We are seeking a skilled freelancer to audit, organize, and clean our business bookkeeping. The ideal candidate will have experience in financial accounting and be proficient in Microsoft Excel. Responsibilities include ensuring accuracy and completeness of financial records, identifying discrepancies, and implementing organizational systems to maintain order. Attention to detail and strong analytical skills are essential.

Hi there! Thanks for stopping by. We're a small IT consulting firm in Chicago looking for a detail-oriented entry-level accountant or bookkeeping assistant who can help streamline and manage my invoicing process. The primary responsibility will be to review my Outlook calendar each month, extract billable meetings/appointments, and create accurate invoices in QuickBooks Online based on that activity. We also create invoices from our vendor's invoices, copy and paste and bill our clients accordingly. This is a great ongoing role for someone early in their accounting career who is reliable, organized, and comfortable working with Quickbooks Online. We'd work together out of the gates to capture style and cadence. Thanks!

We are an established business looking for someone who is good at bookkeeping, fast, and detailed. We are a growing real estate investment company seeking a trustworthy, detail-oriented Bookkeeper to manage the finances of our property portfolio. This role goes beyond basic bookkeeping and requires tracking multiple properties across acquisitions, rentals, flips, and sales. Responsibilities: Assigning income and expenses to the correct properties Tracking maintenance, utilities, taxes, insurance, and renovation costs Managing bookkeeping for flips, rentals, and property sales Reconciling bank accounts, credit cards, and vendor statements Producing monthly P&L reports by property and portfolio-wide Managing AP/AR, journal entries, and financial organization Leading the transition out of QuickBooks into a more cost-effective accounting platform (Xero, Wave, FreshBooks, or similar) Qualifications: 3+ years of bookkeeping experience, preferably in real estate or property management Strong understanding of multi-property accounting and allocations High attention to detail, organization, and integrity Experience with QuickBooks (required) and openness to other platforms Ability to work independently and proactively identify financial issues Fast worker who can handle a high volume of transactions and properties This is a key role within our company, and we’re looking for someone reliable, accurate, and comfortable managing a growing portfolio of properties while helping us move to a better-priced solution.

Need a bookkeeper to help us get caught up on bookkeeping 2025

Hey there! I hope this message finds you well. I am looking for a cost-efficient, independent QuickBooks bookkeeper to help me catch up on my 2025 financial data so I can hand everything off to my accountant for my back taxes due this October. My business consists of vehicle rentals on the Turo platform (I have a 1099-K for 2025) and one long-term investment property that generates $2,475 a month. I need assistance getting all of my 2025 financial data into QuickBooks and properly categorized. To keep your billable hours and my costs as streamlined as possible, I am already gathering the raw data files for the entire year. The project will involve importing and mapping transactions from three specific accounts: Wells Fargo (Primary banking) American Express (Credit card statements) Citi (Credit card statements) In addition to the three digital accounts, I also have a small, organized log of cash expenses paid to independent contractors for property maintenance. I will provide this to you as a clean, summarized list so they can be quickly entered via Owner's Investment without adding manual entry overhead. Since I am operating on a very tight budget, I am looking for a straightforward, independent professional who can utilize QuickBooks' bulk-import and mass-categorization rules to get these statements structured into a clean Profit & Loss statement efficiently. Could you please let me know your hourly rate or provide a rough project estimate for a 12-month historical catch-up for these accounts? Thank you in advance for your professionalism and your understanding in helping me get my bookkeeping caught up to file these back taxes. I look forward to hearing from you. Best regards, J & J Modern luxury

We are seeking a skilled bookkeeper to organize and manage financial records for our PLLC mental health practice. The role involves setting up and maintaining accurate financial systems, managing accounts, and ensuring compliance with financial regulations. Experience with 1099 contractors is a plus. The ideal candidate will have a strong attention to detail and the ability to work independently.

OVERVIEW I run a small but fast-growing portfolio of residential assisted living homes (each under 10 beds) plus an asset management company that oversees these properties. I need support for one facility now, but this could scale to 5–10 facilities within the first year and more beyond, so I’m looking for a long-term US-based bookkeeping/accounting partner who can standardize processes and grow with me. Each facility has a PropertyCo that owns the real estate and an OperatingCo that runs the care business, with 3–6 staff (mix of W-2 employees and 1099 contractors). Target budget for the current one-facility scope is roughly $500 USD per month on a flat, predictable basis. BUSINESS STRUCTURE - Residential assisted living homes (under 10 beds each). - For each facility: one PropertyCo (holds the real estate) and one OperatingCo (runs the care business), with a holding co over the top, all pass through. - Revenue is mostly automated ACH from residents/families. - Expenses are primarily payroll, groceries, supplies, utilities, insurance, repairs, and occasional larger CapEx (e.g., HVAC, appliances). -----CORE MONTHLY SCOPE (PER FACILITY)---- **BOOKKEEPING & MONTH-END CLOSE** - Maintain accurate books for both PropertyCo and OperatingCo in QuickBooks Online (or similar). - Categorize all income and expenses and reconcile bank/credit card accounts. - Provide monthly financial statements (P&L, Balance Sheet, basic cash flow). - Include a brief summary of notable changes, unusual items, or red flags. **ACCOUNTS PAYABLE (AP)** - Enter and manage bills for recurring and one-time vendors. - Set rules so routine, budgeted items can be paid automatically on schedule. - Flag larger or non-routine items for owner approval before payment (see APPROVALS & CONTROLS). - Coordinate payment timing with me to manage cash flow. **ACCOUNTS RECEIVABLE (AR)** - Post and reconcile ACH receipts in the books (ACH intake is already set up). - Maintain AR aging and flag overdue balances. - Initiate automatic reminders from QuickBooks for overdue invoices. - No medical billing required. **PAYROLL SUPPORT** - Handle semi-monthly payroll for about 8 employees (to start). - Ensure payroll expenses and employer taxes are recorded correctly. - Prepare and coordinate quarterly payroll tax reports. **APPROVALS & CONTROLS** - Implement threshold-based approvals that work at 1 facility and 10+ facilities. - Routine, budgeted expenses under an agreed amount can auto-approve. - Larger or non-routine expenses (major repairs, HVAC, big appliances, etc.) must be flagged for my approval. - Send simple approval requests (email and/or e-signature) with vendor, amount, description, and coding. - No large payment goes out without written approval. - Store approval documentation attached to the transaction and/or in a shared drive for audit trail. **ANNUAL, COMPLIANCE, AND TAX WORK (INCLUDED IN MONTHLY FEE)** PARTNERSHIP RETURNS & K-1s - Prepare annual partnership tax returns for both PropertyCo and OperatingCo. - Prepare K-1s for owners. - One annual tax review meeting (around January) to walk through returns and key items. - 1099s & PAYROLL TAX FILINGS - Track 1099-eligible contractor payments throughout the year. - Prepare and file year-end 1099s (initially up to ~9 contractors, likely more as we scale). - Handle quarterly payroll tax filings and year-end forms (e.g., W-2s). TAX OPTIMIZATION & STRATEGY (IMPORTANT) - Stay current on tax rules that impact small real estate holding entities (PropertyCo) and care-service operating entities (OperatingCo). - Proactively recommend strategies around entity structure, flows between PropertyCo/OperatingCo, depreciation, repairs vs capital improvements, timing of CapEx, and reasonable comp/distributions. - One focused mid-year tax strategy session to align on expected income, planned CapEx, facility growth, and any relevant tax law changes. PLANNING, REPORTING, AND SCALABILITY - Monthly call (30–60 minutes) to review financials (facility-level and combined), metrics, issues, and upcoming cash needs. - Quarterly call focused on higher-level planning: staffing costs, profitability by facility, expansion pace, and process improvements. - Standard chart of accounts and reporting templates that can be replicated for each new facility. - Clear onboarding checklist for bringing new facilities into the system quickly and consistently. WHAT I’M NOT LOOKING FOR - Not looking for a large national firm with big overhead or “fractional CFO” pricing. - Not looking for someone who treats this like an enterprise-level CFO engagement. - Not looking for heavy hourly billing on every short email or small question. WHAT I’M LOOKING FOR - US-based only. - Prefer a small firm that can scale, but open to an individual who clearly has capacity and a plan to grow with us. - Experience with multi-entity small businesses (especially PropCo/OpCo), US partnership returns and K-1s, W-2 and 1099 workers, and ideally healthcare/home-care/assisted living or similar service industries. - Strong QuickBooks Online experience, comfort with simple approval workflows, and organized document management (Google Drive/Dropbox/OneDrive). - Practical, small-business mindset with a focus on clean execution, tax efficiency, and long-term partnership.

We are looking for a reliable and detail-oriented QuickBooks Online Bookkeeper Assistant to support a growing bookkeeping practice. This role is ideal for someone who enjoys working with numbers, staying organized, and helping keep financial records accurate and up to date.

Looking for someone who can provide book keeping services using Intuit QuickBooks online for an LLC that has a partnership with 5 partners. It makes 4 deposits and 10 payments per month. This position is for someone long term!

We have (2) very low transaction volume business for which we need to file back taxes. Both are LLCs that are considered disregarded entities by the IRS and are filed under personal returns. Ultimately, we need to file back taxes for 2022-2024 and file our extended return for 2025. As a starting point to determine a match, we would like to work on (6) months from Q1/Q2 of 2022. This will give us a better sense of process, quality, timing and cost.