# QuickBooks Online ProAdvisor / CPA Needed – Multi-Entity Setup for Startup National Company ## Project Overview We are launching a national veterinary facility services company with multiple LLCs and are seeking an experienced **QuickBooks Online ProAdvisor, CPA, or senior accountant** to build our accounting foundation correctly from day one. This is a **new implementation** with no historical bookkeeping. We are looking for someone who has extensive experience designing accounting systems for **multi-entity businesses**, preferably with holding companies, operating subsidiaries, or franchise-like organizations (although this is **not** a franchise). The ideal candidate will think beyond basic bookkeeping and help establish a scalable accounting structure that can support dozens of future operating entities. --- ## Initial Companies to Create Create and configure four new QuickBooks Online companies: 1. Rescue Facility Care LLC (Parent Company) 2. Rescue Facility Care of South Jersey LLC 3. Rescue Facility Care of Tampa Bay LLC 4. Rescue Facility Care of Orlando LLC Each company has its own FEIN, bank accounts, ownership structure, and financial reporting requirements. --- ## Scope of Work ### 1. QuickBooks Online Company Setup * Configure each new QuickBooks Online company from scratch * Apply consistent accounting settings across all companies * Configure fiscal year, accounting preferences, numbering, and reporting settings * Establish a scalable naming convention --- ### 2. Build Standardized Chart of Accounts Create a standardized chart of accounts across all four companies. The Parent and Local Market companies will share nearly identical account structures with appropriate entity-specific differences. The chart of accounts should include: * Assets * Liabilities * Equity * Revenue * Cost of Goods Sold * Operating Expenses * Intercompany Accounts * Management Fee Accounts * Due To / Due From Accounts * Owner Equity Accounts * Investor Equity Accounts * Regional Operating Member Equity Accounts Account numbering should be standardized to support future consolidation. --- ### 3. Equity Structure Configure equity accounts to support our Operating Agreement. Each Local LLC includes: * Parent Company ownership * A Unit Investor ownership * B Unit Regional Operating Member ownership Create appropriate accounts for: * Capital Contributions * Member Capital * Member Distributions * Retained Earnings * Current Year Earnings --- ### 4. Intercompany Accounting Design the accounting structure for: * Due To Parent * Due From Parent * Intercompany Receivables * Intercompany Payables * Management Fees * Shared Services * Platform Fees The structure should support clean monthly reconciliations. --- ### 5. Banking Structure Configure bank accounts within QuickBooks for each entity, including: * Operating Checking * Tax Reserve * Distribution Reserve * Emergency Reserve * Payroll/Contractor Clearing * Equipment Reserve (if appropriate) No transactions need to be entered. --- ### 6. Revenue & Expense Categories Configure accounts for: Revenue * SaaS Subscription Revenue (Parent) * Technician Labor Revenue * After-Hours Labor * Concierge Services * Cleaning Services * Project Services * Material Reimbursements * Vendor Pass-Through Revenue Cost of Sales * Technician Subcontractors * Materials * Vendor Costs * Travel * Warranty/Callbacks Operating Expenses * Insurance * Marketing * Software * Office * Professional Fees * Vehicle Expenses * Recruiting * Training * Management Fees --- ### 7. Future Scalability The accounting structure should support future expansion to dozens of local operating companies without redesigning the chart of accounts. --- ## Deliverables * Four fully configured QuickBooks Online companies * Standardized chart of accounts implemented across all entities * Equity accounts configured for our ownership structure * Intercompany accounting structure established * Banking accounts configured * Revenue and expense categories established * Written documentation explaining the accounting structure and rationale * Recommendations for future expansion and best practices --- ## Preferred Qualifications * QuickBooks Online Advanced experience * Certified QuickBooks Online ProAdvisor * CPA preferred but not required * Experience with multi-entity accounting * Experience with holding companies or operating subsidiaries * Strong understanding of LLC capital accounts and member equity * Experience designing scalable chart of accounts * Ability to provide recommendations rather than simply following instructions --- ## Nice to Have Experience with: * Ramp * Stripe * Multi-entity reporting * Intercompany accounting * Service businesses * Construction or field service accounting --- ## Please Include in Your Proposal 1. Your QuickBooks Online certifications. 2. Your experience building accounting systems for multi-entity companies. 3. Examples of similar implementations (without confidential information). 4. Whether you are a CPA or EA. 5. Your recommended fixed-price fee. 6. Your estimated completion timeline. 7. Any suggestions you would make to improve this accounting structure before implementation. --- ## Future Work Available The selected freelancer will likely continue working with us on: * Monthly accounting review * Financial reporting * Intercompany reconciliations * QuickBooks optimization * Ramp integration * Stripe integration * Banking integrations * SOP development * Expansion to additional LLCs throughout the United States We are looking for a long-term accounting partner—not simply someone to perform a one-time setup.

## IT and Workflow Consultant for Small CPA Firm We own a growing tax and accounting firm with 1–5 employees and 3+contractors. I am looking for an IT consultant to review our current technology, security, and workflow and recommend practical improvements. We currently use Microsoft Windows, Google Workspace, Dropbox, Google Sheets, WhatsApp, tax software, and a VPN. The consultant should review: * Passwords and user access * VPN configuration and security * Network security and design * Google Workspace administration * Dropbox administration and permissions * Employee and contractor access * Data backup and recovery * Email accounts and shared company addresses * Current workflow and communication methods * Sales, client onboarding, document collection, and tax-return workflow * Whether we should improve our current tools or adopt a new workflow system The goal is to document our current process, identify security and efficiency issues, and create a simple future-state plan. ### Required Skills * Business with 1–9 Employees * Dropbox Administration * Google Workspace Administration * Microsoft Windows * Network Administration * Network Security * VPN Configuration and Security * Workflow Optimization Experience working with accounting, tax, legal, or other professional-services firms is preferred. I will leave you a stellar 5/5 review !!! ;-)

We are looking for an experienced IT infrastructure engineer to implement an existing IT/security architecture plan for a small technology organization. The target design has already been defined. We need someone who can come in, validate the implementation approach, configure the required systems, test the environment, and document the completed setup. Ideal Experience: - Microsoft Entra ID/Microsoft 365 - SSO, SAML, SCIM, MFA, and role/group-based access - Microsoft Intune/device compliance - AWS identity and access management - Device management and access policies - Secure access to private cloud resources - Developer and collaboration platforms - Credentials management When applying, please describe 1-2 similar environments you have personally implemented, which portions you handled directly, and your availability to begin.

This is not a full-time position. Workload will vary depending on client projects. Required Qualifications Minimum 10 years of hands-on IT experience Must reside in the United States Previous MSP or IT consulting experience preferred Excellent verbal and written English communication Ability to communicate directly with business clients Strong troubleshooting and problem-solving skills Able to work independently with minimal supervision Strong documentation skills Professional, dependable, and responsive. Microsoft Microsoft 365 Administration Microsoft 365 Business Premium Exchange Online SharePoint Online OneDrive Microsoft Teams Azure Microsoft Entra ID (Azure AD) Microsoft Intune Conditional Access Multi-Factor Authentication (MFA) Microsoft Defender. Windows Server 2016/2019/2022 Active Directory Group Policy DNS DHCP Hyper-V Remote Desktop Services Cybersecurity Endpoint Security Microsoft Security Best Practices Security Hardening Vulnerability Remediation Backup & Disaster Recovery Incident Response Email Security Phishing Protection Cloud & Backup Azure Microsoft 365 Backup OneDrive Backup SharePoint Backup Disaster Recovery Planning Remote Management NinjaOne (Preferred) Bitdefender GravityZone (Preferred) ConnectWise (Plus) Datto (Plus)

## Overview Friendly Solutions is a managed IT services provider supporting small and mid-size businesses across legal, financial, healthcare, construction, manufacturing, and other industries. This role delivers remote technical support across all areas of SMB IT infrastructure. The ideal candidate is a resourceful generalist capable of independent problem-solving across diverse client environments. --- ## Responsibilities **Desktop, Email & Application Support** - Microsoft 365 administration across multiple tenants (Outlook, OneDrive, Teams, mail flow) - Windows workstation and laptop deployment, configuration, and remote troubleshooting - User onboarding and offboarding (accounts, email, permissions, MFA, licenses) - Email migration, spam filtering (SpamTitan), and phishing response - Industry-specific business application support **Infrastructure & Security** - Active Directory, Group Policy, DNS, and DHCP management - Security incident response and access control enforcement - Multi-factor authentication (Duo Security) and endpoint protection (ESET) management - Firewall, switch, and wireless access point configuration - VPN setup and maintenance with MFA integration - Server and backup administration (Acronis, Veeam) --- ## Qualifications **Required:** - Windows 10/11 administration - Microsoft 365 multi-tenant administration - Windows Active Directory and Group Policy - Networking fundamentals (TCP/IP, DNS, DHCP, VPN) - Remote troubleshooting tools (ScreenConnect, RDP, or equivalent) - Strong communication skills in English and Polish - Ability to manage multiple priorities independently **Preferred:** - Firewall configuration (/pfSense) - Backup solutions (Veeam) - Duo Security - Industry-specific software experience - CompTIA A+/Network+/Security+, Microsoft 365 certifications, or CCNA

We are seeking an experienced MSP engineer or technical consultant to support the integration of newly acquired managed service providers into our operating environment. This is a project-based contract role with engagements typically lasting 60 to 90 days. Successful candidates may be invited to participate in future acquisition integration projects on an ongoing basis. About the Role Your primary responsibility will be to review, validate, and standardize technical documentation from acquired MSPs and client environments. You will work closely with our internal Integration and Service Operations teams to bring documentation, asset records, network diagrams, vendor information, and operational procedures into alignment with our standards. This role is ideal for a former MSP Systems Administrator, Senior Engineer, Service Manager, or Technical Consultant who enjoys discovery, documentation, and process improvement. Responsibilities • Review existing MSP documentation for completeness and accuracy • Conduct interviews with technical staff and key stakeholders to gather missing information • Audit Microsoft 365, Azure, networking, security, backup, and endpoint management environments • Update and standardize documentation according to established SOPs and templates • Create or update network diagrams, asset inventories, vendor records, credential records, and support procedures • Identify documentation gaps, technical debt, and operational risks • Produce final documentation packages and handoff materials for operational teams • Participate in integration meetings and status updates as needed Required Experience • 2+ years working within a Managed Service Provider (MSP) • Strong understanding of Microsoft 365 and Azure environments • Experience documenting networks, systems, and operational procedures • Ability to work independently with minimal supervision • Strong written communication and organizational skills Preferred Experience • ITGlue, Liongard, ConnectWise Manage, Autotask, Datto RMM and similar platforms • MSP acquisition or integration experience • Network infrastructure documentation • Cybersecurity, data backup, and compliance documentation • Multi-site client environments Engagement Details • Contract / project-based • Typical engagements range from 60 to 90 days • Flexible hours • Remote work • U.S.-based preferred, but highly qualified international candidates will be considered • Potential for recurring opportunities throughout the year Please provide: - Summary of your MSP experience - Documentation platforms you have used (IT Glue, Hudu, etc.) - Examples of documentation projects you have completed - Experience supporting MSP mergers, acquisitions, or large clients

We need an expert to configure and integrate OneDesk on-prem with our existing systems. The work includes setting up the on-prem environment, connecting it to our current infrastructure, and ensuring smooth operation after deployment. You should be able to handle configuration tasks, troubleshoot issues, and support the transition from our current setup. Experience with similar on-prem deployments and integration projects is important. This is a part-time engagement for a small project with a clear scope. Specific items include: -Email & OAuth2 configuration with Google Workspace -domain setup & TLS certificate configuration -Automate TLS certificate renewals -EC2 linux instance hardening -AWS S3 integration -Postgres database backup and restoration testing -Troubleshooting linux performance issues

About Us We're a multi-site behavioral health services company operating clinics in California and Georgia, with approximately 60 employees across five locations. We issue company-owned laptops and iPads to clinical and administrative staff. Our environment: Google Workspace Business Plus for email, identity, and file storage. Our fleet is roughly 3 Windows laptops, 20 MacBooks, and 8 iPads. Because we operate in healthcare, our devices may touch protected health information (PHI), so HIPAA-appropriate safeguards are a requirement, not a nice-to-have. The Problem We are paying for Google Workspace Business Plus, which includes advanced endpoint management — and none of it is configured. There is no enrollment process, no enforced passcodes or disk encryption, no app control, no remote wipe capability, and no reliable visibility into who has which device or what's installed on it. Devices are handed out and tracked informally. We want this built out properly, once, using what we already own wherever possible, with documentation clear enough that our operations and HR staff can maintain it in-house afterward. Scope of Work 1. Assessment and gap analysis Inventory our existing devices and audit our current Google Admin console endpoint management configuration Tell us specifically what Business Plus covers for each device type — Windows, macOS, iPadOS — and what it does not Verify all device-using staff hold Business Plus licenses, since endpoint policies are licensed per user Recommend what, if anything, we need to buy on top of Google to close the remaining gaps, with cost per device or per user. We expect the honest answer may involve a dedicated Apple MDM and an endpoint protection product; make the case either way Confirm Business Associate Agreement coverage for anything you recommend, and verify our Google Workspace BAA has been accepted in our Admin console 2. Google Workspace build-out Configure Google Admin console endpoint management: organizational units by role and location, device approval workflow, and context-aware access where appropriate Enable advanced mobile management and configure the Apple push certificate for our iPads Configure Windows device management and BitLocker policy Set up Apple Business Manager so our iPads can be supervised and future purchases enroll automatically Stand up any supplemental MDM or security tooling identified in step 1, with identity anchored to our Google accounts — we do not want a second directory to maintain 3. Security baseline Enforce disk encryption on laptops (BitLocker on Windows, FileVault on Mac) and confirm encryption is actually active on each machine, not merely configured in a console Enforce device passcodes and screen-lock timeouts across all device types Configure remote lock and full remote wipe Deploy endpoint protection / antivirus Application allow/block controls and restrictions on personal cloud storage or unapproved apps OS patch and update enforcement 4. Application deployment Package and push our standard app set to the correct device groups (list provided after hire; includes clinical data collection and productivity applications) 5. Enrollment of the existing fleet Enroll our currently deployed devices Identify which devices require a wipe and reset to enroll properly, and propose a sequencing plan that minimizes disruption to clinic operations across two time zones 6. Monitoring and reporting Compliance dashboard and alerting for out-of-policy devices Asset inventory report we can reconcile against our HR records 7. Policy, documentation, and handoff Written device use / acceptable use policy suitable for inclusion in our employee handbook Device assignment and return acknowledgment form Standard operating procedures for: issuing a new device, onboarding a new hire, offboarding a departing employee including remote wipe, and responding to a lost or stolen device Live training session (recorded) for our operations and HR staff so we can administer this going forward without ongoing contractor support Deliverables Fully configured endpoint management environment with all existing devices enrolled and reporting compliant Documented security baseline and configuration profiles Written device policy plus assignment and return forms Admin SOP runbook Recorded training session and 30 days of post-launch support for questions Required Experience Hands-on MDM/UEM deployments for small to mid-size organizations — tell us how many and on which platforms Direct, current experience configuring Google Workspace endpoint management on Business Plus, including its real limitations Integrating a third-party MDM with Google Workspace as the identity provider Both Apple (macOS/iPadOS) and Windows management Apple Business Manager and Automated Device Enrollment Windows encryption and update enforcement in a Google-identity environment, not Microsoft 365 Experience with HIPAA-regulated or otherwise compliance-sensitive environments Clear written communication — we need documentation a non-technical operations manager can actually follow Nice to Have Prior work with healthcare, behavioral health, or multi-site clinical organizations Familiarity with BambooHR for reconciling device assignment against employee records Multi-state operations experience Engagement Details Type: Fixed-price with milestones preferred; open to hourly for the right candidate Timeline: Kickoff within two weeks, initial rollout complete within [4–6] weeks Availability: Some work must align with U.S. Pacific and Eastern business hours to coordinate with clinic staff Please Include in Your Proposal What can we accomplish using only what Business Plus already includes, and where will we genuinely need to add tooling? What are the top three things Google Workspace endpoint management cannot do that we should be aware of? How would you handle our MacBooks specifically? Two or three comparable projects you've completed, with device counts and platforms Any additional per-device or per-user monthly cost your approach would introduce Your fixed-price quote and proposed milestones Your experience with HIPAA safeguards as they apply to endpoint devices Start your proposal with the word "ENROLLED" so we know you read the full posting.

Need a Microsoft Infrastructure & Migration Engineer to lead identity and email modernization projects for our enterprise clients. In this role, you will be responsible for designing and executing cloud migration strategies—specifically migrating legacy local Active Directory and personal/standalone account environments to modern Microsoft Entra ID (formerly Azure AD), as well as transitioning legacy email systems and Outlook environments to Microsoft 365 (M365)

We are a financial services company looking for an IT specialist to help us make sure we have archiving set up in our Microsoft Business 365 Standard ecosystem. We have to have this for compliance with SEC 17a-4 and want to ensure our Teams, Email, and our VoIP phone system are journaled to the archiving. Overall would appreciate any insight to general security of our SharePoint system too. If replying to this post, please don't just paste a generic cover letter - I'll ignore your response. Leave me your first embarrassing email address handle (not the @domain, for security and Upwork compliance) to prove you read this and some fun! Thanks.