I'm looking for a licensed California CPA to prepare a simple compiled balance sheet for a California LLC. This is for a regulatory license application with the California Department of Financial Protection and Innovation (DFPI). The document needs to meet their standards for a California Financing Law (CFL) license application. The LLC is straightforward: -Primary asset is cash on hand -Minimal liabilities -Need net worth clearly stated -Two years of tax returns (Form 1065) already prepared by another CPA This is a one time project. I need quick turnaround ideally within 3 to 5 business days. Requirements: -Must be a licensed CPA -Must be able to sign and put your name and license number on the document -Experience with regulatory or financial institution submissions preferred Please include your CPA license number in your proposal and your estimated turnaround time.

National cloud-based bookkeeping firm serving small businesses and founders is launching a tax offering to our existing bookkeeping client base and are seeking a licensed CPA (or equivalent) to lead this new tax offering end to end, under a white-label partnership. We already have several indications of interest from our client base and are bullish on our ability to be a material distribution platform for the right tax partner. You already run a successful tax practice — your own CPA license, PTIN, software stack, insurance, and workflows. We're looking to partner with that capacity. You'll lead and deliver tax services under our brand, serving clients who already trust us for their books, while continuing to run your own practice independently. We will work out economics via revenue share or other tenable economics that is a win-win. Serve our existing bookkeeping clients (individuals and small-business owners) for tax prep, filing, and planning. Underwrite, close, onboard, and lead new tax clients as the offering grows. Set the standards, workflows, and client experience for how tax gets delivered. Coordinate with our management, sales, and bookkeeping team so the tax-to-books handoff is clean. What You Bring: - Active CPA license (or equivalent) in good standing - Current PTIN and ability to e-file - An established tax practice with your own tools and software - Experience and expertise with the full suite of tax services such as small-business and individual returns (S-corps, partnerships, Schedule C, etc.), sales tax, VAT tax, Tangible property tax, etc. - Comfort working with cloud-based, founder-led small businesses - Self-directed — you can own a service line, not just process returns The Arrangement This is a white-label partnership: you deliver under our brand, and we handle distribution, and growth of the offering. We're flexible to the specific economics (revenue share or per-return) and want a model that scales well for both sides as volume grows. Goal is for yo to fold into our tea seamlessly so that our clients experience a full vertical integration of tax+bookkeeping. To apply: Tell us about your current practice, exoerience, your license/PTIN status, the types of returns you handle, and what a white-label partnership structure would look like for you.

We are seeking an experienced Stripe consultant to help us review, optimize, and ensure we are making the best use of our Stripe account and donor interface. Our organization receives donations through multiple channels, including our website, social media platforms, and other online fundraising efforts. All donations are processed through Stripe, and we would like an expert to evaluate our current setup and recommend improvements to maximize efficiency, reporting, donor experience, and overall account performance. I am the founder of the leading non profit focused on building scalable global tools for those who grow up in homes witnessing domestic violence - this is called Childhood Domestic Violence. (CDV) You can find our work if you search for the Childhood Domestic Violence Association. If you have a passion for this issue, we critically need to connect with the 1 Billion people globally who experienced CDV to give them the gift of naming their experience. The codification itself is intrinsically healing. Naming it provides validation, connection, and is the first step toward reversing the impact which if left unchallenged, can last well into adulthood, leading to emotional & psychological, relationship, substance abuse, physical health, and career & education challenges. If you are interested, please let us know. Also shorter responses are preferred without the use of AI generated text. With all our appreciation!

Seeking an experienced accountant to provide guidance on tax withholding for employees working in one state but residing in another. The role involves ensuring compliance with state-specific tax laws and regulations. The ideal candidate will have a strong understanding of tax preparation and financial accounting, with CPA certification preferred.

What I need: 1. IRS Wage & Income Transcript 2025 2. IRS Return Transcript 2025 3. IRS Account Transcript 2025 Deliverables • Obtain IRS transcripts

MUST BE AVAILABLE TO WORK BETWEEN THE HOURS OF 8AM PACIFIC – 12PM PACIFIC JOB OVERVIEW We're looking for an experienced payroll specialist to join our woman-owned, woman-staffed accounting team on a project-based basis. This role currently offers about 2 hours of work per month, with the potential for additional hours as we take on more clients. In addition to regularly scheduled payroll runs, we occasionally need off-cycle payrolls completed (bonuses, corrections, terminations, etc.), so we're looking for someone who can be available for these one-off projects as they come up. Our clients are small business owners, most with teams of 1–3, so we value a personable, approachable style alongside strong technical payroll expertise. Key Responsibilities Process payroll accurately and on time for multiple clients Complete off-cycle and one-off payroll runs as needed (bonuses, corrections, terminations, adjustments) Ensure compliance with federal, state, and local payroll regulations Reconcile payroll data and resolve discrepancies Work closely with our Operations Manager to stay on task and meet deadlines Update the team on client progress and flag any potential roadblocks Work only within the payroll/accounting systems — our internal team manages client communications Use ClickUp to track and manage tasks (training provided if needed) About Our Clients & Why They Love Us We work with a variety of small, growing businesses mostly service-based companies, nonprofits, and entrepreneurs who are ready to hand off their financial back-office work to a trusted team. Clients stay with us because: We take the stress of payroll off their plate so they can focus on running their business We focus on accuracy and compliance, so they never have to worry about missed deadlines or errors We offer a friendly, judgment-free environment where clients feel supported and understood Qualifications 3+ years of payroll processing experience (required) U.S. payroll experience required must be clearly demonstrated on your resume Experience with QuickBooks Online Payroll (required); experience with Gusto, ADP, or similar platforms is a plus Working knowledge of federal and state payroll tax requirements Strong attention to detail and ability to meet deadlines Excellent communication and collaboration skills with internal team members Comfortable with a low, part-time monthly workload that can shift with little notice for off-cycle runs Able to work independently and follow established processes Comfortable learning new tools and systems (ClickUp training provided if needed) What We Offer Flexible, remote, part-time work with room to grow Supportive, all-women team environment Opportunity to take on more hours and clients as the company grows Clear processes and structured onboarding About Us We are a woman-owned, woman-staffed accounting company dedicated to helping small business owners manage their finances with confidence. We pride ourselves on professionalism, accuracy, and creating a supportive, empowering work environment for both our team and our clients. How to Apply Please submit your resume and include the following: Your resume, highlighting your U.S. payroll experience and relevant certifications Your availability and hourly rate

Seeking an accountant to develop projected Pro-forma documentation for an investment property. The role involves creating financial models to forecast earnings after construction completion. The ideal candidate will have experience in real estate and financial modeling, ensuring accurate and comprehensive documentation.

I am looking for consultant to help me set up my quickbooks desktop program for 2 small businesses.

Audited financial statements for the last three years completed by an independent Certified Public Accountant firm that is not affiliated with or employed by the Offeror."

Overview We are seeking a highly skilled Finance & Reporting Consultant to help us make sense of organizational budgets and translate financial data into clear, useful, executive level dashboards and reports. This role is not transactional bookkeeping. We are looking for someone who can: 1. Interpret budgets and financial data, 2. Identify trends, variances, and insights, 3. Build custom reports and dashboards that leadership can actually use. You must be an expert user of Martus, Sage Intacct, and Fonteva, and comfortable working across systems to reconcile and visualize data. ________________________________________ Key Responsibilities 1. Review and interpret budgets, forecasts, and actuals across Martus, Intacct, and Fonteva 2. Help leadership understand what the numbers are saying, including variances and trends 3. Design and build custom financial reports and dashboards (executive friendly and operational) 4. Align data across systems (Martus ↔ Intacct ↔ Fonteva) and flag inconsistencies 5. Create repeatable reporting views for budgets, forecasting, revenue, expenses, and program performance 6. Partner with internal stakeholders to clarify reporting needs and refine outputs over time 7. Improve clarity, structure, and usability of existing financial reports ________________________________________ Required Expertise (Must Have) 1. Deep, hands on expertise in all three systems: 1. Martus (budgeting, forecasting, variance analysis) 2. Sage Intacct (financial reporting, transactions, budgeting, variance review) 3. Fonteva (revenue, membership, events, or association based financial data) 2. Strong understanding of nonprofit or association finance preferred 3. Proven experience building custom dashboards and management reports 4. Ability to explain financial information clearly to non financial leaders 5. Comfortable working independently and proactively recommending improvements