We are an outsourced accounting and tax firm serving small businesses. We handle bookkeeping, accounts payable, expense management, financial reporting, and tax preparation. We're at a point where we want to seriously rethink how we work — not just add AI tools on top of old processes, but redesign our workflows from the ground up to take advantage of what AI can actually do. We're looking for a contractor who has done this before — someone who understands accounting and tax workflows deeply and also has hands-on experience implementing AI tools in professional services or finance environments. What you'll do: • Map our current accounting and tax workflows end-to-end • Identify where AI can replace, assist, or accelerate steps • Research and evaluate tools that fit our stack (we use QBO, and are open to others) • Work alongside our team to build and document the new workflows — not just hand us a deck • Help us implement and iterate until the workflows are actually running Who we're looking for: • Strong background in accounting, tax, or working closely with firms that do this work • Real experience deploying AI tools in a professional services or finance context — not just theoretical • Familiarity with tools like AI document processing, workflow automation, or AI-assisted review • Someone who can roll up their sleeves and build alongside us, not just consult from a distance This is a part-time engagement to start. If it goes well, there's room to expand the scope. We are serious about this — we want to move from buying tools to actually redesigning how we operate, and we need someone who has done it. In your application, please tell us: what accounting or tax workflows have you redesigned with AI, what tools were involved, and what the before/after looked like. Specifics matter more than credentials here.

A multi-entity nonprofit organization is seeking an experienced contract Senior Accountant or Controller to provide immediate hands-on assistance with our accounting close in Sage Intacct. This is not an implementation or training assignment. We need someone who can begin working immediately with our finance team to review activity, reconcile accounts, prepare correcting and recurring journal entries, resolve discrepancies, and help bring several accounting periods to completion. Primary responsibilities include: Completing bank and general ledger reconciliations Reviewing AP, cash, payroll, credit card, and other subledger activity Preparing accruals, prepaid expense entries, allocations, and other closing entries Reviewing intercompany and multi-entity transactions Researching and correcting Sage Intacct posting or configuration-related issues Confirming that balance sheet accounts are properly supported Assisting with financial statement preparation and close documentation Identifying unresolved items requiring CFO review Required qualifications: Significant hands-on Sage Intacct experience Demonstrated experience completing month-end and year-end closes Strong reconciliation and general ledger skills Experience with multi-entity accounting and consolidations Ability to work independently with limited onboarding Availability to begin immediately and dedicate meaningful hours to the assignment Experience with nonprofit accounting, restricted funds, grants, Ramp, and recent Sage Intacct implementations is strongly preferred. Please include: The number of years you have used Sage Intacct Your specific experience closing books in Sage Intacct Your experience with multi-entity or nonprofit organizations Your availability during the next two weeks Two professional references A brief description of how you would approach an accounting-close backlog This is an urgent remote contract engagement with the possibility of continued support.

Seeking a tax accountant to assist a small nonprofit with back taxes and ensure future filings are timely. The role involves preparing and filing tax returns, managing financial records, and providing tax advice. The ideal candidate will have experience with nonprofit tax laws and regulations.

**Part-Time Junior Controller — DTC eCommerce ($3–5M Revenue, Long-Term)** **Absolutely NO agencies, will not consider. Individuals ONLY** We’re a founder-led direct-to-consumer eCommerce business generating $3–5M annually, operating across multiple profit centers and digital sales channels. Our business runs a hybrid inventory model, combining drop-shipping from third-party vendor warehouses and physically owned inventory in our own warehouse. We’re hiring a part-time Junior Controller to bring order, accuracy, and financial clarity as we scale. This is a hands-on role. You will be in QuickBooks doing the work, not just reviewing it. **Tech Stack & Sales Channels** - Multiple Shopify Plus stores - Amazon Seller Central - eBay (secondary channel) - QuickBooks Online (system of record) **Hybrid inventory:** - Third-party drop-ship vendor owned inventory - Company-owned warehouse inventory **Role Objective** Ensure financials are clean, reliable, and decision-ready every month. That means: - Numbers reconcile and tie out - Inventory and COGS are accurate - Monthly reporting is on time - Issues are flagged early **Scope of Responsibilities (Hands-On)** You will handle data entry, reconciliation, and oversight. **Core Responsibilities** **Full-cycle bookkeeping:** - AP / AR - Journal entries - Monthly P&L, Balance Sheet, and Cash Flow - Delivered within 20 days after prior month close - Monthly close in QuickBooks Online - Bank and credit card reconciliations - Shopify transaction reconciliation - Amazon disbursement reconciliation - Inventory reconciliation across vendor and owned warehouses - Accrual accounting and COGS accuracy - Assist with annual tax prep and 1099s - Coordinate with CPA on tax and compliance **Reporting Deliverables** - Monthly P&L - Monthly Balance Sheet - Monthly Cash Flow Statement - 13-week cash flow forecast **Written summaries covering:** - Variances - Margin issues - Cash flow risks - Data inconsistencies **Required Experience (Non-Negotiable)** - Bachelor’s degree in Accounting or Finance OR minimum 4 years of professional accounting experience - Proven experience supporting eCommerce brands - Strong understanding of DTC and multi-channel operations - Advanced QuickBooks Online **Solid understanding of:** - Inventory accounting - Accrual accounting - COGS and margin analysis - Multiple digital sales channels - Comfortable reconciling Shopify, Amazon, and bank data - Able to clean up books, standardize chart of accounts, and flag inconsistencies **Bonus Experience** - Shopify connector apps (A2X, Webgility, similar) - Amazon settlement logic - Sales tax workflows - Payroll systems - Founder-led business experience **Mindset & Working Style** This role prioritizes ownership and clarity. **You are:** - Detail-obsessed - Proactive and autonomous - A strong written communicator - Comfortable explaining financials to a founder - Focused on cash flow, margins, and operational insight - Comfortable working async with a flexible schedule You think like an owner and surface issues before they become expensive.

We are an AI startup (C-corp) in Delaware and need a certified public accountant (CPA) with expertise in Delaware C-Corp for foreign founders. The role involves ensuring compliance with all Delaware regulations and providing guidance on financial and tax matters. The ideal candidate will have experience in corporate tax and financial accounting.

Budget & Financial Operations Manager Company: Hello Studios Location: Fully Remote Employment Type: Part-Time or Contract, with potential to expand Reports To: Founder & CEO About Hello Studios Hello Studios is a Dallas-based podcast and media production company that helps businesses, organizations, and creators produce professional podcasts, video content, live productions, and branded media experiences. As the company grows, we are seeking a detail-oriented financial professional to help strengthen our budgeting, expense management, labor planning, profitability, and financial decision-making. Position Overview The Budget & Financial Operations Manager will oversee the company’s budgeting and financial review processes. This person will help management understand where the company is making money, where costs are increasing, and what changes are needed to improve profitability and support sustainable growth. This is not strictly a bookkeeping position. We need someone who can analyze the numbers, identify concerns, make recommendations, and help hold the company accountable to its financial goals. The ideal candidate understands small-business finances, labor costs, project profitability, cash-flow planning, and service-based business operations. Key Responsibilities Budgeting and Forecasting * Develop and maintain monthly, quarterly, and annual operating budgets. * Compare actual financial results against the company’s budget and forecasts. * Prepare cash-flow projections and identify potential cash shortages in advance. * Help establish realistic revenue, expense, payroll, and profitability targets. * Build financial scenarios to support hiring, equipment purchases, pricing, and expansion decisions. * Recommend adjustments when spending or revenue falls outside the approved budget. Expense and Cost Management * Review recurring expenses, subscriptions, contractor costs, software, rent, equipment, and other operating expenses. * Identify unnecessary, duplicate, or underused expenses. * Review vendor pricing and recommend cost-saving opportunities. * Establish expense approval procedures and spending limits. * Ensure expenses are properly categorized and assigned to the correct client, project, or department. * Track equipment purchases and other major business investments. Labor and Payroll Analysis * Review employee, contractor, and freelance labor expenses. * Compare scheduled labor hours against revenue and production demand. * Evaluate labor costs by project, client, service, and team member. * Identify overstaffing, excessive overtime, inefficient scheduling, or unprofitable labor patterns. * Recommend appropriate labor budgets for studio sessions, editing, on-location productions, and administrative work. * Help management determine when the company can responsibly hire additional employees or contractors. Profitability and Growth Analysis * Measure gross profit and net profit across the company. * Analyze profitability by client, project, service, membership, and revenue stream. * Determine whether projects are being priced appropriately based on labor, equipment, travel, and overhead. * Identify services or clients that generate strong revenue but limited profit. * Recommend pricing, staffing, or operational changes to improve margins. * Track whether the company is achieving its revenue and growth goals. * Provide management with actionable recommendations, not just financial reports. Accounting Oversight * Review profit-and-loss statements, balance sheets, cash-flow reports, accounts receivable, and accounts payable. * Ensure transactions are categorized accurately in QuickBooks or the company’s accounting system. * Reconcile financial records with bank, credit card, payroll, and payment-processing accounts. * Coordinate with the company’s bookkeeper, CPA, payroll provider, and tax professionals. * Help ensure financial records are organized and ready for tax filings, audits, financing applications, or investor review. * Monitor outstanding invoices and recommend appropriate collection procedures. * Assist with financial controls that reduce errors, unauthorized spending, and missed payments. Financial Reporting and Accountability * Prepare a clear monthly financial report for the founder and leadership team. * Present key metrics, including revenue versus budget, gross and net profit, payroll and labor percentage, operating expenses, accounts receivable, cash on hand, cash-flow forecast, client and project profitability, recurring revenue, financial risks, and recommended actions. * Participate in regular virtual financial review meetings with company leadership. * Follow up on agreed-upon expense reductions, budget changes, and financial action items. * Help create financial policies and repeatable procedures as the company grows. Qualifications * Bachelor’s degree in accounting, finance, business administration, or a related field preferred. * At least three years of experience in budgeting, accounting, financial analysis, controllership, or small-business finance. * Experience working with a service-based business, creative agency, production company, professional-services company, or growing small business strongly preferred. * Strong understanding of budgeting, cash flow, payroll, labor utilization, project costing, and profitability analysis. * Experience with QuickBooks Online and Microsoft Excel or Google Sheets. * Ability to create financial models, budgets, forecasts, and management reports. * Ability to explain financial information clearly to non-financial team members. * Strong attention to detail, organization, discretion, and follow-through. * Comfortable questioning expenses, identifying financial risks, and making direct recommendations. * CPA, CMA, MBA, or bookkeeping certification is helpful but not required. Ideal Candidate The ideal candidate is analytical, proactive, and comfortable working directly with a founder in a fully remote environment. You should be able to work independently, communicate clearly, meet deadlines, and provide practical financial recommendations. You should be able to help answer questions such as: * Are we spending too much on labor? * Which clients and services are the most profitable? * Are our prices high enough to cover our true costs? * How much can the company responsibly spend or hire? * What expenses should be reduced? * Is the business growing profitably? * How much cash will the company have over the next 30, 60, and 90 days? * What actions should management take this month? Success Measures Success in this position will be measured by: * Accurate and timely monthly financial reporting. * Improved visibility into cash flow and profitability. * Reduced unnecessary or uncontrolled expenses. * Better alignment between labor costs and revenue. * Improved project and client margins. * More accurate budgets and financial forecasts. * Faster collection of outstanding invoices. * Clear financial recommendations that support responsible business growth. Schedule This is a fully remote position and may begin as a part-time or contract engagement of approximately 10 to 20 hours per month, depending on the candidate’s experience and the company’s needs. The selected candidate must be available for scheduled virtual meetings and responsive communication during agreed-upon business hours. The role may expand as Hello Studios grows. Compensation Compensation will be based on experience, qualifications, and the proposed working arrangement. Applicants may submit an hourly rate or monthly retainer expectation. How to Apply Please submit: * Your resume. * A brief description of your experience managing budgets and finances for a small or growing business. * Your experience with QuickBooks, budgeting, cash-flow forecasting, and labor-cost analysis. * An example of how you identified a financial problem and recommended or implemented a solution. * Your desired hourly rate or monthly retainer.

We are seeking a qualified tax accountant to assist with this year's tax filing for our corporation. The books are simple and well-organized, making this a straightforward task. The ideal candidate will have experience in corporate tax filings and be able to ensure compliance with all tax regulations. This is a part-time, short-term engagement.

Hi - I’m looking for a reliable assistant to support invoicing and basic bookkeeping. 2-3 days a week dedicated 10-15 hours Tasks include: Creating invoices in QuickBooks Attaching PDF receipts (Uber/carfare, etc.) Adding fees to invoices when needed Logging invoices in Google Sheets with date completed Highlighting entries for review Requirements: Strong QuickBooks experience Proficient in Google Sheets Highly organized and detail-oriented Available during set working hours for check-ins/calls Responsive communication (same-day preferred) I work remotely with multiple freelancers, so I need someone consistent and easy to reach during agreed hours. All work is tracked with a simple checklist for transparency on what’s completed each day. Please include your QuickBooks experience when applying.

OVERVIEW We're a small, ISO 9001-certified manufacturing company (injection molding and mold building) looking for an experienced financial accountant who can also act as a trusted advisor. We need someone to help us get our financial house in order: fix what's broken, recommend how things should work going forward, document those procedures, and train our team to maintain them. This is a blend of hands-on cleanup and strategic consulting. We're looking for measurable results delivered on a defined timeline, paid by milestone. COMPANY SNAPSHOT We are a small manufacturer doing injection mold building plus production injection molding, ISO 9001:2015 certified, with about 16 employees. We run eight injection molding presses (60 to 550 ton) plus an in-house mold-making shop. Our ERP and accounting/GL both run entirely in JobBOSS2 (JB2), with no separate accounting software. We have 2 bank accounts and 2 company credit cards to reconcile, and roughly 200 core AR/AP/cash transactions per month (250 to 350 including credit-card activity, payroll, and journal entries). WHERE WE ARE TODAY Our books are in better shape than they were several months ago, but they still need real work, and we're not confident everything is where it should be. We're looking for someone to get us to a place we can fully trust. We can't trust our margins, because we don't have a clear, reliable picture of what each job actually costs us. We're quoting blind, and we need real costing and overhead rates (machine burden, labor, G&A) built and actually reflected in how we price. We're consistently behind on taxes and want to get and stay ahead. And we want our books reviewed end to end, including reconciliations, categorization, and anything that's been missed or handled inconsistently, so we know they're genuinely accurate, not just closed. We know roughly what needs to happen; we need an expert to come in, confirm the real state of things, fix it, and set up procedures so it stays fixed. WHAT YOU'LL DO Clean up our books and correct existing errors and inconsistencies. Advise us on accounting best practices for a small manufacturing operation, and review, write, and standardize our procedures accordingly. Coordinate with our CPA on tax preparation and planning. Help us correctly handle write-offs within JobBOSS2. Overhaul and reorganize our general ledger and chart of accounts. Develop costing and overhead formulas, rates, and the procedures behind them (machine burden, labor, G&A allocation, margin), and consult with us on pricing and cost-recovery strategy. Train our internal staff so the systems and procedures are sustainable after the engagement. TIMELINE & HOW WE'LL WORK TOGETHER Our goal is to complete this scope within three months. To keep the work on track, the hire and our team will meet weekly to review current deliverables, discuss status, and set priorities for the week ahead. These weekly check-ins will continue until the project is complete. We're looking for someone who works to clear milestones, can show steady visible progress at each meeting, and brings recommendations to the table rather than waiting to be told what to do. PAYMENT This engagement is paid by milestone, not hourly, and runs in two phases. Phase 1, Diagnostic (fixed price). Before any large commitment, the selected candidate reviews our books, ERP setup, and current procedures, then delivers a written assessment: the true state of our financials, what's accurate, what's incomplete or miscategorized, whether reconciliations and payroll are properly reflected, and a recommended remediation plan. Please quote this phase as a firm fixed price in your proposal. Phase 2, Remediation & build (milestone-priced). Based on the diagnostic, we'll break the remaining scope (cleanup, GL overhaul, write-off handling in the ERP, costing and overhead development, procedure documentation, and staff training) into defined milestones, each tied to a payment released on completion. We'd rather scope this accurately together after the diagnostic than have you guess at it now. WHAT WE'RE LOOKING FOR A solid accounting background (CPA, CMA, or equivalent experience preferred). Real experience with manufacturing or job-shop cost accounting (standard costing, overhead allocation, WIP). Hands-on familiarity with an ERP system. Strong documentation skills, meaning you can write a procedure someone else can follow. A consultative approach, where you can assess a situation, recommend a path, and explain the "why" to non-accountants. A track record of delivering concrete improvements, not just recommendations. Clear communication, so you can work with both ownership and shop-floor staff. APPLICATION Please share relevant manufacturing accounting experience, any ERP systems you've worked in, and a brief example of a similar cleanup or cost-system project you've delivered. For Phase 1, give us a firm fixed price for the diagnostic. For Phase 2, briefly describe how you'd approach breaking the remaining scope into milestones.

I’m working with CPA firms on AI adoption across accounting and tax workflows. You don’t need to be an AI expert — that’s what I do. I mainly need help reviewing client calls or call recordings and articulating the CPA firm workflows, key steps, pain points, and challenges around accounting and tax filing processes. This would be a small engagement to start, but there could be more work as we bring on additional CPA firm clients.