Set up Found business checking with pockets and automatic deposit allocations, connect Square invoicing with 3% convenience fee, integrate Gusto payroll, and build Make.com automation that pulls Found data to generate daily cash flow forecasts and budget reports.

Part-Time Bookkeeper / Administrative Assistant — Real Estate Portfolio I'm a real estate investor managing a portfolio of residential and commercial rental properties across multiple LLCs. Day-to-day property operations are handled by a property management company. I'm looking for a reliable part-time assistant to handle ongoing bookkeeping and administrative tasks — approximately 6–10 hours per month. Bookkeeping (~3–5 hrs/month) - Record insurance payments, account transfers, and vendor payments in QuickBooks Online - Record monthly Airbnb booking income - Post monthly principal and interest entries for 7 mortgages - Record monthly owner distributions received from property management company across 5 entities - Pay property taxes for 7 properties (twice annually) - Reconcile 5 checking accounts monthly - Issue 1099s at year-end (small volume) - Administrative (~3–5 hrs/month) - Handle correspondence with insurance brokers regarding renewals and coverage - Manage financing agreement paperwork and follow-up - Submit quarterly short-term rental activity reports to the city - Prepare quarterly financial summaries for investors What I'm looking for - Comfortable working independently with minimal oversight - QuickBooks Online experience required - Real estate investor bookkeeping experience preferred — familiarity with owner distributions, mortgage amortization entries, and multi-entity LLC structures is a plus - Organized, detail-oriented, and responsive - Familiarity with AI or automation tools a plus Engagement - Remote, part-time — approximately 6–10 hours per month - Ongoing, month-to-month - Hourly rate preferred Transaction volume estimate - 85 checking transactions across 5 accounts - 7 mortgage P&I journal entries/month - 5 distribution entries/month

I have a small IT services company based in Houston TX. We provide IT management and support for small businesses. I am looked for bookkeeping assistance with Xero and tax prep. We are just under $1.8 mil in annual revenue and typically issue less than 50 invoices each month. Most of our revenue is billed on monthly recurring contracts. Our invoicing and client payments are completed automated via the software we manage our business with. I categorize expense transactions as they come in via our bank feed. Most of our expenses are auto-paid to our vendors via CC or ACH. I also enter bills for for expenses that do not auto-pay and process the payment for them via the vendor websites or my Chase Bank Bill Pay. I am looking for the following: - Reconcile bank accounts monthly - Review books monthly to identify errors (income statement, balance sheet, clearing accounts, etc) - Amortize occasional large payments (only a handful of these each year) - Answer questions on how to record things as needed - Fix issues when I dont know how to fix - Recommendations on tax or bookkeeping optimization - Assist with Gusto integration setup / issues as needed (pretty rare) Please let me know if this is a good fit for you and what the monthly feee would be for this.

I have a small IT services company based in Houston TX. We provide IT management and support for small businesses. I am looked for bookkeeping assistance with Xero and tax prep. We are just under $1.8 mil in annual revenue and typically issue less than 50 invoices each month. Most of our revenue is billed on monthly recurring contracts. Our invoicing and client payments are completed automated via the software we manage our business with. I categorize expense transactions as they come in via our bank feed. Most of our expenses are auto-paid to our vendors via CC or ACH. I also enter bills for for expenses that do not auto-pay and process the payment for them via the vendor websites or my Chase Bank Bill Pay. I am looking for the following: - Reconcile bank accounts monthly - Review books monthly to identify errors (income statement, balance sheet, clearing accounts, etc) - Amortize occasional large payments (only a handful of these each year) - Answer questions on how to record things as needed - Fix issues when I dont know how to fix - Recommendations on tax or bookkeeping optimization - Assist with Gusto integration setup / issues as needed (pretty rare) Please let me know if this is a good fit for you and what the monthly feee would be for this.

I have a small IT services company based in Houston TX. We provide IT management and support for small businesses. I am looked for bookkeeping assistance with Xero and tax prep. We are just under $1.8 mil in annual revenue and typically issue less than 50 invoices each month. Most of our revenue is billed on monthly recurring contracts. Our invoicing and client payments are completed automated via the software we manage our business with. I categorize expense transactions as they come in via our bank feed. Most of our expenses are auto-paid to our vendors via CC or ACH. I also enter bills for for expenses that do not auto-pay and process the payment for them via the vendor websites or my Chase Bank Bill Pay. I am looking for the following: - Reconcile bank accounts monthly - Review books monthly to identify errors (income statement, balance sheet, clearing accounts, etc) - Amortize occasional large payments (only a handful of these each year) - Answer questions on how to record things as needed - Fix issues when I dont know how to fix - Recommendations on tax or bookkeeping optimization - Assist with Gusto integration setup / issues as needed (pretty rare) Please let me know if this is a good fit for you and what the monthly fee would be for this.

About Us: We started Shifted to crack the chaos from deciding the list to the open house. Our teams go in and help sellers make order from messes and get top dollar for their home. If you've ever sold a house and wished you had a fairy godmother, you know the need! Join us and make the prep experience better for sellers. About the Role: We are seeking a fractional Bookkeeper & Operations Administrator to be our financial and administrative backbone across our business entities. In this role, you will act as the crucial bridge between our field operations and the office. You will manage the daily administrative rhythm of data tracking alongside standard QuickBooks Online system management, project tagging, and vendor payouts. Start: @August 1 Key Responsibilities: - Daily Site & Hours Reconciliation: Conduct daily administrative reconciliations by reviewing field reports from site leads to verify subcontractor hours and track daily project progress. - Field Scheduling: Manage the scheduling and coordination of field-based 1099 subcontractors to ensure projects stay on track. - QBO System Management: Maintain our financial systems in QuickBooks Online, utilizing built-in time-tracking and project tagging features to ensure clean, automated operational data. - Weekly Reconciliations: Execute weekly bank and account reconciliations to ensure precise project costing and up-to-date tracking. - Invoicing & Payouts: Handle client invoicing and manage automated 1099 payouts to our vendors and subcontractors. - Cross-Entity Tracking: Maintain accurate and distinct financial tracking across our multiple entities, ensuring clean, tax-compliant bookkeeping. Requirements - Proven experience as a QuickBooks ProAdvisor or specialized project/operations bookkeeper. - Strong administrative and scheduling skills, with an ability to comfortably interface with site leads to capture operational data. - Comfortable managing project costing, time-tracking, and 1099 vendor payouts within QBO. - A hawk's eye for detail balanced with a practical, startup-friendly attitude.

**Job Title: QuickBooks Configuration Specialist with Accounting Expertise** **Job Description:** We are seeking a skilled and detail-oriented QuickBooks Configuration Specialist with expertise in bookkeeping for eccomerce brands and Shopify integrations. The ideal candidate will possess a strong background in accounting and financial management, with a focus on configuring QuickBooks to meet our specific business needs. This role is essential for ensuring that our financial systems are set up effectively to facilitate accurate bookkeeping and reporting. **Key Responsibilities:** 1. **QuickBooks Configuration:** - Set up and customize QuickBooks to align with our business framework, including creating a comprehensive chart of accounts that accurately reflects our financial operations. - Ensure that all necessary accounting features are activated and tailored to support our business processes. 2. **Integration with Shopify:** - Integrate our Shopify platform with QuickBooks to streamline our sales and inventory tracking. This includes ensuring that all transactions are accurately recorded in our accounting system. - Develop and maintain rules for automatic data import and export between Shopify and QuickBooks, ensuring that all sales, returns, and inventory levels are accurately reflected in our financial records. 3. **Establishing Rules and Implementing Automation:** - Create and implement accounting rules within QuickBooks to automate routine processes such as invoicing, expense tracking, and financial reporting. - Identify opportunities for further automation to enhance efficiency and reduce the potential for manual errors in our financial management. **Qualifications:** - A degree in Accounting, Finance, or a related field is preferred. - Proven experience in configuring QuickBooks, with a strong understanding of its features and functionalities. - Prior experience in bookkeeping for eccomerce brands, data entry, and financial reporting is essential. - Familiarity with e-commerce platforms, particularly Shopify.

We are seeking a skilled freelancer to create and manage Zapier zaps and automations for our construction company. The ideal candidate will have experience with QuickBooks Online and JobTread, and be able to streamline our workflows by automating tasks. Responsibilities include setting up new zaps, troubleshooting existing ones, and optimizing automation processes to enhance efficiency. If you have a strong understanding of construction-related workflows and can effectively use Zapier to improve our operations, we would love to hear from you.

Part-Time (7–10 Hours/Week) | Long-Term Opportunity | $20–25/hour (Flexible) Secret Word: Compass We're looking for an exceptional Virtual Assistant to become an important part of a growing business. This isn't a task list you'll receive once a week. We're looking for someone who enjoys creating order, improving systems, solving problems, and helping a business run smoothly. You'll work directly with the business owner during focused work sessions, helping tackle projects together while keeping everything organized and moving forward. We communicate openly, respect each other's time, and enjoy working together. All work is completed during focused Zoom co-working sessions. We work alongside each other remotely, ask questions in real time, solve problems quickly, and maintain momentum. These are not meetings—they're productive work sessions where we collaborate while getting work done. If you enjoy collaborative, focused work and communicating throughout your workday, you'll likely love this style. No two weeks are exactly alike, so we're looking for someone who enjoys variety, learning new skills, and finding better ways to get things done. We're looking for someone we'd genuinely enjoy working with for years—not just another freelancer. Hours 7–10 hours per week Monday–Friday only All work will be completed during scheduled Zoom co-working sessions. Availability between 8:00 AM–11:00 AM Eastern Time (Monday–Friday) is required. There is no independent work expected outside of scheduled co-working sessions. Compensation $20–25/hour, depending on experience and overall fit. We're flexible for an exceptional candidate. *What You'll Be Doing* Responsibilities will vary from week to week and may include: - Business Organization & Operations - Organizing digital files, folders, and Google Drive - Organizing notes, ideas, reference materials, and documentation - Organizing projects, tasks, priorities, and action items - Helping clean up and simplify existing business systems - Improving workflows and overall business organization - Identifying opportunities to simplify, optimize, and automate processes - Creating clear systems that are easy to maintain - Documentation & SOPs - Creating clear, easy-to-follow Standard Operating Procedures (SOPs) - Documenting repeatable business processes - Organizing business knowledge so others can easily find and follow it - Building documentation that new team members can successfully use - Administrative Support - Calendar management - Email organization and follow-up - Scheduling meetings - Research projects - Data entry (MINOR) - Document formatting - Google Workspace organization - Vendor coordination - General administrative support - Technology & Systems - Helping the business owner better understand and use existing technology - Assisting with technology setup and integrations - Testing automations - Troubleshooting basic technology issues - Helping improve organization across business platforms - Bookkeeping Support - Basic bookkeeping - Accounts Payable (AP) support - Accounts Receivable (AR) support - Billing and invoice management - Expense tracking - Payment gateway reconciliation - Marketing & Events (Occasional) - Assisting with speaker promotion - Speaker organization and logistics - Webinar or event coordination - Light marketing coordination and administrative support - Technology You'll Likely Use Experience with several of these is preferred: - Google Workspace - Gmail - Google Calendar - Google Drive - Zoom - ChatGPT - Zapier or Make - QuickBooks Online - Stripe - WordPress (basic) - Canva - Asana, ClickUp, Trello, Notion, or similar project management/documentation software You don't need experience with every platform. We value curiosity, resourcefulness, and the ability to learn quickly. What We're Looking For The right person is someone who: - Is highly organized and detail-oriented - Is an outstanding written and verbal communicator - Is comfortable collaborating during focused Zoom co-working sessions - Is easy to work with and enjoys being part of a collaborative team - Naturally creates order from chaos - Loves organizing information, documents, notes, projects, and digital workspaces - Can take a messy process and turn it into a simple, repeatable system - Writes exceptionally clear SOPs and documentation that others can easily follow - Has the patience to explain technology in a simple, non-technical way - Enjoys improving systems, workflows, organization, automations, and integrations - Thinks critically about how processes can be simplified and optimized - Naturally keeps others informed of progress, questions, and roadblocks - Is trustworthy, discreet, and professional - Handles confidential client, business, and financial information with care - Learns new software quickly - Can prioritize multiple tasks effectively - Works independently while remaining highly accountable - Is proactive rather than reactive - Takes pride in producing consistently high-quality work This role requires access to confidential client, business, and financial information. Integrity, discretion, professionalism, and sound judgment are essential. Preferred Experience Experience in one or more of the following is a plus: - Virtual Assistant or Executive Assistant support - Administrative or operations support - Small business operations - Online business management - Bookkeeping or office administration - Technology implementation or software integrations - Business process documentation and SOP creation - Project coordination - Speaker, podcast, webinar, or event coordination - Speaker promotion and event organization - Email marketing, social media coordination, or other marketing support We're looking for someone interested in building a long-term professional relationship and growing with the business. To Apply: Please submit a brief, personalized cover letter (300 words or less). In your cover letter, please: - Include the secret word Compass in the first sentence. - Tell us why this position interests you. - Share what type of work you enjoy most as a Virtual Assistant or Operations Assistant. - Tell us what you're looking for in a long-term working relationship. - Confirm your availability Monday–Friday between 8:00–11:00 AM Eastern Time for our scheduled Zoom co-working sessions. We'll ask additional role-specific questions through Upwork's screening questions, so there's no need to include detailed responses about bookkeeping or operations experience in your cover letter. Applications that are generic, appear copied and pasted, omit the secret word, or don't demonstrate genuine interest in this role won't be considered. We're looking for someone who communicates exceptionally well, enjoys solving problems, creates order from complexity, values confidentiality, follows through, and wants to become a trusted part of a business—not just complete tasks. If that sounds like you, we'd love to hear from you.

Staff/Sr. Accountant – Accounts Payable & Month-End Close Support We are seeking an experienced Staff to Senior level Accountant to support our accounting team at a reputable health tech company. This role will primarily focus on Accounts Payable operations, process automation, and month-end close activities, with occasional exposure to revenue accounting and deferred revenue processes. The ideal candidate has strong accrual-based accounting experience, exceptional attention to detail, and a process-improvement mindset. This is a hands-on role that will play a key part in enhancing our AP workflows and supporting our monthly financial close process. **Experience with NetSuite, Brex, and Expensify is highly preferred.** Key Responsibilities Accounts Payable * Support the implementation, optimization, and automation of AP processes within Brex * Review, onboard, and maintain vendor records * Collect and organize vendor documentation, including W-9s and related compliance documents * Process vendor invoices and manage approval workflows * Monitor AP aging and assist with payment processing activities * Manage employee expense reports and reimbursement requests * Reconcile corporate credit card transactions and investigate discrepancies Month-End Close * Prepare prepaid expense amortization schedules and related journal entries * Perform balance sheet account reconciliations * Assist with accruals and other month-end close activities * Support audit-ready documentation and financial reporting requirements Revenue Accounting Support * Assist with select deferred revenue and revenue recognition activities * Support reconciliation and analysis of revenue-related accounts * Collaborate with the accounting team to ensure compliance with accrual-based accounting principles Qualifications Required * 3+ years of accounting experience in a Staff Accountant or similar role * Strong understanding of accrual-based accounting * Significant Accounts Payable experience * Experience participating in month-end close processes * Strong Excel and spreadsheet skills * Excellent organizational skills and attention to detail * Ability to work independently and meet deadlines in a fast-paced environment Preferred * Experience with NetSuite ERP * Experience with Brex expense management and AP workflows * Experience with Expensify * Exposure to SaaS, healthcare, or subscription-based revenue accounting * Experience with process automation and workflow improvements What We're Looking For * Detail-oriented and highly organized * Proactive problem solver * Comfortable working with evolving processes and systems * Strong communicator who can collaborate across departments * Passion for improving efficiency through automation and process enhancements Engagement Details * Temp to Hire * Typical 40 hour work week / Monday - Friday * Potential for ongoing engagement based on performance and business needs When applying, please include: 1. A summary of your Accounts Payable experience. 2. Your experience with NetSuite, Brex, and/or Expensify. 3. Examples of accounting process improvements or automation projects you have supported. 4. Your availability and hourly rate.