Need someone to help with bookkeeping and operations for our medium-sized technology company. The ideal candidate will have experience with QuickBooks Online and be able to manage accounts receivable and payable, provide administrative support, and handle general accounting tasks.

Hi! I just subscribed to Quickbooks. I'm looking for someone to do bookeeping cleanup for Jan-June on Quickbooks (i used my bank accounts for personal and business so those need to be properly seperated). Set my account up for success so that the system can manage it from there.

Need bookkeeper to reconcile the bank accounts and credit cards statements and the expenses, and issue bills for hourly work, go into IOLTA trust account, create ledger.

About Us We own and operate a growing portfolio of commercial and industrial properties, along with related real estate entities. We currently use QuickBooks and have internal bookkeeping support in place, but we are considering transitioning to AppFolio for accounting and property management. We are looking for a USA-based, part-time CPA with strong AppFolio experience who can help us migrate from QuickBooks to AppFolio, oversee accounting accuracy, keep our books tax-ready, assist with monthly reporting, and provide higher-level financial and compliance support. A background in real estate, lending, loan officer work, loan package preparation, lender reporting, or financial data gathering would be a major plus. This is a good fit for someone who enjoys working with entrepreneurial real estate operators and wants a consistent, ongoing, part-time role. Role Summary This is not a basic bookkeeping role. We already have internal bookkeeping support, and we are looking for someone who can review, guide, adjust, organize, and improve our accounting and reporting processes. You will help us: -Transition accounting and property management data from QuickBooks to AppFolio. -Keep multiple real estate entities clean, compliant, and tax-ready. -Provide light controller-level oversight of internal bookkeeping. -Prepare or support quarterly reporting, tax planning, and annual tax filings. -Help gather, organize, and present financial data for lenders, owners, and tax purposes. Key Responsibilities 1. AppFolio / QuickBooks Transition Support Help evaluate and manage the transition from QuickBooks to AppFolio, including: -Reviewing our current QuickBooks setup, chart of accounts, entities, loans, properties, vendors, tenants, and reporting structure. -Advising on the best way to structure AppFolio for our real estate portfolio. -Assisting with data migration from QuickBooks to AppFolio. -Helping clean up historical data before or during the migration. -Setting up consistent coding rules, property/entity tracking, and reporting categories. -Ensuring AppFolio is configured to support accounting, property management, owner reporting, and tax preparation. -Training or guiding internal staff on AppFolio processes and best practices. 2. Compliance, Tax, and Entity Support Review internal books monthly or quarterly to ensure they are accurate, consistent, and tax-ready. Responsibilities include: Reviewing coding accuracy and consistency across entities. -Confirming proper treatment of capital expenditures versus operating expenses. -Reviewing loan, interest, amortization, escrow, reserve, and distribution entries. -Preparing and/or reviewing tax filings for multiple real estate entities, including LLCs and partnerships. -Assisting with the owner’s personal return, including K-1s from related entities. -Preparing extensions, catch-up filings, or amended filings if needed. -Maintaining a shared tax and compliance calendar. -Tracking return due dates, estimated tax payments, annual reports, entity renewals, and other key deadlines. -Proactively requesting missing information before deadlines. -Responding to basic tax notices or correspondence and advising on next steps. 3. Light Controller / Accounting Oversight Provide controller-level review and guidance without handling all day-to-day bookkeeping. Responsibilities include: -Reviewing monthly or quarterly profit and loss statements and balance sheets by entity and property. -Proposing and posting adjusting journal entries, including depreciation, accruals, reclasses, loan entries, and cleanup items. -Identifying unusual items, inconsistencies, or potential accounting issues. -Explaining financial issues clearly in plain English. -Helping clean up legacy accounting issues from prior bookkeeping or CPA work. -Creating simple SOPs and coding guidance for the internal bookkeeper. -Improving close processes so monthly and quarterly reporting becomes smoother and faster. 4. Owner and Management Reporting Prepare clear, practical reporting that gives ownership confidence in the numbers. This may include: -Monthly or quarterly financial summaries. -Property-level and entity-level reporting. -Simple explanations of what changed, what looks unusual, and what needs attention. -Recommendations for cleanup, process improvements, tax planning, or reporting changes. -Regular review calls with ownership or management to walk through results. -Support for quarterly reporting packages. The goal is to give ownership a clear view of performance without requiring them to dig through accounting details. 5. Loan, Lender, and Data Gathering Support A background in lending, loan officer work, loan preparation, or lender reporting is highly preferred. Helpful experience includes: -Preparing financial statements for lender requests. -Gathering and organizing documents for refinancing, acquisitions, renewals, or loan compliance. -Preparing or reviewing rent rolls, operating statements, balance sheets, debt schedules, and property financials. -Supporting DSCR calculations and lender reporting requirements. -Maintaining loan and interest schedules. -Tracking amortization, escrow, reserves, and maturity dates. -Helping organize financial data for banks, lenders, CPAs, attorneys, and ownership. What Success Looks Like Success in this role means: -QuickBooks data is successfully cleaned up and transitioned into AppFolio. -AppFolio is set up in a way that supports accurate accounting, property management, tax preparation, and reporting. -Books are clean, consistent, and tax-ready across all entities. -Returns, extensions, estimated payments, and compliance items are handled on time. -Ownership has a simple, reliable view of property and entity performance. -Internal bookkeeping has clear rules, reducing back-and-forth and rework. -Quarterly reporting is organized, timely, and easy to understand. -Lender and tax reporting requests are handled efficiently and professionally. Qualifications Required: Active CPA license. Based in the United States. Strong hands-on experience with AppFolio. Experience with QuickBooks, especially reviewing or migrating client-prepared books. 5+ years of experience in public accounting, real estate accounting, outsourced controller work, or a similar role. Strong understanding of small business and real estate entities. Experience with LLCs, partnerships, K-1s, and multi-entity accounting. Ability to review, adjust, and guide rather than simply perform data entry. Excellent written and verbal communication. Highly organized and proactive with deadlines, follow-ups, and missing information. Strongly Preferred Real estate investor/operator accounting experience. Commercial or industrial property accounting experience. AppFolio migration or implementation experience. Background as a loan officer, loan processor, lender reporting specialist, or someone who has prepared financial packages for lenders. Experience with debt schedules, DSCR calculations, refinances, lender requests, and property-level financial reporting. Experience creating SOPs, workflows, and accounting processes for small teams. Time Commitment Estimated time commitment: Startup / cleanup / migration phase: Approximately 20+ hours per month for the first 2–3 months, depending on the scope of the QuickBooks cleanup and AppFolio transition. Ongoing steady state: Approximately 10–20 hours per month. We are looking for someone interested in an ongoing working relationship, not just a one-time tax preparation engagement. Compensation Compensation can be structured hourly or as a monthly retainer, depending on experience, scope, and preference. Please include: Your typical hourly rate or monthly retainer range. Your experience with AppFolio. Your experience migrating from QuickBooks to AppFolio. Your CPA background and real estate accounting experience. Any experience with loan preparation, lender reporting, DSCR calculations, or financial data gathering. A brief description of how you typically structure part-time controller or CPA engagements. Ideal Candidate The ideal candidate is a CPA who understands real estate accounting, knows AppFolio well, can help us transition from QuickBooks, and can act as a reliable financial partner to ownership. We are looking for someone who is detail-oriented, proactive, organized, and able to explain accounting and tax matters clearly. You should be comfortable working with internal bookkeeping, reviewing the numbers, identifying problems, recommending fixes, and helping us build a cleaner, more efficient financial process as our portfolio grows.

We are seeking experienced bookkeepers to work under our firm's name, supporting clients in the West Side LA and Beverly Hills area. The ideal candidates will have a strong understanding of financial records and be able to provide accurate and timely bookkeeping services. Familiarity with local business practices is a plus. If you are detail-oriented and have a passion for finance, we would love to hear from you.

Do not contact us outside of Upwork. We're conducting market research to better understand how accounting firms operate and manage their day-to-day client work. We're looking to speak with experienced accounting professionals to learn about your firm's processes, workflows, tools, and overall experience serving clients. 30-minute Zoom interview • $30 paid upon completion Looking for: CPA Accounting firm owner or partner Bookkeeper Tax preparer Practice manager We'll discuss your firm's day-to-day operations, workflows, the tools you use, and your experience serving clients. To apply, please answer: What is your role? How many years of experience do you have? Approximately how many clients does your firm serve? What software does your firm use most? What is your availability for a 30-minute Zoom call? Compensation 💵 $30 for a 30-minute interview. Great opportunity for new freelancers on Upwork to earn quick, guaranteed feedback-based work! Why Participate? - Influence the direction of a tool being built specifically for firms like yours - Help shape something that reduces admin time and improves client communication - Provide insights that most software builders overlook Interviews are conducted via Zoom and may be recorded for note-taking purposes. To confirm you've read this posting, start your proposal with "Ledger." Thank you!

We are looking for a highly capable Controller to support a growing fractional finance and accounting advisory firm serving small to mid-sized businesses. This role will begin on a project basis, with the intention of becoming a full-time leadership position as the relationship develops. The Controller will oversee bookkeeping quality, monthly close, reconciliations, financial reporting, internal controls, client accounting workflows, and coordination with our CFO team. This person must be comfortable working directly with clients, managing deadlines, reviewing bookkeeper output, and helping turn accounting data into clean, reliable financial information. The ideal candidate has experience managing or building a bookkeeping team and can help us create a scalable accounting delivery model. If you already have an existing bookkeeping team, we are open to discussing a partnership or potential acquisition of that team. This role will also support some business development efforts by helping scope client needs, identify accounting issues during discovery, and communicate the technicals in a client meeting. We are looking for someone who is entrepreneurial, detail-oriented, client-facing, and capable of growing into a key leadership role within the firm.

I'm a Filmmaker and Cinematographer (http://trentwatts.com/) who's looking for a bookkeeper to do the 1st half of my 2026 books in quickbooks. Should be a fairly quick and straightforward job, but there's a strong potential for ongoing work if its a good fit. Please send me a quote and short cover letter. Thanks! Average Monthly Transactions ~25/mo in my bank ~15/mo on my credit card ~5/mo in Paypal

We are Noble City Church (www. noblecitychurch.org), a small Christian church in York, PA looking for bookkeeping & other accounting-related assistance. The ideal candidate would be in PA, but we are open to other locations in Eastern time zone as well. We use Quickbooks Online & Patriot Software for (full service) payroll. We are looking for someone with experience with churches and nonprofits. We would be looking for help with all things in QBO, payroll, banking reconciliation, reporting, etc. Our current bookkeeper has typically put in about 10-20 hours per quarter, to give you a feel for the time commitment. This would be an ongoing project.

CONSTRUCTION BOOKKEEPING CONSULTANT (QUICKBOOKS + JOB COSTING) — ADVISORY & HANDS-ON We're an early stage software company building out our bookkeeping function for construction clients and want to do it right from day one. We're looking for an experienced construction bookkeeper to act as our consultant — teaching us how to do this well while also doing some of the actual bookkeeping alongside us. This is a short, focused engagement: equal parts mentorship and execution. We want to walk away knowing how a great construction bookkeeper thinks, with real books in good shape. WHAT YOU'LL DO - Advise us on how to set up and run construction bookkeeping the right way — chart of accounts, workflows, month-end close, and what "good" looks like - Walk us through the construction-specific pieces: job costing, WIP schedules, over/under billing, retainage, change orders, and progress/AIA-style billing - Do hands-on bookkeeping with us on live or sample data so we learn by doing - Flag the common mistakes new construction bookkeepers make - Help us build repeatable processes and checklists WHO WE'RE LOOKING FOR You've actually done bookkeeping for construction clients — GCs, subs, or specialty trades — not just general small-business bookkeeping. Additionally: - Strong command of construction accounting: job costing, WIP, percentage-of-completion, retainage, and progress billing - Fluent in QuickBooks (Online and/or Desktop); construction-specific tools (Foundation, Sage 100 Contractor, Buildertrend, etc.) a plus - Comfortable teaching and explaining your reasoning, not just working heads-down - Have set up bookkeeping systems from scratch for a new client or firm - Clear communicator who can work with us in real time NICE TO HAVE - Certified/prevailing-wage payroll, lien waivers, or COI tracking - Construction loan draws or AIA G702/G703 billing ENGAGEMENT DETAILS - Around 5 hours per week to start - $60–$85/hr depending on experience - Possibility of ongoing work if it's a good fit - Collaborative (screen-share / calls) — hands-on, not async-only