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.

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.

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.

I’m looking for someone with real automotive dealership experience to help support and grow an outsourced dealership accounting and finance business. This role is a mix of dealership accounting support, operational coordination, organization, follow-up, and helping keep workflows moving across multiple stores and clients. I need someone who understands how dealerships operate behind the scenes and can step in to help manage day-to-day accounting and operational support tasks without needing constant oversight. Ideal background: * Experience working in automotive franchise dealerships or dealership groups * Experience in dealership accounting, office management, controller support, title/admin, or back-office operations * Organized, detail-oriented, and dependable * Comfortable communicating with controllers, office managers, GMs, and dealership staff * Able to follow processes, stay organized, and help keep projects moving Please include: * Which franchise brands or dealership groups you’ve worked with * What your responsibilities were * Which dealership systems/DMS platforms you’ve used (CDK, Reynolds & Reynolds, Dealertrack, Tekion, AutoMate, etc.) * Whether your experience was with single-point or multi-store groups Examples of work may include: * Accounting and reporting support * Tracking open items and follow-up * Organizing dealership information and workflows * Administrative and operational support * Communication coordination * Special projects and process support This will likely start part-time and expand over time for the right person.

About Dune Theory Dune Theory LLC is a New Jersey single-member LLC developing a premium cosmetic scalp-care product. The company is currently pre-revenue and expects a potential product launch in November or December 2026. During 2026, the company is incurring expenses related to: Formulation and product development Technical packaging consulting Product and packaging testing Branding and marketing Legal and professional services Contract-manufacturer evaluation Business software and administration Domestic and international contractors Payments are made through business bank and credit-card accounts, Upwork, Wise, and other vendor platforms. The company expects to sell through Shopify and will eventually hold packaging components and finished-goods inventory. The founder intends to maintain the routine bookkeeping while transaction volume remains manageable. We are not currently seeking full-service monthly bookkeeping. The engagement We are seeking an active Certified Public Accountant or Enrolled Agent who can provide year-round tax and accounting guidance for 2026 and potentially continue with us through 2027. The ideal advisor will help Dune Theory establish an accurate tax and bookkeeping foundation before launch, rather than waiting until tax-return season to reconstruct the company’s activity. The engagement will begin with a limited paid diagnostic milestone. Later work may include QuickBooks setup or review, year-end tax planning, preparation of the 2026 federal and New Jersey returns, and periodic 2027 advisory support. Current advisory needs The selected professional should be able to advise on: Federal and New Jersey treatment of a single-member LLC Schedule C reporting Identification of the company’s active-business commencement date Startup and organizational expenditures Product-development and formulation expenditures Packaging research, samples, testing, and commercial packaging Contractor and consultant expenses Manufacturing deposits and pilot-production charges Inventory and cost-of-goods treatment Owner contributions, owner draws, and reimbursements Business expenses paid personally by the founder Business mileage, travel, meals, and meeting documentation Domestic contractor documentation, including W-9 and potential 1099 obligations Foreign contractor documentation, including W-8 forms and services paid through Wise Upwork payment and reporting considerations New Jersey tax and sales-tax readiness Shopify and future multistate sales-tax considerations Estimated-tax requirements Whether and when an S-corporation analysis may become appropriate QuickBooks Online setup and chart-of-accounts structure We are looking for practical, supportable tax guidance—not aggressive deduction strategies. Potential continuing needs Subject to satisfactory performance, future work may include: QuickBooks Online setup or review Review of founder-maintained bookkeeping Year-end adjustment entries Inventory and COGS review November or December 2026 tax planning Contractor-reporting review before January deadlines Preparation and e-filing of the 2026 federal and New Jersey returns in 2027 Estimated-tax planning Quarterly 2027 tax and financial reviews Future S-corporation analysis Support responding to IRS or New Jersey notices Credential requirement Applicants must be either: An active Enrolled Agent in good standing with the IRS; or An active CPA licensed in a U.S. jurisdiction Uncredentialed tax preparers and general bookkeepers will not be considered for this advisory role. Shortlisted applicants must be willing to provide sufficient information for independent credential verification before engagement, including: Full legal name associated with the credential Credential type CPA license or EA enrollment number Issuing state or federal authority Current license or enrollment status Legal name of the accounting or tax firm, where applicable Confirmation of a current PTIN if preparing federal returns Identification of the individual who will actually perform and sign the work Dune Theory will independently verify CPA or EA credentials before funding the first milestone or sharing sensitive financial and tax documents. Applicants should not submit Social Security numbers, EFIN information, identification documents, or other sensitive personal information with the initial proposal. Required experience Strong candidates should have experience with: New Jersey individual and small-business taxation Single-member LLCs and Schedule C Pre-revenue or launch-stage companies Physical consumer products, beauty, wellness, retail, or e-commerce Inventory and cost of goods sold QuickBooks Online Startup and pre-opening expenditures Domestic and international contractors W-9, W-8, and 1099 documentation Owner-maintained bookkeeping Shopify or direct-to-consumer companies Year-round tax planning—not only tax-return preparation Cosmetics experience is helpful but not mandatory. Experience with inventory-based consumer-product companies is more important. Milestone 1 — Tax and Accounting Readiness Diagnostic Purpose: Evaluate professional fit and create a practical 2026–2027 tax and accounting roadmap. Timeline: 5–7 business days after credential verification and receipt of onboarding materials Initially, we would provide a controlled onboarding package containing: Company formation and tax-registration summary General 2026 expense summary List of bank, credit-card, and payment platforms Contractor and vendor overview Anticipated launch and revenue timeline Current bookkeeping approach Summary of expected formulation, packaging, manufacturing, and inventory activity Specific founder questions Sensitive source documents would be shared only through an agreed secure process after credential verification and execution of the engagement. Milestone 1 deliverables 1. Initial consultation One 60–90-minute video meeting to review: Business structure Current operations Anticipated launch Founder bookkeeping plan Major expense categories Contractor arrangements Inventory and manufacturing expectations 2026 and 2027 tax-planning needs 2. Written diagnostic and recommendations A concise written memorandum addressing: Entity and filing status Current anticipated federal and New Jersey filing treatment Known 2026 filing requirements Any missing registrations, elections, or compliance items Open questions requiring additional facts Expense-classification framework Preliminary guidance separating: Startup expenses Organizational expenses Current operating expenses Product-development or research-related expenses Packaging development and samples Commercial packaging and inventory CMO deposits and manufacturing costs Fixed assets or equipment Owner contributions Owner draws Founder-paid expenses and reimbursements The advisor should identify which conclusions are preliminary and which require review of additional records. Bookkeeping recommendations Recommended accounting software and plan level Preliminary chart-of-accounts structure Suggested treatment of vendors paid through Upwork and Wise Receipt and documentation standards Monthly reconciliation process Recommended reports to review Any classes, locations, tags, or tracking categories that would be useful Contractor-compliance review W-9 requirements W-8 requirements 1099 considerations Upwork payment documentation Wise transfer documentation Foreign-contractor recordkeeping January reporting calendar New Jersey and launch readiness NJ tax obligations that apply now Sales-tax preparations before launch Shopify and future nexus considerations Estimated-tax considerations Recommended tax calendar through the 2026 return filing Recommended continuing engagement The advisor should propose: Work that should be completed immediately Work that can wait until year-end Work required before commercial production Work required before January reporting deadlines Proposed later milestones Indicative fixed fees or fee ranges for those milestones 3. Readout meeting One 45–60-minute review meeting to: Explain recommendations Answer founder questions Identify decisions requiring follow-up Agree on any immediate corrective actions Determine whether both parties wish to continue 4. One clarification round One limited written clarification round addressing misunderstandings or incomplete recommendations. Milestone 1 exclusions The diagnostic should not automatically include: Full historical bookkeeping cleanup Categorization of every 2026 transaction Preparation of tax returns Filing amended returns Preparation of every 1099 Sales-tax registrations in multiple states Payroll setup S-corporation election preparation Audit or notice representation Monthly bookkeeping Formal reviewed or compiled financial statements Those items would be separately scoped. Proposal requirements Applicants should answer the following: 1. Are you an active CPA or Enrolled Agent? State your credential type and issuing authority. 2. How many New Jersey individual or single-member LLC returns do you typically prepare? 3. Describe your experience with pre-revenue or launch-stage businesses. 4. Describe your experience with inventory-based consumer-product, beauty, e-commerce, or Shopify companies. 5. How do you approach costs incurred before a company begins selling? 6. What experience do you have with QuickBooks Online and founder-maintained bookkeeping? 7. What experience do you have with Upwork, Wise, foreign contractors, W-8 forms, and 1099 questions? 8. Would you personally perform the work? If not, identify the role of anyone else who would participate. 9. Do you offer year-end planning and return preparation in addition to consulting? 10. What secure process do you use for exchanging tax and financial documents? 11. Do you provide a professional engagement letter? 12. What is your proposed fixed price and timeline for Milestone 1? 13. What is your indicative fee range for the 2026 federal and New Jersey return? 14. What availability do you have during November–December 2026 and February–April 2027? Please begin your proposal with: Dune Theory Tax Readiness Generic proposals that do not respond to the requested experience and credential requirements will not be considered. Recommended milestone roadmap Pre-contract step — Credential verification Timing: Before sensitive disclosures or funding We verify: -EA status directly through the IRS -CPA license through the issuing state and CPAverify -Active PTIN if the person will prepare the return -Professional identity and firm identity -Any visible disciplinary or enforcement information The IRS also maintains a searchable directory of credentialed federal return preparers with active PTINs. Milestone 1 — Tax and Accounting Readiness Diagnostic Timing: July or August 2026 This is the fit milestone. We should be able to stop after it without losing control of the books or tax process. Milestone 2 — Bookkeeping System Setup and 2026 Implementation Timing: After Milestone 1, only if needed Potential deliverables: -QuickBooks account review or setup -CPA/EA-approved chart of accounts -Opening-balance guidance -Owner contribution and draw accounts -Product-development and inventory categories -Vendor and contractor structure -Review of a sample or defined number of transactions -Written categorization guide -Monthly founder checklist -One follow-up review after the founder completes the first reconciliation The price should depend on transaction volume and whether cleanup is required. Milestone 3 — 2026 Year-End Tax Planning Timing: November or December 2026 Potential deliverables: -Review year-to-date P&L and balance sheet -Review actual launch and revenue status -Reassess the business commencement date -Review startup expenses and development costs -Review inventory, deposits, and COGS -Estimate federal and New Jersey tax liability Identify deductions requiring action before December 31 -Review contractor-documentation status -Determine whether estimated payments are needed -Preliminary 2027 S-corporation analysis, where warranted -Written year-end action list Milestone 4 — 2026 Tax-Return Preparation Price: Quoted after the advisor reviews the completed books Timing: Early 2027 The return milestone should specify exactly what is included, such as: Federal Form 1040 Schedule C for Dune Theory, assuming no entity election changes New Jersey resident return Business-related schedules and forms Electronic filing One tax-return review meeting Estimated-tax vouchers, where applicable Defined post-filing notice support Milestone 5 — Optional 2027 Quarterly Advisory Rather than starting with a monthly retainer, I would use quarterly fixed-price reviews. Each review might cover: Bookkeeping health Profit and cash-flow trends Estimated taxes Inventory and COGS Contractor compliance Sales-tax developments S-corporation timing Founder compensation Planning for the next production run

Job Title QuickBooks Expert for Shopify & Light Manufacturing | Inventory Specialist (Pre-Launch) Job Overview We are a growing hardware startup seeking a meticulous, senior-level Bookkeeper to manage the financial infrastructure for our product, which is currently in the pre-launch phase. We assemble our units in-house from approximately 40 individual components imported from China and sell directly to consumers via Shopify.We need a specialist who understands that bookkeeping for a manufacturing company isn't just about tracking cash—it’s about accurate inventory valuation and protecting our margins. Key Responsibilities Inventory & BOM Management: Track a Bill of Materials (BOM) consisting of 40 components. You will manage the valuation transition from "Raw Materials" to "Finished Goods" as we build stock.Landed Cost Accounting: Accurately capitalize Chinese supplier invoices, ocean freight, customs duties, and import fees into the inventory asset value rather than expensing them immediately.Shopify Reconciliation: Reconcile daily Shopify Payments payouts, ensuring gross sales, processing fees, and refunds are correctly mapped to QuickBooks Online.Inventory Valuation: Maintain accurate records using the Moving Average Cost (MAC) method or specific identification to ensure our COGS reporting is flawless.Month-End Close: Perform full-cycle reconciliation of our business checking and credit accounts, providing monthly P&L and Balance Sheet reports.Required Qualifications QuickBooks Online Plus Expertise: Deep familiarity with the 2026 "Modern View" reporting and advanced inventory modules. Manufacturing Background: Proven experience handling light manufacturing or assembly-based businesses. You must understand how to record the assembly process via manual journal entries or third-party integrations.E-Commerce Specialist: Expert-level knowledge of Shopify accounting, specifically handling the "net deposit" reconciliation of Shopify Payments.Landed Cost Knowledge: Experience with international trade accounting and the proper capitalization of import-related costs. Preferred Skills: C ertified QuickBooks ProAdvisor.Experience with inventory apps (e.g., Katana, SOS Inventory, or Stocky).Ability to advise on SKU mapping and internal inventory audit workflows. Engagement Details Project Type: Hybrid (One-time setup project followed by an ongoing monthly retainer).Estimated Hours: 5–10 hours for initial setup; 4–6 hours per month thereafter. Budget: We are looking for an expert and are prepared to pay a competitive hourly rate commensurate with manufacturing accounting experience.Application Questions: How do you handle the reconciliation of a Shopify payout that includes multiple orders, refunds, and merchant fees into a single bank deposit?Describe your process for allocating ocean freight and customs duties to the unit cost of 40 different components.Which third-party inventory tools or manual workflows do you recommend for tracking assemblies in QuickBooks Online Plus?

The Accounts Payable (A/P) Clerk is an essential member of the Finance team, supporting accurate and timely payment for goods and services while maintaining positive relationships with vendors and internal partners. This role provides an opportunity to develop accounting skills in a dynamic, purpose-driven CPG environment. The A/P Clerk works closely with the Staff Accountant and other Finance team members to process invoices, reconcile accounts, and ensure compliance with internal controls and accounting best practices using NetSuite, Factura, and Bill.com.

Seeking an experienced accountant to provide guidance on tax withholding for employees working in one state but residing in another. The role involves ensuring compliance with state-specific tax laws and regulations. The ideal candidate will have a strong understanding of tax preparation and financial accounting, with CPA certification preferred.

I'm seeking an experienced QuickBooks Online bookkeeper to help clean up and reconcile the books for my small S-corporation window cleaning business, which generates approximately $80,000–$100,000 in annual revenue. I filed an extension for my 2025 tax return and need assistance with reconstructing my 2025 bookkeeping records, as well as cleaning up and reconciling my 2026 books through June. I have organized documentation available, including bank statements, credit card statements, receipts, and detailed notes related to business expenses. One of the primary issues that needs to be addressed is duplicate revenue entries created by Housecall Pro. I need all income and expenses accurately reconciled to my bank statements and properly prepared for my CPA to complete the tax filing. If this project aligns with your expertise, I would appreciate the opportunity to discuss the scope of work, timeline, and either a fixed-fee proposal or an estimated hourly engagement with a defined cap. I look forward to hearing from you.

Job Title Recommendation Long-Term Tax Partner (CPA / EA) for Growing Bookkeeping Firm Job Description We are an established, aggressively expanding virtual bookkeeping and fractional CFO practice. While our team handles day-to-day accounting, cleanups, and financial reporting, we do not provide tax preparation services. We are seeking a reliable, long-term partner (CPA or EA) to handle annual tax filings and strategic tax compliance for our growing client base. This is a mutual referral opportunity designed for a highly collaborative, long-term relationship. What We Are Looking For: Credentials: Active CPA or Enrolled Agent (EA) with strong corporate and individual tax experience. Scope: Preparation and filing of annual federal and state tax returns (S-Corps, Partnerships, LLCs, and Individuals). Communication: Ability to collaborate smoothly with our team to transition clean books into accurate tax returns. Partnership Structure: Retention of Services: Our firm retains all ongoing bookkeeping, clean-up, and advisory work. You will independently retain and bill for the tax preparation services. There may be opportunities to share in advisory, especially as it relates to tax strategy. Streamlined Workflow: You will receive clean, reconciled, and review-ready books from our team, significantly reducing your administrative overhead. To Apply: Please submit a brief overview of your background, your current capacity, and a standard fee schedule or pricing model for business and individual returns. Please also outline how you typically structure referral or revenue-retained partnerships with bookkeeping firms.