We need a financial modeler to create acquisition underwriting models for multi-tenant office buildings. The work includes building and reviewing financial models, preparing reports, and supporting analysis for potential acquisitions. This is a by project basis. We may do 3 - 5 different financial projections to determine various sensitivities to rental rates, cap rates, etc. Plus we will add debt assumptions and return on capital assumptions. As we will be underwriting many office buildings throughout the year, this can be a continuing consulting assignment.

I need an independent CPA to review two journal entries as part of a filing for a license that requires "independent CPA" review of two transactions. The task involves ensuring the accuracy and compliance of financial records. The ideal candidate should have experience in financial reporting and be able to provide a professional opinion on the transactions.

Full Charge Bookkeeper | Remote | Contract to Hire HWA | North Carolina $25/hour | 35 to 40 hours per week Who We Are HWA is an outsourced accounting and advisory firm based in North Carolina. We handle the back office for a portfolio of small business clients, trade contractors, service businesses, owner-operators, so they can stay focused on what they actually do. Our team is fully remote, 100% US-based, and built around the idea that good accounting is quiet. No drama, no surprises, no disappearing act when things get complicated. We are a growing firm and this is a real position with a real future. We are not looking for someone to fill a seat. We are looking for someone who wants to build something with us. The Role This is a full charge bookkeeper position supporting our small business portfolio, primarily trade and service businesses with straightforward books and owners who need reliable, consistent back office support. You will carry up to 20 clients, work independently between monthly check-ins with your assigned Senior Accountant, and be the person those clients count on to keep things current and accurate. About 80% of the work is steady maintenance bookkeeping. The other 20% is catch-up and cleanup when new clients come on board behind on their records. You do not need to be a cleanup specialist to get this job, but you do need to be comfortable rolling up your sleeves when a new client's books are a mess. What You Will Do Manage full cycle bookkeeping for up to 20 small business clients inside QuickBooks Online Reconcile bank accounts, credit cards, loans, and other balance sheet accounts monthly Record and categorize transactions, manage accounts payable and receivable, and handle payroll entry Maintain a properly detailed fixed asset schedule, including accurate categorization by asset type, acquisition date, cost, and accumulated depreciation. Complete monthly close and prepare financial reports for Senior Accountant review Communicate through Microsoft Teams and Outlook Participate in one structured weekly touchpoint with your Senior Accountant Contribute to catch-up and cleanup projects as clients are onboarded What We Need From You Minimum two years of hands-on QuickBooks Online experience working actual client files Full cycle bookkeeping competency: reconciliations, AP/AR, payroll entry, and monthly close The ability to carry a client load and work independently without frequent check-ins Reliable availability between 9:00 AM and 5:00 PM Eastern for meetings and client coordination US-based with a dedicated remote work setup Proficiency in Microsoft Teams and Outlook, or a genuine willingness to get there fast Where This Can Go We promote from within because it is better for our clients and better for our team. The Senior Accountant role at HWA is a player-coach position. You are still doing the work, and you are also reviewing junior work, managing client relationships directly, and taking on the more complex projects that require more experience. Multi-year cleanups. Backlog payroll reconstructions. Clients with multiple entities or messier histories. We will not pretend we pay what a Big Four firm pays, because we do not. What we offer is a real path, a manageable workload, and a firm that is growing in a direction that creates opportunity for the people who helped build it. If you are ready to move into a Senior Accountant role in two years, we want to be the place where that happens. How This Works This role begins as an Upwork contract at $25 per hour, 35 to 40 hours per week. No overtime required. You will receive a written 30-60-90 plan with your offer that outlines exactly what we expect from you and when. Candidates who meet those benchmarks at 90 days move to a full-time hired position. The plan is not a gotcha. It is a map. This role requires consistent availability between 9:00 AM and 5:00 PM Eastern, Monday through Friday. We are a remote team and we run on trust. If you cannot reliably hold those hours for meetings and client coordination, this is not the right fit. In Your Proposal, Please Answer These Five Questions Proposals that do not answer all five will not be considered. Q1. It is the first of the month. Time to close out last month. Walk us through your month-end close process. Be as specific as possible. We want to know what you actually do and in what order, not a description of what month-end close is. Name the accounts. Name the steps. Tell us what you do when something does not tie. Q2. Describe your QuickBooks Online experience. Not how many years, but what you actually do in it. Which features and workflows are you in every day? Which have you had to figure out the hard way? What are QBO's limitations that you have learned to work around? Q3. How many clients are you currently managing or have managed at one time? What industries were they in? Be specific about the number and the types of businesses. Q4. Tell us about a time you inherited a client's books and found them in poor condition. What did you find and what did you do? We are not asking for a horror story. We are asking whether you have done this before and how you think when you walk into a mess. Specifics matter more than polish here. Q5. Walk us through your typical weekday. We are not looking for a perfect 9-to-5 answer. We are looking for an honest one. Do you drop kids at school and need 20 minutes at 8:40? Do you go to the gym at lunch? Do you hard-stop at 3:00 PM but come back after 5:00 for independent work? Say so. To Apply Submit your proposal through Upwork with answers to all five questions above and the words "I am ready to close some books" at the very top. Resumes and cover letters are optional. Just answer the questions honestly and let us take it from there. We are a small team and we hire carefully. If you are the right person, you will know it from this description and we will know it from your answers.

I am a foreign buyer acquiring a tax and accounting practice in Ocala, Florida generating approximately $110,000 in annual gross revenue. I need an experienced CPA to perform a Quality of Earnings (QofE) review before I proceed with the purchase.* This is not a general bookkeeping job. I specifically need someone with experience reviewing accounting or professional service firm acquisitions.* *Scope of work includes:* - *Verify 3 years of revenue against actual bank statements* - *Analyze client concentration risk* - *Normalize owner expenses from true business expenses* - *Verify employee payroll accuracy* - *Analyze revenue trends and quality* - *Assess recurring vs one time revenue* - *Identify any hidden liabilities or red flags* - *Deliver written report with findings and recommendations* *You must have:* - *Active Florida CPA license (I will verify on DBPR)* - *Experience with business acquisitions specifically* - *Quality of Earnings review experience* - *Secure document portal for sharing sensitive financials* - *E&O professional liability insurance* - *Ability to work 100% remotely* *Please do NOT apply if you only have general tax or bookkeeping experience. I need acquisition due diligence expertise specifically.* *In your proposal please tell me:* 1. *How many similar business acquisitions you have reviewed* 2. *Your specific experience with accounting or service firm purchases* 3. *What secure portal you use for documents* 4. *Your estimated timeline to complete* 5. *Your fixed fee for this scope*

We are seeking a qualified CPA or firm to perform a single audit for a behavioral health provider in Phoenix, AZ. The work includes reviewing financial records, preparing audit documentation, and ensuring compliance with Yellow Book and GAGAS standards. This is a part-time, short-term project expected to last 1 to 3 months. We are looking for someone with strong attention to detail and experience with nonprofit or public sector audits.

I am a Michigan-based reseller looking for a CPA who can answer questions about growing my business. I currently sell on Facebook Marketplace and plan to expand into buying inventory from liquidation and auction sites. I need guidance on sales tax, bookkeeping, business setup, deductions, and tax compliance. This will include help with Michigan requirements such as obtaining a (Sales Tax License), Form 518 for business registration, and using Form 3372 (Sales and Use Tax Certificate of Exemption) for tax-exempt inventory purchases. I am looking for someone with experience working with small businesses, e-commerce sellers, or resellers who can provide clear, practical advice.

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.

I am looking for a credentialed CPA or Enrolled Agent (EA) to prepare and file my 2025 Form 1040. You must be willing to sign the return as the paid preparer and provide audit representation if ever required. My return is highly organized but requires specialized knowledge in Oil and Gas Working Interest and how ICC, IDC, TDC, and TCC should be reported. I have the exact breakout sheet from the operator detailing IDC, ICC, TDC, and TCC amounts. You must know how to properly elect the 100% ordinary loss deduction for the intangibles while correctly handling the tangibles. No revenue was generated in 2025. To be considered, please answer this screening question in your proposal: How do you handle the IDC/ICC deduction vs. the TDC/TCC depreciation on the tax forms for someone who has an active operating liability directly as an individual? Co-investing alongside an LLC, but not member of that entity. " Budget Note: The hourly rate range is flexible. I am looking for a credentialed expert and am fully willing to pay market rates for verified Oil & Gas working interest experience. If you prefer working on a fixed-fee basis for 1040 preparation, please include your estimated flat-fee quote in your proposal.

We are seeking a remote, US-based Finance Specialist to manage credit applications for our equipment dealership. You will process applications across multiple lenders, communicate with customers, and ensure timely follow-up. The role requires strong financial analysis skills and the ability to work independently.

We are a U.S.-based Managed Services Provider (MSP) seeking a reliable, detail-oriented Bookkeeper to support our accounting operations on a long-term part-time basis. Estimated workload: approximately 6-10 hours per week / 25-40 hours per month to start, with the possibility of additional hours as responsibilities expand. We use QuickBooks Online and ConnectWise Manage. QuickBooks Online experience is required. ConnectWise experience is not required, but you must be comfortable learning new software and understanding how systems integrate. The goal of this role is not simply data entry. We are looking for someone who can take ownership of routine bookkeeping tasks, identify issues, investigate discrepancies, and help reduce the time our leadership team spends moving between ConnectWise and QuickBooks Online. Responsibilities * Accounts Receivable tracking and customer collections follow-up * Accounts Payable entry and vendor bill tracking * Bank and credit card reconciliations * Review invoices and billing records * Help verify that ConnectWise and QuickBooks Online records remain accurate * Investigate discrepancies between billing, payments, invoices, and accounting records * Assist with month-end bookkeeping activities * Prepare monthly reports, including Profit & Loss, Balance Sheet, Accounts Receivable Aging, and other reports as requested * Document recurring bookkeeping processes * Recommend improvements to increase accuracy and efficiency Requirements * Strong QuickBooks Online experience * Experience supporting U.S.-based businesses * Experience with service-based businesses is strongly preferred * Experience with an IT services company, MSP, consulting firm, engineering firm, or professional services business is a plus * Excellent written and verbal English communication skills * Strong attention to detail * Ability to work independently and meet deadlines * Comfortable learning new business software * Reliable internet connection and professional work environment Many qualified candidates support multiple clients, which is acceptable. However, we need someone with the capacity to consistently dedicate time to our company, respond in a timely manner, and meet recurring deadlines. Success in this role means: * Monthly reconciliations are completed accurately and on time * Outstanding receivables are monitored and followed up on * ConnectWise and QuickBooks Online records remain accurate and synchronized * Financial reports are delivered consistently * Leadership spends significantly less time reviewing bookkeeping transactions, investigating discrepancies, and managing accounting workflows When applying, please include: 1. Years of QuickBooks Online experience 2. Summary of your bookkeeping experience 3. Experience with U.S.-based businesses 4. Experience with service-based businesses 5. Number of active clients currently supported 6. Total hours worked during the last week across all clients 7. Number of hours per week you can consistently dedicate to us 8. Your typical working hours in Philippine Time 9. Your hourly rate 10. A brief paragraph describing the most challenging bookkeeping issue you have resolved and how you handled it Finalists may be asked to complete a paid bookkeeping skills assessment. To confirm you have read this posting carefully, please begin your proposal with: "QBO Bookkeeper Candidate"