About the Role This position is temporary and expected to average 3-5 hours per day Mon-Friday with at least 2 hours of work in the morning. There is currently no anticipated end date, and the duration of employment will depend on the firm's ongoing workload and operational needs. Key Responsibilities: - Manage client communications by monitoring the main inbox, routing messages, handling standard inquiries, and following up as needed. - Organize and maintain digital files to ensure all documents are accurately saved and easy to locate. - Coordinate client meetings, send invites, prepare materials, and support follow-up tasks. - Support international patent coordination by organizing documentation and sharing required information with global partners. - Help prepare and process standard legal documents and correspondence. - Contribute to improving and documenting internal processes - Collaborate with attorneys and paralegals to support efficient daily operations. - Take on additional administrative tasks as assigned Competencies: - Maintain strong attention to detail and accuracy in all documentation. - Communicate clearly and professionally with clients and team members. - Adapt quickly to new software, tools, and systems. - Reliable in managing follow-ups and supporting workflow tasks. - Follow instructions carefully while taking initiative when appropriate. - Professional, courteous, and client-focused in all interactions. - Work collaboratively to support smooth daily operations. - Flexible and responsive to changing priorities. - Protect confidentiality and upholds firm values in every task. Education and Experience - Associate's degree is preferred. - 1–2 years of administrative, or office support, and docketing experience preferred. - Demonstrated ability to manage multiple tasks, follow instructions, and maintain attention to detail in a professional setting. - Proficiency in MS Office Suite (Word, Excel, Teams, SharePoint). - Experience working in a law firm is a plus! Additional Information - This is an independent contractor position. Candidates selected for the role will be required to sign the firm's Independent Contractor Agreement and Confidentiality Agreement. - All work must be performed using the firm's secure virtual desktop environment. - Candidates whose qualifications closely match our needs will be invited to a 30-minute introductory conversation to determine whether there is a mutual fit before moving forward in the hiring process.

We are seeking a detail-oriented professional to assist with an online research project, requiring problem-solving skills, and effective communication via phone calls and/or emails. The ideal candidate will need to gather information from various sources and synthesize it into actionable insights. This role is pivotal in ensuring the success of our project. If you have a proven track record in research and enjoy tackling challenging tasks, we encourage you to apply.

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.

We're a PR firm looking for a sharp, proactive Executive Assistant to be the CEO's right hand and keep our day-to-day running smoothly. You'll touch executive support, sales, and HR, so we need someone organized, dependable, and great with follow ups. If you never drop a ball and like variety in your day, this role is for you. This is a long-term, recurring position. SCHEDULE Monday through Friday, covering core Eastern Time (EST) business hours. You can manage your own hours as long as the work gets done on time and you're reachable during the day for calls and follow ups. WHAT YOU'LL DO Executive Support * Manage the CEO's calendar and schedule meetings effectively * Book appointments, arrange travel, and send gifts * Send meeting reminders and keep everyone on schedule * Handle calendar and meeting follow ups, and assign tasks to the team Sales Support * Manage our Pipedrive CRM, keeping deals and pipelines accurate and up to date * Support sales calls and handle sales follow ups * Follow up on outstanding proposals and assist with creating new ones HR & Team Coordination * Conduct weekly pre-screening interviews and calls for open positions * Manage projects and tasks in Basecamp * Follow up with team members for weekly reporting WHAT WE'RE LOOKING FOR * A proactive self-starter who never drops a follow up * Proven experience as an executive or virtual assistant * Hands-on experience with Pipedrive and Basecamp (or similar CRM and project tools) * Comfortable on the phone for sales and candidate screening calls * Excellent written and spoken English * Strong organization and the ability to juggle priorities across executive, sales, and HR work * Dependable and able to work independently TO APPLY Tell us briefly about your EA experience and highlight any sales, CRM, or HR work. Confirm you can cover Monday to Friday EST business hours, and include a short note on your Pipedrive, Basecamp, and phone experience.

**Job Description:** RatesNegotiator helps businesses cut their credit card processing fees — with no upfront cost to the merchant. We audit their current statements, find the overcharges and hidden markups, and renegotiate their rates. The merchant only pays us a share of what we save them, so it's an easy "yes" once you get in front of the right person. We're looking for a motivated sales rep to generate leads and close deals with business owners (restaurants, retail, e-commerce, service businesses — anyone who accepts card payments). **What you'll do:** - Prospect and reach out to small and mid-sized business owners - Pitch our no-risk savings audit (we do the heavy analysis — you open the door) - Collect a recent processing statement so our team can run the numbers - Follow up and close, then hand off to our onboarding team **You're a great fit if you:** - Have B2B sales or cold outreach experience (merchant services / payments / SaaS / financial services a big plus) - Are comfortable on the phone, email, and LinkedIn - Can work independently and stay organized with your pipeline - Are a strong communicator who can explain a simple value prop clearly - Bonus: existing relationships with business owners or an established book of contacts **Compensation:** I'm happy to pay your established Upwork hourly rate for your time. On top of that, there's commission on closed accounts so your earning potential grows with your results. I'm open to discussing the structure that works best for you — whether that's hourly, hourly plus commission, or a blended arrangement. Let's find something fair for both sides. **To apply, please include:** 1. A short summary of your B2B sales experience (mention any payments/merchant services background) 2. Your typical close rate or a recent win you're proud of 3. Whether you have your own leads/contacts or would work from outreach 4. Your availability (hours per week) I respond quickly to strong applicants. Let's talk.

OVERVIEW I run a small but fast-growing portfolio of residential assisted living homes (each under 10 beds) plus an asset management company that oversees these properties. I need support for one facility now, but this could scale to 5–10 facilities within the first year and more beyond, so I’m looking for a long-term US-based bookkeeping/accounting partner who can standardize processes and grow with me. Each facility has a PropertyCo that owns the real estate and an OperatingCo that runs the care business, with 3–6 staff (mix of W-2 employees and 1099 contractors). Target budget for the current one-facility scope is roughly $500 USD per month on a flat, predictable basis. BUSINESS STRUCTURE - Residential assisted living homes (under 10 beds each). - For each facility: one PropertyCo (holds the real estate) and one OperatingCo (runs the care business), with a holding co over the top, all pass through. - Revenue is mostly automated ACH from residents/families. - Expenses are primarily payroll, groceries, supplies, utilities, insurance, repairs, and occasional larger CapEx (e.g., HVAC, appliances). -----CORE MONTHLY SCOPE (PER FACILITY)---- **BOOKKEEPING & MONTH-END CLOSE** - Maintain accurate books for both PropertyCo and OperatingCo in QuickBooks Online (or similar). - Categorize all income and expenses and reconcile bank/credit card accounts. - Provide monthly financial statements (P&L, Balance Sheet, basic cash flow). - Include a brief summary of notable changes, unusual items, or red flags. **ACCOUNTS PAYABLE (AP)** - Enter and manage bills for recurring and one-time vendors. - Set rules so routine, budgeted items can be paid automatically on schedule. - Flag larger or non-routine items for owner approval before payment (see APPROVALS & CONTROLS). - Coordinate payment timing with me to manage cash flow. **ACCOUNTS RECEIVABLE (AR)** - Post and reconcile ACH receipts in the books (ACH intake is already set up). - Maintain AR aging and flag overdue balances. - Initiate automatic reminders from QuickBooks for overdue invoices. - No medical billing required. **PAYROLL SUPPORT** - Handle semi-monthly payroll for about 8 employees (to start). - Ensure payroll expenses and employer taxes are recorded correctly. - Prepare and coordinate quarterly payroll tax reports. **APPROVALS & CONTROLS** - Implement threshold-based approvals that work at 1 facility and 10+ facilities. - Routine, budgeted expenses under an agreed amount can auto-approve. - Larger or non-routine expenses (major repairs, HVAC, big appliances, etc.) must be flagged for my approval. - Send simple approval requests (email and/or e-signature) with vendor, amount, description, and coding. - No large payment goes out without written approval. - Store approval documentation attached to the transaction and/or in a shared drive for audit trail. **ANNUAL, COMPLIANCE, AND TAX WORK (INCLUDED IN MONTHLY FEE)** PARTNERSHIP RETURNS & K-1s - Prepare annual partnership tax returns for both PropertyCo and OperatingCo. - Prepare K-1s for owners. - One annual tax review meeting (around January) to walk through returns and key items. - 1099s & PAYROLL TAX FILINGS - Track 1099-eligible contractor payments throughout the year. - Prepare and file year-end 1099s (initially up to ~9 contractors, likely more as we scale). - Handle quarterly payroll tax filings and year-end forms (e.g., W-2s). TAX OPTIMIZATION & STRATEGY (IMPORTANT) - Stay current on tax rules that impact small real estate holding entities (PropertyCo) and care-service operating entities (OperatingCo). - Proactively recommend strategies around entity structure, flows between PropertyCo/OperatingCo, depreciation, repairs vs capital improvements, timing of CapEx, and reasonable comp/distributions. - One focused mid-year tax strategy session to align on expected income, planned CapEx, facility growth, and any relevant tax law changes. PLANNING, REPORTING, AND SCALABILITY - Monthly call (30–60 minutes) to review financials (facility-level and combined), metrics, issues, and upcoming cash needs. - Quarterly call focused on higher-level planning: staffing costs, profitability by facility, expansion pace, and process improvements. - Standard chart of accounts and reporting templates that can be replicated for each new facility. - Clear onboarding checklist for bringing new facilities into the system quickly and consistently. WHAT I’M NOT LOOKING FOR - Not looking for a large national firm with big overhead or “fractional CFO” pricing. - Not looking for someone who treats this like an enterprise-level CFO engagement. - Not looking for heavy hourly billing on every short email or small question. WHAT I’M LOOKING FOR - US-based only. - Prefer a small firm that can scale, but open to an individual who clearly has capacity and a plan to grow with us. - Experience with multi-entity small businesses (especially PropCo/OpCo), US partnership returns and K-1s, W-2 and 1099 workers, and ideally healthcare/home-care/assisted living or similar service industries. - Strong QuickBooks Online experience, comfort with simple approval workflows, and organized document management (Google Drive/Dropbox/OneDrive). - Practical, small-business mindset with a focus on clean execution, tax efficiency, and long-term partnership.

Looking for an individual who can apply to various opportunities. This will require some adjustments utilizing AI and working through the application process.

I’m looking for a highly organized, proactive, and detail-oriented Virtual Assistant for a long-term collaboration. The schedule is flexible, provided deadlines are met and communication is timely. Responsibilities may include: * Calendar and email management * Scheduling meetings and appointments * Research and data entry * Document formatting and organization * Travel planning * Following up on tasks and keeping projects on track * Basic personal and business administrative support * Other administrative tasks as needed Requirements: * Previous experience working with clients on Upwork (required) * Excellent English communication skills (written and spoken) * Exceptional attention to detail * Strong organizational and time management skills * Ability to work independently and take initiative * Proficiency with Google Workspace and Microsoft Office * Reliable internet connection

Full-Time | Long-Term | Remote 30+ hours per week Pay: $18-$22/hour We are looking for a long-term Leasing Assistant who is reliable, detail-oriented, solution-driven, and an exceptional communicator to join our growing team. This is a full-time remote position supporting the leasing operations for our portfolio of single-family rental homes. If you thrive in a fast-paced environment, enjoy helping people, and take pride in staying organized, we'd love to hear from you. Responsibilities Coordinate and schedule property showings for prospective tenants Respond promptly to leasing inquiries via phone, email, and text Follow up with prospective tenants to maximize leasing conversions Create, update, and publish rental listings across platforms such as Zillow, TurboTenant, and other marketing sites Manage the leasing pipeline and tenant records in AppFolio Process rental applications and assist applicants through the approval process Prepare lease documents and coordinate lease signings and move-ins Set up utility accounts for newly acquired properties and coordinate utility transfers before new tenants move in to ensure all essential services are active and ready for occupancy Become familiar with each property's HOA, including its rules, application requirements, fees, and approval timelines Prepare, submit, and track HOA applications, ensuring all required documentation is complete and approvals are received before move-in Communicate with HOA management companies regarding application status and approvals Maintain accurate records of prospects, applications, leases, HOA approvals, and tenant communications in AppFolio Keep leasing files organized and up to date Track leasing activity and provide regular updates to the team Proactively identify and resolve issues before they become problems Requirements Previous leasing or property management experience is required AppFolio experience is strongly preferred Experience working with HOA application processes is preferred Outstanding written and verbal communication skills (Communication A+) Strong customer service skills with a friendly and professional attitude Highly organized with exceptional attention to detail Ability to manage multiple properties and deadlines simultaneously Comfortable using AppFolio, online listing platforms, and Google Workspace or Microsoft Office Self-motivated and able to work independently in a remote environment Reliable high-speed internet and a dedicated home office Looking for a long-term opportunity with a growing company What We're Looking For A proactive problem solver who takes ownership Someone who communicates clearly, follows through, and pays attention to detail Positive attitude with a strong sense of urgency Dependable, accountable, and eager to grow with our team A team player who genuinely enjoys helping prospective tenants and creating a smooth leasing experience Job Details Position: Remote Leasing Assistant Employment: Full-Time Hours: 30+ hours per week Duration: Long-term (6+ months) Experience Level: Intermediate Compensation: $15–$18 per hour

What you'll do: Build and maintain Sigma dashboards and the underlying data models (reconciliation, SaaS metrics, revenue/deferred-revenue reporting) Partner with Finance on translating accounting logic — ASC 606 rev rec, deferred revenue, SaaS metrics (ARR, churn, NRR) — into accurate, reusable models Improve the structure and reliability of our reporting pipeline Must-have: Senior-level BI/analytics experience (5+ yrs or demonstrable equivalent) Strong SQL and hands-on dimensional/data modeling in a cloud warehouse (Snowflake, BigQuery, Redshift, or Databricks) Experience supporting a Finance or RevOps function at a B2B SaaS company Clear communicator who can explain data decisions to non-technical stakeholders Strongly preferred: Sigma experience (we use it daily). Strong Tableau / Power BI / Looker experience + the SQL/warehouse skills above will be considered. Exposure to ASC 606 / revenue recognition modeling, deferred revenue, or GAAP-tracking logic Familiarity with SaaS metrics and the systems behind them (Stripe, Salesforce/HubSpot, billing data)