READ IN FULL. I’m looking for a CPA, EA, or experienced small-business tax professional to help me clean up and professionalize the tax and payroll side of my S corporation. I operate an S corporation filing Form 1120-S. I prepared my own business taxes in 2024 and 2025, and while the returns were filed, the process was frustrating and I am still dealing with some tax notices. I would like someone to review what has already been done, identify any problems, and establish a much cleaner system moving forward. Scope of Work 1. Review 2024 and 2025 Tax Returns Review my previously filed 2024 and 2025 returns, particularly the 1120-S filings and related filings, to determine whether they were prepared correctly. I am not necessarily looking to amend anything unless there is a reason to do so. I primarily want to know: Whether the returns appear accurate and complete Whether anything material was missed Whether there are inconsistencies between the corporate returns, payroll reporting, shareholder compensation, distributions, and my personal returns Whether any amendments or corrective filings are recommended Whether there are issues that could create additional IRS or state notices later 2. Review and Resolve Existing Tax Notices I am currently dealing with notices related to a missing 2024 K1 (I'm sure I mailed it, they say they never received, I'm SOL.) Please put the word PURPLE at the top of your application so I know you read all of this before submitting your app. I would like assistance reviewing those notices, determining what caused them, and identifying exactly what needs to be filed, paid, corrected, or communicated to resolve them. Where appropriate, I would like the tax professional to help prepare responses or communicate with the IRS or state agencies on my behalf. 3. Review 2026 Taxes Year-to-Date Review the corporation's 2026 activity to determine where I currently stand before year-end. This should include reviewing: Revenue and expenses Bookkeeping quality Owner/shareholder payments Distributions Payroll or compensation paid to date Estimated tax obligations Federal and state tax exposure Any missing payroll filings or payments Any corrective actions that should be completed before December 31 The goal is to identify problems now rather than discovering them while preparing the 2026 return. 4. Set Up a Proper Payroll System I need a simple, reliable payroll system established for myself as the owner of the S corporation. I would like assistance determining: Appropriate owner compensation structure Payroll frequency Reasonable salary considerations Federal and state payroll withholding Payroll tax deposits Forms 941 and 940 Michigan payroll requirements W-2 preparation How distributions should be handled separately from payroll Ideally, you can recommend and help configure a payroll platform such as Gusto, QuickBooks Payroll, ADP, or another appropriate system. The objective is to have payroll largely automated and properly documented going into 2027. 5. Prepare 2026 S-Corporation Taxes I would like the person handling this project to prepare my 2026 S-corporation tax return, including Form 1120-S, Schedule K-1, and related federal and Michigan filings. If appropriate, I would also be interested in having the same person prepare or review my related individual tax return so that the corporate and personal filings are coordinated correctly. 6. Establish a Clean System for 2027 and Beyond The larger objective is to stop treating taxes as an annual cleanup project. By the end of this engagement, I would like to have a straightforward system covering: Bookkeeping Payroll Owner salary Distributions Estimated taxes Quarterly filings Year-end tax planning Documents I should retain What information my tax preparer needs from me A clear annual tax calendar I want the business set up so that preparing the 1120-S each year is relatively routine rather than a major project. Ideal Candidate I am specifically looking for someone with substantial experience working with owner-operated S corporations. Please include: Your experience preparing Form 1120-S returns Your experience correcting prior-year S-corp or payroll issues Whether you handle IRS/state notices Whether you provide payroll setup or payroll advisory services Which payroll platforms you typically recommend Whether you can prepare both the corporate return and shareholder's individual return Your proposed scope and pricing for this engagement I am less interested in simply hiring someone to file a return and more interested in finding someone who can review the entire setup, clean up anything that needs attention, and establish a system that will work properly going forward. My stated rate is the budget for the static portion of this project: clean everything up to-date, get me up to speed before Q4 2026. 1-4

Jedidiah CPA is a growing U.S. CPA firm based in Illinois, serving clients nationally. Our practice spans Audit & Assurance, Client Accounting Services (CAS), Tax and Advisory. We are looking for a highly experienced Enrolled Agent (EA) to initially join us on a contract basis and help build the next stage of our tax practice. This is not simply a tax preparation role. We are looking for an experienced, entrepreneurial tax professional who wants significant autonomy and the opportunity to help build and ultimately take substantial responsibility for the day-to-day operation and growth of a tax department within a CPA firm. Who we’re looking for Ideally, you have 15–20+ years of hands-on tax experience, including: * Individual and business returns — 1040, 1065, 1120S and 1120 * IRS representation, notices, examinations and tax resolution * Proactive tax planning and advisory * Reviewing complex returns * Managing long-term client relationships * Supervising or mentoring other tax preparers You may already operate your own small tax practice or have a book of clients and have wondered what you could build with the broader capabilities and infrastructure of a CPA firm, particularly one offering more than just tax services.. Having an existing book of business is welcome, but absolutely not required. What matters most is experience, current availability and capacity to take on additional clients. Why this opportunity may be different We are building an integrated CPA practice rather than a stand-alone tax preparation business. Our tax clients may also need accounting, CFO/advisory and other services, while clients elsewhere in the firm can create opportunities for the tax practice. We want the right person to have considerable autonomy to help shape the tax department — including its services, workflows, team, client experience and approach to tax advisory. Initially, this will be an independent contractor relationship. For the right person, however, we are interested in building a meaningful long-term relationship as the practice grows. We are particularly interested in meeting an EA who has deep tax experience and an entrepreneurial mindset and perhaps has always wanted to build something alongside a CPA firm. When applying, please tell us: 1. How many years have you worked in tax and as an EA? 2. What individual and business returns do you regularly prepare/review? 3. Briefly describe your IRS representation experience. 4. What tax planning/advisory services do you currently provide? 5. Do you currently operate your own practice or have a book of clients? (Not required.) 6. How much capacity do you currently have to take on new clients? 7. What is your realistic availability during and outside tax season? 8. Have you supervised or reviewed other tax preparers? 9. What tax software do you use? 10. If given the opportunity to help build a tax department within a growing CPA firm, what would you want that relationship to look like? You must be U.S.-based and hold an active EA credential. Remote work is welcome. Please begin your proposal with “TAX PRACTICE” so we know you have read the posting. Learn more about us at Jedidiah CPA PLLC.

About Health Monitor Network Health Monitor Network is a targeted healthcare marketing platform that connects patients and healthcare professionals at every point of care — the waiting room, the exam room, the home, and on the go. We reach 450,000+ physicians and HCPs across 250,000+ medical offices, and a patient audience of 20M+, delivering trusted, specialty-specific educational content produced by our in-house editorial team and Medical Advisory Board. Our portfolio spans patient (DTC), HCP, and OTC solutions — point-of-care screens, print and digital patient guides, HCP omnichannel engagement, podcasts, and video. The market around us is moving quickly: check-in and intake data, retail media networks, digital out-of-home, connected TV, and AI-driven engagement are all reshaping what pharma marketers expect from a point-of-care partner. This role exists to help us get ahead of that. The Opportunity SVP of New Product Development is building the next generation of Health Monitor products some built in-house, some through partnerships, all of them aimed at expanding what we can offer pharma and OTC brands beyond our current portfolio. There is an active pipeline of concepts under evaluation, spanning new data assets, AI-enabled engagement layers, and new media formats. We are looking for a contract Product Manager to be the operating partner on that pipeline: the person who keeps the work moving on schedule, turns strategic direction into defined and documented products, and produces the artifacts specs, one-pagers, positioning, sell sheets that let a concept be evaluated, approved, sold, and built. This is a hands-on individual-contributor role. There is no team to manage. There is a lot to build. What You'll Do Product Management — define and document the products • Take an early-stage concept and develop it into a defined product: the problem it solves, who buys it, what it includes, and why it wins. • Features and requirements: write the product definition feature set, MVP scope, phasing, user flows, data requirements, and acceptance criteria — in a form both a build partner and an internal team can execute against. • Value propositions: articulate the customer-facing value for each product and each audience (pharma brand teams, agencies, HCPs, patients), grounded in a clear view of the competitive set. • Business case: assemble the inputs — market sizing, pricing and packaging options, build-versus-buy analysis, effort and cost estimates — into a recommendation the SVP can bring forward for approval. • Conduct the supporting research: competitive scans, category trends, customer and internal stakeholder interviews, and readouts that end in a recommendation. • Maintain the product idea pipeline — keeping the working list current, prioritized, and decision-ready. • Identify and evaluate potential technology, data, and content partners; run structured comparisons against defined criteria. • Serve as day-to-day contact for partner and vendor conversations — discovery calls, demos, capability reviews, pilots, and integration planning. Product Marketing — produce the material that sells it • Draft the go-to-market materials for new products: positioning and messaging frameworks, sell sheets, one-pagers, sales decks, FAQs, and internal enablement guides. • Work with editorial, creative, and design to bring materials to a finished, on-brand state. • Translate technical or data-heavy capabilities into language a brand manager or agency planner immediately understands. • Partner with sales to pressure-test messaging against real client conversations and to support early pitches. How We Work Together The SVP sets direction, priorities, and the guardrails. Within those, you run. You should be comfortable being handed a concept and a deadline and coming back with a structured plan, a first draft, and the three questions that actually need a decision — rather than waiting to be told the next step. The strategic frame is set; the value you bring is turning it into defined, documented, sellable products faster and more thoroughly than it could be done otherwise. What You Bring Required • Bachelor degree in Business, Marketing, Communications, or related fields. • 5–7 years in product management, product marketing, or product-led program management — including direct experience taking a product from concept through definition to launch. • Demonstrated project management ability: you hold a multi-workstream timeline in your head and on paper, and things you own hit their dates. • Excellent written communication. This role is measured substantially in documents — specs, briefs, business cases, positioning, sell sheets — and they need to be clear, well-organized, and near-final on first pass. • Comfort with ambiguity and a genuine self-starter disposition: you build the structure when none exists yet. • Strong stakeholder skills — credible with executives, effective with sales, and patient with technical and creative partners. • Analytical fluency: you can size a market, model simple pricing scenarios, and build a defensible business case. • Able to work on a hybrid schedule from our Montvale, NJ headquarters. Preferred • AIPMM Certified Product Manager • Experience in healthcare, health tech, or pharma marketing — point-of-care media, HCP engagement, patient education, or EHR/practice-workflow platforms especially valuable. • Background in B2B media, adtech, or data products — audience targeting, programmatic, DOOH/CTV, retail or health media networks. • Familiarity with pharma marketing constraints: MLR review, adverse-event handling, HIPAA-adjacent data practices. • Experience evaluating and standing up technology or data partnerships, including build-versus-buy analysis. • Working knowledge of applied AI in a content or engagement product context. • Prior contract or consulting experience — you ramp fast and produce early. What Success Looks Like First 30 days — You know the portfolio, the competitive set, and the active pipeline. You've met the internal stakeholders each product depends on, and you've established the tracking system and working cadence we'll use going forward. By 60 days — Priority concepts have a documented product definition and a timeline with owners and dates. Partner evaluations are underway with clear criteria. The SVP has current status without having to ask for it. By 90 days — At least one product is defined end to end — features, value proposition, business case, partner path, and a first set of marketing materials — and is ready to go in front of leadership or in front of a client. Ongoing — Milestones are met. Documentation is current and trusted. Sales has material they can actually use. Fewer things need the SVP's hands to move forward. To Apply Please submit a resume along with a brief note on a product you defined and documented from concept through launch — what you owned, what you produced, and how it landed. Writing samples are welcome and encouraged: a spec, a positioning brief, a business case, or a sell sheet you wrote.

Project Overview We need an experienced Palo Alto Networks engineer to take over an in-progress Sophos to Palo Alto migration project. A previous engineer has completed a portion of the work. We need someone to review the current state, pick up where they left off, and drive the project to completion. The engagement covers a full migration from Sophos XG/XGS firewalls to Palo Alto PA-Series firewalls across 6 hospitality client locations (4 HA pairs, 2 standalone units), managed centrally through a net-new Panorama deployment, with GlobalProtect VPN as the remote access solution. Environment • From: Sophos XG 2300 (HA pairs) and XGS 126 (standalone) • To: Palo Alto PA-1410 (HA pairs) and PA-540 / PA-440 (standalone) • Management: Panorama (net-new), zero-touch provisioning • VPN: GlobalProtect with two-site redundancy, SSO via O365 / Entra ID / MFA / federation • SIEM: Integration with existing Thrive SIEM for logging and alerting • Directory: Active Directory / Entra ID integration for user and group based policy Scope of Remaining Work (est. 80 hours) Exact remaining scope will be confirmed after a handoff review of the current state, but is expected to draw from: • Security zone design and VLAN consolidation (Inside, Outside, DMZ) • Security policy migration and cleanup using Palo Alto NGFW best practices • NAT rule migration • GlobalProtect VPN configuration, SSO integration, and HIP profiling • Staging and lab validation • Cutover planning and execution across HA and standalone sites • Testing, optimization, and Thrive SIEM verification • As-built documentation and knowledge transfer What We Need From You • Strong hands-on experience with Palo Alto PAN-OS and Panorama, ideally including greenfield Panorama deployments • Experience migrating from another firewall vendor (Sophos, Fortinet, Cisco, etc.) to Palo Alto • GlobalProtect VPN configuration experience, including SSO/MFA integration • Comfortable stepping into a partially completed project, reviewing existing configuration and documentation, and working from someone else’s starting point • Strong communication skills for coordinating cutover windows with a hospitality client sensitive to peak-season downtime • Ability to work efficiently and independently once ramped up Nice to Have • Experience with Thrive SIEM or similar log forwarding/SIEM integrations • Hospitality industry experience or familiarity with multi-site retail/hospitality network environments • PCNSE certification

# 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.

AWS DEVOPS & AI TECHNICAL PROJECT MANAGER We are seeking an experienced AWS DevOps & AI Technical Project Manager to manage approximately 25 AWS DevOps engineers working simultaneously on multiple AI and cloud-transformation projects. This is a hands-on leadership role for someone who understands AWS architecture, DevOps delivery, and AWS AI services—not a general project manager who only schedules meetings and updates spreadsheets. RESPONSIBILITIES • Manage a distributed team of approximately 25 AWS DevOps engineers • Oversee multiple AWS AI and cloud projects running concurrently • Organize delivery into two-week Agile sprints • Work directly with developers to define tasks, owners, priorities, dependencies, estimates, and acceptance criteria • Confirm that deliverables and deadlines are realistic before committing to clients or leadership • Conduct sprint planning, daily standups, backlog reviews, sprint reviews, and retrospectives • Monitor progress daily and identify schedule risks before deadlines are missed • Proactively resolve technical blockers, staffing constraints, unclear requirements, and cross-team dependencies • Escalate problems promptly with a clear explanation of the issue, impact, available options, and recommended solution • Maintain accurate project plans, sprint boards, documentation, status reports, and delivery forecasts • Coordinate communication among developers, architects, customers, AWS representatives, and company leadership • Ensure that completed work meets technical requirements, acceptance criteria, security standards, and client expectations • Hold team members accountable while maintaining a productive and professional working environment • Improve our project-management processes as the volume and complexity of projects continue to grow REQUIRED AWS AND DEVOPS EXPERIENCE Candidates must have significant practical experience managing AWS and DevOps projects, including familiarity with: • Amazon Bedrock • Amazon Bedrock Agents and AgentCore • Amazon SageMaker • Generative AI and agentic AI architectures • Retrieval-Augmented Generation (RAG) • AWS Lambda • Amazon API Gateway • AWS Step Functions • Amazon EventBridge • Amazon S3 • Amazon DynamoDB • Amazon OpenSearch Service • Amazon ECS, EKS, and EC2 • Infrastructure as Code using Terraform, AWS CloudFormation, or AWS CDK • CI/CD pipelines and automated deployment processes • Git-based development workflows • AWS IAM, security, logging, monitoring, and cost management The successful candidate does not need to write production code every day, but must understand the technology well enough to challenge estimates, identify dependencies, recognize risks, communicate with senior engineers, and determine whether reported progress is credible. COMMUNICATION AND PROJECT-MANAGEMENT EXPECTATIONS We are looking for someone who communicates clearly, directly, and consistently. You must be able to: • Translate business and customer requirements into clear technical deliverables • Work with developers to confirm exactly what will be delivered and when • Break large objectives into manageable sprint tasks • Ensure every task has an owner, due date, definition of done, and measurable acceptance criteria • Ask detailed questions when requirements, estimates, or progress reports are unclear • Identify bottlenecks early and create a specific recovery plan • Communicate delays immediately rather than waiting until a deadline is missed • Provide concise written updates showing completed work, current work, risks, blockers, and next steps • Lead meetings efficiently and document decisions, action items, owners, and deadlines • Communicate professionally with technical teams, executives, clients, and AWS stakeholders REQUIRED QUALIFICATIONS • 5+ years of technical project or program management experience • Significant experience managing AWS cloud and DevOps projects • Experience managing large distributed engineering teams • Experience coordinating multiple projects and workstreams simultaneously • Strong understanding of Agile delivery and two-week sprint management • Experience using Jira, ClickUp, Asana, Monday.com, Azure DevOps, or similar tools • Excellent written and spoken English • Strong leadership, organization, documentation, and problem-solving skills • Ability to work with teams across multiple countries and time zones • Demonstrated ability to recover delayed or at-risk technical projects PREFERRED QUALIFICATIONS • AWS certification, such as AWS Certified Solutions Architect, DevOps Engineer, Machine Learning Engineer, or AI Practitioner • Experience delivering generative AI, RAG, or agentic AI solutions • Experience working for an AWS Partner • Experience with AWS-funded customer programs or AWS Marketplace solutions • Technical background in cloud engineering, software development, or DevOps • Experience managing teams located in the United States, India, Pakistan, or Bangladesh WHAT SUCCESS LOOKS LIKE • Two-week sprints begin with clearly defined and properly assigned work • Developers understand their deliverables, deadlines, and acceptance criteria • Leadership has an accurate, real-time understanding of every project • Problems and bottlenecks are identified early and addressed quickly • Commitments are based on validated engineering estimates • Deliverables are completed on schedule and meet client expectations • Project documentation and sprint boards remain accurate and current HOW TO APPLY Please provide: 1. A summary of your AWS, DevOps, and AI project-management experience 2. The largest engineering team you have directly managed 3. An example of how you managed multiple projects using two-week sprints 4. An example of a delayed or blocked project you helped recover 5. Your experience with Amazon Bedrock, AgentCore, SageMaker, RAG, or agentic AI 6. The project-management tools you use and how you track deliverables, dependencies, and blockers 7. Your AWS certifications, if applicable 8. Your working hours and time zone 9. A short video or Loom introduction explaining why you are a strong fit Please begin your proposal with the words “AWS DELIVERY” so we know you read the complete posting. This is expected to be a long-term engagement for the right person.

SharePoint Online / Power Platform Modernization Consultant Microsoft Access to Microsoft 365 Modernization Project Summary We are supporting a customer in modernizing a legacy Microsoft Access 2003 inventory management application into a secure, scalable, and maintainable Microsoft 365 solution operating entirely within a government cloud environment. The existing application supports day-to-day operational activities including: Warehouse locations Personnel assignments General inventory Serialized inventory Workflow processes Reporting and audit tracking The objective is to modernize the existing system using: SharePoint Online Power Apps Power Automate Microsoft 365 while preserving existing business functionality and improving maintainability, governance, security, workflow automation, and reporting. We are seeking experienced Microsoft 365 and Power Platform professionals who have modernized legacy business applications and possess hands-on experience with SharePoint Online, Power Apps, Power Automate, Microsoft Access modernization, InfoPath replacement, Nintex modernization, or enterprise workflow automation initiatives. --- What We Need Microsoft 365 & SharePoint Online Experience Demonstrated experience designing, implementing, and supporting: SharePoint Online Microsoft 365 SharePoint permissions and governance Information architecture Metadata strategies Document libraries Records management --- Power Platform Experience Hands-on experience developing and supporting: Power Apps Power Automate Approval workflows Inventory management applications Audit and reporting solutions SharePoint-integrated business applications --- Modernization Experience We are particularly interested in candidates with experience performing activities such as: Microsoft Access to Power Platform modernization InfoPath to Power Apps modernization Nintex to Power Automate modernization SharePoint On-Premises to SharePoint Online migration Legacy workflow modernization Business process automation --- Architecture & Design Experience The ideal candidate should be comfortable with: Current-state assessment Future-state architecture design Data modeling Workflow design Governance planning Solution documentation --- Project Scope The selected consultant(s) will support activities such as: Assessment & Discovery Analyze existing Access database structures Assess current business processes Review workflows, forms, and reporting requirements Develop future-state architecture recommendations Modernization Configure SharePoint Online structures Develop Power Apps interfaces Develop Power Automate workflows Configure reporting and audit capabilities Implement document management components Validation & Transition Support testing activities Address defects and enhancements Develop documentation Support training and knowledge transfer --- Desired Certifications The following certifications are highly desirable: Microsoft 365 MS-102 Microsoft 365 Administrator Expert MS-900 Microsoft 365 Fundamentals Power Platform PL-400 Power Platform Developer Associate PL-600 Power Platform Solution Architect Expert PL-200 Power Platform Functional Consultant Associate PL-900 Power Platform Fundamentals Azure AZ-900 Azure Fundamentals AZ-204 Azure Developer Associate SharePoint MCSE SharePoint MCITP Enterprise Administrator SharePoint Administrator credentials Demonstrated SharePoint Online expertise --- Work Authorization Requirements Applicants must be U.S. Citizens. Due to the nature of the customer environment and anticipated access requirements, only U.S. Citizens will be considered for this opportunity. --- Work Location Remote --- To Apply Please include the following: Relevant Experience Provide a brief summary of experience involving: Microsoft Access modernization SharePoint Online implementations Power Apps development Power Automate workflow automation Legacy application modernization --- Certifications Please identify any active Microsoft certifications and include certification details if available. --- Availability Please provide: Earliest availability Desired engagement type (W2, Corp-to-Corp, etc.) Approximate weekly availability --- Resume Please provide an updated resume highlighting: SharePoint Online experience Microsoft 365 experience Power Apps experience Power Automate experience Modernization and migration experience --- Preferred Candidates Candidates with experience supporting: Public sector customers Government cloud environments Microsoft 365 Government environments SharePoint Online modernization Asset management applications Inventory management solutions Records management solutions Workflow automation initiatives are strongly preferred. We are looking for experienced professionals who can communicate clearly, work independently, and help deliver a successful modernization effort from assessment through transition.

SharePoint Online / Power Platform Modernization Consultant Microsoft Access to Microsoft 365 Modernization Project Summary We are supporting a customer in modernizing a legacy Microsoft Access 2003 inventory management application into a secure, scalable, and maintainable Microsoft 365 solution operating entirely within a government cloud environment. The existing application supports day-to-day operational activities including: Warehouse locations Personnel assignments General inventory Serialized inventory Workflow processes Reporting and audit tracking The objective is to modernize the existing system using: SharePoint Online Power Apps Power Automate Microsoft 365 while preserving existing business functionality and improving maintainability, governance, security, workflow automation, and reporting. We are seeking experienced Microsoft 365 and Power Platform professionals who have modernized legacy business applications and possess hands-on experience with SharePoint Online, Power Apps, Power Automate, Microsoft Access modernization, InfoPath replacement, Nintex modernization, or enterprise workflow automation initiatives. --- What We Need Microsoft 365 & SharePoint Online Experience Demonstrated experience designing, implementing, and supporting: SharePoint Online Microsoft 365 SharePoint permissions and governance Information architecture Metadata strategies Document libraries Records management --- Power Platform Experience Hands-on experience developing and supporting: Power Apps Power Automate Approval workflows Inventory management applications Audit and reporting solutions SharePoint-integrated business applications --- Modernization Experience We are particularly interested in candidates with experience performing activities such as: Microsoft Access to Power Platform modernization InfoPath to Power Apps modernization Nintex to Power Automate modernization SharePoint On-Premises to SharePoint Online migration Legacy workflow modernization Business process automation --- Architecture & Design Experience The ideal candidate should be comfortable with: Current-state assessment Future-state architecture design Data modeling Workflow design Governance planning Solution documentation --- Project Scope The selected consultant(s) will support activities such as: Assessment & Discovery Analyze existing Access database structures Assess current business processes Review workflows, forms, and reporting requirements Develop future-state architecture recommendations Modernization Configure SharePoint Online structures Develop Power Apps interfaces Develop Power Automate workflows Configure reporting and audit capabilities Implement document management components Validation & Transition Support testing activities Address defects and enhancements Develop documentation Support training and knowledge transfer --- Desired Certifications The following certifications are highly desirable: Microsoft 365 MS-102 Microsoft 365 Administrator Expert MS-900 Microsoft 365 Fundamentals Power Platform PL-400 Power Platform Developer Associate PL-600 Power Platform Solution Architect Expert PL-200 Power Platform Functional Consultant Associate PL-900 Power Platform Fundamentals Azure AZ-900 Azure Fundamentals AZ-204 Azure Developer Associate SharePoint MCSE SharePoint MCITP Enterprise Administrator SharePoint Administrator credentials Demonstrated SharePoint Online expertise --- Work Authorization Requirements Applicants must be U.S. Citizens. Due to the nature of the customer environment and anticipated access requirements, only U.S. Citizens will be considered for this opportunity. --- Work Location Remote --- To Apply Please include the following: Relevant Experience Provide a brief summary of experience involving: Microsoft Access modernization SharePoint Online implementations Power Apps development Power Automate workflow automation Legacy application modernization --- Certifications Please identify any active Microsoft certifications and include certification details if available. --- Availability Please provide: Earliest availability Desired engagement type (W2, Corp-to-Corp, etc.) Approximate weekly availability --- Resume Please provide an updated resume highlighting: SharePoint Online experience Microsoft 365 experience Power Apps experience Power Automate experience Modernization and migration experience --- Preferred Candidates Candidates with experience supporting: Public sector customers Government cloud environments Microsoft 365 Government environments SharePoint Online modernization Asset management applications Inventory management solutions Records management solutions Workflow automation initiatives are strongly preferred. We are looking for experienced professionals who can communicate clearly, work independently, and help deliver a successful modernization effort from assessment through transition.

S1000D / NAVAIR IETM Integration Specialist — U.S. Citizens Only ABOUT WMAIR WMAIR LLC is developing an evidence-preserving, multi-format technical-publication viewer and maintenance-information platform. The work supports our response to Navy SBIR , sponsored by the Naval Air Systems Command (NAVAIR). We have a working company-funded prototype that currently demonstrates: - Read-only technical-manual ingestion - PDF text extraction and OCR - Page-level evidence retrieval - Exact source and page citations - Manual-page image presentation - Maintenance-manual, parts-catalog, wiring-diagram, and overhaul-manual search - Role-based technician, QA, parts, and administrator workflows - Source-file hashing and provenance - A separate administrator-only S1000D Issue 6 validation laboratory - API, retrieval, frontend, and regression testing - Safety controls preventing invented procedures, invented part numbers, or return-to-service authorization The existing prototype is research and demonstration software. It has not been approved by the Navy, does not currently claim Navy BREX compliance, and has not been integrated with a designated NAVAIR production environment. We are looking for an experienced S1000D and NAVAIR technical-data specialist who can help us define a credible and technically correct integration path. IMPORTANT: INITIAL ASSIGNMENT ONLY The first contract is a limited, paid technical assessment. The selected consultant will review our existing software, architecture, technical documentation, test evidence, and proposed Navy integration plan. The consultant will then provide recommendations describing what must be changed, added, validated, or documented before the software could be considered ready for integration with a NAVAIR technical-publication environment. The initial assignment does not require the consultant to: - Rewrite the software - Perform full Navy integration - Access a Navy network - Access classified information - Access Controlled Unclassified Information - Convert operational Navy technical manuals - Certify the software for Navy use - Represent that Government acceptance has been achieved - Commit to future work before a Phase II award All initial-review materials will be public, historical, synthetic, or company-generated demonstration data. INITIAL ASSESSMENT OBJECTIVES The consultant will evaluate the prototype’s readiness to support an agnostic technical-publication viewer capable of handling the formats and data structures identified by the Navy. The review should address: 1. S1000D architecture - S1000D Issue 3.0, Issue 4.0, and later-issue considerations - Data modules and Data Module Codes - Publication modules - BREX and project-specific business rules - Applicability structures and cross-reference tables - Common Source Database relationships - Procedural, descriptive, fault, parts, and wiring information - References between modules and external publications - Version-specific schema, DTD, and mapping requirements 2. NAVAIR technical-publication environment - Likely NAVAIR technical-data integration points - NATEC/JEDMICS or other applicable NAVAIR ecosystems - Designated IETM/IETMS viewer requirements when identified by the Government - NAVAIR technical-data governance and acceptance processes - Required interfaces, data packages, manifests, and validation evidence - Areas that cannot be resolved until Government-furnished information becomes available 3. Multi-format viewer requirements The Navy Q&A indicates that the desired solution is an agnostic viewer capable of reading or ingesting multiple technical-publication formats. The consultant should assess our proposed approach for: - S1000D - MIL-STD-3001 XML - PDF and scanned PDF - `.nci` files - OEM or COTS technical-publication formats - Other SGML, XML, raster, or legacy technical-data formats that may reasonably be encountered 4. Graphics and illustrated technical data - Raster and vector graphics - CGM files - Information Control Numbers - Hotspots - Figure and sheet relationships - Illustrated parts breakdowns - Parts-list and figure relationships - Wiring diagrams - Missing-asset detection - Graphic-reference validation - Graphic adjudication and rendering 5. Data rights and markings - Distribution statements - Disposal markings - Rights assertions - DFARS markings - Source-to-output marking preservation - Object-level and package-level provenance - Requirements that should be treated as mandatory acceptance gates - Handling requirements for future ITAR/EAR-controlled or CUI technical data 6. Validation and acceptance - XML, XSD, DTD, and BREX validation - Reference validation - Applicability validation - Graphics and ICN validation - Procedural-order validation - Warning and caution preservation - Defect classification and severity - Error-detection and correction workflow - Human adjudication - Gold-standard datasets - Recommended measures for accuracy, completeness, traceability, and residual error - Evidence needed to distinguish technical feasibility from Navy acceptance 7. Search and information retrieval - Search across heterogeneous technical-publication formats - Task and system identification - Applicability-aware retrieval - Complete-task and complete-page coverage - Typographical-error recovery - Parts, figures, and wiring relationships - Source citations - Retrieval-confidence reporting - Prevention of unsupported or invented maintenance information - Human-review and authorization gates 8. COTS/GOTS and downstream integration - Interface-neutral XML or JSON task packages - Future integration with Government or commercial systems - Ordered procedural steps - Warnings, cautions, and notes - Tools, materials, parts, and figures - Applicability predicates - Media and hotspot references - Offline or disconnected operation - Output suitable for later XR-headset or tablet presentation within an AR environment - Clear separation between data presentation and maintenance authority INITIAL DELIVERABLES The initial contract should produce: 1. Prototype review Review the existing application demonstration, architecture summary, relevant source-code organization, APIs, S1000D laboratory, data model, provenance controls, and test evidence. 2. Written integration-readiness assessment Provide a concise written report identifying: - Capabilities already demonstrated - Technical deficiencies - Unsupported assumptions - Missing S1000D structures - Missing NAVAIR requirements - Viewer and interface gaps - BREX and business-rule gaps - Graphics and reference-handling gaps - Data-rights and cybersecurity concerns - Validation and testing gaps - Items that must remain Government-furnished or TBD 3. Prioritized recommendations Classify recommendations as: - Critical before Phase I submission - Recommended for the Phase I prototype - Required during Phase II - Dependent on Government-furnished information - Dependent on a designated NAVAIR viewer or interface - Future Phase III capability 4. Integration roadmap Provide a practical roadmap showing how the current prototype could evolve toward: - A Navy-aligned agnostic viewer - S1000D and Navy BREX support - MIL-STD-3001 XML support - PDF, `.nci`, and COTS/OEM ingestion - Graphics and ICN rendering - NAVAIR technical-publication integration - Automated validation - Controlled search and retrieval - COTS/GOTS output - AR/XR-ready task-data output 5. Consultation meeting Participate in one remote working session to explain findings, answer questions, and help WMAIR prioritize the next development activities. INITIAL ASSESSMENT HOURS Expected initial effort: approximately 4-9 hours. A proposed allocation is: - Software demonstration and kickoff: 1–2 hours - Architecture and documentation review: 1-2 hours - S1000D/NAVAIR gap analysis: 1-2 hours - Written recommendations: 1–2 hours - Final review meeting: approximately 1 hour Applicants may recommend a different allocation, but this first contract must remain a focused assessment. It is not a complete system-integration engagement. CONDITIONAL PHASE II OPPORTUNITY If WMAIR receives a Navy Phase II award and the consultant’s initial work is successful, WMAIR intends to consider the consultant for a substantially larger follow-on role. No Phase II work, minimum number of hours, or continued engagement is guaranteed. Any follow-on contract will depend on: - WMAIR receiving the applicable Navy award - The Navy’s negotiated Phase II statement of work - Government-furnished technical data and business rules - Export-control and security requirements - Funding availability - Consultant performance and availability - SBIR subcontracting and workshare requirements - Agreement on labor rates and contractual terms ANTICIPATED PHASE II OBJECTIVE The anticipated Phase II objective is to refine, scale, validate, and operationalize the agnostic viewer and related integration services developed during Phase I. The system is expected to support more than one technical-publication platform or product library and to ingest representative Navy technical-publication data provided by the Government. The consultant would serve as WMAIR’s S1000D/NAVAIR technical-data subject-matter expert. The consultant would guide the engineering team, review technical outputs, help establish acceptance criteria, and participate in Navy technical reviews. ANTICIPATED PHASE II WORKSTREAMS 1. Government-furnished-information intake - Review representative Navy S1000D technical publications - Review the applicable Navy or project BREX - Review project business rules - Review applicability cross-reference and condition cross-reference structures - Review distribution, disposal, rights, and DFARS markings - Establish source inventories and controlled-data handling requirements - Identify conflicts between public assumptions and actual Navy data 2. S1000D and standards baseline - Establish the required S1000D issue and schema profiles - Define version-specific handling - Define BREX validation requirements - Define project-specific business-rule handling - Map technical-publication structures to the viewer’s internal data model - Document S1000D, MIL-STD-3001 XML, PDF, `.nci`, and COTS/OEM profiles - Define requirements for backwards compatibility and unresolved content 3. Agnostic viewer architecture and content semantics - Review how the viewer represents documents, modules, tasks, steps, warnings, cautions, notes, tables, figures, parts, and references - Define requirements for source-versus-rendered comparison - Define provenance and revision-control behavior - Review navigation and relationship handling - Define handling of multi-volume publications - Define configuration and effectivity behavior - Support engineering decisions involving format adapters and canonical content objects 4. Applicability, configuration, markings, and rights - Define applicability validation - Review model, serial-number, configuration, and condition logic - Define incompatible-content handling - Define source-marking inheritance - Establish fail-closed rules for unresolved restrictions - Review object-level and package-level rights preservation - Support legal and cybersecurity coordination when required 5. Graphics, ICNs, parts, and technical references - Establish requirements for raster and vector graphics - Define CGM and hotspot support - Review ICN management - Review illustrated parts and figure/list relationships - Review wiring and schematic presentation - Define missing-asset and broken-reference behavior - Support graphics adjudication - Verify that media remains connected to the governing technical content 6. Validation and correction system - Define automated XSD, DTD, and BREX validation - Define structural, semantic, applicability, reference, graphics, and marking checks - Develop defect categories and severity levels - Define fatal-error and warning thresholds - Define correction and revalidation workflow - Establish human-adjudication records - Help create Government-reviewable validation evidence - Support development of the accuracy and residual-error measurement framework 7. Search, retrieval, and task-data output - Define technical requirements for task-level search - Review query-to-source traceability - Define complete-task and complete-evidence requirements - Review configuration-aware retrieval - Define unsupported-answer and insufficient-evidence behavior - Review interface-neutral task packages for COTS/GOTS tools - Define ordered steps, cautions, warnings, media references, and applicability output - Support AR/XR-ready data contracts without treating AR presentation as maintenance authority 8. Navy viewer and system integration - Participate in interface discovery with Navy stakeholders - Review available Interface Control Documents - Help map the WMAIR viewer to authorized NAVAIR technical-data environments - Support NATEC/JEDMICS or other designated-system analysis when applicable - Define import, export, authentication, logging, and audit requirements - Review disconnected or restricted-network requirements - Support integration testing - Document unresolved Government dependencies 9. Technical validation and user evaluation - Help establish representative test libraries - Develop gold-standard evaluation cases - Participate in technical-data-engineer adjudication - Support review by certified instructors and qualified maintainers - Review usability and technical-correctness findings - Support error triage and corrective-action reviews - Participate in test-readiness and demonstration events 10. Documentation, reviews, and transition planning - Participate in technical interchange meetings - Review architecture and validation deliverables - Support monthly or milestone reviews - Review Phase II reports - Help prepare the Phase III transition baseline - Document sustainment, rule-profile, schema, and content-governance requirements - Support training and knowledge transfer ANTICIPATED PHASE II SPECIALIST HOURS Estimated total for this S1000D/NAVAIR specialist: Expected average availability: Approximately 15–25 hours per week, with higher effort during Government-data intake, architecture reviews, validation events, and final demonstrations. These hours are a preliminary planning estimate, not a guaranteed commitment. The final hours will depend on the negotiated Navy statement of work, the number and complexity of product libraries, the Government-furnished formats, the applicable BREX and business rules, the designated integration environment, and the consultant’s final responsibilities. ESTIMATED TOTAL PHASE II TEAM EFFORT The specialist will not be expected to complete Phase II alone. A complete Phase II effort would likely require a multidisciplinary team covering: - Program and technical leadership - S1000D/NAVAIR technical-data engineering - Software and platform engineering - XML and format-adapter development - OCR, NLP, and search engineering - UI and viewer development - Cybersecurity and controlled-data handling - Test automation and independent verification - Aviation maintenance and technical-publication adjudication - DevSecOps and deployment - Quality assurance and documentation Preliminary total WMAIR team estimate: Approximately 18–24-month Phase II program. This is a planning estimate only and will be revised after receiving the Navy’s negotiated requirements, Government-furnished data, applicable business rules, security boundary, and integration specifications. MANDATORY U.S. CITIZENSHIP REQUIREMENT This position is restricted to United States citizens. Applicants must: - Be a current U.S. citizen - Reside in the United States - Be legally authorized to work in the United States - Be eligible to access ITAR/EAR-controlled technical information - Be willing to provide reasonable documentation confirming U.S. citizenship before receiving controlled project material - Disclose any circumstances that could limit access to export-controlled or Government technical information Foreign nationals, non-U.S. citizens, and applicants requiring an export license for access to the anticipated technical information will not be considered for this engagement. Do not submit citizenship documents through an unsecured Upwork message. WMAIR will provide an appropriate verification process if required. REQUIRED PROFESSIONAL EXPERIENCE Applicants should have substantial experience in several of the following areas: - S1000D technical publications - Navy or project BREX - S1000D data modules and publication modules - Common Source Databases - Applicability and configuration management - XML, XSD, DTD, XPath, and structured technical data - IETM or IETMS viewers - NAVAIR technical publications - NATEC or JEDMICS environments - MIL-STD-3001 XML - MIL-DTL-81310 - Legacy PDF or SGML technical-manual conversion - OEM or COTS technical-publication formats - `.nci` technical data - ICNs, CGM graphics, hotspots, and technical illustrations - Illustrated parts catalogs - Wiring diagrams - Rights and distribution markings - DFARS technical-data requirements - ITAR/EAR and CUI technical-data handling - Technical-data validation and acceptance - Navy or Department of Defense software integration - SBIR or STTR technical programs PREFERRED BACKGROUND The strongest applicants will have one or more of the following: - Direct NAVAIR technical-data experience - Prior work supporting Navy aircraft technical publications - Experience developing or validating a Navy BREX - Experience with S1000D Issue 3.0 and Issue 4.0 - Experience integrating an IETM viewer with a Navy environment - Experience supporting NATEC, JEDMICS, NAWC-AD, or related NAVAIR organizations - Experience defining acceptance criteria for technical-publication software - Experience adjudicating procedures, figures, applicability, warnings, cautions, or parts data - Experience translating technical-publication rules into software requirements - Experience working directly with software engineers - Experience participating in Navy technical interchange or program reviews IMPORTANT SKILL EXPECTATION This is not simply a software-development role. The specialist must understand the operational meaning and technical-publication requirements behind the data. The consultant should be able to explain to software engineers: - Which information is authoritative - Which structures are mandatory - Which relationships cannot be lost - Which errors must block acceptance - Which metadata may remain unresolved - How applicability must be interpreted - How graphics and parts references must be preserved - How BREX and project business rules affect validation - What evidence a Navy technical-data reviewer will expect - Which claims WMAIR should not make before Government validation CONFIDENTIALITY AND DATA-HANDLING EXPECTATIONS The initial assessment will use public, historical, synthetic, and company-generated material. The consultant must agree to: - Protect WMAIR proprietary information - Use project information only for the authorized engagement - Avoid uploading project materials to unauthorized external systems - Follow WMAIR access-control and data-retention instructions - Preserve source-document restrictions and markings - Report potential data exposure immediately - Use only approved storage, communication, and collaboration methods - Return or destroy project material when instructed Future controlled-data work will be performed only within an authorized environment and under the applicable contract, security, export-control, and technical-data requirements. ENGAGEMENT STRUCTURE Initial engagement: - Short-term - Remote - Fixed-price or hourly - Approximately 6–12 hours - Focused only on prototype assessment and recommendations Conditional Phase II engagement: - Only if WMAIR receives a Phase II award - Potentially 18–24 months - Primarily, remote. With possible traveling for presentatios for the Navy. - Final schedule and compensation subject to award, negotiation, security requirements, and Government direction HOW TO APPLY Please provide: 1. A concise summary of your S1000D experience. 2. A description of your NAVAIR or Navy technical-publication experience. 3. The S1000D issues and BREX environments you have supported. 4. Examples of IETM, CSDB, XML, graphics, applicability, or validation work. 5. Your experience with NATEC, JEDMICS, NAWC-AD, or other NAVAIR organizations, if applicable. 6. Your availability for the initial 6–12-hour assessment. 7. Your hourly rate or proposed fixed price for the initial assessment. 8. Your anticipated availability for a conditional Phase II engagement. 9. Confirmation that you are a U.S. citizen residing in the United States. 10. Confirmation that you are eligible to work with ITAR/EAR-controlled technical information. 11. Any current or recent security clearance, if applicable. A clearance is not required for the initial public-data assessment. 12. One or two relevant professional references, if available. PLEASE NOTE This posting does not represent a Navy contract award or Government endorsement of WMAIR’s software. The initial contract is solely for an independent technical assessment and recommendations. Any Phase II opportunity is contingent on WMAIR receiving the applicable Navy award and successfully negotiating the follow-on scope.

BnTConsulting LLC d/b/a LocalLoop is preparing to launch an online fundraising platform that connects IRS-recognized 501(c)(3) nonprofit organizations with food vendors. We are looking for an experienced CPA or tax advisor to review our business and transaction model before commercial launch and provide clear guidance regarding our federal, Colorado, sales-tax, accounting, and information-reporting responsibilities. This is an advisory engagement, not bookkeeping, tax-return preparation, or a technical review of the application. We will provide a detailed description of the business model, transaction flow, payment structure, and operating procedures. HOW LOCALLOOP WORKS LocalLoop provides the technology and administrative infrastructure for online fundraising campaigns. 1) Only organizations recognized by the IRS as 501(c)(3) organizations are eligible to conduct fundraisers through LocalLoop. 2) Organizations must provide documentation confirming their 501(c)(3) status before being approved. 3) Each organization operates an online fundraising storefront through the LocalLoop platform. 4) Supporters purchase food products through that organization's fundraiser. 5) Products are supplied by independent food vendors. 6) Vendors fulfill consolidated fundraiser orders to the organization. 7) The organization handles final distribution of products to its supporters. 8) LocalLoop does not manufacture, warehouse, take possession of, ship, or physically distribute products. 9) LocalLoop provides storefront software, transaction processing, order records, reporting, and vendor coordination support. 10) Our intended structure treats the participating nonprofit organization as the seller of record, with LocalLoop acting as the technology and transaction facilitator. 11) Transaction proceeds are allocated among the nonprofit organization, food vendor, payment-processing costs, and LocalLoop's platform revenue. 12) LocalLoop is initially operating in Colorado, primarily in the Denver Metro area and Boulder corridor. AREAS WE NEED REVIEWED 1) SELLER-OF-RECORD STRUCTURE Review whether treating the participating 501(c)(3) organization as the seller of record is appropriate from a tax and accounting perspective and identify any changes needed to support that structure. 2) COLORADO NONPROFIT FUNDRAISING SALES-TAX TREATMENT Confirm how Colorado's sales-tax rules and exemptions for qualifying 501(c)(3) organizations apply to fundraising product sales conducted through LocalLoop. 3) COLORADO ANNUAL SALES THRESHOLD We understand Colorado has an annual threshold affecting the sales-tax treatment of certain qualifying charitable sales. We need the advisor to confirm: a) How the applicable threshold is calculated. b) Which sales or proceeds count toward it. c) What happens if an organization crosses the threshold during the calendar year. d) What happens if the threshold is crossed during an active LocalLoop fundraiser. e) Whether sales before and after the threshold is reached receive different treatment. A significant operational issue is that LocalLoop may not know about fundraising or sales activity conducted by an organization outside our platform. We therefore need guidance regarding: a) What LocalLoop should reasonably require an organization to certify or disclose. b) Whether the organization is responsible for monitoring its own annual qualifying sales. c) What procedures LocalLoop should establish when an organization approaches or exceeds the applicable threshold. d) What tax responsibilities remain with the organization and what, if any, responsibilities shift to LocalLoop. We do not intend to terminate an active fundraiser simply because an organization reaches an annual sales threshold. We need a compliant process for handling that situation. 4) MARKETPLACE FACILITATOR ANALYSIS Determine whether LocalLoop's operation of the online storefront, transaction infrastructure, and payment flow could cause BnTConsulting LLC / LocalLoop to qualify as a marketplace facilitator under Colorado law. If so, identify the resulting: a) Sales-tax collection responsibilities. b) Registration requirements. c) Remittance requirements. d) Reporting requirements. e) Recordkeeping requirements. We specifically want to understand how marketplace-facilitator rules interact with transactions where the seller is a qualifying 501(c)(3) organization. 5) STATE AND LOCAL SALES TAX Identify material differences between Colorado state sales-tax requirements, state-administered local jurisdictions, and home-rule jurisdictions that could affect this business model. We want to understand what LocalLoop reasonably needs to manage at the platform level versus what remains the responsibility of the participating nonprofit. 6) ACCOUNTING AND REVENUE TREATMENT Advise how BnTConsulting LLC should account for money moving through LocalLoop, including: a) LocalLoop's platform revenue. b) Amounts belonging to the nonprofit organization. c) Amounts payable to food vendors. d) Payment-processing fees. e) Other pass-through amounts. We specifically want to ensure that LocalLoop's gross business revenue is not improperly represented by funds that economically belong to organizations or vendors. 7) FEDERAL AND STATE INFORMATION REPORTING Determine whether BnTConsulting LLC has information-reporting obligations involving participating nonprofit organizations or vendors, including any applicable: a) 1099 reporting. b) Vendor reporting. c) Payment reporting. d) Federal requirements. e) Colorado requirements. We also want to understand how third-party payment processor reporting interacts with LocalLoop's own reporting responsibilities. 8) REGISTRATIONS AND PRE-LAUNCH REQUIREMENTS Identify tax registrations, accounts, elections, documentation, filings, or procedures BnTConsulting LLC should have in place before LocalLoop begins commercial operations. 9) ORGANIZATION DOCUMENTATION Advise what tax-related documentation LocalLoop should obtain and retain from participating 501(c)(3) organizations in addition to verification of their IRS tax-exempt status. We are particularly interested in establishing a simple, defensible onboarding process rather than making tax determinations on behalf of participating organizations. 10) ISSUES REQUIRING LEGAL COUNSEL Identify any elements of the model that should be reviewed separately by a business, nonprofit, payments, or tax attorney rather than addressed solely through CPA guidance. INITIAL DELIVERABLES For the initial engagement, we are looking for: 1) Review of our written business and transaction model. 2) Consultation with the founder to clarify the operating structure. 3) Analysis of the major tax and accounting issues described above. 4) Identification of material risks or required structural changes. 5) Clear guidance regarding LocalLoop's responsibilities versus those of participating 501(c)(3) organizations. 6) A concise written summary of findings and recommended actions. 7) Identification of any questions that require separate legal counsel. We are not asking the advisor to audit our website, review application code, perform bookkeeping, or prepare tax returns. IDEAL BACKGROUND We are particularly interested in a CPA or tax professional with experience in several of the following areas: 1) Colorado sales tax. 2) 501(c)(3) nonprofit organizations. 3) Charitable fundraising. 4) Marketplace facilitator rules. 5) Online marketplaces or platforms. 6) E-commerce. 7) Multi-party payment structures. 8) Revenue recognition. 9) Tax planning and advisory. 10) SaaS or transaction-based businesses. Experience with Stripe or similar payment-processing platforms is useful but not required. ENGAGEMENT STRUCTURE This is initially a small, focused advisory engagement. We expect the initial review and consultation to require approximately 2 to 4 hours. Any significant additional research or advisory work would be discussed and approved separately. There may be an opportunity for occasional fractional tax advisory work as LocalLoop grows, but we are not currently seeking ongoing bookkeeping or tax-return preparation services.