OVERVIEW We are an active buy-side group seeking an experienced, cost-effective CPA to conduct Quality of Earnings (QoE) analyses and reports for small to lower-middle market business acquisitions. Our typical target transactions range in deal size from $500,000 to $10,000,000. Because we work with smaller transactions, we need high-quality, institutional-grade due diligence but at affordable rates. This is an ongoing opportunity--as we continue to source and evaluate deals, we want a reliable go-to partner we can engage on a project-by-project basis. SCOPE OF WORK For each acquisition target, you will be responsible for: 1. Financial Analysis: Review historical financial statements (P&L, Balance Sheets, General Ledgers) and Tax Returns. 2. EBITDA Normalization: Identify and substantiate owner add-backs, non-recurring expenses, and calculate true normalized EBITDA. 3. Working Capital Review: Analyze working capital trends and recommend a target working capital peg for transaction documentation. 4. Risk & Revenue Quality Analysis: Assess customer concentration, key revenue drivers, margins, and highlight any balance sheet red flags. 5. Deliverables: Provide a concise, highly detailed, and professional QoE report outlining your findings, risk assessments, and executive summary. REQUIREMENTS 1. Credentials: Active CPA license with extensive experience in Transaction Advisory Services (TAS), M&A due diligence, or forensic accounting. 2. Deal Size Experience: Proven track record conducting QoE reviews specifically for transactions in the $500k to $10M range (micro-cap / lower-middle market). 3. Cost-Effective & Flexible: Ability to deliver rigorous, institutional-level diligence reports at price points that make sense for smaller transaction values. 4. Professional Turnaround: Highly responsive, dependable, and capable of working within typical transaction exclusivity timelines.

We are looking for a long‑term accountant to manage all financial operations and ensure full legal compliance for a small business based in Martinsburg, West Virginia. This role requires someone experienced, trustworthy, and proactive — someone who can keep the books clean, handle payroll, manage tax documents (W‑2s, W‑9s, 1099s), and provide ongoing tax strategy to minimize liability while staying fully compliant with state and federal laws. Responsibilities Maintain accurate weekly bookkeeping Manage accounts payable & receivable Reconcile bank and credit card statements Prepare monthly financial reports and cash‑flow summaries Ensure compliance with West Virginia and federal regulations Track expenses, receipts, and business documentation Handle payroll processing and contractor payments Prepare and manage W‑2s, W‑9s, and 1099s Provide tax strategy, including: Identifying deductions Structuring expenses properly Advising on quarterly estimated taxes Preparing for year‑end filings Keep the business audit‑ready at all times Identify financial issues early and recommend solutions Requirements Proven experience as an accountant or bookkeeper Strong knowledge of U.S. tax law and small‑business tax strategy Experience handling W‑2/W‑9/1099 compliance Familiarity with West Virginia business regulations (preferred) Experience with QuickBooks, Wave, or similar tools Ability to work long‑term and maintain confidentiality Strong communication and reliability About the Business Small, growing business located in Martinsburg, WV. We need someone dependable who can keep everything legal, organized, and optimized as the business expands. Project Type Long‑term, ongoing monthly work. Preferred Qualifications Experience with small‑business tax planning Ability to advise on entity structure, deductions, and compliance Experience preparing businesses for tax season and audits

We are a growing pool demolition and pool remodel subcontracting company based in Florida. I need help from someone experienced with construction paperwork, workers comp audits, general liability audits, payroll cleanup, subcontractor compliance, COIs, W-9s, exemptions, QuickBooks documents, and organizing company records. This is a short-term cleanup and setup project to start, but it could turn into ongoing part-time admin/bookkeeping support for the right person. Current Situation: We have a workers comp audit and general liability audit coming up, and we are also reviewing how to properly transition some current 1099 workers into W-2 employees where needed. I need someone who can help organize the paperwork, identify what is missing, create a clean system, and help coordinate with my CPA/bookkeeper, insurance agent, and payroll provider. Main Project Goals: Help gather and organize workers comp audit documents Help gather and organize general liability audit documents Organize 1099/subcontractor records Organize COIs, W-9s, exemptions, and insurance documents Help create a list of missing subcontractor documents Help organize employee/subcontractor files Help organize QuickBooks reports/documents for CPA/bookkeeper Help create a clean Google Drive filing system Help build simple SOPs/checklists for ongoing compliance Help prepare for payroll setup or transition to W-2 employees Help identify what information the insurance agent/payroll company/CPA will need Ideal Freelancer: Experience with construction companies, contractors, or trade businesses Experience with workers comp audits and/or general liability audits Experience with payroll, 1099 vs W-2 organization, or payroll provider setup Experience with QuickBooks documents/reports Experience organizing COIs, W-9s, exemptions, and subcontractor compliance files Strong attention to detail Able to work independently and tell me what documents are missing Comfortable creating checklists, folders, spreadsheets, and simple systems Florida construction experience is a plus, but not required Deliverables: Organized audit document checklist Missing document list Clean subcontractor/employee tracking spreadsheet Organized folder structure recommendation Workers comp / GL audit prep checklist Payroll transition document checklist Basic SOP/checklist for keeping COIs, W-9s, exemptions, and payroll documents updated going forward Budget / Hours: I am open to hourly or fixed-price. I would like to start with a small paid trial or first phase, then continue if it is a good fit. Please include in your response: Your experience with workers comp or general liability audits Your experience with construction/trade businesses Your experience with payroll, 1099s, W-2s, COIs, W-9s, or QuickBooks How you would approach this project in the first week Your hourly rate and availability

Overview We're a multi-division operating company (B2B transport + delivery operations) looking for a hands-on, AI-forward CPA to own our accounting and provide controller/CFO-level financial guidance. This is an ongoing part-time engagement (~10–20 hours/month) with room to grow. We want someone who uses modern tools and AI to work efficiently — not someone billing hours for manual data entry. You'll be the financial backbone of the business: keeping the books clean, the cash visible, and management informed enough to make good decisions. What you'll do Monthly close, bookkeeping oversight, and financial statement preparation (P&L, balance sheet, cash flow) Cash flow forecasting and weekly cash management across multiple bank accounts Vendor payment management and prioritization Tax planning, compliance support, and coordination with our tax preparer Sales tax issue management and resolution Financial analysis and forecasting across two operating divisions Shareholder/investor reporting support Due diligence and transaction support as needed Strategic financial guidance, including during periods of financial pressure or restructuring Must-haves Active CPA license Demonstrated use of AI in your workflow (e.g., automating categorization/reconciliation, document extraction, forecasting models, reporting). Tell us specifically how you use it. Strong QuickBooks Online experience Multi-entity / multi-division accounting experience Cash flow forecasting and management experience Comfortable advising owners directly and communicating clearly with non-finance stakeholders Discreet and reliable with sensitive financial information Nice-to-haves Experience with companies that have navigated tight cash periods, restructuring, or turnaround Sales tax / multi-state compliance experience Experience supporting fundraising, investor reporting, or M&A/diligence Industry experience in logistics, delivery, transport, or regulated/cash-intensive businesses How to apply In your proposal, please include: Your CPA license status and state. A specific example of how you use AI tools in your accounting/finance workflow and the time it saves. A brief example of a cash flow or restructuring situation you helped a client navigate. Your typical availability and turnaround time. Your hourly rate (and any monthly retainer option).

Seeking an expert to develop a comprehensive financial model and projections for a US national banking charter. The model should include detailed financial statements, cash flow projections, and sensitivity analysis. The ideal candidate will have experience in banking regulations and financial modeling, ensuring the model aligns with regulatory requirements and industry standards.

We are seeking a detail-oriented bookkeeper to manage our financial records and ensure compliance with accounting standards. The ideal candidate will have experience with financial software and be able to provide insights into our financial performance. This is a part-time role with a long-term engagement.

About Holistic Money Holistic Money is a boutique fractional CFO and bookkeeping firm serving aesthetic medicine and wellness businesses, with a primary focus on med spas in the $500K to $5M revenue range. We work with clinic owners who are deeply skilled at what they do clinically but are ready to understand their numbers, make confident financial decisions, and build businesses that support their lives. Our advisory model is intentionally integrated with bookkeeping. We don't separate the two. That integration is what allows us to deliver accurate, timely, and strategically relevant guidance every month. We are not a reporting firm. We are a trusted advisor firm that happens to do the books. The Role We are looking for a Fractional CFO / Senior Financial Advisor to join our team on a contract basis. This is a client-facing advisory role. You will lead monthly financial review meetings with med spa and aesthetics clinic owners, translate their numbers into clear insights and decisions, and serve as their trusted financial guide month over month. The right person is both technically rigorous and relationship-forward. You don't just present data. You tell clients what it means, what's at risk, and what to do next. Clients leave every meeting with clarity and a clear next step. This is not a bookkeeping execution role, though you must understand bookkeeping deeply. You are the advisor in the room. The books are the foundation. The advisory is the value. What You'll Do Lead Client Advisory Meetings Own monthly financial review calls with med spa and aesthetics clinic owners via Zoom Build strong, trusting relationships with clinic owners who are growing but may not yet be financially fluent Walk clients through their P&L, cash flow, and balance sheet in plain language, surfacing what changed, why it matters, and what to do about it Ask smart, efficient questions to uncover what's happening in the business behind the numbers Leave every meeting with a clear recap, action items, and documented next steps Drive Financial Insight and Strategy Surface observations and recommendations proactively, before clients have to ask Translate business goals into budgets, forecasts, and forward-looking plans clients can actually use Identify margin compression, cash flow gaps, pricing misalignment, and labor inefficiencies Build and maintain revenue projections, cash flow forecasts, and financial models tailored to service-based, payroll-heavy, appointment-driven businesses Help clients understand not just where they are, but what moves to make next Prepare and Review Financial Reporting Prepare and review monthly P&L statements, dashboards, and reporting packages before every client meeting Ensure reporting is clean, accurate, and meeting-ready by partnering closely with our bookkeeping team Identify bookkeeping issues that impact reporting quality and flag them for correction before they reach the client Communicate benchmark context specific to the med spa and aesthetics industry (COGS, labor ratios, net margin, owner pay) Support Bookkeeping Oversight Review QuickBooks Online for categorization accuracy, reconciliation completeness, and chart of accounts structure Identify cleanup needs and ensure books are accurate before client-facing reporting You are not the primary bookkeeper, but you must be able to evaluate bookkeeping output and trust, or challenge, the numbers with confidence What You Need (Required) Advisory Presence and Communication You lead the room. Clients should feel guided, not just informed. Confident, warm, professional presence on Zoom; able to build trust quickly with women business owners Clear, fluent written and verbal English; organized follow-through and deadline management Emotionally intelligent and steady, especially when delivering difficult financial news Financial and Analytical Competency Deep fluency in P&L analysis, cash flow, and balance sheet interpretation for service-based businesses Ability to build and maintain revenue projections, budgets, and cash flow forecasts Strong understanding of the relationship between bookkeeping accuracy and advisory quality Comfort with financial benchmarking and the ability to contextualize a client's numbers against industry norms QuickBooks Online Expertise Strong working knowledge of QBO: you can navigate, troubleshoot, identify categorization errors, and understand how transactions flow into financial statements Ability to review reconciliations and chart of accounts structure and spot issues before they affect reporting Bookkeeping Foundations Prior bookkeeping or accounting experience that gave you strong fundamentals You may not be the day-to-day bookkeeper in this role, but you must be able to review output and catch what's wrong Payroll Understanding Solid grasp of payroll basics: wages vs. owner pay, payroll taxes, liabilities, and cash timing implications No need to run or file payroll, but you must understand how it flows through the books and affects financial statements Availability and Setup Available for Zoom calls during U.S. business hours (at least partial overlap required) Quiet, professional workspace with reliable internet and a professional on-camera background Strongly Preferred Direct experience with med spas, aesthetics clinics, or other appointment-driven, payroll-heavy service businesses Excitement or passion for the beauty industry Comfort with KPI dashboards and metrics: provider utilization, appointment economics, labor percentages, membership liability Experience supporting women business owners or working in an advisory or coaching-style financial environment Understanding of deferred revenue concepts, including memberships and gift cards as liabilities What Success Looks Like Six months in, you are running monthly review meetings independently. Your clients feel clear about their numbers, trust your guidance, and are making better business decisions because of the conversations you lead. You are proactive, not reactive. You surface what matters before clients have to ask. You know the med spa industry well enough to bring relevant context into every meeting, and you partner with our bookkeeping team to make sure the numbers behind your insights are always accurate. How to Apply Send your resume and a brief note on your experience with service-based businesses and client-facing financial advisory work. If you have examples of financial models, reporting packages, or client-facing deliverables you have built, we would love to see them.

U.S.-based applicants only. We are not considering offshore, international, outsourced bookkeeping firms, staffing agencies, or applicants who intend to subcontract this work. We are seeking a dependable, detail-oriented Certified QuickBooks Online ProAdvisor to support our growing portfolio of small and mid-sized business clients. This is a long-term, recurring contract position with the opportunity for additional hours as our client base expands. Position Details 100% Remote (United States only) Approximately 20 hours per month to start $22.50–$25.00 per hour, based on experience (non negotiable, please only apply if you are comfortable with this range) Long-term recurring contract Opportunity for additional monthly hours as new clients are onboarded Required Qualifications Must be located and authorized to work in the United States Current QuickBooks Online ProAdvisor Certification (Required) Minimum 3 years of bookkeeping experience working with small to mid-sized business clients Strong proficiency in QuickBooks Online Experience managing the complete month-end close process Strong understanding of bookkeeping workflows, reconciliations, and financial statement preparation Excellent communication, organization, and time management skills Ability to work independently, manage multiple clients, and consistently meet monthly deadlines Responsibilities The selected candidate will be responsible for managing the complete monthly bookkeeping cycle for assigned clients, including: Maintain accurate books in QuickBooks Online Record and categorize financial transactions Perform bank, credit card, loan, and other account reconciliations Record journal entries and month-end adjustments as needed Prepare accurate monthly financial statements, including: Profit & Loss Statement Balance Sheet Cash Flow Statement Review books for accuracy and investigate discrepancies Follow each client's monthly close calendar and ensure all monthly deadlines are met Communicate directly with clients to request outstanding documentation according to the monthly close calendar Follow up professionally on missing documentation as needed Update the document tracker as client documentation is received Maintain organized accounting records and supporting documentation Identify and communicate accounting issues or unusual transactions Perform all other bookkeeping duties necessary to maintain complete and accurate financial records Ideal Candidate We are looking for someone who is: Reliable and interested in a long-term working relationship Detail-oriented and highly organized Comfortable communicating professionally with clients Proactive in following up on outstanding items Able to manage multiple small business clients simultaneously Accountable, dependable, and committed to meeting recurring monthly deadlines To Apply Please submit: Your resume Your current QuickBooks Online ProAdvisor Certification A brief summary of your bookkeeping experience with small to mid-sized business clients Your availability Confirmation that you are located in the United States and are comfortable with a recurring commitment of approximately 20 hours per month, with opportunities for additional hours as our client base grows Only applicants who meet the required qualifications, are based in the United States, and hold an active QuickBooks Online ProAdvisor Certification will be considered.

We are a manufacturing and distribution company seeking an experienced financial modeler or pricing analyst to develop a comprehensive pricing and analytics model. The ideal candidate will have a strong background in financial modeling and pricing analysis, with the ability to create detailed financial models and analyze market trends. The role involves working closely with our team to ensure the model aligns with our business goals and market strategies.

VIGO is seeking a full time Senior Accountant & Accounting Team Lead responsible for owning core accounting operations, ensuring accurate and timely financial reporting, and leading a small accounting team of three. About Vigo Industries Vigo Industries is a NYC-based kitchen and bath company designing and manufacturing modern, durable fixtures for residential and commercial spaces. We are a customer-first organization that values quality, innovation, and reliability in everything we deliver. Our focus is combining style, functionality, and strong team cohesion to create thoughtfully designed solutions for everyday living. This role combines hands-on accounting execution and reports to our CEO. The ideal hire is confident in accounting fundamentals, comfortable taking ownership of outcomes, and capable of guiding others while maintaining high standards of accuracy and accountability. We operate in a family-like, supportive environment, where open communication, mutual respect, and teamwork are key. Key Responsibilities Month-End Close & Financial Reporting • Own and manage the month-end close process end-to-end • Prepare monthly Balance Sheet, Profit & Loss, and Cash Flow statements in accordance with GAAP • Ensure accuracy, completeness, and timeliness of all financial reporting • Perform balance sheet and P&L reconciliations 2. Core Accounting & Bookkeeping Operations • Maintain accurate general ledger records and perform ongoing reconciliations • Manage full-cycle accounts payable processing • Prepare weekly vendor payment proposals and execute payments (ACH, wire, check) • Coordinate payroll journal entries and postings • Prepare monthly commission calculations • Manage fixed assets, depreciation entries, and related reconciliations • Maintain prepaid expenses and accrual schedules 3. Accounts Receivable & Cash Management • Oversee AR processes and aging review • Support collections efforts and communication with customers regarding balances, deductions, and disputes • Ensure accurate recording of incoming payments and resolution of discrepancies • Oversee petty cash and daily cash management processes • Support banking operations and international payments processing 4. Compliance & Reporting • Assist with quarterly sales tax filings • Prepare and file 1099s and other statutory reporting requirements • Support annual audit and financial statement preparation with external CPA • Ensure all financial deadlines and compliance requirements are met 5. Team Leadership & Management • Lead and support a team of 3 accounting professionals • Provide clear direction, prioritization, and guidance on daily responsibilities • Foster accountability, independence, and confidence within the team • Review work for accuracy while enabling team development and growth • Ensure proper execution of accounting processes across the team 6. Process Improvement & Communication • Identify opportunities to improve accounting processes and efficiency • Strengthen documentation and standardization of workflows • Communicate proactively across finance, operations, and external partners • Take ownership of issue resolution and cross-functional coordination Qualifications • 3–5 years experience as Accounting Manager or Senior Accountant with leadership exposure • 3–5 years accounting, financial reporting, or auditing experience • Strong understanding of GAAP • Bachelor’s degree in Accounting or Finance • Strong Excel skills (required) • Experience managing a team (domestic or offshore preferred) • Familiarity with ERP/accounting systems (SAP or similar preferred) Ideal Candidate Profile • Confident in accounting fundamentals and ownership of work output • Strong attention to detail with a focus on accuracy and consistency, solution driven • Comfortable leading and supporting a small team • Able to balance independence with appropriate collaboration and support-seeking • Thrives in a collaborative, supportive, and accountability-driven environment