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’m looking for an accountant that can help me organize my business transactions to produce an accurate balance sheet and profit & loss statement so I can apply for funding. I’ve been in business for about a year and haven’t had much time to focus on the financial aspects. I operate a catering company as a single member LLC and use one bank account so the job should be straightforward. Looking for someone who can set up my QuickBooks account and bring my records up to date. A bonus if you could also assist me with my tax filings. I need to apply for funding for my business asap so looking for someone who can prioritize this project with a quick turn around.

I am the executive director of a non-profit roofing organization using QuickBooks Online. We have very few AP transactions per month and are seeking someone to manage our accounts payable. The ideal candidate will have experience with QuickBooks Online and be able to efficiently handle our financial transactions.

QuickBooks Online Bookkeeper (Specialized Data Reconciliation) OVERVIEW Our small, growing HVAC contracting company based in Phoenix, Arizona, is seeking an experienced, detail-oriented Bookkeeper to manage weekly data synchronization and reporting within our core financial system. This is a highly specialized, low-commitment role estimated at 1-2 hours per week. The primary focus is ensuring precise financial parity between our Field Service Management (FSM) and accounting software (QBO), and delivering weekly financial snapshots to management. The Bookkeeper will be responsible for a critical weekly review process: -Weekly Reconciliation: Perform detailed reconciliation of all bank and credit card accounts within QuickBooks Online (QBO). -Data Parity Check: Execute a weekly cross-reference to ensure that all invoices generated and payments received in our operational software precisely match the revenue and payment data recorded in QuickBooks Online. This ensures revenue is accurately tracked and recorded. -Software Synchronization: Verify the accurate transfer and categorization of financial data flowing between QBO and our specific operational platforms: Housecall Pro, Service Fusion, and Gusto (for payroll/expense reconciliation). -Reporting: Prepare and deliver up-to-date weekly reports, including the Profit & Loss (P&L) Statement and Balance Sheet, ensuring management has a current financial snapshot. -A/R & A/P Review: Flag any discrepancies related to Accounts Receivable or Accounts Payable that require management action. Ability and comfort to interact directly with customers and vendors is a bonus but not required. REQUIRED SKILLS AND EXPERIENCE -QuickBooks Online (QBO) Expert: Must be highly proficient and certified (or demonstrably expert) in QBO. Data Reconciliation Mastery: Proven track record of successful bank, credit card, and software-to-software reconciliation. -Industry Experience: Previous experience working with small business contractors, HVAC, plumbing, or field service companies is a strong advantage. -Communication: Must be a clear, responsive, and reliable communicator. -System Knowledge (Bonus): Familiarity with Housecall Pro and/or Service Fusion is highly preferred.

Small, national dog club, a 501(c)(3), seeks ongoing bookkeeper. Club uses QuickBooks Online and MembershipWorks. Job involves monthly or quarterly data entry, bank reconciliation, preparation of quarterly financial reports and assist with annual budget development. Club sells annual memberships plus some products. Club has approximately 425 members. Number of transactions are more from October through January and work is lighter through summer months. On average, should take approximately 6-8 hours per quarter.

I’m looking for a detail-oriented assistant to help maintain and organize my personal financial overview on an ongoing monthly basis. I am primarily looking for someone who is highly organized, trustworthy, proactive, and comfortable reconciling accounts and maintaining accurate financial visibility across multiple accounts. Responsibilities will include: * Reconciling bank and credit card accounts * Categorizing transactions accurately * Cleaning up uncategorized or duplicate transactions * Maintaining consistent categorization rules * Tracking transfers between accounts appropriately * Helping maintain a centralized monthly financial overview * Providing simple monthly summaries/reports of spending, savings, investments, and major financial activity * Flagging unusual charges, subscription increases, or inconsistencies Accounts may include: * Personal accounts * Savings accounts * Investment/retirement accounts * Real estate-related accounts * Limited business-related financial visibility for tracking purposes Please note: This is NOT a financial advising, tax preparation, or CPA role. I am decidedly not looking for any of the following: * Tax filing or tax strategy * Investment advice * Budget coaching * Payroll or accounts payable/receivable management * Full business bookkeeping Ideal candidate: * Has prior bookkeeping and reconciliation experience * Is comfortable working independently with minimal oversight * Is highly detail-oriented and organized * Communicates clearly and concisely * Is trustworthy and comfortable handling sensitive financial information * Has experience with personal finance/accounting software (Monarch, Rocket Money, QuickBooks, spreadsheets, etc.) This will begin as a small recurring monthly role, likely a few hours per month after initial setup/cleanup. Confidentiality/NDA required.

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.

Financial reporting & accounting operations Own the monthly financial close process end to end, targeting completion within 5 business days of month-end
Prepare and maintain monthly financial statements (P&L, balance sheet, cash flow statement)
Deliver financial reporting packages to leadership by the 7th business day each month
Maintain accurate general ledger entries and complete all account reconciliations monthly
Oversee accounts payable and accounts receivable processes, ensuring proper categorization and documentation
Review financial transactions for accuracy, flag discrepancies, and ensure compliance with U.S. GAAP
Coordinate with external accountants, tax advisors, and auditors as needed
Maintain organized financial records and documentation archives Budgeting, forecasting & financial planning Develop and maintain the annual company budget in coordination with department heads
Build and maintain rolling financial forecasts updated monthly or as business conditions change
Conduct monthly budget vs. actual analysis and distribute variance reports to leadership
Track department-level spending against approved budgets and flag material variances before they compound
Support leadership with financial modeling for hiring decisions, pricing, and growth investments
Recommend cost optimization opportunities when identified through financial analysis Cash flow & financial health management Maintain accurate rolling cash flow forecasts, updated weekly
Monitor company liquidity, operational runway, and working capital position
Track incoming revenue collections and outgoing vendor payments for timing accuracy
Identify and communicate cash flow risks to leadership proactively
Ensure financial planning for major operational decisions incorporates current cash position Financial controls, compliance & risk Implement and maintain internal financial controls that ensure data integrity and prevent material errors
Maintain documentation required for tax preparation, financial audits, and compliance reviews
Ensure adherence to U.S. GAAP practices across all financial operations
Monitor financial risk and escalate concerns before they affect operational decisions Financial systems & process improvement Maintain and optimize QuickBooks Online and connected financial reporting tools
Build and maintain financial dashboards that give leadership real-time visibility into revenue, expenses, and profitability
Identify opportunities to automate manual financial processes and improve reporting efficiency
Develop and document SOPs for all core finance processes
Continuously improve financial infrastructure as revenue and operational complexity grow

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.

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