Build and document repeatable AI-driven workflows and automations across all three areas. Manage AI-related proposals and engagements --AI-assisted transcription, document processing, and similar services. Evaluate and recommend new tools with sound judgment on accuracy, data privacy, and human review. Serve as the internal go-to for practical, responsible AI use.