We are a small home service business looking for a reliable, highly responsive QuickBooks Online (QBO) expert. This role begins immediately with a critical data migration project, which will serve as our initial paid trial. If successful, this will transition into an ongoing, long-term monthly bookkeeping role. Phase 1: Immediate Project (The Interview Trial) We are currently migrating data into a brand-new QBO account and need immediate assistance handling the transfer cleanly. The Interview Challenge: As part of the interview process, we will schedule a brief discussion to explain the specific data layout and hurdles we are facing. We want to hear your diagnosis, your proposed solution, and your timeline for implementation. What we are testing: We are looking to see how efficiently you problem-solve, how fast you work, and how easy you are to collaborate with. This initial migration phase will be fully paid. Phase 2: Ongoing Scope of Work Once the migration is complete, the role will transition into steady monthly maintenance average .5-2 hours. Monthly Reconciliations: Accurate and timely reconciliation of all bank accounts and credit cards. Categorization: Ensuring all home service expenses, revenues, and payouts are accurately mapped. On-Demand Support: Availability to answer ad-hoc questions or troubleshoot random QBO issues as they pop up during the week. Required Qualifications Proven experience with QuickBooks Online (QBO certification preferred). Prior experience handling QBO-to-QBO migrations or complex cleanups. Exceptional Communication: You must be highly responsive. We don't expect 24/7 availability, but we need someone who communicates clearly and responds quickly during standard business hours when random questions arise. Experience working with service-based or home-service businesses is a major plus. To Apply, Please Answer: 1. Briefly describe a successful QBO data migration or cleanup project you’ve handled in the past. 2. What is your typical response time when a client reaches out with an urgent or random question during the workweek? 3. Please type "Home Services QBO" at the top of your cover letter so I know you read the full description.

We're building software for accounting and bookkeeping firms and want experienced practitioners to pressure-test whether our workflows match how firms actually operate. This is not bookkeeping work — you won't be doing books. You'll evaluate the product as someone who'd use it daily and tell us where it's right, wrong, or missing something. What you'll do: Walk through workflows (client setup, engagements, document handling, month-end, billing, etc.) and assess fit against real firm practice Tell us what a real firm would expect that isn't there, what's structured wrong, and what would make you trust or distrust the tool Compare against tools you've actually used Give structured, prioritized feedback — not "I like it / I don't" You're a strong fit if you: Are a practicing or former CPA, accountant, or senior bookkeeper Have worked across multiple firms or clients — ideally onboarded/implemented firms onto practice management or accounting tools Can clearly articulate why a workflow is off and what would fix it Have strong opinions about the tools you use today To apply: Tell us about the firms/clients you've worked with and the size of those practices Which practice management, document, or accounting tools have you used, and which do you have the strongest opinions about? Describe one workflow in your current tools that frustrates you, and how you'd fix it This role requires signing an NDA before product access. We'll begin with a small paid trial review before ongoing work.

Wave Accounting Setup Title Wave Accounting Expert Needed to Set Up Accounting System for New LLC Scope of Work • Create a well-organized Chart of Accounts tailored to my business. • Configure the Wave platform using accounting best practices. • Set up income and expense categories. • Configure products/services, invoices, estimates, and recurring transactions (as appropriate). • Set up sales tax if applicable. • Recommend additional settings or workflows that will streamline bookkeeping. • Provide a live Zoom training session (approximately 60–90 minutes) for my inexperienced bookkeeper on the day-to-day use of Wave, including transaction categorization, reconciliation, invoicing, reporting, and other essential bookkeeping functions. The training session will be recorded for future reference. • Provide brief documentation for future reference. Business Overview My company is an LLC focused on content creation, speaking, coaching, online education, YouTube, digital products, books, and merchandise. I want an accounting structure that will support future growth and multiple revenue streams. Important • My bank account has not yet been connected to Wave. I intentionally want the accounting system and Chart of Accounts established first. Connecting the bank account is not part of this initial project. • Once the setup is complete, I would like you to provide a basic training session for my assistant/bookkeeper (Kathy) on using Wave. This should include navigating the platform, categorizing transactions, reconciling accounts, generating basic reports, and other day-to-day bookkeeping tasks so she can confidently maintain the system going forward. Qualifications • Demonstrated experience setting up Wave Accounting accounts from scratch. • Strong understanding of bookkeeping and accounting principles. • Experience with entrepreneurs, coaches, speakers, creators, or online businesses is preferred. • Excellent communication skills. When Applying, Please Include 1. A brief description of your Wave Accounting experience. 2. Examples of similar Wave setups you have completed. 3. Your estimated number of hours for this project. 4. Your hourly rate or fixed project price. 5. Any recommendations you would make before beginning the setup. Closing I am looking for someone who is detail-oriented, proactive, and able to create a clean, scalable accounting system that my bookkeeper can confidently maintain after your training.

I own a small law firm and am looking for a reliable bookkeeper to keep our QuickBooks Online account accurate and up to date. The bookkeeping is relatively simple. We have a limited number of monthly transactions, no inventory, and one employee. Most income is received through payment processors such as LawPay/Affinipay and Stripe. Responsibilities Categorize bank and credit card transactions Reconcile accounts monthly Properly record LawPay/Affinipay and Stripe deposits and processing fees Identify duplicate, missing, or incorrectly categorized transactions Prepare a basic monthly profit-and-loss statement Keep the books organized and ready for my CPA Flag unusual transactions or issues that require my attention No trust accounting or IOLTA reconciliation is required. Qualifications Strong experience with QuickBooks Online Experience bookkeeping for small professional-service businesses Law firm bookkeeping experience is helpful but not required Familiarity with LawPay, Affinipay, Stripe, or similar payment processors Excellent attention to detail Comfortable asking questions instead of guessing Able to provide clear monthly reports Workload and Budget I expect this to require approximately 1–2 hours per month once the account is organized and the process is established. My budget is up to $100 per month for ongoing bookkeeping. Please do not apply if your minimum monthly fee is substantially higher. There may be a small amount of initial cleanup work, which can be discussed separately.

Need CPA to do book keeping for my 2023-2025 Taxes (bookeeping only)! Hi, I am looking for a skilled CPA or accountant that can help me to organize, categorize my bank account statements on a balance sheet so I can file my taxes for 2023-2025. I will provide the balance sheet forms (4 total) along with my statements. I am only looking for a CPA or accountant in the USA only that has integrity in good morals. You must also be a good communicator. I'm including a riddle in this listing, please reply with "the answer is 4" when responding. This is a one time job. Thank you

About BostonSpeaks BostonSpeaks helps professionals overcome public speaking anxiety through coaching, courses, workshops, and digital education. We're a growing, financially disciplined small business, and we're looking for a reliable bookkeeper who can also keep us on top of our S-corp tax obligations and give us confidence in our numbers. This is an ongoing, part-time contract role. We value people who take ownership, communicate clearly, and treat our numbers with the same care we'd give them ourselves. What You'll Do You'll own our day-to-day bookkeeping and help us stay ahead of our tax obligations. Bookkeeping (QuickBooks Online) - Categorize transactions and reconcile accounts monthly - Keep income, expenses, and owner activity accurately recorded - Deliver clean monthly financials (P&L, balance sheet, cash flow) we can actually trust - Keep our chart of accounts organized and consistent - Flag discrepancies, unusual activity, or anything that doesn't look right, before it becomes a problem S-Corp Quarterly Estimates (and potential future Tax work) - Calculate and prepare quarterly estimated tax payments for our S-corp (one entity), so there are no year-end surprises - Help us understand our estimated tax liability throughout the year so we can plan cash flow - Review reasonable owner compensation (W-2 salary vs. distributions) and flag anything that needs attention - Make sure owner payroll and distributions are accounted for correctly - Coordinate with our tax preparer at year-end (or file/coordinate the 1120-S if you're qualified) - Answer our finance and S-corp tax questions in plain English Who We're Looking For - Solid bookkeeping experience, ideally with U.S. small businesses - Strong working knowledge of QuickBooks Online - Experience with S-corp taxes and quarterly estimated payments (reasonable comp, distributions vs. payroll, etc.) - Detail-oriented and accurate—you double-check your work - Clear, proactive communicator who responds promptly - Trustworthy and discreet with sensitive financial information - Comfortable working independently and managing recurring deadlines Nice to Have - CPA, EA, or bookkeeping certification (QuickBooks ProAdvisor a plus) - Experience with coaching, education, or service-based businesses - Familiarity with Profit First or similar cash-management frameworks - Experience working with an external tax preparer / collaborating on year-end filings Budget This is an ongoing engagement with a monthly retainer of $200–$300, covering monthly bookkeeping and quarterly estimate support, depending on experience and scope. We're looking for a long-term partner, not a one-off project. To Apply Step 1: Reply to us here on Upwork with a short message telling us: Your experience with QuickBooks Online and S-corps Your availability and confirmation that the $200–$250/month retainer works for you Any relevant certifications Step 2: Record a short Loom video (about 2 minutes) answering these questions: Briefly introduce yourself and your bookkeeping/tax background. Why you? What do you know about us? Paste the Loom link in your Upwork reply. Applications without a Loom video won't be considered. We review every application and reply to those who are a strong fit. We look forward to hearing from you.

We're a growing better-for-you snack brand (Delaware C-corp) looking for a reliable, detail-obsessed bookkeeper to own our monthly close in QuickBooks Online Plus. We run accrual basis with inventory and sell across multiple channels (distributors, retail, marketplaces, and DTC/Shopify). We already have a documented CPG chart of accounts and a one-page rules memo that spells out exactly how we book trade spend, COGS, and channel revenue, so you won't have to invent our system. You do have to execute it precisely. This is a recurring monthly engagement, not a one-time cleanup, and we want someone we can keep for years. What you'll do each month: - Reconcile all bank and credit card accounts - Categorize transactions against our existing CPG chart of accounts (no simplifying or renaming) - Book accruals: co-manufacturer tolling, inbound freight, and trade-spend deductions in the period earned - Maintain inventory and relieve to COGS as units sell - Treat trade spend (off-invoice discounts, slotting, promotions, scans, demos, distributor deductions) as contra-revenue so our P&L shows gross sales, trade spend, net revenue, full COGS, and gross margin by channel - Deliver a reconciled accrual P&L, balance sheet, and AR/AP aging by the 10th business day, plus a short note on anything that looks off and trade spend as a percent of gross sales Requirements: - Demonstrated experience keeping accrual books with inventory for a product company (CPG, e-commerce, or manufacturing) - Fluent in QuickBooks Online Plus; QuickBooks ProAdvisor certification preferred - Comfortable working from a defined chart of accounts and a written rules memo - Clear communicator who flags issues early Nice to have: direct CPG / food & beverage experience (trade spend, distributor deductions, co-man COGS); familiarity with Bill.com and Rho. To be considered, please answer these in your proposal: 1. How would you present net revenue on our P&L, and where does trade spend sit? 2. A distributor pays us net of a $1,200 promotional deduction for a price promotion that ran last month. Walk through the entries and which period each hits. 3. Our co-manufacturer produced 500 cases on June 28 and invoices us July 9. How and when do you book the tolling cost? 4. Inbound ocean freight on an ingredient shipment: which account, and is it COGS or operating expense? Why? 5. Have you closed accrual books with inventory for a product company before? Please give one reference we can call. Proposals that skip these questions won't be reviewed. We'll share our full chart of accounts and rules memo with shortlisted candidates. We'd like to start with a one-month paid trial close, then continue ongoing if it's a good fit.

We are a Florida based digital marketing and video production agency looking for a detail-oriented bookkeeper to come in and fully clean up our QuickBooks Online, reconcile our accounts, and bring us back up to date. This is a project engagement to start. For the right person there is real potential for an ongoing monthly retainer or a full-time hire as we continue to scale. What we need help with: Full QuickBooks Online cleanup and catch-up Bank and credit card account reconciliation Categorization and correction of historical transactions Fixing duplicates, misclassifications, and any missing entries Vendor and client record cleanup Bringing monthly financials fully up to date Preparing accounts for tax filing readiness (we work with an outside CPA) Recommending a clean ongoing system for monthly bookkeeping Ideal candidate: QuickBooks Online expert (Certified ProAdvisor a plus) 3+ years of hands-on bookkeeping experience Proven experience with cleanup and catch-up projects Agency, service-based, or media company experience preferred Clear communicator, deadline-driven, and highly organized Trustworthy and discreet with sensitive financial data

Thanks for viewing.... Looking for an experienced U.S.-based or U.S.-experienced bookkeeper for an initial paid consultation, with the intent to move into ongoing work if we are a fit. This is not a simple single-entity setup. I want someone who is comfortable with multi-entity structures and cleanup work, but who also understands how to work cleanly, incrementally, efficiently, batch processing oriented, and under direction (including coordination with a CPA or tax attorney if needed). High-level situation: - Multiple LLCs (operating + investment) (3 of them have higher transactions, the rest minimal, most under 10. - One entity has an S-Corp election; others are default LLCs (S Corp highest transactions) - 18 Cash accounts - 3400 transactions in 2024 (this was elevated around 15-25% due to a project in the main S Corp business) - Prior bookkeeper/CPA used one QBO file and rolled multiple entities together due to low activity and disregarded entities - 2024 bookkeeping is mostly complete inside that consolidated QBO, with a few missing statements - 2025 bookkeeping has not been started - Some entities have minimal activity, others more active - There may be a decision to separate entities into individual QBO files, but that decision has not yet been finalized What I need help with: - Review of current QBO setup and books (consultative, not corrective yet) - Advice on best path forward: --Keep consolidated short-term vs. --Segment entities into separate QBO files - Completing any remaining 2024 bookkeeping once scope is defined - Starting clean bookkeeping for 2025 - Ongoing monthly bookkeeping once structure is finalized for 2026 - Clean handoff to CPA / tax attorney when needed - Confirming accounts connections to QBO as all bookkeeping was done prior by means of saved PDFs Important notes: - I am not asking you to make tax decisions or legal judgments - I want clean, well-documented books that can support future tax work and to know whats going on within the QBO files - Some cleanup and reclassification may be required depending on final structure - I value communication and transparency on scope and time required Engagement structure: Step 1: Paid consultation (60 minutes or less) to review the current state and recommend a path Step 2: Defined cleanup / segmentation work (if agreed) Step 3: Ongoing monthly bookkeeping (optional) Ideal experience: - Strong QuickBooks Online experience - Multi-entity bookkeeping - Cleanup and historical reconstruction - Comfortable advising me on working from bank statements and PDFs vs direct sync for accounts (im looking for a streamlined operation) - Comfortable coordinating with CPAs / attorneys if needed. - If you have PTIN or are an Enrolled Agent this is bonus Please include: - Brief description of similar cleanup or multi-entity work - Your preferred QBO experience level (Basic / Plus / Advanced clients) Thank you in advance

Project Accountant (Independent Contractor) Location: United States Only (Remote) Type: Independent Contractor / Project-Based Hours: Variable (5–40+ hours per month depending on project volume) About Silver Peaks Accounting Silver Peaks Accounting is a rapidly growing advisory-focused accounting firm serving law firms across the United States. We specialize in bookkeeping, accounting, CFO services, and strategic tax planning. We are seeking a Project Accountant to support special projects, client onboarding engagements, accounting cleanups, and historical reconciliation work. This role is ideal for someone who enjoys solving accounting puzzles, organizing messy financials, and bringing order to complex situations. What You’ll Do Projects may include: * Historical account reconciliations * Catch-up bookkeeping * Accounting cleanups * Chart of accounts redesign and optimization * New client onboarding projects * Financial data organization and review * QuickBooks Online cleanup and restructuring * Special accounting projects as needed This is not a recurring monthly bookkeeping role. Most assignments will be project-based with clearly defined objectives and timelines. Ideal Candidate You may be a great fit if you: * Enjoy cleanup and investigative accounting work * Like solving complex accounting problems * Can work independently with minimal supervision * Have strong attention to detail * Communicate proactively and professionally * Are comfortable estimating project timelines and identifying risks * Take ownership of projects and follow through to completion Qualifications Required: * Bachelor’s degree in Accounting * 3+ years of accounting experience * Strong QuickBooks Online experience * Experience performing account reconciliations * Experience cleaning up accounting records * Strong written and verbal communication skills * U.S.-based Preferred: * Public accounting or accounting firm experience * Professional services industry experience * Experience onboarding new clients * CPA license or CPA candidate Compensation * Competitive hourly contractor rate * Project-based work * Flexible schedule * Potential for ongoing engagements as project volume grows Why This Role Is Different Our recurring bookkeeping and accounting work is handled by our core delivery team. This role focuses on special projects, onboarding support, cleanup work, reconciliations, and helping clients establish a strong financial foundation. If you enjoy bringing order to complex accounting situations and helping businesses move forward with confidence, we’d love to hear from you. To Apply Please submit: 1. Your resume. 2. A brief description of the most challenging accounting cleanup, reconciliation, or special project you have completed. 3. Your hourly rate. 4. Confirmation that you are located in the United States. Qualified candidates will be invited to complete a short video screening as part of the interview process.