Hi! I'm looking to book a consultation for my business partner, who is a content creator based in California. Over the past couple of months, her personal income has grown to around $20k+/month, and we want to make sure her taxes and bookkeeping are set up properly. I'm looking for someone who can advise her on estimated quarterly taxes, bookkeeping, deductions, and whether it makes sense to remain a sole proprietor or consider an LLC and/or S Corp election as she makes more money working with me. We'd also like guidance on staying compliant and optimizing her tax situation. Is this something you have experience with? If so, I'd love to schedule a consultation with you to discuss her situation. Let me know if you'd be a good fit.

We are seeking an experienced accountant/bookkeeper to manage financial records for our non-profit organization and small business. Responsibilities include preparing financial reports, managing budgets, ensuring compliance with regulations, and performing bank reconciliations. The ideal candidate will have a strong understanding of financial accounting and bookkeeping principles.

I'm seeking an experienced QuickBooks Online bookkeeper to help clean up and reconcile the books for my small S-corporation window cleaning business, which generates approximately $80,000–$100,000 in annual revenue. I filed an extension for my 2025 tax return and need assistance with reconstructing my 2025 bookkeeping records, as well as cleaning up and reconciling my 2026 books through June. I have organized documentation available, including bank statements, credit card statements, receipts, and detailed notes related to business expenses. One of the primary issues that needs to be addressed is duplicate revenue entries created by Housecall Pro. I need all income and expenses accurately reconciled to my bank statements and properly prepared for my CPA to complete the tax filing. If this project aligns with your expertise, I would appreciate the opportunity to discuss the scope of work, timeline, and either a fixed-fee proposal or an estimated hourly engagement with a defined cap. I look forward to hearing from you.

Seeking an experienced CPA to complete my 2025 tax filings, including both S-Corp and personal returns. An extension has already been filed. The ideal candidate should have experience with S-Corp filings, personal tax returns, crypto tax reporting, and mark-to-market election / trader tax treatment. Clear communication is important to me, and I fully respect that your time and availability are valuable. I would appreciate someone who is able to prioritize this work and complete it as soon as reasonably possible. I am willing to pay a premium for expedited, high-quality service. My goal is to build a long-term relationship with a reliable CPA for future tax planning and filings.

We are seeking an independent consultant to review our financial records and prepare both corporate and personal tax returns. The ideal candidate will have strong attention to detail and experience handling complex financial matters with accuracy and professionalism.

High sku count clothing brand looking for fractional CFO to lead internal head of finance and book keeper to get processes, reporting and controls improved. Goal is for CFO to layout a plan how a $30mm company should be running their financial department and our internal team execute it. Must have experience with clothing.

Role Purpose The Fractional Chief Financial Officer (CFO) serves as a high-impact strategic financial advisor and client-facing executive for our small-to-mid-sized business clients. Managing multiple client engagements simultaneously, you will be responsible for guiding client CEOs through critical growth decisions, optimizing cash flow and liquidity, establishing tight internal financial controls, and overseeing accounting infrastructure. You will lead strategic financial conversations while utilizing our firm's standardized workflows and cloud ecosystem to deliver exceptional client outcomes. Responsibilities Strategic Financial Leadership: Serve as the primary strategic financial advisor to client CEOs and owners. Deliver expert guidance on liquidity strategies, margin optimization, cost structures, and growth forecasting across various business stages. Financial Oversight & Compliance: Ensure the absolute accuracy, completeness, and timeliness of client financial reporting. Oversee disciplined month-end close processes and review the work product of Controllers to ensure GAAP alignment and audit readiness. Proactively identify and remediate compliance and tax risks. Systems & Process Architecture: Review, optimize, and standardize financial workflows within client QuickBooks Online (QBO) environments and the firm's central platform, Canopy. Structure charts of accounts, build efficient bank feed rules, and implement automation to drive workflow efficiency. Performance Analytics & Cash Modeling: Build and deploy dynamic 13-week rolling cash flow models and forward-looking financial forecasting strategies. Design and monitor customized KPI frameworks and financial dashboards that uncover margin leakage and shape client strategy. Client Relationship Management: Build deep executive trust rapidly in a remote setting. Translate dense financial data into highly clear, actionable advice for non-financial founders and boards. Firm Workflow Compliance: Operate efficiently within Carter & Company’s standardized internal systems. Manage all client milestones, task assignments, and timeline statuses transparently within Canopy.

Join our streaming startup as a financial bookkeeper to manage our finances, including budgeting, forecasting, and financial reporting. You'll ensure our financial records are accurate and up-to-date, and provide insights to help us make informed decisions. This role is crucial in supporting our growth and success.

Advertising Agency Billing Coordinator We’re looking for a reliable, highly organized Billing Coordinator to manage monthly client billing for our advertising agency. We currently bill approximately 12 clients using ADVAN (our agency billing / time tracking software), using a combination of monthly agency fees, hourly time, media costs and outside production expenses. We need someone who can bring all of that together, make sure every client is billed correctly and on time – helping us maintain a clean, efficient billing process as the agency grows. This is an ongoing part-time position - not a one-time project. The workload will be heavier at the end and beginning of each month as accounts are reconciled, invoices are prepared and billing goes out. What you’ll handle • Prepare and send monthly client invoices based on ADVAN info • Bill monthly fees, hourly agency time, media costs, and production expenses • Review account activity and identify missing, incorrect or questionable charges • Make sure billable agency time and outside expenses are captured correctly • Email invoices and supporting information to clients • Track payments and maintain accurate account records • Follow up professionally on late or missing payments • Communicate with clients and accounting departments to resolve billing questions • Perform monthly, quarterly, and annual account reconciliations • Help improve the accuracy and efficiency of our billing process • Maintain a clear view of what has been billed, paid, or remains outstanding Who we’re looking for We need someone who doesn’t simply process whatever appears in the system. You should be able to recognize when something looks wrong, investigate it and communicate clearly with our team or a client’s accounting department. If an expense is missing, a payment is late or an account doesn’t reconcile, we want someone who notices and helps get it resolved. You should be: • Highly organized and accurate • Experienced with billing, bookkeeping, and account reconciliation • Comfortable working independently • Confident communicating professionally with clients • Consistent about deadlines and follow-up • Able to manage recurring work without constant oversight • Comfortable handling confidential financial information Experience with ADVAN We use ADVAN, an agency-specific billing and management system. You don’t need to know ADVAN when you start, but you must be willing to take the time to learn it and become comfortable using it as part of our monthly billing process. If you have experience with accounting, invoicing, or agency billing software - the transition should be manageable. We’re looking for someone who can learn a new system, understand how it works and eventually become highly proficient in it. Advertising agency billing experience is preferred but not required. Work arrangement This is a part-time, ongoing monthly engagement. The schedule can be flexible, but you must be reliably available during the end-of-month and beginning-of-month billing cycle. We’ll begin with an hourly engagement while you learn ADVAN and we establish the actual monthly workload. After the first two billing cycles, we’re open to converting the position into a predictable monthly retainer based on the time and responsibilities involved. We anticipate approximately 20 hours per month after onboarding, with additional time potentially required during the first months. You may work remotely from anywhere in the United States, provided you communicate well and remain responsive. If you’re located in El Paso, Texas, we also have office space available. To apply Please send us a brief note covering: • Your experience with client billing and account reconciliation • Any experience working with an advertising agency or professional-services company • The billing, bookkeeping, or agency-management systems you have used • Whether you have experience with ADVAN • How you track unpaid invoices and handle professional payment follow-up • Your availability around the beginning and end of each month • Your hourly rate Please begin your response with the words “Monthly Billing” so we know you read the complete posting.

Seeking a skilled bookkeeper to manage financial operations for a travel business in San Francisco. Responsibilities include financial reporting, budgeting, and ensuring compliance with financial regulations. The ideal candidate is a licensed or formely licensed CPA, has experience working with California businesses, has strong skill set with QuickBooks and a good understanding of financial accounting principles.