I am looking for a certified QuickBooks Online (QBO) expert to clean up a 1-year transaction backlog for my single-member LLC. My QBO account is currently synced to my business bank account, but the transaction feed is unorganized and does not align with my filed tax paperwork. I need my books completely cleaned up and reconciled so that the final numbers perfectly match my Form 1040 Schedule C tax return. This is required for an upcoming business certification application (WBENC). Key Deliverables: 1. Review and categorize 1 year of unmapped bank feed transactions into proper tax categories. This is a very low-volume account with only about 10 to 20 transactions per month or less. 2. Correctly isolate all personal money put into the business bank account as "Owner's Capital Contribution" (Equity) so it is not miscounted as revenue. 3. Identify and code any accidental personal expenses on the business card as "Owner's Draw." 4. Ensure end-of-year journal entries reflect any off-book accountant write-offs found on my Schedule C. 5. Export a clean, reconciled Profit & Loss Statement and Balance Sheet that perfectly mirror my tax filings. Requirements: - Proven experience with QuickBooks Online cleanup projects. - QuickBooks ProAdvisor certification or formal accounting background is highly preferred. - Must know how to match bookkeeping records to a federal Schedule C tax form. - High attention to detail and absolute data privacy. Please quote a fixed price for this project and provide a brief description of your experience handling QBO cleanups. I am ready to hire today and can grant immediate accountant access to my account.

I recently formed a new Single-Member LLC as a Telehealth Nurse Practitioner and have already set up a FreshBooks account. I am looking for a freelance bookkeeper/accountant who is an expert in FreshBooks to help me ensure everything is configured correctly from day one. Project Scope Includes: Review my FreshBooks settings and customize the Chart of Accounts / expense categories for my industry [Insert your industry]. Ensure my client invoicing and payment gateways (Stripe, PayPal, etc.) are properly mapped to the right accounts. Spend 30 minutes on a training call to show me the best workflow for weekly expense categorization and basic reporting. Requirements: Deep experience with FreshBooks (ideally a FreshBooks Certified Partner). Familiarity with US Single-Member LLC tax requirements. I expect this to turn into a longer-term relationship but haven't started seeing patients yet.

Must be fluent in English with no noticeable accent. This is a remote position. Our small non-profit organization is seeking a CPA contractor to perform several duties for our non-profit organization. Here is a small list of the more significant of these duties: 1. Manage financial reports for some of our 4 grants. 2. Bookkeeping and recordkeeping services during the term of the Agreement. 3. Preparation and analysis of financial statements. 4. General ledger maintenance. 5. QuickBooks PRO. 6. Accounts payable and receivables management. 7. Payroll processing and compliance. 8. Provide financial advisory services to Client required to execute the grant and the organization’s responsibilities to State of Illinois and the IRS. 9. Preparation of the organization’s monthly, quarterly and 990 tax reporting to the State of Illinois and the IRS. 10. Meeting with representatives from three government grant funders on financial matters as may be required. These meetings may be via phone, online meeting or in person. 11. Serve as the Organization’s Financial Manager with authorization to speak to the funder’s financial team to address any questions that may arise. We also have another accountant who prepares reports and manages receivables for some funders. This person works full time as a contractor and has 20+ years' experience in accounting. The ideal candidate MUST be able to work independently. This is a long-term engagement.

I am looking for an experienced CPA to help me review and resolve several years of tax and bookkeeping matters for my single-member LLC. My business is service-based and has operated across multiple states over the years. I am currently working with a bookkeeper to reconcile and clean up historical records and am seeking a CPA who can provide guidance on tax compliance, filing requirements, potential penalties, and long-term tax planning. Scope may include: - Review of historical bookkeeping records -Federal tax filing guidance and preparation - Assessment of any outstanding filing requirements - Multi-state compliance review - Penalty mitigation or abatement recommendations, if applicable - Tax planning and optimization going forward - Evaluation of whether an S-Corp election may make sense in the future Ideal Candidate - Licensed CPA - Experience helping small businesses catch up on multiple years of bookkeeping and tax filings - Experience with single-member LLCs and pass-through entities - Familiarity with multi-state business considerations - Able to provide both compliance support and strategic tax guidance To apply, please include: - A brief overview of your experience with multi-year tax cleanup projects. - Whether you have experience with multi-state LLCs. - Your general approach for bringing a business into compliance after several years of bookkeeping cleanup. - Your hourly rate or preferred engagement structure. I am looking for a long-term CPA relationship, not simply a one-time tax filing.

We are looking for an experienced QuickBooks Online expert to fully set up and organize the accounting system for an established automotive parts and salvage yard business in Houston, Texas. Our goal is not simply basic bookkeeping. We want to build a complete, accurate, and scalable accounting structure in QuickBooks Online and move our financial operations into one organized system. Scope of Work: • Review our current financial and operational workflow • Set up and properly configure QuickBooks Online • Build a detailed Chart of Accounts based on our business operations • Set up income categories by sales channel and revenue stream • Create a clear expense categorization structure by department and type • Connect and organize bank accounts and credit cards • Set up customer payments and payment reconciliation workflows • Review integration options for our existing sales and inventory systems • Set up payroll accounting and payroll-related expense tracking • Set up Sales Tax tracking and reconciliation • Create workflows for accounts payable and vendor payments • Create workflows for accounts receivable and customer balances • Set up monthly bank and credit card reconciliation procedures • Create Profit & Loss, Balance Sheet, Cash Flow, and management reports • Create department-level or class-based reporting if appropriate • Establish monthly closing procedures and accounting controls • Clean up and organize historical financial data if required • Document the accounting workflows and procedures • Train our internal staff through live online sessions • Provide clear SOPs or training documentation for daily, weekly, and monthly accounting tasks Our Business: We are an established automotive parts and salvage yard company with multiple revenue streams, including: • Local parts sales • Online sales • Nationwide shipping • Vehicle and inventory-related transactions • Multiple payment methods • Employee payroll • Vendor purchases and operating expenses The ideal candidate should have: • Strong QuickBooks Online implementation experience • Experience setting up accounting systems from the ground up • Strong understanding of bookkeeping and accounting workflows • Experience with inventory-based businesses • Experience with automotive, salvage yard, warehouse, retail, or e-commerce businesses is highly preferred • Experience with payroll accounting • Experience with Sales Tax in Texas • Strong reconciliation and financial reporting skills • Ability to train non-accounting staff clearly and practically • Ability to create SOPs and documented workflows Important: This is not a simple data-entry or monthly bookkeeping project. We need someone who can analyze our current operations, design the correct accounting structure, implement it in QuickBooks Online, test the workflows, train our team, and help us create a reliable financial reporting system. When applying, please answer: 1. How many complete QuickBooks Online implementations have you completed? 2. Have you worked with automotive, salvage yard, inventory, warehouse, retail, or e-commerce businesses? 3. How would you approach a business that currently has limited financial reporting and wants to move its full accounting operation into QuickBooks? 4. What information and documents would you request before starting? 5. How would you structure the implementation into phases? 6. Can you provide staff training and written SOPs? 7. What reports would you recommend for an owner who currently focuses mainly on sales but needs better visibility into profitability, expenses, cash flow, and departmental performance? Please include examples of similar projects you have completed.

We are looking someone who is an expert in accounting/bookkeeping that focuses on Amazon FBA, Shopify and Walmart.com. We need to be able to sync these platforms into QuickBooks to get a better understanding of our sales and expenses from product level all the way to our business overall. We also need support in credit card and bank reconciliation. Sales tax needs to be done quarterly and reported accordingly. From an availability standpoint, we need this person to remain available regularly throughout the week either by a quick message on Upwork or easily set up a call to review more complex topics.

I’m looking for a detail-oriented assistant to help maintain and organize my personal financial overview on an ongoing monthly basis. I am primarily looking for someone who is highly organized, trustworthy, proactive, and comfortable reconciling accounts and maintaining accurate financial visibility across multiple accounts. Responsibilities will include: * Reconciling bank and credit card accounts * Categorizing transactions accurately * Cleaning up uncategorized or duplicate transactions * Maintaining consistent categorization rules * Tracking transfers between accounts appropriately * Helping maintain a centralized monthly financial overview * Providing simple monthly summaries/reports of spending, savings, investments, and major financial activity * Flagging unusual charges, subscription increases, or inconsistencies Accounts may include: * Personal accounts * Savings accounts * Investment/retirement accounts * Real estate-related accounts * Limited business-related financial visibility for tracking purposes Please note: This is NOT a financial advising, tax preparation, or CPA role. I am decidedly not looking for any of the following: * Tax filing or tax strategy * Investment advice * Budget coaching * Payroll or accounts payable/receivable management * Full business bookkeeping Ideal candidate: * Has prior bookkeeping and reconciliation experience * Is comfortable working independently with minimal oversight * Is highly detail-oriented and organized * Communicates clearly and concisely * Is trustworthy and comfortable handling sensitive financial information * Has experience with personal finance/accounting software (Monarch, Rocket Money, QuickBooks, spreadsheets, etc.) This will begin as a small recurring monthly role, likely a few hours per month after initial setup/cleanup. Confidentiality/NDA required.

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.

We are a small nonprofit organization seeking an experienced QuickBooks Online bookkeeper to help clean up and reconcile our 2025 books so they are CPA-ready for tax preparation. Our organization has a relatively low transaction volume (approximately 15 transactions per month) and our records are organized and prepared. We already have: * Bank statements * Credit card statements * Stripe reports * Payroll summaries/reports * Supporting documentation organized Scope of work may include: * Reconciliation of bank and credit card accounts * Categorizing transactions properly * Stripe reconciliation * Reviewing and correcting QuickBooks entries * Ensuring books are accurate and CPA-ready * Providing year-end reports as needed for tax preparer Requirements: * Strong QuickBooks Online experience * Experience with nonprofits preferred * Understanding of donations/in-kind donations is a plus * Must be detail-oriented and responsive * QuickBooks ProAdvisor preferred Please include: * Your experience with nonprofit bookkeeping * Estimated flat-rate pricing for a one-time 2025 cleanup * Estimated turnaround time * Examples of similar cleanup projects completed We are a mission-driven nonprofit and are looking for someone reliable, affordable, and easy to work with for potential ongoing support after cleanup is completed. If the project goes well, we may also hire the selected candidate to bring our 2026 bookkeeping fully up to date and potentially assist with ongoing monthly bookkeeping support.

We are looking for an E-commerce Accountant to support our growing e-commerce business. The ideal candidate has strong QuickBooks experience, understands both cash and accrual accounting, and has experience preparing companies for a business exit.