Title: EA or CPA Needed for Personal and Business Prior-Year Tax Filing and Current-Year Tax Planning Job Description: We are seeking an experienced EA or CPA to assist with personal and business tax filing, prior-year tax review, and current-year estimated tax planning for a small professional services business owner. The bookkeeping cleanup is currently in progress and is expected to be completed by next week. Once the books are ready, we need a tax professional to review the records, identify any remaining tax-readiness issues, prepare and file prior-year personal and business returns, and help create a clear tax plan for the current year. Scope of Work: The contractor will assist with: Reviewing cleaned bookkeeping records once available Reviewing prior-year personal and business tax filing status Identifying any missing documents or tax-readiness issues Preparing and filing outstanding personal and business tax returns Reviewing business income, expenses, owner draws, payroll, contractor payments, and other relevant categories Estimating prior-year and current-year tax liability Advising on potential penalties, payment obligations, and filing considerations Creating a current-year estimated tax payment plan Coordinating with existing bookkeeping or accounting support as needed Supporting responses to IRS or state tax notices if needed Ideal Candidate: EA or CPA credential preferred Experience with both personal and business tax returns Experience with prior-year or late tax filings Experience with small business owners, 1099 income, payroll, contractor payments, and owner draws Familiarity with LLCs, PLLCs, S-Corps, healthcare practices, or professional service businesses preferred Comfortable reviewing QuickBooks or similar bookkeeping reports Clear, timely, and structured communication Able to provide a clear document request list and filing plan early in the engagement Able to coordinate with bookkeepers or accountants as needed Initial Deliverables: The first phase of the project should include: Review of cleaned personal and business financial records Missing-documents list Assessment of personal and business tax filing readiness Identification of any remaining bookkeeping cleanup required before filing Recommended filing plan Estimated timeline Estimated current-year tax payment plan Please Include in Your Proposal: Your tax credential: EA, CPA, or other Your experience with personal and business tax returns Your experience with prior-year or late tax filings Your experience with small business owners or professional service businesses Your experience with QuickBooks or bookkeeping review Whether you sign returns as paid preparer Whether you can represent clients before the IRS or state tax agencies Your preferred process for starting a project like this Estimated cost range for the initial review phase Project Structure: This can begin with a paid initial tax-readiness review once the bookkeeping cleanup is complete, followed by a separate filing engagement once the full scope is confirmed. Ongoing quarterly tax planning may be available after the initial project if there is a strong 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

I run a small bookkeeping and consulting firm and am looking for an experienced bookkeeper to provide occasional, on-demand support with special projects. This is not ongoing monthly bookkeeping work. The focus is on cleanup, troubleshooting, and investigative tasks that require critical thinking. I’m looking for someone who can step into a situation, assess what’s going on, and work toward a solution without needing step-by-step direction. I will provide context and direction as needed, but I’m not looking to manage tasks step-by-step. Type of Work: - QuickBooks Online cleanups and catch-up work - Investigating discrepancies (reconciliation differences, balance issues, etc.) - Reviewing and correcting prior bookkeeping errors - Researching proper accounting treatment for unusual transactions - Organizing and documenting findings clearly What I’m Looking For: - Strong experience with QuickBooks Online (required) - Experience with cleanup and troubleshooting work (not just data entry) - Ability to think critically and work through ambiguous situations - Clear and concise written communication - Comfortable asking questions when needed, but not dependent on constant direction - Preference for US-based or excellent English communication - Ability to take ownership of a task from start to finish and communicate findings clearly What This Is Not: - Not ongoing weekly/monthly bookkeeping - Not high-volume data entry - Not a rigid, checklist-only role Engagement Structure: - Ad hoc / project-based (hours will vary) - Small initial paid test project (2–3 hours) - Opportunity for ongoing project work if it’s a good fit - Work will be assigned as needed rather than on a set weekly schedule Please include the word ‘reconcile’ in your response so I know you’ve read the full posting. Bonus if you’ve worked with other bookkeeping firms or supported multiple clients at once. Looking for someone reliable who I can build a go-to relationship with for overflow and special projects.

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.

We are a newly launched Washington, D.C.-based law firm seeking an experienced law firm operations professional to help establish and manage firm operations. We need someone who has hands-on experience with: QuickBooks Online Clio Legal billing and collections Trust accounting / IOLTA Law firm administration Vendor management Client intake processes Initial priorities include: Maintaining accounting and reporting systems Reviewing trust accounting procedures Managing billing workflows Implementing operational processes Finalizing administrative SOPs This role may evolve into an ongoing relationship for the right candidate. Please include relevant law firm experience

We are a fast-growing Managed IT Services Provider (MSP) based in New Jersey, supporting businesses throughout the Northeast. We are looking for an experienced QuickBooks Online expert who can help us clean up, organize, and optimize our accounting environment. This is not simply a bookkeeping position. We are looking for someone who truly understands QuickBooks Online inside and out—someone who can identify problems, resolve discrepancies, improve processes, and become a trusted long-term resource for our accounting team. Experience working with MSPs or recurring revenue businesses is a major plus. Current Situation We currently have bookkeeping support in place, but we need a dedicated QuickBooks Online expert to perform a thorough review and cleanup of our books from January 2026 through the present. Some of the issues we are experiencing include: Duplicate transactions Credit card transactions syncing multiple times Bank feed inconsistencies Payroll transactions not aligning properly Reconciliation discrepancies Categorization issues General QuickBooks Online cleanup and optimization Our goal is to ensure that our financial records are accurate, reliable, and properly reconciled. Responsibilities Perform a comprehensive review of QuickBooks Online records from January 2026 to present Reconcile bank accounts, credit cards, and payroll transactions Identify and correct duplicate entries and syncing issues Verify accuracy of financial statements and reporting Review account mappings and transaction categorization Ensure payroll and banking integrations are functioning properly Recommend best practices and process improvements Document findings and provide recommendations Train and support our internal accounting team as needed Serve as our go-to QuickBooks Online expert moving forward Qualifications Required Strong expertise with QuickBooks Online Extensive bookkeeping and reconciliation experience Experience troubleshooting QBO sync and integration issues Ability to independently identify and resolve accounting discrepancies Excellent communication skills Detail-oriented and highly organized USA-based Preferred Experience working with MSPs, technology companies, or recurring revenue businesses Experience with Intuit Payroll Financial reporting and budgeting experience Controller or senior bookkeeping background Future Opportunities We are looking for more than a one-time cleanup project. The ideal candidate may eventually assist with: Monthly financial reviews Budget planning and forecasting KPI and profitability reporting Financial dashboards QuickBooks Online process improvement Ongoing training for our accounting team You would work directly with our Finance Manager and CEO. To Apply Please include: Your QuickBooks Online certifications (if applicable) Years of QBO experience Experience fixing reconciliation or sync issues Experience with Intuit Payroll Any MSP, technology company, or recurring revenue business experience A brief explanation of a difficult bookkeeping cleanup project you've successfully completed We're looking for someone who enjoys finding problems, fixing them, and helping organizations gain confidence in their numbers. If you're the person everyone calls when QuickBooks is a mess, we'd love to speak with you.

Good Faith Management is seeking a professional Executive Assistant with BookKeeping experience (preferably in QuickBooks) and ability to provide high level research and support around real estate projects. Example Tasks: Virtual Office-Management Handling Calendar Events Bookkeeping (reconciliations, data entry) Organizing Documents & Reports High level research for special projects Hiring contractors for various positions Assistant to Owner of Good Faith Management Follow up on existing tasks

Vitality is looking for a part-time accountant to take on some of the work of our senior accountant while she is out on maternity leave. The anticipated time commitment for this role is around 10 hours per week, with time focused within the first 15 business days of the month. I'm looking for someone who is available starting next week through September. Responsibilities: • Working on our financial close process, including preparing journal entries, account balance reconciliations, workbook preparation, and analysis. • Reconciling and recording bank and credit card transactions weekly. Ability to us Claude AI processes we have in place. • Preparing post-close monthly reporting • Learning our company's chart of accounts, sales channel, and departmental mappings. • Analytical thinking including flagging any unusual invoices, invoice items, employee or company transactions. Systems: • NetSuite Requirements: • Bachelors degree in accounting • Experience bookkeeping and corporate accounting • Proficient in MS Office and ability to use Claude. Experience with NetSuite is a plus. • High degree of accuracy and attention to detail

OVERVIEW Alta Advisors is a strategic finance and accounting firm serving venture-backed startups in deeptech, hardtech, and applied AI. We partner with companies building technically complex, world-changing technologies and operate as an embedded external accounting and finance team. We are looking for an experienced Controller / Client Accounting Lead to own accounting delivery for a portfolio of startup clients. This is a senior, client-facing role for someone with startup accounting experience, multi-client services experience, strong systems fluency, and the ability to manage close, reporting, review, and client communication with a high degree of autonomy. This is not a bookkeeping role. We are looking for a controller-level accounting owner who can review work prepared by senior accountants, communicate directly with clients, and help improve delivery through better systems, process discipline, automation, and AI-enabled workflows. WHAT YOU'LL DO - Serve as the primary accounting lead for assigned startup clients. - Own monthly close, financial reporting, reconciliations, workpapers, and client accounting workflows. - Review work prepared by senior accountants and other supporting team members. - Communicate directly with founders, finance leads, operators, auditors, investors, and other stakeholders. - Work across QuickBooks Online and related systems that feed the general ledger, including payroll, AP, spend management, billing, revenue, inventory, project accounting, and reporting tools. - Apply practical accounting judgment across SaaS, hardware, inventory, manufacturing, CapEx, project accounting, government contracts, grants, reimbursable programs, and multi-entity structures. - Help improve internal accounting workflows through templates, documentation, automation, AI tools, and scalable processes. WHO THIS IS IDEAL FOR This role is ideal for someone who has been a controller, senior accounting manager, or outsourced accounting lead for startups and wants meaningful client ownership, technical complexity, and a role in shaping a modern accounting delivery model. REQUIRED EXPERIENCE - 8+ years of progressive accounting experience. - Prior multi-client experience in an accounting firm, outsourced accounting firm, fractional finance firm, or similar client-service environment. - Hands-on accounting experience with venture-backed startups, high-growth companies, or similarly dynamic operating environments. - Experience owning month-end close and financial reporting end-to-end for at least one company or client. - Experience serving as the primary accounting point of contact for clients, founders, executives, or senior stakeholders. - Experience reviewing accounting work prepared by other accountants. - Strong working knowledge of US GAAP and QuickBooks Online. - Strong systems fluency across tools that feed the general ledger. - Must be based in the United States. PREFERRED EXPERIENCE - CPA or public accounting, audit, advisory, or operational accounting background. - Experience with deeptech, hardtech, applied AI, robotics, defense, climate, manufacturing, or R&D-heavy companies. - Experience with SaaS, usage-based revenue, hardware, inventory, manufacturing, CapEx, project accounting, services revenue, government contracts, grants, or reimbursable programs. - Interest in using AI, automation, and workflow tools to improve accounting efficiency, documentation, and client delivery. WORKING RELATIONSHIP There is potential to expand depending on fit, client needs, and availability. The role will work directly with Alta’s Managing Partner and collaborate with senior members of the client accounting team. WHY THIS IS INTERESTING - Work with technically complex startups building world-changing technologies. - Operate as a trusted accounting partner to founders, operators, and finance leaders. - Help build a scalable, technology-enabled accounting delivery model.