As Exponentials is the first startup in the world to solve the AI backlash, we feel that it make sense and is realistic for us to choose our own investors rather than them choosing us. And to select those investors who are most aligned with our scope of activities, strategies and values long term, or at least will support them at a high level of capability, even if much of the AI industry currently remains in AI extraction as opposed to AI collaboration between humans and AI co-evolution in the service of human needs mode. Exponentials is seeking a senior freelance strategist and operator to coordinate the inner networks of Dario Amodei, Sam Altman and Elon Musk, with the specific aim of positioning Exponentials as a natural “home investment” for all three empires. Exponentials investment thesis: 1. Exponentials is solving the AI backlash via the co-evolution of AI and humans in the service of human needs, and thus moving from the current extraction model of AI to a collaborative model. For Exponentials, this is moving past discovery silos to create unified discovery across (initially, $25 trillion TAM) Ecommerce, healthcare, education and media. This is accomplished through the combination of Search, LLM's and World models 2 AI can't be (optimally) successful if too many of its (potential) customers are fearful of or dislike AI 3 AI is feared and disliked (in addition to loved), as customers are smart enough to realize that AI is employing an extraction model on humans rather than a collaborative model with humans in the service of human needs 4 Major tech CEO's telling the public that they are wrong to have negative views about AI is insulting one's customer 5 If the AI industry wants to get into a war with the public it will be a stalemate at best. AI has enough perceived benefits already and the AI companies are powerful enough that they can impose their will on the public to a certain degree, but 6 It is inevitable that the AI companies who actually give the customers what they want and what truly benefits them, by flipping from the push to the pull model, will have a sustainable competitive advantage, with both inevitability and defensibility. 7 Famously, the future is already here. It is just not evenly distributed. And famously, there is nothing more powerful than an idea whose time has come. 8 We are not selling technology. We are not selling a model of AI. We are selling an empowered path for humanity that is inevitable and defensible because the AI backlash is real and not sustainable long term. What the research says about Exponentials Book Excerpt How to Avoid the AI Backlash Leading to the AI Bubble Hartfield, Solis & Elridge In 2026, artificial intelligence stands at a strange crossroads. On paper, it is the most powerful general-purpose technology humanity has ever built. In practice, a growing share of the public now experiences AI as something done to them rather than for them — and that emotional turn is reshaping the technology's future as surely as any breakthrough in model architecture. When AI is built on top of architectures that treat humans as targets for extraction — of attention, data, or money — it inevitably triggers backlash, and that backlash in turn increases the odds of a violent AI bubble. When AI is built as infrastructure for discovery that co-evolves with humans in the service of our actual needs, we get a different trajectory: compounding value, durable trust, and a stable foundation for long-term innovation. Exponentials, for example, is building a different kind of infrastructure: a universal personal discovery engine that integrates large language models, adaptive search, and world models to help people navigate complex needs across commerce, health, education, and media. Instead of pushing content to you based on what is most profitable to show, such a system starts from your articulated intent, your evolving context, and your long-term goals. Pull discovery uses the same core components that power today's AI wave — but arranges them differently. It treats you as an integrated being whose health, work, learning, and media consumption are interconnected, rather than as a series of separate "users" in separate verticals to be monetized independently. An AI-driven discovery engine built on pull, not push, gives us a way to answer, credibly, the question that will increasingly be asked by citizens, workers, and regulators: "Who is this for?" If we build the missing layer of AI for human needs — a discovery infrastructure that co-evolves with us, across the whole pyramid of human need — AI becomes a tool that communities defend rather than attack, that regulators shape rather than suppress, that individuals choose rather than endure. Book Excerpt The Co-Evolution of Artificial Intelligence and Humans Kai Mercer & Lena Voss We are not passengers in the age of AI. We are in the earliest stages of a co-evolutionary relationship — one in which humans and artificial intelligence are changing each other in continuous feedback loops. The question is not whether this co-evolution will happen. It is already happening. The question is what kind of co-evolution we will choose. For two decades, the dominant model has been "push discovery" — systems that decide what you should see based on what maximizes platform profit or engagement, not what serves your needs. These systems are powered by sophisticated AI. But they are not designed to serve human flourishing. The AI gets smarter at manipulation. Humans adapt by becoming more skeptical, more weary, more prone to decision fatigue. This is co-evolution in the wrong direction. Exponentials demonstrates a fundamentally different architecture — one built around understanding and serving human intent. The platform uses large language models to understand queries in context (not just keywords, but intent, constraints, and values), world models that maintain continuously updated representations of options, and hybrid search across structured and unstructured data. Critically, the person evolves too: getting better at articulating needs, learning to trust well-matched recommendations, navigating abundance efficiently rather than being overwhelmed by it. Critically, Exponentials proves this model is economically viable. Operating on subscriptions rather than advertising means the platform succeeds when you find what you need efficiently — not when you're kept scrolling indefinitely. When economic incentives align with human wellbeing rather than against it, co-evolution can move in a fundamentally different direction. The co-evolutionary trajectory is not determined by technological capability. It is determined by design philosophy, business model, and the values embedded in the system's optimization function. Exponentials proves the second path is viable — and that aligned AI, genuinely designed to serve human flourishing, can work at scale.

Senior Accountant (Tax & Bookkeeping) Job Type: Full-time Location: Remote (U.S.-based preferred) Compensation: Starting at $50/hour, with higher compensation available based on experience and expertise. About the Role We are seeking an exceptional Senior Accountant with strong tax and bookkeeping expertise to join our growing team in a fully remote capacity. This is not a standard bookkeeping position—we are looking for a highly skilled accounting professional who can oversee complex accounting functions, review financial records for accuracy, identify tax implications, and provide trusted financial guidance to clients. The ideal candidate is confident managing full-cycle accounting, possesses strong experience in **U.S. tax preparation and tax planning**, and has the ability to support tax engagements when needed while leading and mentoring a team of bookkeepers. This is a long-term opportunity offering consistent, full-time work for someone who takes pride in delivering high-quality accounting services and thrives in a fast-paced, client-focused environment. Key Responsibilities Lead and oversee day-to-day accounting operations for multiple clients. * Review and approve bookkeeping work to ensure accuracy and compliance. * Manage the month-end and year-end close process. * Prepare and review journal entries, adjusting entries, and general ledger reconciliations. * Perform bank, credit card, balance sheet, and account reconciliations. * Analyze financial statements and identify accounting discrepancies or tax-related issues. * Prepare accurate Profit & Loss Statements, Balance Sheets, Cash Flow Statements, and other financial reports. * Ensure books are clean, accurate, and tax-ready for year-end tax preparation. * Collaborate with tax professionals to support business and individual tax return preparation. * **Support tax preparation and tax planning engagements as needed, with the ability to confidently step in and assist with business and individual tax matters when required.** * Manage accounts payable, accounts receivable, payroll, sales tax, and 1099 reporting. * Answer client accounting and tax-related questions with professionalism and confidence. * Train, mentor, and review the work of junior bookkeepers as needed. * Recommend process improvements and implement best practices to increase efficiency. * Assist with budgeting, forecasting, and financial planning activities. * Support internal and external audits by preparing required documentation. Qualifications * 5+ years of experience in U.S. accounting and bookkeeping. * Strong understanding of U.S. tax principles and preparing books for tax return preparation. * Demonstrated experience with tax preparation and tax planning for individuals and businesses, with the ability to confidently support and contribute to tax engagements when needed. * Advanced knowledge of QuickBooks Online. * Experience with ProConnect, TaxDome, ClickUp, and Microsoft Excel. * Strong understanding of: * Double-entry accounting * General Ledger * Journal Entries * Month-End Close * Accrual and Cash Basis Accounting * Financial Statement Preparation * Payroll Processing * Sales Tax * Accounts Payable and Accounts Receivable * Bank and Balance Sheet Reconciliations * Experience reviewing financial records for accuracy and identifying accounting or tax issues before they become problems. * Ability to manage multiple client accounts while meeting deadlines. * Strong analytical and problem-solving skills. * Excellent written and verbal communication skills. * Ability to work independently with minimal supervision in a fully remote environment. Preferred Qualifications * CPA, EA, or equivalent accounting certification is highly preferred. * Experience in a public accounting or tax firm. * Experience supervising or reviewing the work of bookkeepers or accounting staff. * Experience working with small business clients across multiple industries. What We're Looking For We're looking for someone who doesn't simply process transactions—we're looking for someone who understands the "why" behind the numbers. Our ideal candidate: * Thinks like an accountant, not just a bookkeeper. * Understands the tax impact of accounting decisions and can confidently contribute to tax preparation and tax planning when needed. * Can review another team member's work and confidently identify errors or missing information. * Is proactive, detail-oriented, and committed to delivering exceptional client service. * Takes ownership of client accounts from start to finish. * Can communicate complex accounting concepts in a clear and professional manner. If you're an experienced accounting professional who enjoys solving problems, ensuring financial accuracy, and helping clients succeed, we'd love to hear from you.

WHO WE ARE AND WHERE WE ARE We are a small US software company entering healthcare IT, building our first EMR (electronic medical record) product for outpatient clinics. We say that plainly because it is the honest headline of this posting: we are new to this domain, we are pre-launch with no clients yet, and what we bring is a team that builds software well and the discipline to learn the domain properly before we build. We are looking for the person who guides us through the billing phase. We are at the stage where the billing and charge capture module gets designed: the part of the system where a finished visit becomes diagnosis codes, procedure codes, modifiers, charges, and ultimately a clean claim. Before we commit engineering time, we want that design grounded in how real US clinics actually operate, not in how software people imagine they operate. We would rather pay an expert to correct us early than pay for the rework later. WHY THIS ROLE EXISTS We are hiring an expert in US medical billing and coding as a paid guide and advisor for this phase of the build. To be completely clear up front: this is a teaching and advisory engagement. You will not process claims for us. There is no production billing work. You will never see patient data of any kind; all discussion uses hypothetical or fully de-identified examples. What we are buying is the knowledge in your head: the real, messy, day-to-day workflow of coding and billing in US outpatient clinics, explained patiently to a technical team that knows software well and clinic operations only from the outside. WHAT YOU WILL DO IN THE FIRST ENGAGEMENT The first engagement is 5 to 10 hours of your time over roughly 2 to 3 weeks, structured like this: 1. A 30 minute paid intro call. We confirm fit, agree on the session plan, and answer your questions. 2. Two or three recorded video sessions of 60 to 90 minutes each. The detailed plan below describes three sessions; if we land on two, sessions B and C get combined. Screen sharing is welcome for anything you can legally show, such as blank superbill templates, encoder tools, or public payer fee schedules. Recordings are for our internal design reference only and will never be published or shared outside the product team. 3. Async written follow-ups. We will keep a shared document of follow-up questions as they come up during design work. We ask you to answer in writing, billed hourly. 4. One design review pass. We show you our draft billing screens and workflow diagrams and you tell us, bluntly, where they diverge from clinic reality. DETAILED SESSION PLAN Session A: From the encounter to the codes. How a visit actually turns into codes in your clinic. Who does what: front desk, medical assistant, provider, coder, biller, practice manager. Eligibility checks before the visit. How the provider documents, and whether the provider selects codes at the point of care or a coder abstracts them from the note afterward. How superbills and charge capture work in practice, paper and electronic. Favorites lists and specialty-specific code subsets. E/M leveling in the office setting (99202 to 99215) and how providers really pick the level. How modifiers get applied in real life: 25, 59 and the X subset, 24, 79, LT and RT, and the ones that cause the most trouble. Place of service codes. How specialties differ, to whatever extent you have seen (primary care, behavioral health, PT, specialty surgical, etc.). Session B: From the codes to the paid claim. Charge entry and charge review. Claim scrubbing: what edits fire before submission (NCCI pairs, medical necessity against LCD and NCD policies, payer-specific rules) and what tool runs them. How the 837P gets generated and which clearinghouse you use (Availity, Waystar, Trizetto, Optum, other) and what the clearinghouse rejects versus what the payer denies. What comes back: 835 ERA and EOBs, payment posting, adjustment codes (CARC and RARC) you see most. The denial workflow: the most common coding-related denial reasons, who works them, and how rework flows back to the coder or provider. Patient statements and balances. Where charge lag comes from and what makes a clean claim rate good or bad. Session C: Where the codes themselves come from and how they are maintained. This session matters a lot to us. We want the ground truth on sources: when you assign an ICD-10-CM, CPT, or HCPCS code, where does the list you are choosing from physically live? EHR or PM built-in code sets from the vendor? An encoder subscription such as AAPC Codify, Optum EncoderPro, or Find-A-Code? Code books on a desk? Payer fee schedules? Spreadsheet cheat sheets the clinic maintains? All of the above? How the annual update cycle reaches you in practice: ICD-10-CM on October 1, CPT on January 1, HCPCS quarterly. What actually happens in the clinic in the weeks around those dates: who updates the superbill and the favorites lists, what breaks, how claims spanning the cutover get handled, and what happens when a code you used all year is deleted or replaced. How payer fee schedules and RVU-based pricing enter the picture when charges are set. THE CONCRETE QUESTIONS WE NEED ANSWERED If you read only one section, read this one. These are the questions driving the engagement: 1. What process does your clinic follow, end to end, to get from a completed patient visit to a submitted claim? Who touches it at each step and in what system? 2. How do the people assigning codes obtain those codes day to day? Is the source a physical book, a website, an Excel sheet, a database inside the EHR, an encoder subscription, or some combination? 3. How feasible is it for a clinic to have, or to want, the complete code lists inside its EMR, and what does the clinic expect the EMR vendor to handle (including how you understand CPT licensing from the AMA to work in practice, versus ICD-10-CM and HCPCS which are public)? 4. What should a well-designed EMR billing module do for coders and billers that your current systems do badly? Where do you lose the most time? What causes the most preventable denials? 5. If you were advising a team building charge capture from scratch for outpatient clinics, what would you insist they get right, and what common vendor mistakes would you warn them away from? OUR CURRENT WORKING UNDERSTANDING (CORRECT US WHERE WE ARE WRONG) We have done our homework from public sources, but reading about billing is not the same as living it. So you can calibrate your teaching, here is our current mental model. Part of your job is to tell us where it is wrong or oversimplified: 1. In small and mid-size clinics, the provider often picks codes from a superbill or favorites list at the point of care, and a biller or coder reviews and corrects before charges go out. In larger or specialty settings, certified coders abstract codes from the note. 2. Clinics do not maintain full code catalogs themselves. The EHR or PM vendor ships licensed code sets, supplemented by encoder subscriptions and payer fee schedules. 3. ICD-10-CM and HCPCS Level II are public and free from CMS and CDC. CPT and its modifiers are AMA-owned and licensed, which is why EMR vendors pay royalties, and why clinics get CPT through their software rather than downloading it. 4. Claim scrubbing against NCCI edits and payer rules happens in some combination of the PM system and the clearinghouse before the payer ever sees the claim. 5. Most coding-related denials trace back to a handful of causes: medical necessity mismatches between ICD and CPT, missing or wrong modifiers, bundling edits, and eligibility problems that predate coding entirely. 6. The annual code updates are a recurring operational pain, mostly absorbed by the vendor plus a manual scramble to update superbills and favorites. If several of those made you wince, you are exactly who we want to talk to. DELIVERABLES - The recorded sessions themselves (internal use only). - Written answers in the shared question and answer document. - Margin notes or a marked-up review of our draft billing workflow designs. - Blank, non-proprietary artifacts are a bonus if you have them: a sample superbill template, a denial worklist structure, anything that shows the shape of the work without any real data. WHO WE ARE LOOKING FOR Required: - 3 or more years of hands-on coding and billing work in US outpatient clinics. Deep, real US clinic experience is the one thing we cannot compromise on. - CPC (AAPC) or CCS (AHIMA) certification strongly preferred; equivalent verifiable hands-on experience considered. - Daily working experience with at least one EHR or PM system such as Tebra (Kareo), athenahealth, eClinicalWorks, AdvancedMD, DrChrono, NextGen, or similar. - Able to explain clearly on camera, patient with beginner questions, and comfortable being recorded for internal use. Strong pluses: - CPB certification or hands-on billing (not just coding) responsibility. - Practice administrator or billing manager experience: you have owned the whole revenue cycle, not one seat in it. - Multi-specialty exposure. - Direct denials management ownership. - Prior consulting, training, or teaching experience of any kind. This engagement is essentially structured teaching. - Experience with more than one EHR, so you can compare how different vendors handle code selection and charge capture. - US-based, for the in-clinic perspective. WHAT THIS ROLE IS NOT - Not a medical billing services engagement. We are not outsourcing billing and there are no claims to work. - No PHI, ever. Do not share real patient information in any form during this engagement. Hypothetical and de-identified examples only. - Not credentialing, not AR cleanup, not a virtual assistant role. - Not a sales or referral role. LOGISTICS AND RATE - Hourly, 12 to 25 USD per hour, via a standard Upwork hourly contract. - If your rate is above this range but the engagement appeals to you, apply anyway and quote your real rate. For the right guide we will stretch. - 5 to 10 hours total for the first engagement, spread over 2 to 3 weeks at a pace that fits your schedule. - Sessions on Zoom or Google Meet, scheduled between 9am and 5pm US Central Time. - English. - All communication and payment stays on Upwork. AFTER THE FIRST ENGAGEMENT If the first engagement goes well there is a strong likelihood of ongoing advisory work while we build: recurring design reviews as screens get real, helping us design realistic denial and edge-case scenarios for testing, and sanity-checking claim outputs against what a clinic would expect to see. We are at the start of this product. The person who teaches us billing now has a standing seat at the table as it grows. HOW TO APPLY Start your proposal with the single word SUPERBILL so we know you actually read this posting. Generic copy-paste proposals will be declined without reply. Then answer these six questions directly in your proposal. Short, concrete answers beat long generic ones: 1. Which certifications do you hold (CPC, CPB, CCS, other) and how many years have you worked in US outpatient billing or coding? 2. Briefly walk us through how a claim gets from the provider signing the note to an 837P leaving the clearinghouse at your current or most recent clinic. Five sentences is plenty. 3. When do you use modifier 25 versus modifier 59? One or two sentences each. 4. Which EHR or PM systems have you used daily, and which encoder or code lookup tools? 5. Where do the code lists you work from actually come from in your clinic (vendor code sets, encoder subscription, books, spreadsheets)? 6. Have you taught, trained, or advised others before, in any setting? If yes, tell us about it in two or three sentences. OUR HIRING PROCESS We review proposals daily. Shortlisted candidates get a 30 minute paid intro call within a few days. We expect to hire quickly and start the first session within a week of hiring. If the answers to questions 2 and 3 in your proposal are solid, you are most of the way to the shortlist already. FREQUENTLY ASKED QUESTIONS Q: Is this ongoing billing work? A: No. It is a paid advisory engagement about how billing works, with likely ongoing advisory (not production) work afterward. Q: Will I need to prepare slides or materials? A: No. We will bring the questions and drive the agenda. Blank templates or public tools you can show on screen are welcome but not required. Q: Will you share my recordings? A: No. Recordings are internal design reference for the product team only. Q: Agency or solo? A: Solo individual experts strongly preferred. We want the person who did the work, not an account manager. Q: Do I need to be US-based? A: What we require is deep hands-on experience in US clinic billing. US-based is a plus for the in-room clinic perspective, but strong candidates with daily US billing experience will be considered wherever they live. Q: Why is the rate range modest? A: We are a small company at the start of our first EMR, and we have scoped this as a focused advisory engagement rather than a long contract. If your rate is higher, quote it and we will consider stretching for the right person.

Chief Operating Officer (COO) Trading Education Today → Algorithmic Trading Platform Tomorrow Reports Directly to the CEO The Opportunity This is not a standard COO seat. We are hiring the operating partner for a two-stage journey. Today, we run a successful, established trading education business — high-ticket coaching, a growing software product suite, and revenue-critical marketing, sales, and backend sales functions operating through a mix of in-house and partner teams. Next, we are building something much larger: an algorithmic trading business — automated strategy execution, software-driven products, and a platform designed to serve a far bigger market than education alone ever could. This is the company's future, and it will demand world-class operational discipline from day one. The education business is where you prove the model. We view it as the test run for the operating system you will eventually run at scale: install the KPI management and weekly accountability rhythm here first, demonstrate that the metrics that matter can be tracked, owned, and moved — and then carry that same machine into the algo business as it launches and grows. The executive who masters the current business earns the mandate to operate the much larger one. The core mandate in one sentence: Build and run a weekly accountability system that keeps every business-critical KPI visible, owned, and on target — first in the education business, then across the algorithmic trading business as we scale. The Two-Phase Roadmap Phase 1 — The Proving Ground (Now): Education Business Take operational ownership of the current business. Install the company scorecard, run the weekly cadence, and get today's at-risk KPIs — starting with show rate, cost per booked call, and refund rate — measured, owned, and trending in the right direction. Success here isn't just fixing three numbers; it's proving the system works: that any metric which slips gets flagged early, assigned to an owner, and driven back to target without the CEO having to intervene. Phase 2 — The Scale-Up (Next): Algorithmic Trading Business As the algo business launches, you extend the same operating system to an entirely new set of metrics — platform uptime, execution fidelity, user account performance, subscription retention, compliance controls, and unit economics at software scale. You'll help design the operational foundation of this business from the ground up, informed by everything the test run taught us. This is a substantially larger business with substantially larger stakes, and the COO who ran Phase 1 well will be the one trusted to run it. Core Responsibilities 1. Own the Company KPI Scorecard Build and maintain a single company-wide scorecard covering every revenue-critical metric, each with written green / yellow / red thresholds agreed with the CEO. Assign a named owner to every KPI — a person, not a department. Ensure consistent metric definitions, data sources, and date ranges so trends are real, not reporting noise. Standing rule: any new business-critical metric gets a named owner, a written threshold, and a flag rule within one week of being identified. 2. Run the Weekly Accountability Cadence Publish the Monday Scorecard — every KPI vs. threshold, trend arrows, flags, and open action items — to the CEO at a fixed time each week, without exception. Chair the weekly operations review: each KPI owner presents their numbers, explains variances, and commits to dated action items. Track every action item to completion; nothing leaves the agenda until it's done or formally closed. Enforce the flagging rules: Yellow = owner brings a plan within 48 hours. Red = same-day escalation and a written remediation plan (root cause, actions, owner, return-to-target date) within 48 hours. 3. Coordinate Across Teams and Partners Serve as the single operational point of contact across all departments and external partners, keeping everyone aligned to the same scorecard and standards. Foster strong, collaborative working relationships with partner teams — shared thresholds, shared reporting rhythm, shared wins. Continuously evaluate the operating structure as we grow and advise the CEO on how best to organize teams for the scale-up. 4. Drive Operational Strategy & Efficiency Translate company goals into quarterly operational plans with measurable outcomes per function. Identify bottlenecks across the full funnel (traffic → booked call → show → close → collect → retain) and lead corrective initiatives. Oversee budgets, resource allocation, and ad-spend efficiency in partnership with the CEO. Ensure marketing claims, sales practices, and customer policies remain compliant and consistent — a discipline that becomes even more important in the algo business. 5. Build the Culture of Accountability Coach team leads toward self-flagging: the standard is that owners surface issues before you find them, and you surface them before the CEO does. Build a culture where metrics are discussed openly and misses are diagnosed without blame. Help shape the org design and key hires for the algorithmic trading business as it comes online. Phase 1 KPIs You Own (Weekly Accountability) These are the current core metrics of the education business. Exact green/yellow/red thresholds are set jointly with the CEO in your first 30 days and documented in writing. Phase 2 Preview — The Algo Business Scorecard You'll Design Platform uptime and execution fidelity, live strategy performance vs. targets, subscriber growth and retention, trial-to-paid conversion, support load, compliance controls, and software-scale unit economics. Designing this scorecard — informed by the Phase 1 test run — is part of the job. What Success Looks Like First 10 days: Scorecard live with written thresholds and named owners; weekly cadence running; the currently at-risk KPIs (show rate, cost per call, refund rate) each have an active plan with a return-to-target date. By 30 days: At-risk KPIs back in target range or on a credible dated path; the flagging system functioning — issues surface through owners, not through the CEO's own digging; first draft of the algo-business operational blueprint underway. By 60 months: The education business runs on the accountability system without CEO involvement in day-to-day metrics, and you are operationally leading the launch and scale-up of the algorithmic trading business. Qualifications Required 3+ years in senior operations leadership (COO, VP Ops, Head of Ops, or Integrator role), ideally in high-ticket education, fintech, SaaS, or direct-response businesses Proven track record running KPI-driven accountability systems (EOS/Traction scorecards, weekly L10-style reviews, or equivalent) — you've run this rhythm before, not just read about it Deep fluency in funnel economics: CAC, cost per call, show rate, close rate, refund dynamics, LTV, cash collected Experience coordinating across in-house teams and external partners toward shared metrics Data-first operator: comfortable building dashboards, auditing metric definitions, and keeping reporting honest Genuine excitement about scaling into a technology/fintech product business — this roadmap should be the reason you want the job Strongly Preferred Experience in trading, fintech, or another compliance-sensitive vertical Experience taking a business from services/education revenue into scalable software/subscription revenue Direct-response marketing literacy (paid YouTube/social, webinar funnels, high-ticket phone sales) Character Profile Relentless follow-up muscle — action items don't die on your watch Builds accountability through clarity and consistency, not friction Calm, direct communicator who gives the CEO the truth early Thinks like an owner: treats the test run as seriously as the scale-up Compensation Competitive base salary $60-100k per year.

About Dune Theory Dune Theory LLC is a New Jersey single-member LLC developing a premium cosmetic scalp-care product. The company is currently pre-revenue and expects a potential product launch in November or December 2026. During 2026, the company is incurring expenses related to: Formulation and product development Technical packaging consulting Product and packaging testing Branding and marketing Legal and professional services Contract-manufacturer evaluation Business software and administration Domestic and international contractors Payments are made through business bank and credit-card accounts, Upwork, Wise, and other vendor platforms. The company expects to sell through Shopify and will eventually hold packaging components and finished-goods inventory. The founder intends to maintain the routine bookkeeping while transaction volume remains manageable. We are not currently seeking full-service monthly bookkeeping. The engagement We are seeking an active Certified Public Accountant or Enrolled Agent who can provide year-round tax and accounting guidance for 2026 and potentially continue with us through 2027. The ideal advisor will help Dune Theory establish an accurate tax and bookkeeping foundation before launch, rather than waiting until tax-return season to reconstruct the company’s activity. The engagement will begin with a limited paid diagnostic milestone. Later work may include QuickBooks setup or review, year-end tax planning, preparation of the 2026 federal and New Jersey returns, and periodic 2027 advisory support. Current advisory needs The selected professional should be able to advise on: Federal and New Jersey treatment of a single-member LLC Schedule C reporting Identification of the company’s active-business commencement date Startup and organizational expenditures Product-development and formulation expenditures Packaging research, samples, testing, and commercial packaging Contractor and consultant expenses Manufacturing deposits and pilot-production charges Inventory and cost-of-goods treatment Owner contributions, owner draws, and reimbursements Business expenses paid personally by the founder Business mileage, travel, meals, and meeting documentation Domestic contractor documentation, including W-9 and potential 1099 obligations Foreign contractor documentation, including W-8 forms and services paid through Wise Upwork payment and reporting considerations New Jersey tax and sales-tax readiness Shopify and future multistate sales-tax considerations Estimated-tax requirements Whether and when an S-corporation analysis may become appropriate QuickBooks Online setup and chart-of-accounts structure We are looking for practical, supportable tax guidance—not aggressive deduction strategies. Potential continuing needs Subject to satisfactory performance, future work may include: QuickBooks Online setup or review Review of founder-maintained bookkeeping Year-end adjustment entries Inventory and COGS review November or December 2026 tax planning Contractor-reporting review before January deadlines Preparation and e-filing of the 2026 federal and New Jersey returns in 2027 Estimated-tax planning Quarterly 2027 tax and financial reviews Future S-corporation analysis Support responding to IRS or New Jersey notices Credential requirement Applicants must be either: An active Enrolled Agent in good standing with the IRS; or An active CPA licensed in a U.S. jurisdiction Uncredentialed tax preparers and general bookkeepers will not be considered for this advisory role. Shortlisted applicants must be willing to provide sufficient information for independent credential verification before engagement, including: Full legal name associated with the credential Credential type CPA license or EA enrollment number Issuing state or federal authority Current license or enrollment status Legal name of the accounting or tax firm, where applicable Confirmation of a current PTIN if preparing federal returns Identification of the individual who will actually perform and sign the work Dune Theory will independently verify CPA or EA credentials before funding the first milestone or sharing sensitive financial and tax documents. Applicants should not submit Social Security numbers, EFIN information, identification documents, or other sensitive personal information with the initial proposal. Required experience Strong candidates should have experience with: New Jersey individual and small-business taxation Single-member LLCs and Schedule C Pre-revenue or launch-stage companies Physical consumer products, beauty, wellness, retail, or e-commerce Inventory and cost of goods sold QuickBooks Online Startup and pre-opening expenditures Domestic and international contractors W-9, W-8, and 1099 documentation Owner-maintained bookkeeping Shopify or direct-to-consumer companies Year-round tax planning—not only tax-return preparation Cosmetics experience is helpful but not mandatory. Experience with inventory-based consumer-product companies is more important. Milestone 1 — Tax and Accounting Readiness Diagnostic Purpose: Evaluate professional fit and create a practical 2026–2027 tax and accounting roadmap. Timeline: 5–7 business days after credential verification and receipt of onboarding materials Initially, we would provide a controlled onboarding package containing: Company formation and tax-registration summary General 2026 expense summary List of bank, credit-card, and payment platforms Contractor and vendor overview Anticipated launch and revenue timeline Current bookkeeping approach Summary of expected formulation, packaging, manufacturing, and inventory activity Specific founder questions Sensitive source documents would be shared only through an agreed secure process after credential verification and execution of the engagement. Milestone 1 deliverables 1. Initial consultation One 60–90-minute video meeting to review: Business structure Current operations Anticipated launch Founder bookkeeping plan Major expense categories Contractor arrangements Inventory and manufacturing expectations 2026 and 2027 tax-planning needs 2. Written diagnostic and recommendations A concise written memorandum addressing: Entity and filing status Current anticipated federal and New Jersey filing treatment Known 2026 filing requirements Any missing registrations, elections, or compliance items Open questions requiring additional facts Expense-classification framework Preliminary guidance separating: Startup expenses Organizational expenses Current operating expenses Product-development or research-related expenses Packaging development and samples Commercial packaging and inventory CMO deposits and manufacturing costs Fixed assets or equipment Owner contributions Owner draws Founder-paid expenses and reimbursements The advisor should identify which conclusions are preliminary and which require review of additional records. Bookkeeping recommendations Recommended accounting software and plan level Preliminary chart-of-accounts structure Suggested treatment of vendors paid through Upwork and Wise Receipt and documentation standards Monthly reconciliation process Recommended reports to review Any classes, locations, tags, or tracking categories that would be useful Contractor-compliance review W-9 requirements W-8 requirements 1099 considerations Upwork payment documentation Wise transfer documentation Foreign-contractor recordkeeping January reporting calendar New Jersey and launch readiness NJ tax obligations that apply now Sales-tax preparations before launch Shopify and future nexus considerations Estimated-tax considerations Recommended tax calendar through the 2026 return filing Recommended continuing engagement The advisor should propose: Work that should be completed immediately Work that can wait until year-end Work required before commercial production Work required before January reporting deadlines Proposed later milestones Indicative fixed fees or fee ranges for those milestones 3. Readout meeting One 45–60-minute review meeting to: Explain recommendations Answer founder questions Identify decisions requiring follow-up Agree on any immediate corrective actions Determine whether both parties wish to continue 4. One clarification round One limited written clarification round addressing misunderstandings or incomplete recommendations. Milestone 1 exclusions The diagnostic should not automatically include: Full historical bookkeeping cleanup Categorization of every 2026 transaction Preparation of tax returns Filing amended returns Preparation of every 1099 Sales-tax registrations in multiple states Payroll setup S-corporation election preparation Audit or notice representation Monthly bookkeeping Formal reviewed or compiled financial statements Those items would be separately scoped. Proposal requirements Applicants should answer the following: 1. Are you an active CPA or Enrolled Agent? State your credential type and issuing authority. 2. How many New Jersey individual or single-member LLC returns do you typically prepare? 3. Describe your experience with pre-revenue or launch-stage businesses. 4. Describe your experience with inventory-based consumer-product, beauty, e-commerce, or Shopify companies. 5. How do you approach costs incurred before a company begins selling? 6. What experience do you have with QuickBooks Online and founder-maintained bookkeeping? 7. What experience do you have with Upwork, Wise, foreign contractors, W-8 forms, and 1099 questions? 8. Would you personally perform the work? If not, identify the role of anyone else who would participate. 9. Do you offer year-end planning and return preparation in addition to consulting? 10. What secure process do you use for exchanging tax and financial documents? 11. Do you provide a professional engagement letter? 12. What is your proposed fixed price and timeline for Milestone 1? 13. What is your indicative fee range for the 2026 federal and New Jersey return? 14. What availability do you have during November–December 2026 and February–April 2027? Please begin your proposal with: Dune Theory Tax Readiness Generic proposals that do not respond to the requested experience and credential requirements will not be considered. Recommended milestone roadmap Pre-contract step — Credential verification Timing: Before sensitive disclosures or funding We verify: -EA status directly through the IRS -CPA license through the issuing state and CPAverify -Active PTIN if the person will prepare the return -Professional identity and firm identity -Any visible disciplinary or enforcement information The IRS also maintains a searchable directory of credentialed federal return preparers with active PTINs. Milestone 1 — Tax and Accounting Readiness Diagnostic Timing: July or August 2026 This is the fit milestone. We should be able to stop after it without losing control of the books or tax process. Milestone 2 — Bookkeeping System Setup and 2026 Implementation Timing: After Milestone 1, only if needed Potential deliverables: -QuickBooks account review or setup -CPA/EA-approved chart of accounts -Opening-balance guidance -Owner contribution and draw accounts -Product-development and inventory categories -Vendor and contractor structure -Review of a sample or defined number of transactions -Written categorization guide -Monthly founder checklist -One follow-up review after the founder completes the first reconciliation The price should depend on transaction volume and whether cleanup is required. Milestone 3 — 2026 Year-End Tax Planning Timing: November or December 2026 Potential deliverables: -Review year-to-date P&L and balance sheet -Review actual launch and revenue status -Reassess the business commencement date -Review startup expenses and development costs -Review inventory, deposits, and COGS -Estimate federal and New Jersey tax liability Identify deductions requiring action before December 31 -Review contractor-documentation status -Determine whether estimated payments are needed -Preliminary 2027 S-corporation analysis, where warranted -Written year-end action list Milestone 4 — 2026 Tax-Return Preparation Price: Quoted after the advisor reviews the completed books Timing: Early 2027 The return milestone should specify exactly what is included, such as: Federal Form 1040 Schedule C for Dune Theory, assuming no entity election changes New Jersey resident return Business-related schedules and forms Electronic filing One tax-return review meeting Estimated-tax vouchers, where applicable Defined post-filing notice support Milestone 5 — Optional 2027 Quarterly Advisory Rather than starting with a monthly retainer, I would use quarterly fixed-price reviews. Each review might cover: Bookkeeping health Profit and cash-flow trends Estimated taxes Inventory and COGS Contractor compliance Sales-tax developments S-corporation timing Founder compensation Planning for the next production run

About the Project I am an attorney, podcast host, and political commentator with an established audience on YouTube and social media. I have written a full-length political nonfiction book — The Gilded State: How California Went from Personifying the American Dream to an American Nightmare — targeting a Summer 2026 release timed to California's gubernatorial election. The manuscript is complete and currently in final editorial review. I am looking for an experienced self-publishing specialist to take the book from finished manuscript to launch-ready files on both Amazon KDP and IngramSpark. This is a paid, project-based engagement with a firm deadline. Serious applicants only. Scope of Work The ideal candidate will handle some or all of the following — please specify in your proposal which services you offer: Interior Formatting Format manuscript for both print (6x9 trade paperback) and ebook (Kindle) output Chicago Notes and Bibliography style footnotes — this is non-negotiable, and you must have prior experience formatting academic or heavily footnoted nonfiction (not just narrative books with endnotes) Chapter headers, section breaks, front matter (title page, copyright page, dedication, table of contents), and back matter Print-ready PDF for IngramSpark; ebook EPUB/MOBI for KDP Compliance with both KDP and IngramSpark technical specifications Cover Design Front cover, back cover, and spine for trade paperback (print-ready with correct bleed, spine width calculated from final page count) Kindle ebook cover The book is political nonfiction with a serious, marketable tone — comparable titles include San Fransicko by Michael Shellenberger and The Dying Citizen by Victor Davis Hanson. I want a cover that belongs on the same shelf, not a generic template. Please include 2–3 cover concept options Platform Setup (Optional — specify if you offer this) KDP account setup and file upload IngramSpark account setup, ISBN registration guidance, and file submission Metadata optimization (title, subtitle, keywords, BISAC categories) What I'm Looking For Demonstrated experience formatting and launching nonfiction books, specifically books with extensive footnotes or endnotes (please include examples) Prior work on political, history, or current affairs titles is a strong plus Familiarity with both KDP and IngramSpark — not one or the other The ability to communicate clearly and meet hard deadlines — this book has a specific launch window tied to a political calendar A portfolio of finished book covers and interiors you can share I'm also looking for what your favorite restaurant is and why to be included in your response What This Is Not I am not looking for a vanity press or a package-deal publishing service that charges for services I don't need I am not looking for someone who formats only fiction or children's books I am not looking for AI-generated cover designs without a professional designer behind them Timeline The manuscript will be delivered from the editor in late June/early July 2026. Target launch is August 2026. I need someone who can commit to that window and turn around files promptly once the manuscript is in hand. To Apply Please submit: Your proposed scope of services and fixed-price quote (or itemized quote if applying for individual services) 2–3 samples of nonfiction books you have formatted, including at least one with Chicago-style or heavy footnote formatting 2–3 cover design samples for nonfiction titles A brief note on your experience with KDP and IngramSpark specifically Your availability for a July–August 2026 turnaround Budget is negotiable based on scope. I am looking for quality, not the lowest bid.

Job description: I'm a serial entrepreneur and the co-founder/former CEO of Suja Juice. I've just finished a book and I'm looking for ONE experienced project manager to own the entire self-publishing process end-to-end, from finished manuscript to live on Amazon. I'm not technical and I don't want to coordinate multiple freelancers — I want one professional who handles (or subcontracts and manages) cover design, interior formatting, KDP setup, and the technical upload of all formats. About the book: The Art of the Startup: A Founder's Playbook for Building and Scaling a $100 Million CPG Brand It's a non-fiction business book in three woven parts: Entrepreneurial memoir — my journey across nine companies over the past 30 years, including $212M raised and roughly $700M returned to investors Field guide — frameworks and lessons for early-stage CPG founders (pre-launch, fundraising, scaling, partnerships, pivots, exits) The Suja story — how Suja Juice grew from zero to $100M in six years, survived a near-death moment when Coca-Cola walked away, and recently went public at a $750M valuation The manuscript is ~206 pages, ~60,000 words, professionally edited, and final. Foreword by Jay Shetty. Advance praise from Seth Goldman (Honest Tea), Mark Rampolla (ZICO), John Foraker (Annie's), and Kim Perell (Juni). Target readers: founders, operators, CPG professionals, MBA students, investors. Think shelf-mates like Shoe Dog, The Hard Thing About Hard Things, Mission in a Bottle, Grinding It Out. Full scope of work: Cover design — front, spine, back covers for paperback, hardcover, and ebook thumbnail. Should feel premium and sit comfortably next to bestselling business memoirs Interior formatting / typesetting — print-ready PDFs for paperback (6×9) and hardcover, plus reflowable EPUB for Kindle. Book includes frameworks, callouts, and likely some diagrams KDP account setup (or onboarding to my existing account as a manager) Upload all three formats to KDP — paperback, hardcover, Kindle ebook Metadata, keyword, and category optimization for Amazon discoverability Order and review proof copies; manage revisions through to final approval Walk me through launch day and confirm all formats are live and linked on the Amazon product page Out of scope (handling separately): Final proofread (will be done before files go to you) Audiobook production Marketing, PR, launch publicity Author website What I need in your proposal: 3–5 examples of non-fiction books (ideally business, memoir, or entrepreneurship) you have personally taken from manuscript to live on Amazon — please include direct Amazon links 2 author references I can speak with Your process in 5–7 bullets — how you'd run this project from kickoff to launch Confirmation that you (or your team under your management) handle ALL of: cover design, interior formatting, AND the technical KDP upload of paperback + hardcover + Kindle. If you outsource any piece, tell me to whom and how you manage quality Timeline with milestones Fee structure — flat rate preferred, with revision rounds clearly defined. Please break out cover, interior, and KDP setup so I understand the components One question you would ask me before starting, that would meaningfully change how you approach the project Proposals that don't address all seven items will not be considered. Please don't send templates. Budget: Open. I'm prioritizing quality and fit over price — but I also know what this work should cost, so please be realistic in both directions. Timeline: Looking to start within 2–3 weeks, with the book live on Amazon within 10–12 weeks of kickoff. Skills to tag on the post: Book Design, Book Cover Design, Ebook Design, Kindle Direct Publishing, Amazon KDP, Book Layout, Typesetting, Adobe InDesign, Self-Publishing, Project Management, Non-Fiction

I am seeking an experienced book formatter to prepare a completed nonfiction manuscript for publication on Amazon KDP in both ebook and paperback formats. This is a structured, practical guide with chapter-based content and checklists. The manuscript is complete and requires professional formatting only—no editing, rewriting, or design work. The goal is a clean, professional, publication-ready book suitable for Amazon Kindle and print paperback distribution.

Project Overview I’m looking for a professional book editor and formatter to take my completed nonfiction manuscript and turn it into a polished, publication‑ready ebook and full print book. The manuscript is already drafted in Google Docs and needs line editing, structural refinement, and premium interior formatting suitable for Amazon KDP and IngramSpark. The book blends storytelling + structured teaching, so I need someone who understands how to maintain voice while improving clarity, flow, and reader experience. Scope of Work Manuscript Editing Line editing for clarity, grammar, flow, and consistency Light developmental edits where needed Ensure tone and voice remain warm, authoritative, and conversational Remove redundancies, tighten paragraphs, and improve transitions Book Formatting Format for ebook (EPUB) and print (PDF) Apply clean, minimal, professional nonfiction layout Proper headings, spacing, margins, typography Insert callouts, quotes, and section dividers where appropriate Ensure compatibility with Amazon KDP and IngramSpark Front & Back Matter Acknowledgments Copyright page Table of contents About the author Optional: resource/toolkit section Quality Assurance Check for formatting errors, widows/orphans, spacing issues Ensure clean chapter breaks and consistent styling Provide final files ready for upload Deliverables Professionally edited manuscript (Google Docs or Word) Fully formatted EPUB for ebook Fully formatted print‑ready PDF (6x9 trim size preferred) Clean, minimal interior design aligned with modern nonfiction standards Optional: suggestions for improving reader flow or chapter structure Ideal Freelancer Experience editing nonfiction, especially finance, business, or educational content Strong portfolio of ebook + print book formatting Familiar with KDP and IngramSpark requirements Ability to maintain author voice while elevating clarity Detail‑oriented, organized, and comfortable with structured content Project Details Manuscript length: ~ (you can fill in your word count) Timeline: 1–2 weeks preferred Budget: Open to proposals based on experience and quality How to Apply Please include: A short intro Relevant editing/formatting samples Your estimated timeline Your rate for editing + formatting Any questions you have about the manuscript or scope

Job Description: I am an author looking for an experienced, meticulous Kindle Direct Publishing (KDP) professional to help me format and upload an exciting children’s short-chapter book (ages 7–9) to Amazon. I have the finalized draft text and the core cover artwork ready to go. Because Amazon’s platform and print-preview tools can be frustrating to navigate, I need a White-Glove assistant to prepare the technical files and visually guide me through the upload process. What I need from you: File Preparation (Interior Layout): Format my text draft into a polished, print-ready PDF for a short-chapter book layout that is highly engaging for young readers. Cover Wrap File Creation: Use my existing cover artwork and title text to create a perfectly calculated, print-ready PDF cover wrap (Front, Spine, and Back cover seamlessly joined) that perfectly matches Amazon's exact spine math based on our final page count. White-Glove Upload Assistance: Because account password sharing is against Amazon's terms of service, I need you to walk me through the upload and preview steps (via a live screen-share call like Zoom or Google Meet) to make sure everything passes the Amazon Print Previewer cleanly on the first try. Requirements: Proven experience successfully launching print paperbacks on Amazon KDP (please share a couple of links to books you’ve formatted/launched on Amazon). Deep understanding of KDP spine math, margin rules, bleed settings, and bleed requirements for children's books. Patient communicator who is comfortable doing a brief live screen-share to guide me through the final dashboard clicks. Project Details & Budget: Book Length: Short-chapter book, 17 chapters total. Target Finish: Glossy paperback cover. Payment: Flat-fee milestone based. Payment is negotiable depending on your portfolio experience, layout skill level, and technical expertise. Please reply with examples of past children's or chapter books you have formatted for KDP, along with your estimated flat-rate quote for this project. Let’s make this a top-selling book that kids and parents love!