Need help resolving payroll tax issues, managing multi-state payroll, or bringing your payroll accounts back into compliance? I can help.
Welcome to my profile!!!!!
I am a bilingual Payroll and Tax Compliance Consultant with extensive experience managing payroll operations, payroll tax filings, agency registrations, system implementations, reconciliations, and compliance matters for businesses operating across multiple states.
My services include:
Multi-state payroll processing and payroll tax compliance
Federal, state, and local payroll tax registrations
Payroll tax notice resolution and account reconciliation
Payroll system implementation and transitions
Prior-period corrections and amended payroll tax filings
Employee onboarding, terminations, timekeeping, and payroll administration
Payroll audits, year-end processing, and W-2 support
Individual and business tax preparation
I have extensive experience with ADP applications and am certified in ADP Workforce Now, ADP Vantage, and ADP RUN.
I have specialized in working and managing businesses for them to have the deserved success. I get to focus on every task/ project is assigned to me by considering every details.
Systems and Platforms
ADP Workforce Now | ADP Vantage | ADP RUN | UKG Workforce Central | UKG Ready | QuickBooks | QuickBooks Payroll | PayForce | Peachtree | Wave | uAttend | BambooHR
I am also an IRS Enrolled Agent and Certifying Acceptance Agent, with experience preparing individual and business tax returns and helping clients resolve federal and state tax matters.
I am available for ongoing support, project-based engagements, payroll cleanups, implementations, and compliance reviews. My goal is to identify the problem, provide a practical solution, and help your business maintain an accurate and reliable payroll process, along to be in compliance.
Have a payroll or payroll tax issue? Send me a message through Upwork to discuss your project. Ask me! 904.577.3307
Kronos Workforce Management
Wave Accounting
ADP Workforce Now
Microsoft Dynamics GP
Brooke O.
Jacksonville, Florida
$135/hr
4.8
32 jobs
Most CRMs end up half-built, half-used, and fully ignored.
I build the kind that don't.
I'm Brooke — a CRM and operations strategist helping founders, agencies, and small teams move from scattered tools and reactive workflows to one streamlined system that runs the back end of their business. Not a template dump. Not a half-finished automation. A real system, designed around how you actually work.
Most clients come to me after one of three things:
→ They've tried to DIY a CRM and hit a wall
→ They've hired someone who left them with a half-built mess
→ They've outgrown the duct-taped systems they started with
What I do differently: I think strategically before I build.
Every engagement starts with a system audit and tech stack review — because the wrong platform sets you back six months, and the right one sets you up for years. Before we build anything, I make sure you're in the right place from day one.
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WHERE I SPECIALIZE
CRM Setup & Optimization
HoneyBook · Dubsado · Aisle Planner
→ Full account setup, branded client-facing materials, lead forms, scheduler integration, proposal/contract/payment automation, email templates, and workflow mapping.
These are my home base — the platforms I know inside and out, the work I do best, and the projects I get most excited about.
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WHERE THINGS EXPAND
A CRM is rarely the whole story. Most projects grow into broader operations work as we uncover what's actually breaking behind the scenes:
Project Management Systems
Asana (preferred) · Monday · ClickUp
→ Workspace architecture, SOPs, recurring task workflows, team onboarding, and integration with your CRM.
Automation & Integration
Zapier · Flodesk · Google Workspace
→ Connecting the tools you already use so your back end runs without you babysitting it.
Scheduling & Admin Infrastructure
Acuity · Calendly · Google Workspace (Gmail, Drive, Calendar)
→ The everyday tools that connect your CRM to your calendar, inbox, and file system — configured to work as one.
Operations Strategy & Process Design
→ Client journey mapping, workflow audits, and the strategic thinking that makes the build actually work.
Often the best work happens when we go deeper than the original scope. If your project starts as a CRM setup and grows from there, that's normal — and welcomed.
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WHO I WORK BEST WITH
Agencies and small teams are my favorite challenge — when multiple people need to use the same system, that's where strategic system design really pays off.
I also work with established solo founders who are scaling toward a team and need infrastructure that can grow with them.
Industries I know well:
→ Wedding & event professionals — venues, planners, photographers, florists, makeup artists, and event designers
→ Coaches & consultants
→ Creative service providers — social media manager, brand designers, web designers, copywriters, videographers, interior photographers
→ Online service businesses
→ Accountants, educators, and agency owners
If you've been running your business out of a mix of inboxes, spreadsheets, and "I'll fix it later" — let's fix it now.
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WHAT YOU CAN EXPECT
→ A system audit and tech stack review before we build anything — so you're in the right place from day one
→ Real check-ins and full transparency on where we are in your project and what I need from you
→ A shared portal that keeps everything in one place — perfect for teams who need quick access to project status, deliverables, and resources
→ Magic-link access straight from your inbox (no passwords, no friction)
→ A system designed around your workflow, not someone else's
→ Team training and documentation included — so your team knows how to use what I build, and you're not the one stuck training them later
→ Ongoing support so you don't get stuck three weeks in
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A FEW THINGS TO KNOW BEFORE YOU REACH OUT
→ I typically work hourly with manual time tracking
→ I require a 6-month scheduled rate increase clause
If your CRM is a mess — or your whole back end needs an overhaul — send me a message. Let's talk about what real systems could look like for you.
Dubsado
17hats
Gmail
Acuity Scheduling
Project Workflows
Automated Workflow
Microsoft Excel
Project Management
Business Operations
CRM Automation
CRM Software
Google Calendar
Events & Weddings
Vlad R.
Jacksonville, Florida
$80/hr
4.8
106 jobs
Centaur Digital Corp addresses the accounting and tax needs of busy business owners. As a business grows, owners have less time to devote to their accounting and tax compliance, both of which are crucial functions for any successful business. In the past, these functions were typically interwoven into a business in a way that made an in-house accounting team essential. But that has changed!
There have been numerous advancements in accounting technology in recent years, and cloud computing has made them accessible and affordable for smaller enterprises. Now, small companies can take advantage of new technology to help them grow and generate larger profits. Proper implementation of these technologies, however, is paramount. Centaur Digital Corp is here to help you identify relevant accounting technologies. We work with you to implement the necessary technologies to improve the clarity and efficiency of your business’s accounting system and increase your profits.
Centaur Digital Corp was founded by Vlad Rusz, who has over a decade of experience working as a senior manager of small companies and providing managerial consulting to other businesses. While working as the CEO of a previous enterprise from 2014 to 2016, Vlad Rusz achieved tremendous growth by providing business consulting and business plan services to hundreds of satisfied clients. This success earned Vlad Rusz countless 5-star ratings and various prestigious awards.
At Centaur Digital Corp, we look forward to providing world-class service to our clients, helping you increase profits and achieve your business goals. We take responsibility not just for our work, but for your entire accounting and tax system!
AWARDS AND ACHIEVEMENTS
2020 Quickbooks Online ProAdvisor
2020 Xero Certified Advisor
2019 Passed the CMA Exam
2018 Passed the CPA Exam
2016 Became a member of the Forbes Finance Council
2016 EY Young Entrepreneur of the Year Southeast Semi-finalist
2016 Gwinnett Pinnacle Award “Young Entrepreneur of the Year” Winner
2015 Gwinnett Pinnacle Award “Rising Star” Winner
2015 #1 Business Plan Consultant in Atlanta by Thumbtack
Tax Preparation
Microsoft Excel
Financial Projection
Technical Accounting
Tax Return
Sales Tax
Bookkeeping
Zoho Creator
Zoho CRM
Business Plan
Tax Strategy
Accounting Software
Jennifer M.
Jacksonville, Florida
$25/hr
5.0
3 jobs
I have 25 years of accounting and bookkeeping experience. I have earned this experience from small businesses through large corporations.
I graduated from the University of North Florida with a Bachelor's degree in Finance specializing in Accounting.
I am experienced in QuickBooks Online, Etsy Accounting, and Rain POS accounting. I have intermediate to expert experience in data entry, bank reconciliation, budgeting, journal entries, invoicing, bill payment, payroll and reconciliation reports.
Payroll Accounting
Invoicing
Accounts Payable Management
Intuit Quicken
Squarespace
Accounts Receivable Management
Bookkeeping
Inventory Management
Bill.com
Erika P.
Jacksonville, Florida
$85/hr
4.4
385 jobs
👋 Hi, I'm Erika, a Verified ClickUp Consultant, Monday.com Authorized Partner, and certified Asana Workflow Specialist.
“You do not rise to the level of your goals, you fall to the level of your systems.”
🔥 Let's work together to maximize your business operations using platforms like Monday.com, ClickUp, Asana, Zapier, and Make.
✉ To get started, message me to schedule a free 15-minute discovery call!
Services Offered:
- 30-minute and 1-hour Consultations - Starting at $75
- Creating a custom workflow - Starting at $400
- Implementing a custom workspace or CRM - Starting at $2,000
- Optimizing your current workspace or CRM - Starting at $850
- Adding and troubleshooting automations - Starting at $200
- Live 1:1 Workspace Training - Starting at $150
- Live Team Workspace Training - Starting at $300
Industry Experience:
- Creative Agencies
- Marketing Agencies
- Transportation and Logistics
- Nonprofit Donor Management
- Rental Property Management
- Customer Support Services
- E-commerce Order Management
- Law Firm Case Management
- Investor Lead Tracking
- Accountant Client Management
- Real Estate Contract and Escrow Management
- Sales Funnel Management
- Email Campaign Process Management
I offer flat-rate packages, and hourly contracts depending on the scope of your project.
Looking to speed up your project? Share a brain dump or Loom video with your project details.
👩💻 Why We Should Work Together
I've implemented and optimized workflows for over 80 clients using Monday.com, ClickUp, and Asana.
🔍 I help you and your team streamline information sharing, project tracking, and communication in a centralized place.
We can leverage automation by connecting your team's everyday tools for increased productivity, and reducing the chaos of your tech stack.
Having trouble with your current automations? No worries, I can help with troubleshooting too!
What makes me a good fit for your project? I'm really good at getting what makes your business tick and creating solutions that are just right for you. I'm not a fan of generic fixes.
⭐ Experience and Skills ⭐
Monday.com Certified Core Builder
ClickUp Verified Consultant
Asana Project Management
Workflow Implementations
Workflow Optimizations
Custom CRM Implementations
Zapier & Make Automation
Zapier
ClickUp
Automated Workflow
Task Automation
Digital Project Management
Automation
Make.com
Asana
CRM Software
Dee T.
Jacksonville, Florida
$25/hr
4.9
12 jobs
Dee Marling. That's me. I’m an enthusiastic, professional freelance admin consultant - I can wear many hats, or just one. I have advanced skills in bookkeeping, operations, general admin and executive level support, and customer-centric relations including nonprofit, government and private sectors. I'm a full-time mom and wife, and I freelance fulltime -- success is a must! My family counts on me.
I have a diverse background! I'm a "Jill O'All-Trades." Here are a few of my top skills. If you don't see what you are looking for, ask!
Full charge bookkeeping...
QuickBooks Online / Desktop including payroll
Invoicing, payables and receivables
Reports
Journal entries
Federal and State Sales Tax filing
940/941s
Software/Cloud...
Microsoft Office 365 including Excel (geek level user), Word (nerd level user), and Publisher
Adobe Suite
Paychex, ADP, and Oasis payroll
MailChimp
Constant Contact
eTapestry
Marketing...
Business presentations
Brochures and campaigns
Social media
Mass emails/eBlasts
Fundraising...
Blackbaud eTapestry
Nonprofit bookkeeping
General support...
Data entry
Transcription
Scheduling
Coordination
Internet research
Skiptracing
Customer service
Over 20 Years experience...
Leadership
Attention to detail and solution oriented
Project Management
Problem Resolution
Human Resources
I listen. I ask questions. I find solutions.
Customer Service
Intuit QuickBooks
Spreadsheet Software
Nonprofit Organization
Office Administration
Invoicing
Database Management
Administrative Support
Database Administration
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