We're building tools for bookkeepers and accountants that makes property management bookkeeping less painful. We want to build it right, which means learning from people who actually do the work. If you've spent years closing books for PM companies across AppFolio, Yardi, Entrata, or Buildium, you know the gaps: month-end close quirks, trust accounting edge cases, NSF handling, owner draw timing. What this looks like: You walk us through how you work. Month-end close, bank recs, coding invoices, building reports, the messy stuff. You get paid for your time, and there's ongoing consulting potential as we build. You're a fit if you have 3+ years hands-on PM bookkeeping, work in AppFolio, Yardi, Buildium, Propertyware, or Entrata, and have strong opinions about what current PM software gets wrong. In your proposal: which software you use daily, how many doors you've handled, and one thing you wish your PM software caught automatically.

We are looking for an experienced QuickBooks Online expert to fully set up and organize the accounting system for an established automotive parts and salvage yard business in Houston, Texas. Our goal is not simply basic bookkeeping. We want to build a complete, accurate, and scalable accounting structure in QuickBooks Online and move our financial operations into one organized system. Scope of Work: • Review our current financial and operational workflow • Set up and properly configure QuickBooks Online • Build a detailed Chart of Accounts based on our business operations • Set up income categories by sales channel and revenue stream • Create a clear expense categorization structure by department and type • Connect and organize bank accounts and credit cards • Set up customer payments and payment reconciliation workflows • Review integration options for our existing sales and inventory systems • Set up payroll accounting and payroll-related expense tracking • Set up Sales Tax tracking and reconciliation • Create workflows for accounts payable and vendor payments • Create workflows for accounts receivable and customer balances • Set up monthly bank and credit card reconciliation procedures • Create Profit & Loss, Balance Sheet, Cash Flow, and management reports • Create department-level or class-based reporting if appropriate • Establish monthly closing procedures and accounting controls • Clean up and organize historical financial data if required • Document the accounting workflows and procedures • Train our internal staff through live online sessions • Provide clear SOPs or training documentation for daily, weekly, and monthly accounting tasks Our Business: We are an established automotive parts and salvage yard company with multiple revenue streams, including: • Local parts sales • Online sales • Nationwide shipping • Vehicle and inventory-related transactions • Multiple payment methods • Employee payroll • Vendor purchases and operating expenses The ideal candidate should have: • Strong QuickBooks Online implementation experience • Experience setting up accounting systems from the ground up • Strong understanding of bookkeeping and accounting workflows • Experience with inventory-based businesses • Experience with automotive, salvage yard, warehouse, retail, or e-commerce businesses is highly preferred • Experience with payroll accounting • Experience with Sales Tax in Texas • Strong reconciliation and financial reporting skills • Ability to train non-accounting staff clearly and practically • Ability to create SOPs and documented workflows Important: This is not a simple data-entry or monthly bookkeeping project. We need someone who can analyze our current operations, design the correct accounting structure, implement it in QuickBooks Online, test the workflows, train our team, and help us create a reliable financial reporting system. When applying, please answer: 1. How many complete QuickBooks Online implementations have you completed? 2. Have you worked with automotive, salvage yard, inventory, warehouse, retail, or e-commerce businesses? 3. How would you approach a business that currently has limited financial reporting and wants to move its full accounting operation into QuickBooks? 4. What information and documents would you request before starting? 5. How would you structure the implementation into phases? 6. Can you provide staff training and written SOPs? 7. What reports would you recommend for an owner who currently focuses mainly on sales but needs better visibility into profitability, expenses, cash flow, and departmental performance? Please include examples of similar projects you have completed.

I need an experienced U.S.-based QuickBooks Online bookkeeper (not a CPA) to review my existing QuickBooks Online Plus company file and ensure it is organized, accurate, and easy for my CPA to use at tax time. A previous freelancer has already completed the initial setup, including Chart of Accounts and Classes. I now want an independent review by an experienced U.S. QBO professional. I am looking for someone who will: Review the entire QuickBooks Online setup for accuracy. Verify that assets, liabilities, income, and expenses are categorized correctly. Identify and correct any accounting misinterpretations. Simplify the Chart of Accounts where appropriate. Remove unnecessary complexity and unused features. Ensure the file is organized for efficient year-end CPA preparation. Recommend QBO best practices for a single-owner S-Corporation. Explain any recommended changes during a Zoom screen-sharing session. For example, one investment account contribution was initially interpreted as a long-term loan rather than a recurring SEP-IRA contribution. I want an experienced reviewer who can identify and correct issues like this before they become tax problems. This is not a bookkeeping data-entry project. It is a quality-control review and optimization of an existing QuickBooks Online setup. Requirements: U.S.-based. Expert in QuickBooks Online Plus. Strong bookkeeping background (CPA not required). Experience preparing files for CPAs. Available for Zoom screen-sharing sessions. Excellent English communication.

I need assistance with reconciling last year's financials for 3 rental properties along with financials for a small land selling business. This information will need to go into QBO for my CPA to finalize tax returns. I also have a basic Wix website that needs to be updated and maintained, which could be ongoing work.

We are seeking an experienced QuickBooks Online bookkeeper to support our internal finance operations. Our company operates under a holding structure with three entities (one parent company and two subsidiaries). We are a digital media agency serving political campaigns, educational organizations, public affairs clients, and general brands. This role will assist our internal team in maintaining accurate books and ensuring all financial records are clean, reconciled, and organized for our CPA firm and payroll provider. Most day-to-day transactions are entered internally. This role focuses primarily on reconciliation, oversight, corrections, and reporting support. Scope of Work Includes: Bank account reconciliation Credit card reconciliation Loan and line-of-credit reconciliation (tracking draws, repayments, and interest charges) Transaction categorization and cleanup in QuickBooks Online Reviewing and correcting entries created internally Ensuring all accounts remain clean and fully reconciled Assisting with preparation of monthly, quarterly, and annual reporting Coordinating with our external CPA firm on tax-related items Coordinating with our payroll provider to ensure payroll entries reconcile correctly Maintaining accurate liability tracking across loans, credit facilities, and financing accounts Our company utilizes business loans and credit facilities, so the bookkeeper will help ensure all loan balances, draw activity, principal payments, and interest expenses are properly recorded and reconciled in QuickBooks. Experience working with multiple bank accounts, credit cards, and financing facilities across multiple entities is strongly preferred. Important Engagement Structure This position is strictly an hourly engagement. Work must be tracked through Upwork's time tracking system, and payment will be based solely on verifiable tracked hours within Upwork. We are not seeking a monthly or quarterly bookkeeping retainer and will not be converting this engagement into a flat-fee or package-based service. If you are not comfortable working hourly and tracking your time through Upwork, please do not apply. Work will be assigned on an as-needed basis depending on reconciliation cycles, reporting needs, and internal accounting workflows. Requirements Strong expertise in QuickBooks Online Experience with multi-entity bookkeeping Strong understanding of loan accounting, including draws, principal payments, and interest expense Ability to reconcile bank accounts, credit cards, and liability accounts accurately Ability to work collaboratively with internal staff, CPA firms, and payroll providers Excellent attention to detail and reconciliation accuracy Because our clients include political organizations and campaigns, financial information is highly sensitive. A Confidentiality Agreement and Non-Disclosure Agreement (NDA) will be required prior to engagement.

Vitality is looking for a part-time accountant to take on some of the work of our senior accountant while she is out on maternity leave. The anticipated time commitment for this role is around 10 hours per week, with time focused within the first 15 business days of the month. I'm looking for someone who is available starting next week through September. Responsibilities: • Working on our financial close process, including preparing journal entries, account balance reconciliations, workbook preparation, and analysis. • Reconciling and recording bank and credit card transactions weekly. Ability to us Claude AI processes we have in place. • Preparing post-close monthly reporting • Learning our company's chart of accounts, sales channel, and departmental mappings. • Analytical thinking including flagging any unusual invoices, invoice items, employee or company transactions. Systems: • NetSuite Requirements: • Bachelors degree in accounting • Experience bookkeeping and corporate accounting • Proficient in MS Office and ability to use Claude. Experience with NetSuite is a plus. • High degree of accuracy and attention to detail

We're a small online education company looking for a reliable bookkeeper to take over our monthly books on an ongoing basis. This is a long-term, very part-time role. Our previous bookkeeper handled everything in about four hours per month, and we'd expect a similar workload going forward. She's available to help with the transition. What the work looks like: – Monthly bookkeeping and reconciliation in QuickBooks – Making sure data that imports into QuickBooks from our payment processors and other platforms is accurate – Monthly reporting delivered in Google Sheets – Sending invoices as needed (occasional, not frequent) – Answering the occasional question about the books or a specific client account – Coordinating with our CRM when needed to make sure financial and client data match The bulk of the work is the monthly close and reporting. The rest comes up as needed and is light. What we're looking for: – Experience with QuickBooks Online – Comfortable working in Google Sheets – Reliable and responsive – Someone who can own this without much oversight – Able to flag issues or discrepancies proactively rather than waiting to be asked – Experience with small businesses or online/coaching businesses is a plus but not required Details: ~4 hours per month, ongoing. Flexible on scheduling as long as monthly reporting is delivered consistently. 

Overview We're a multi-division operating company (B2B transport + delivery operations) looking for a hands-on, AI-forward CPA to own our accounting and provide controller/CFO-level financial guidance. This is an ongoing part-time engagement (~10–20 hours/month) with room to grow. We want someone who uses modern tools and AI to work efficiently — not someone billing hours for manual data entry. You'll be the financial backbone of the business: keeping the books clean, the cash visible, and management informed enough to make good decisions. What you'll do Monthly close, bookkeeping oversight, and financial statement preparation (P&L, balance sheet, cash flow) Cash flow forecasting and weekly cash management across multiple bank accounts Vendor payment management and prioritization Tax planning, compliance support, and coordination with our tax preparer Sales tax issue management and resolution Financial analysis and forecasting across two operating divisions Shareholder/investor reporting support Due diligence and transaction support as needed Strategic financial guidance, including during periods of financial pressure or restructuring Must-haves Active CPA license Demonstrated use of AI in your workflow (e.g., automating categorization/reconciliation, document extraction, forecasting models, reporting). Tell us specifically how you use it. Strong QuickBooks Online experience Multi-entity / multi-division accounting experience Cash flow forecasting and management experience Comfortable advising owners directly and communicating clearly with non-finance stakeholders Discreet and reliable with sensitive financial information Nice-to-haves Experience with companies that have navigated tight cash periods, restructuring, or turnaround Sales tax / multi-state compliance experience Experience supporting fundraising, investor reporting, or M&A/diligence Industry experience in logistics, delivery, transport, or regulated/cash-intensive businesses How to apply In your proposal, please include: Your CPA license status and state. A specific example of how you use AI tools in your accounting/finance workflow and the time it saves. A brief example of a cash flow or restructuring situation you helped a client navigate. Your typical availability and turnaround time. Your hourly rate (and any monthly retainer option).

We are a newly launched Washington, D.C.-based law firm seeking an experienced law firm operations professional to help establish and manage firm operations. We need someone who has hands-on experience with: QuickBooks Online Clio Legal billing and collections Trust accounting / IOLTA Law firm administration Vendor management Client intake processes Initial priorities include: Maintaining accounting and reporting systems Reviewing trust accounting procedures Managing billing workflows Implementing operational processes Finalizing administrative SOPs This role may evolve into an ongoing relationship for the right candidate. Please include relevant law firm experience

We're a venture-stage SaaS/AI company (~$1M ARR) looking for a *sharp*, *reliable* bookkeeper to own day-to-day books and work directly alongside our CFO. This is an ongoing engagement with room to grow as the company scales. What you'll do: Own daily/monthly bookkeeping: categorization, reconciliations, AP/AR, and close Maintain a clean, accrual-based chart of accounts suited to a SaaS business Partner with the CFO on reporting, ad hoc analysis, and audit/diligence readiness Keep books investor and tax-ready at all times Must have: -US-based, native-level English (clear written and verbal communication) -Advanced QuickBooks Online experience (this is non-negotiable) -Proven SaaS bookkeeping experience — comfortable with deferred revenue (ASC 606), MRR/ARR, and subscription billing, especially annual contracts -Strong attention to detail and dependable monthly cadence Nice to have: -CPA -Experience with government / federal grant accounting and fund tracking -Exposure to early-stage or high-growth startup environments Details: -Part-time / fractional hours, ongoing -Remote -Please share relevant SaaS experience and your QuickBooks proficiency when you apply