We are seeking an experienced Fractional Controller, CPA, or senior accounting professional to review and help refine the financial reporting for two small businesses operating in QuickBooks Online. One of the businesses is preparing for a valuation and potential sale, so our primary goal is to ensure that the financial statements are accurate, reliable, and presentation-ready. We are not looking for day-to-day bookkeeping. We are looking for an experienced professional who can review our Balance Sheet and Profit & Loss statements, identify areas that need attention, and provide guidance on any corrections or adjustments needed. I am comfortable performing much of the cleanup work myself and am looking for someone who can help prioritize issues, review completed work, and provide controller-level oversight as needed. Ideal Qualifications: Controller, CPA, CFO, or senior accounting experience Advanced QuickBooks Online knowledge Experience preparing financials for business valuation, lending, or business sale Strong understanding of Balance Sheet reconciliations and financial statement review Please include: Relevant experience QuickBooks certifications (if any) Hourly rate or project pricing Availability to begin

We are seeking a detail-oriented financial analyst to join our e-commerce team. The role involves analyzing financial data, preparing reports, and providing insights to enhance business performance. The ideal candidate will have experience in financial analysis and reporting, with a strong understanding of e-commerce operations. You will work closely with our team to identify trends, optimize financial processes, and contribute to strategic decision-making.

We are seeking a skilled freelancer to audit, organize, and clean our business bookkeeping. The ideal candidate will have experience in financial accounting and be proficient in Microsoft Excel. Responsibilities include ensuring accuracy and completeness of financial records, identifying discrepancies, and implementing organizational systems to maintain order. Attention to detail and strong analytical skills are essential.

We are looking for an experienced U.S.-based CPA to become our long-term accounting and tax advisor. We already have a bookkeeper who maintains our books, so this position is focused on reviewing the financials, preparing tax returns, providing tax planning, and helping us make smart financial decisions throughout the year. This is a remote, ongoing relationship rather than a one-time tax preparation project. **Responsibilities:** * Review our bookkeeping and financial statements. * Prepare and file annual business and personal tax returns as needed. * Provide proactive tax planning throughout the year. * Recommend legal strategies to reduce taxes. * Review our financials on a quarterly basis (or recommend a better schedule). * Advise on business structure, major purchases, depreciation, retirement planning, and other tax-saving opportunities. * Be available for occasional questions throughout the year. **Current Setup:** * Remote bookkeeping is already in place. * We use QuickBooks Online * We are looking for a long-term relationship with someone who enjoys helping business owners grow. **When applying, please answer the following questions:** 1. How many years have you been practicing as a CPA? 2. Do you primarily focus on tax preparation, tax planning, or both? 3. How often do you meet with clients for proactive tax planning? 4. What accounting software do you recommend or prefer? 5. Do you review client financial statements quarterly? 6. What are some examples of tax planning strategies you commonly recommend for small business owners? 7. Do you bill hourly, monthly, or on a fixed annual fee? 8. Are you available for occasional questions throughout the year without billing for every brief phone call or email? 9. Have you represented clients before the IRS? 10. What do you believe separates you from the average CPA? 11. Why do your current clients continue working with you year after year? 12. Please provide a brief overview of your experience and include references or testimonials if available. We are looking for someone who is knowledgeable, proactive, responsive, and interested in building a long-term relationship—not someone who simply prepares tax returns once a year.

We are seeking an experienced CPA, QuickBooks Online accountant, or controller to complete a one-time, fixed-scope project. The objective is to clean up and fully reconcile our 2025 books so they are accurate, complete, and ready for CPA review and tax filing. This is a fixed-price engagement. We are not looking for hourly work. Scope of Work Full cleanup of QuickBooks Online for 2025 Categorization of all transactions Reconciliation of all bank and credit card accounts Identification and resolution of discrepancies or incorrect balances Review and correction of financial statements Delivery of finalized, tax-ready financials The end goal is that a CPA can review the books and proceed with filing without requiring additional cleanup or adjustments. Recording and Narration Requirement (Mandatory) As part of this engagement, you are required to record your screen and provide clear narration for all work performed related to this project. This includes, but is not limited to: Recording all work performed within QuickBooks Recording any external work related to the engagement (reviewing bank statements, organizing data, analyzing discrepancies, etc.) Verbally explaining what you are doing and why at each step Clearly walking through your thought process, reasoning, and decision-making Explaining how you identify and resolve discrepancies Narrating any assumptions, judgment calls, or alternatives considered The goal is to capture not only the actions taken, but also the full context behind those actions, including how and why decisions are made. All major steps in the cleanup and reconciliation process must be recorded and explained. Recordings should be organized by task (for example: bank reconciliation, transaction categorization, adjustments, etc.). This requirement is mandatory and a core part of the deliverables. Compensation Budget range: $2,000 - $3,000 Ideal Candidate Advanced proficiency in QuickBooks Online (Accountant level) Strong experience with cleanup and reconciliation projects Experience preparing books for CPA or tax filing Ability to clearly explain accounting processes and reasoning while working Experience working with startups or growing companies CPA preferred. If you are a CPA and able to also prepare and file taxes, please indicate this in your proposal. Application Requirements Please include: Examples of similar cleanup projects you have completed Confirmation that you are willing to record and narrate all work performed, including thought process and decision-making Your proposed flat fee and estimated timeline Whether you are a CPA and able to file taxes