A Legacy of Integrity & Insight.
With over 15 years of dedicated experience in the accounting industry, Melinda has built a reputation as a trusted steward for some of the most complex financial portfolios in the region. Her career has been marked by a singular focus of simplifying the lives of high networth individuals and their families.
Melinda’s background is uniquely multifaceted. As a Certified Public Accountant (CPA) with a Master of Business Administration (MBA), she possesses the technical expertise required for forensic level reconciliation and the strategic vision necessary for longterm financial health. This dual perspective allows her to look beyond the balance sheet, identifying trends in cash flow and liquidity that traditional bookkeepers might overlook.
Before founding Eriksen Consulting PC, Melinda spent years honing her skills in environments where accuracy was the only acceptable standard. Today, she brings that Big Firm rigor to a boutique, personalized setting in Dundee, IL.
Managing high networth finances is not just about recording transactions. It is about understanding the infrastructure of a lifestyle. Melinda specializes in the meticulous organization of multi-entity structures, family offices, and private equity tracking. She believes that every client deserves a clear lens through which to view their net worth.
We believe in the power of the Zero Balance Reconciliation. Every cent must be accounted for, ensuring that your tax work papers are not just prepared, but ironclad against scrutiny.
Privacy is our highest priority. Eriksen Consulting PC operates under a strict code of ethics, ensuring your family’s financial business remains entirely confidential and secure.
We do not work in a vacuum. Melinda is highly skilled in working alongside estate attorneys and wealth managers to ensure everyone is operating from the same set of accurate data.
One of the most significant pain points for HNW families is the Tax Preparation Gap. Often, a tax professional receives a box of disorganized receipts or a spreadsheet that doesn't reconcile. This leads to higher fees and potential missed deductions. Melinda solves this by acting as the year round intermediary.
By providing Audit Ready work papers, she ensures that your tax CPA can focus on high-level strategy rather than data entry. This proactive approach saves time, reduces stress, and provides a level of financial continuity that is rare in today’s fast-paced market.
Furthermore, her MBA background allows her to provide custom reporting that actually means something to the client. Whether you need to track the burn rate of a specific property or the distribution schedule of a trust, Melinda translates complex data into clear, actionable insight.
Melinda remains deeply connected to the professional community, serving clients with global interests. She is more than a consultant, she is a partner in your family’s financial legacy.