Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.

Job Description: We are looking for an experienced bookkeeper for a three-phase engagement: initial QuickBooks Online setup, a catch-up project covering January through June 2026, and ongoing monthly bookkeeping. All three phases are part of this engagement and we expect the same bookkeeper to handle all three. Seeking individual with experience working with small, micro businesses or start ups. About the Business: Bookshelf Anatomy, LLC is a small, single-owner art business based in Washington State. The business sells original artwork online via Shopify, wholesale online account through Faire, and occasionally at local art fairs. Revenue averages approximately $1,000/month. Transaction volume is approximately 50 transactions per month across sales and expenses. Phase 1: Initial Setup (One-Time Fixed Fee) Properly set up QuickBooks Online account Build a chart of accounts appropriate for a small art/retail business in Washington State Configure and test the Shopify-to-QuickBooks Online integration Ensure gross sales, discounts, refunds, Shopify fees, and sales tax collected are mapping correctly into the correct QuickBooks accounts Provide a brief written summary of how the system is set up and what the owner needs to know Phase 2: Catch-Up Bookkeeping January through June 2026 (One-Time Fixed Fee) Enter and categorize all transactions from January 1, 2026 through June 30, 2026 Reconcile bank account and payment processor for all six months Deliver a profit and loss statement and balance sheet for each month and a six-month summary Flag any transactions that require clarification from the owner Phase 3: Ongoing Monthly Bookkeeping (Fixed Monthly Fee) Categorize and enter expenses Enter occasional cash sales from local art fairs Reconcile one bank account and one payment processor Deliver a monthly profit and loss statement and balance sheet by the 15th of the following month Flag anything unusual or concerning Requirements: QuickBooks Online ProAdvisor certification required Demonstrated experience setting up Shopify-to-QuickBooks Online integrations Familiarity with Washington State sales tax considerations preferred Based in the United States Strong written communication in English Reliable and responsive — replies expected within 24-48 hours Engagement Terms: Please quote three separate fixed fees in your application: one for Phase 1 setup, one for the Phase 2 catch-up project, and one for the ongoing Phase 3 monthly retainer. We are not looking for hourly billing for any phase. To Apply: Describe your experience setting up QuickBooks Online for Shopify businesses. Explain how you handle the Shopify-QBO integration, specifically how you map gross sales, fees, refunds, and sales tax. Include your proposed fixed fee for Phase 1, Phase 2, and your proposed monthly rate for Phase 3.

I'm looking for an experienced U.S.-based QuickBooks Online bookkeeper to set up and organize the books for my partnership LLC. Scope: - Set up QuickBooks Online - Complete catch-up bookkeeping for 2025 and 2026 YTD -Reconcile all bank accounts and credit cards -Categorize transactions and organize the Chart of Accounts (All accounts are already done on excel, need to transfer to quickbooks). -Deliver CPA-ready financial statements -Establish an efficient monthly bookkeeping process for ongoing maintenance -The business has one partnership LLC, relatively clean financial records, low revenue to date, and limited complexity. Requirements U.S.-based 5+ years of QuickBooks Online experience Experience with catch-up bookkeeping and reconciliations QuickBooks Online ProAdvisor preferred Please include your experience, hourly rate, estimated hours for this project, and whether you're available for ongoing monthly bookkeeping. Looking to get started asap!! * Someone detail oriented, likes working with other entrepreneurs and has availability is needed. Potential for lots of ongoing work if we work well together. *

Job Description: We are a growing 501(c)(3) nonprofit organization seeking an experienced accounting professional to serve as Treasurer on our Board. Our organization generated more than $50,000 in revenue last year, and we are seeking someone who can help oversee financial compliance, support IRS nonprofit filings, and strengthen our financial processes. This is an ongoing board leadership opportunity for someone with nonprofit accounting experience who understands nonprofit financial reporting, compliance, and governance. Responsibilities Serve as Treasurer for our nonprofit organization Assist with preparation and/or oversight of IRS Form 990-EZ or Form 990 filings Review financial records and ensure compliance Help maintain accurate bookkeeping and financial reporting Provide financial guidance to the Board Participate in periodic virtual board meetings Help establish sound financial procedures and internal controls Preferred Qualifications Accounting, bookkeeping, CPA, or nonprofit finance background Experience working with 501(c)(3) organizations Familiarity with IRS nonprofit filing requirements Experience with QuickBooks or similar accounting software Strong communication and organizational skills Ability to work collaboratively with nonprofit leadership Compensation This is a compensated board position and includes an annual stipend. To Apply Please include: Your nonprofit accounting experience Any CPA, EA, or bookkeeping credentials Experience preparing Form 990-EZ or Form 990 Your availability and preferred communication style We are looking for someone reliable, organized, and passionate about supporting nonprofit and community impact work.

I run a small bookkeeping and consulting firm and am looking for an experienced bookkeeper to provide occasional, on-demand support with special projects. This is not ongoing monthly bookkeeping work. The focus is on cleanup, troubleshooting, and investigative tasks that require critical thinking. I’m looking for someone who can step into a situation, assess what’s going on, and work toward a solution without needing step-by-step direction. I will provide context and direction as needed, but I’m not looking to manage tasks step-by-step. Type of Work: - QuickBooks Online cleanups and catch-up work - Investigating discrepancies (reconciliation differences, balance issues, etc.) - Reviewing and correcting prior bookkeeping errors - Researching proper accounting treatment for unusual transactions - Organizing and documenting findings clearly What I’m Looking For: - Strong experience with QuickBooks Online (required) - Experience with cleanup and troubleshooting work (not just data entry) - Ability to think critically and work through ambiguous situations - Clear and concise written communication - Comfortable asking questions when needed, but not dependent on constant direction - Preference for US-based or excellent English communication - Ability to take ownership of a task from start to finish and communicate findings clearly What This Is Not: - Not ongoing weekly/monthly bookkeeping - Not high-volume data entry - Not a rigid, checklist-only role Engagement Structure: - Ad hoc / project-based (hours will vary) - Small initial paid test project (2–3 hours) - Opportunity for ongoing project work if it’s a good fit - Work will be assigned as needed rather than on a set weekly schedule Please include the word ‘reconcile’ in your response so I know you’ve read the full posting. Bonus if you’ve worked with other bookkeeping firms or supported multiple clients at once. Looking for someone reliable who I can build a go-to relationship with for overflow and special projects.

We are seeking an experienced Sage 100 user to assist with various accounting tasks on an as-needed basis. The ideal candidate will have a strong understanding of Sage 100 and be able to troubleshoot and resolve accounting issues efficiently. Responsibilities include managing financial data, ensuring accuracy in financial records, and providing support with accounting processes.

I need real estate accounting services for a project transitioning from construction to property management. The task involves reconciling construction accounts and ensuring a smooth transition. An expert in real estate accounting is required to handle this phase effectively.

I am looking for an accountant with a lot of experience with CPG businesses. This includes inventory, ingredients, manufacturing and e-commerce. We have about 15-20 monthly transactions. I want them cleaned up and reconciled and added to qbo. Some bill pay or invoicing maybe and sending and analyzing with me reports

**Part-Time Junior Controller — DTC eCommerce ($3–5M Revenue, Long-Term)** **Absolutely NO agencies, will not consider. Individuals ONLY** We’re a founder-led direct-to-consumer eCommerce business generating $3–5M annually, operating across multiple profit centers and digital sales channels. Our business runs a hybrid inventory model, combining drop-shipping from third-party vendor warehouses and physically owned inventory in our own warehouse. We’re hiring a part-time Junior Controller to bring order, accuracy, and financial clarity as we scale. This is a hands-on role. You will be in QuickBooks doing the work, not just reviewing it. **Tech Stack & Sales Channels** - Multiple Shopify Plus stores - Amazon Seller Central - eBay (secondary channel) - QuickBooks Online (system of record) **Hybrid inventory:** - Third-party drop-ship vendor owned inventory - Company-owned warehouse inventory **Role Objective** Ensure financials are clean, reliable, and decision-ready every month. That means: - Numbers reconcile and tie out - Inventory and COGS are accurate - Monthly reporting is on time - Issues are flagged early **Scope of Responsibilities (Hands-On)** You will handle data entry, reconciliation, and oversight. **Core Responsibilities** **Full-cycle bookkeeping:** - AP / AR - Journal entries - Monthly P&L, Balance Sheet, and Cash Flow - Delivered within 20 days after prior month close - Monthly close in QuickBooks Online - Bank and credit card reconciliations - Shopify transaction reconciliation - Amazon disbursement reconciliation - Inventory reconciliation across vendor and owned warehouses - Accrual accounting and COGS accuracy - Assist with annual tax prep and 1099s - Coordinate with CPA on tax and compliance **Reporting Deliverables** - Monthly P&L - Monthly Balance Sheet - Monthly Cash Flow Statement - 13-week cash flow forecast **Written summaries covering:** - Variances - Margin issues - Cash flow risks - Data inconsistencies **Required Experience (Non-Negotiable)** - Bachelor’s degree in Accounting or Finance OR minimum 4 years of professional accounting experience - Proven experience supporting eCommerce brands - Strong understanding of DTC and multi-channel operations - Advanced QuickBooks Online **Solid understanding of:** - Inventory accounting - Accrual accounting - COGS and margin analysis - Multiple digital sales channels - Comfortable reconciling Shopify, Amazon, and bank data - Able to clean up books, standardize chart of accounts, and flag inconsistencies **Bonus Experience** - Shopify connector apps (A2X, Webgility, similar) - Amazon settlement logic - Sales tax workflows - Payroll systems - Founder-led business experience **Mindset & Working Style** This role prioritizes ownership and clarity. **You are:** - Detail-obsessed - Proactive and autonomous - A strong written communicator - Comfortable explaining financials to a founder - Focused on cash flow, margins, and operational insight - Comfortable working async with a flexible schedule You think like an owner and surface issues before they become expensive.

Role Description/Job Overview We are looking for a highly skilled and detail-oriented individual to support companies of Blue Venture Holdings with part-time accounting, tax/regulatory and financial support. The ideal candidate must have strong experience utilizing QuickBooks Online accounting software to maintain accurate financial records, manage accounts payable and receivable, reconcile bank statements, prepare financial reports, and assist with payroll and tax compliance. They will also need to proactively communicate with owners and support teams of Blue Venture Holding Companies. Key/Primary Responsibilities QuickBooks Management (Daily/Weekday) - Maintain day-to-day bookkeeping in QuickBooks Online (QBO) for all entities - Assist with QuickBooks integrations (bank feeds, payroll, Helcim, Stripe, etc.) - Maintain consistency in the chart of accounts and reporting across entities - Ensure accurate coding of project-level expenses - Balance and reconcile financial statements Tax Accounting & Support - Track and prepare documentation for sales tax, payroll tax, and income tax filings - Coordinate with CPA/tax preparer on quarterly and annual returns - Track estimated tax payments to ensure timely compliance - Maintain vendor W-9s and assist with 1099 preparation - Stay current on federal and state tax regulations that impact each entity Accounts Payable & Accounts Receivable (Daily/Weekday) - Record and schedule vendor bills and payments - Issue and track customer invoices across entities - Follow up on overdue customer balances - Maintain vendor files for compliance Financial Reporting, Budgeting and Audit Support (Weekly/Monthly/Quarterly/Annually) - Generate reports (P&L, balance sheet, cash flow, and entity-specific reports) - Support development of forecasting and budget tracking tools - Identify financial trends, anomalies, or risks and report findings - Support periodic audits of AP, AR, and expense records - Prepare documentation for internal and external reviews - Assist in tightening internal controls and ensuring reporting consistency Payroll & Compliance - Hands-on payroll processing and reconciliation - Verify employee reimbursements and payroll journal entries - Monitor payroll tax filings and compliance requirements Blue Ventures General Support - Maintain accurate and up-to-date records and reports across multiple entities - Ensure reconciliation of all banking and credit accounts - Optimize and maintain a chart of accounts, reporting structures, and vendor/customer setup - Assist with implementing and maintaining accounting policies and procedures - Manage document retention and compliance for financial records Required Qualifications - QuickBooks Online (QBO) for multiple entities - Tax preparation (sales tax, payroll tax, income tax, 1099s) - Experience with spreadsheet applications for reporting and analysis (Microsoft Excel/Google Sheets) for reporting and analysis - Understanding of payment processors (Stripe, Square, PayPal, etc) - Google Workspace (Docs, Drive, Calendar, Meet, Gmail) Successful Profile - Strong attention to detail and accuracy in financial data - Proactive communicator with ability to explain financial insights clearly - Ability to manage priorities across multiple entities - Comfortable collaborating with leadership, CFO, and operations staff - Self-starter with ability to work independently in a part-time/remote environment - Proven execution capabilities in finance tasks and working with outside accounting and legal firms Keys for Success - Start your day on time: Log in promptly and be prepared to begin your shift with a professional, positive mindset. - Stay focused and minimize distractions: Create a dedicated workspace, limit personal phone or social media use, and manage your environment to stay fully engaged in your tasks. - Communicate attentively: Practice active listening during virtual meetings, emails, and calls; respond clearly and professionally. - Maintain professionalism: Speak positively about previous roles or colleagues, and maintain a constructive, respectful tone in all communications. - Demonstrate courtesy and reliability: Be proactive in responding to team members and leadership, meet deadlines consistently, and uphold a high standard of integrity in all work interactions. Work & Payment Details - Hourly Pay Only (Upwork time tracker required) - Full-Time Role (Eastern Time Zone hours, Monday-Friday) - No agencies – individual freelancers only - Remote position, must have excellent English communication skills How to Apply To be considered, please include the following in your application: - Your experience with QuickBooks Online and Google Sheets - Confirmation that you will track time using Upwork and can work Eastern Time Zone hours We are looking for someone long-term, reliable, and detail-oriented to help lead our accounting and financial operations. If you have the skills and experience listed above, we’d love to hear from you!