Freelance Bookkeeper / Financial Organizer (Low-Volume & Tax-Prep Support)

IMPORTANT TO APPLY: Please start your proposal with the words "Clean Books Separate Buckets" so I know you read the full post. OVERVIEW I am seeking affordable, highly organized monthly bookkeeping and tax-organization support for 2-4 hours per month after an initial setup/cleanup period. The Focus: This is a low-volume execution role, NOT full household or lifestyle management. The Goal: Keep the financial trail immaculate so our outside CPA can easily handle final filings and tax strategy. ENTITIES AND SCOPE NY LMSW PLLC Low-volume professional services business (under $50k revenue, modest expenses). Requires monthly transaction categorization and bank reconciliations in Intuit QuickBooks Online. NY 501(c)(3) Nonprofit Pre-launch organization with little to no current revenue. Uses Gusto for payroll. Requires clean bookkeeping and monthly payroll/expense reconciliation. Personal / Household (High-Stakes Tax Tracking Only) Note: You will NOT track daily routine living expenses or grocery runs. Bucket A: Caregiving and Disability Expenses (Private aides, specialized care, day programs). Bucket B: Gut Renovation and Capital Improvements (Contractor payments, permits, and materials to establish property cost basis). Bucket C: Basic Tax Documents (Charitable giving, mortgage items, professional licenses). MONTHLY RESPONSIBILITIES Reconcile monthly bank and credit card statements for the PLLC and nonprofit in QBO. Reconcile Gusto payroll entries monthly. Maintain a simple, structured personal tracker ONLY for the renovation, caregiving, and tax buckets. Deliver basic P&L and balance sheet reports for both entities by the 10th of each month. Enforce strict structural separation between personal, business, and nonprofit transactions. Organize incoming digital receipts and invoices so the renovation and caregiving categories are audit-ready. Flag unclear transactions or edge cases for review by myself and the CPA. IDEAL CANDIDATE Software: Strong proficiency with Intuit QuickBooks Online and Gusto payroll. Experience: Prior work with low-volume small businesses and pre-launch nonprofits. Tax Organization: Experience tracking complex personal files (like capital improvements or medical/disability documentation) without over-complicating household tracking. Habits: Immaculate digital organization for receipt management and clear, remote communication. Collaboration: Completely comfortable working under the high-level direction of an outside CPA/EA. BUDGET AND TERMS Rate: $25-$40/hr OR a flat monthly retainer of $150-$300/month. We can discuss a temporary adjustment for an initial cleanup month if historical accounts or recent renovation invoices need catching up. PLEASE RESPOND WITH: Your experience with QuickBooks Online, Gusto, and nonprofit bookkeeping. Your experience handling personal expense organization for tax prep (specifically tracking capital improvements or medical/disability docs). Your proposed monthly fixed fee or hourly rate for this 2-4 hour monthly scope. Your typical process for managing digital receipts and flagging unclear transactions.