- Hourly: $30.00 - $40.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
Customer Success Manager For Growing Digital Marketing Agency We are a rapidly growing digital marketing agency that helps home service businesses across the United States grow through better marketing, systems, and execution. Our clients include HVAC companies, plumbers, roofers, landscapers, electricians, and other home service brands looking to scale. We are looking for a reliable, proactive, and detail-oriented Customer Success Manager who wants to become a long-term part of our team — not someone simply looking for short-term freelance projects. At Digital Sprout, we value people who genuinely care about client success, take ownership of their work, communicate proactively, and want to grow alongside a fast-moving company. Who We Are Digital Sprout Core Values (G.R.O.W.) -Guided by outcomes, not activity -Real, measurable results -Open, proactive communication -Win together—with purpose Digital Sprout Operations & Training Framework (L.A.T.) -Learn — Stay curious. Never stop improving. -Act — Put it into practice fast and refine. -Teach — Share what you learn so everyone gets better. Digital Sprout Vision 300 | 300 | 93 Help 300 home service businesses generate $300M+ in revenue through better marketing, systems, and execution — while maintaining a 93%+ annual client retention rate. About the Role As our Customer Success Manager, you will serve as the primary point of contact for clients and help ensure campaigns, websites, and marketing initiatives stay organized, aligned, and moving forward. You will work closely and be supported by our Project Manager and CEO to ensure we are best aligned with client goals and getting clients' results. We have a lean Operating team of the following: -Project Manager -Paid Ads Manager -Web Developer -Designer -Technical SEO Specialist -Content Creator -Lead Quality Specialist This role is ideal for someone who enjoys communication, project coordination, marketing oversight, and building long-term client relationships. You will not be responsible for performing paid ad management, advanced SEO work, full website development, or long-form content creation. However, you must have a strong understanding of general marketing principles and an eye for design and branding in order to review deliverables for quality assurance and brand alignment. We strongly encourage the use of AI within our company workflows. Candidates should already be comfortable using AI tools such as ChatGPT, Claude, Gemini, or similar platforms to improve communication, organization, efficiency, and marketing operations. What You’ll Do -Manage client communication with professionalism, responsiveness, and clarity. -Serve as the day-to-day point of contact for assigned clients. -Work alongside the Project Manager to coordinate timelines, priorities, and deliverables. -Collaborate with clients for digital marketing strategy, promotions, campaigns, and client growth ideas. -Review websites, landing pages, ads, social posts, and marketing materials for quality assurance, accuracy, and brand alignment before client approval. -Present campaign updates and performance insights in an easy-to-understand way. -Record Loom videos, send email updates, and participate in client calls or video calls as needed. -Help ensure projects and deliverables remain on schedule. -Follow up internally on pending items to keep campaigns moving forward. -Spot opportunities to improve campaign performance, communication, or client satisfaction. -Support invoicing for one-off client requests and additional work. -Assist with onboarding new clients and ensuring a smooth client experience. -Utilize AI tools to improve workflow efficiency, communication, reporting, and operations. What We’re Looking For -5+ years of experience in marketing coordination, account management, customer success, or a similar role. Agency experience is not required. -Excellent written and verbal communication skills. -Comfortable in front of a camera (Google Meetings) -Experience recording Loom videos or presenting marketing updates to clients. -Experience using ClickUp for task and project management. -Basic understanding of Figma for reviewing design files and collaboration. -Strong organizational skills and ability to manage multiple clients simultaneously. -Ability to review creative work with an eye for design, branding consistency, and user experience. -Comfortable reviewing websites and marketing materials for quality assurance. -Experience using AI tools such as ChatGPT, Claude, Gemini, or similar platforms. -Experience with client onboarding processes. **General understanding of digital marketing and related tools, including:** -Website best practices -WordPress & Elementor Theme Builder -Conversion Rate Optimization -Paid advertising -Social media -SEO fundamentals -Google Analytics -Google AdWords -Local Service Ads -Meta -Google Search Console -Google Business Profile Why Join Digital Sprout? -Long-term growth opportunity within a rapidly growing agency. -Collaborative and supportive team environment. -Opportunity to work with a variety of growing home service brands. -Strong systems, training, and operational structure already in place. -AI-forward company culture that embraces innovation and efficiency. -Ability to grow into larger leadership or operations roles over time. **Compensation Bonuses after 120 Days for Client Rentention and Upsells** **Quarterly Profit Margin Bonuses after 1 Year** Application Note To confirm you’ve fully read this posting, please start your cover letter with: “I’m a human 5655”
- Hourly: $30.00 - $45.00
- Expert
- Est. time: 3 to 6 months, 30+ hrs/week
We're a Boston-based digital marketing and SEO agency managing 50+ clients across legal, medical, construction, home services, and transportation verticals. We also operate a legal marketing sub-brand and several SaaS products. We're scaling the operation so the founder can focus on growth and partnerships. We need someone who can own delivery operations, build repeatable processes, and make sure nothing drops across a 50+ client roster. What you'll own: - Client delivery oversight across SEO, content, GBP, Google Ads, and web projects - Building and documenting SOPs for onboarding, reporting, task assignment, and QA - Managing a small team (content lead, reporting/automation specialist, design, and field contributors) - Weekly capacity planning and workload balancing across the roster - Identifying bottlenecks before they become client problems - Reporting cadence: making sure nothing falls through the cracks What we're looking for: - 3+ years running operations at a digital marketing agency (15-50 employees preferred) - Hands-on experience with project management tools (we use ClickUp) - Familiar with SEO/content/GBP/PPC workflows (you don't need to execute, but you need to know what "good" looks like) - Experience with reporting platforms like AgencyAnalytics is a strong plus - You've built SOPs before, not just followed them - Someone who's done this exact work before and could take one look at our agency and start improving it - US-based, available during Eastern time core hours (10am-4pm ET minimum overlap) Structure: - 15-20 hours/week to start - 90-day contract with a clear path to full-time if it's a mutual fit - Hourly rate: $30-$45/hr depending on experience To apply, please include: - A 2-3 minute Loom video introducing yourself. Tell us about the last agency you helped systematize and what changed after you got involved. (No Loom = automatic skip.) - A brief description of the largest agency team you've managed and the tools you used. - Your availability to start. We move fast. If your Loom is strong, expect to hear back within 48 hours.
- Hourly: $45.00 - $70.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
I run a lead generation agency for health and wellness brands (weight loss clinics, med spas, fitness studios). I'm looking for a technical contractor who can own Meta Ads tracking setup and fix backend tracking issues across multiple client accounts. This is not a "set up a Pixel and call it done" role. I need someone who actually understands what's happening between the browser, the server, GHL, and Meta's Events Manager. What I need help with right now: Meta Pixel and Conversions API (CAPI) implementation across client accounts Deduplication setup (event_id matching between browser and server events) Event Match Quality (EMQ) improvement, including hashed customer data pass-through Custom conversion setup tied to booked calls, show-ups, and sales, not just leads GHL workflow audits to make sure the right events fire at the right stage Fixing existing tracking that is reporting inaccurate or duplicate data Debugging discrepancies between GHL, Meta, and actual booked calls Stack you should be comfortable with: Meta Events Manager, Pixel Helper, Test Events Conversions API (server-side, ideally via GHL native or custom webhook) GoHighLevel (workflows, webhooks, custom values, trigger logic) Basic JavaScript for pixel events on landing pages GTM is a plus but not required Bonus if you have: Worked with health/wellness or local service business advertisers Experience with iOS 14+ tracking limitations and aggregated event measurement CAPI Gateway or stape.io experience How to apply: Skip the templated cover letter. In your first sentence, tell me the last time you implemented server-side CAPI and what tool or method you used. Then briefly describe one tracking problem you debugged and how you solved it. Applications that ignore this will be passed over. Engagement: Starting with a paid trial project (one client account, scoped tracking setup or audit). If that goes well, ongoing hourly work as new clients are onboarded and issues come up. Budget: Hourly. Send your rate and I'll evaluate against the trial scope. Ready to start ASAP!
- Hourly: $50.00 - $67.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We're hiring 2 experienced developers to build AIOS deployments for our growing client base. FluentOS is a 9-person team that builds AIOS (AI operating systems) that connect a business's existing platforms together and run AI agents on top of them. We're onboarding 6–7 new client projects every week and need two more builders who can take a project and deliver it. The industries we work in: We deploy across a wide range of professional and service businesses, so you'll get variety: - Financial services & wealth advisory - Tax & accounting firms - Dental and medical practices - Home services & roofing - Property management Each client runs on a different stack — CRMs, comms tools, scheduling, payment systems, document and data sources — and our job is to unify those into one system and build agents that operate across them (lead response, follow-up, reporting, document workflows, estimating, intake, and more). What you'd be building: - AIOS deployments end to end — integrating client platforms via their APIs - AI agents that read/write across those connected systems - Reliable, production-grade automations that real businesses depend on daily What we're looking for: - Proven delivery experience — you've shipped projects clients actually use, not just personal experiments - Strong coding background (Python and/or TypeScript); comfortable with API integrations and agent frameworks - Experience with LLM/agent development (Anthropic/Claude, tool use, multi-step agents) is a big plus - Fast, organized, and communicative — we move quickly and build as a team, not in isolation - Able to work closely with Ray, our lead developer, who'll get you ramped into live projects The setup: - 1099 contract, paid per project — not salaried - Steady, scalable volume (6–7 new projects/week) means consistent work for builders who deliver - Strong potential for ongoing, long-term collaboration as we scale To apply: Tell us briefly about a real project you've built and delivered — ideally something involving API integrations, automation, or AI agents. Include links to work or repos if you have them. Please start your reply with the word "FLUENT" so we know you read this. We'll be scheduling interviews shortly.
- Hourly: $25.00 - $40.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
Senior WordPress + SuiteCRM Developer (Ongoing Maintenance & Emergency Support) Overview We are looking for a highly experienced WordPress and SuiteCRM developer to provide ongoing maintenance, troubleshooting, and technical support for an existing business website and CRM ecosystem. This is not a new website build. Our platform relies on WordPress, SuiteCRM, payment processing, API integrations, automation workflows, and customer communications. We need someone who can quickly diagnose issues, implement fixes, perform updates, and help ensure our systems remain stable and operational. The ideal candidate is proactive, responsive, and comfortable working with complex integrations between WordPress, SuiteCRM, Stripe, email systems, and third-party APIs. Responsibilities * Troubleshoot website and CRM issues as they arise * Fix payment processing problems (Stripe and other payment integrations) * Resolve email delivery issues and CRM automation failures * Diagnose and repair API integration problems * Maintain and troubleshoot SuiteCRM workflows, automations, and integrations * Perform WordPress, SuiteCRM, plugin, and system updates safely * Identify potential issues before they impact customers * Monitor site performance and functionality * Maintain backups and recovery procedures * Assist with landing pages, forms, and website enhancements when needed * Coordinate with existing developers and vendors when necessary Technical Requirements Must have experience with: * WordPress * SuiteCRM * WooCommerce * Stripe integrations * API development and troubleshooting * Webhooks * CRM integrations * DNS management * Email deliverability * SMTP configuration * Cloudflare * PHP * JavaScript * MySQL * Website security and performance optimization Ideal Candidate We are looking for someone who: * Responds quickly when critical issues occur * Has experience supporting business-critical websites and CRM systems * Can explain problems and solutions clearly * Is comfortable working independently * Can identify root causes rather than applying temporary fixes * Is available for ongoing long-term support * Understands how customer onboarding, payments, emails, and CRM workflows connect together Important Our business relies heavily on our website and CRM infrastructure for client onboarding, payment processing, compliance services, and customer communications. If a payment gateway stops working, an API breaks, SuiteCRM workflows fail, emails stop sending, or a critical function fails, we need someone who can respond quickly and help resolve the issue. To Apply, Please Include: 1. Examples of WordPress + SuiteCRM projects you have worked on 2. Examples of payment processing or Stripe issues you have resolved 3. Examples of API integrations you have built or maintained 4. Your typical response time for urgent issues 5. Your availability and time zone 6. Whether you offer ongoing maintenance retainers 7. Any experience supporting live production websites with active customers Applications that do not include the requested information may not be considered.
- Hourly: $40.00 - $60.00
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
About Us: Nanonets agents are built for complex business processes. Ranked #1 in understanding unstructured data and applying business rules in processes like accounts payable, order management, and supply chain. Nanonets agents handle the exceptions other tools miss, reducing processing time by 94% and delivering clean data to SAP, Salesforce, or any system of record. That's why global enterprises reach for Nanonets when workflows are complex and accuracy is non-negotiable. Learn more about us here: Youtube Hugging Face Nanonets Research The Role Nanonets is looking for a hands-on Project Manager to support our Engagement Management team for a 3-month contract engagement. You'll work closely with the Engagement Manager to keep customer implementation projects on track, managing timelines, coordinating cross-functional stakeholders, and ensuring smooth delivery of AI-powered automation solutions to clients. This is a great fit for someone who thrives in a fast-paced, customer-facing environment and can quickly get up to speed on tools, processes, and stakeholders. Responsibilities Support the Engagement Manager in planning, executing, and tracking customer onboarding and implementation projects Own project timelines, task boards, and status reporting across multiple concurrent engagements Coordinate between internal teams (Sales Engineering, Product, Customer Success) and external customer stakeholders Run and document status calls, capture action items, and drive follow-through Identify risks/blockers early and escalate or resolve proactively Maintain clear, up-to-date documentation (project plans, RAID logs, meeting notes) Requirement and skills 3+ years of project or program management experience, ideally in a B2B SaaS, tech, or professional services environment Experience supporting customer implementations or onboarding (not just internal/product projects) Strong organizational skills — comfortable juggling multiple work streams and stakeholders simultaneously Excellent written and verbal communication; confident running calls and syncing with clients directly Self-starter who can ramp up quickly with minimal onboarding, given the short contract duration Additional Details Duration: 3 month contract, 40 hours per week Flexibility: Candidates must be comfortable working early hours and start asap Interview Process: 2 Interviews This role is available remote in the United States or hybrid in our Palo Alto, CA office. Compensation: Hourly rate $40/hr to $60/hr based on location Benefits: N/A Apply for this Job Powered by
- Hourly: $25.00 - $55.00
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Only freelancers located in the U.S. may apply. Summary We are a growing digital marketing agency hiring multiple paid ads strategists to take on a range of ongoing work across our client base. This is long-term work, not a one-off project. We are intentionally flexible: if you want to stay a freelancer, we have steady, ongoing work for you. If you want to grow into a full-time, embedded part of our team (and eventually a manager role as we scale), that path is open too. We are looking for several strong people to start projects with, so whether you can give us 20 hours a week or want a full plate, we want to hear from you. If you are a strategic thinker with hands-on Meta (Facebook & Instagram) advertising experience, can execute with minimal handholding, and are genuinely comfortable talking directly with clients, this role is for you. Please Read Before Applying We are an agency ourselves, and we use Upwork the same way you do. We are looking for individual freelancers who want to be part of our team long-term, not agencies looking to place or subcontract their other people onto our accounts. If your goal is to get on a call and upsell us your team or your agency's services, please do not apply. We are hiring people, not vendors. What Makes This Role Different Client communication is a core part of this job, not a side task. You will be on calls, in messages, and writing updates that clients actually read. We are not looking for someone who only wants to live inside Ads Manager and hand off the talking to someone else. If communicating with clients energizes you, you will thrive here. If it drains you, this is not the right fit. Key Responsibilities Develop and implement Meta ad strategies aligned with each client's business goals. Communicate directly with clients: lead check-ins, answer questions, set expectations, and explain performance in plain language. Create ad creatives using provided brand materials, or collaborate with AI tools like ChatGPT to brainstorm compelling copy and visuals. Build and launch campaigns in Meta Ads Manager. Monitor and optimize performance, adjusting audiences, budgets, and creatives based on results. Deliver weekly performance reports with clear, strategic insights. Complete assigned checklists for campaign maintenance and tracking. Follow up on lead generation processes and ensure clean tracking via tools like Zapier or email notifications. Participate in regular strategy planning sessions for internal and client campaigns. Support new campaign onboarding and make sure new workflows run properly. What to Expect Work is assigned weekly. Your responsibilities may shift depending on current priorities. Some weeks lean strategy, others focus on launching, optimizing, or building new creative. You are expected to own the paid ad ecosystem for your accounts. We provide context and direction, and you run with it. Strong performers get more accounts, more responsibility, and a real path toward full-time and management. Ideal Candidate Strong experience running and optimizing Meta ad campaigns (Facebook & Instagram). A confident, clear communicator who is comfortable being client-facing. This is non-negotiable. Looking for a long-term home, not a quick gig. Confident in ad creative strategy, not just execution. Able to handle reporting and performance analysis. Comfortable with project tools like ClickUp. Organized, proactive, and able to self-manage and pivot priorities week to week. Big Plus (not required, but boosts your chances) Google Ads experience. If you run both Meta and Google well, you move to the front of the line. That said, if you are a Meta expert with no Google experience, we still want you to apply. Familiarity with Zapier, Google Sheets, and basic automations. Experience assisting with onboarding workflows. Copywriting or creative direction experience. Solid understanding of performance marketing and KPIs. Time Commitment Flexible. As little as ~20 hours per week up to full-time, depending on your availability and how the work goes. We are hiring more than one person, so part-time freelancers and full-time-track candidates are both welcome. To Apply Please include: A short paragraph about your Meta Ads experience (and Google Ads, if you have it). Examples, if available, of ad campaigns you have worked on. A sentence on how you typically communicate with clients. Your general weekly availability and hourly rate. Screening questions: What is your plan to ensure lead forms are generating quality leads? If you had $100 to spend daily for a SaaS company, what would you do with this budget? How do you develop naming conventions, and how does this funnel down to your UTMs? How do you re-target leads?
- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
⭐ JOB AD: Full Stack Java Developer (Hybrid – NJ Office Required for Initial Paid Assessment) Location: Mountain Lakes, NJ (Initial in‑office assessment required) Type: Contract → Long‑Term / Hybrid Compensation: Competitive, based on experience and performance We are expanding our engineering team as we scale our Revenue Generation Engine (RGE) and Autonomous OS — advanced AI-driven systems powering multiple client platforms. We are seeking a Full Stack Java Developer who is comfortable working across modern backend and frontend stacks, and who can execute clean, efficient, and secure development workflows. This role begins with a paid, in‑office technical assessment at our private NJ development office. This is standard procedure due to the sensitive nature of our systems and the proprietary architecture we maintain. ⭐ What You’ll Do (Initial Assessment Project) The first assignment is a small, well‑defined technical task designed to evaluate your baseline competency with standard development tools and workflows: - Setting up and running a project locally - Working with GitHub repositories - Re-establishing deployment pipelines (e.g., Netlify or similar) - Ensuring clean builds and proper CI/CD functionality These are foundational skills expected of any experienced developer. Successful completion unlocks access to larger, ongoing AI and enterprise projects. ⭐ What We’re Looking For - Strong experience with Java, Spring Boot, REST APIs, Microservices - Solid understanding of React/Angular, modern front-end workflows - Comfort with GitHub, CI/CD, cloud deployments (Netlify, AWS, GCP, Azure) - Ability to work efficiently, follow structured processes, and deliver clean execution - Professionalism, reliability, and strong communication - Ability to work on-site for the initial assessment (required) - Availability for hybrid or remote work afterward (project-dependent) ⭐ Why Work With Us - We are scaling rapidly and onboarding multiple developers - You will work directly with our architecture and AI systems team - Opportunity to grow into long-term, high-impact roles - Exposure to cutting-edge AI automation and enterprise-level systems - Competitive compensation with performance-based advancement - A culture focused on speed, precision, and innovation ⭐ How to Apply Please send: - Your resume or LinkedIn profile - Your standard rate (hourly or fixed) - Your availability for the in‑office paid assessment in Mountain Lakes, NJ Office We are moving quickly and evaluating candidates on a rolling basis.
- Hourly: $25.00 - $37.50
- Expert
- Est. time: More than 6 months, 30+ hrs/week
About us Fencelite Media is a done-for-you Facebook lead generation agency. We build and run Meta ad campaigns for fence contractors across the US and Canada. Our job is simple to say and hard to do well: put qualified homeowner leads into our clients' pipelines at a target cost per lead, every single month. We are looking for a media buyer who can own client ad accounts end to end with very little hand-holding, and who can stand in front of a client and explain the numbers with confidence. The role You own client ad accounts from buildout through ongoing management — both the media buying and the account relationship. You launch the campaigns, you manage them, you own the results, and you own the client. CPL is the metric that matters most, and your job is to hit each client's target CPL over rolling 30-day sprints while keeping clients confident and in the loop. You are also expected to lead, not just execute. We want a buyer who brings new strategies to the table, tests new creative formats, and pushes our accounts forward instead of running the same playbook on autopilot. This is not a junior seat. You should be comfortable opening an account on day one, reading the data, and knowing your next move without being told what it is. What you'll do Build out and launch Meta lead gen campaigns using our account structure (1 campaign, 1 ad set, multiple ads) Manage those campaigns daily and own each client's target CPL on rolling 30-day windows Own the client relationship end to end: serve as the primary point of contact, manage expectations, and keep accounts healthy and retained Run our testing methodology: judge variables only after a minimum impression threshold, trim anything running above blended CPL, and scale what works Diagnose performance issues correctly (knowing the difference between a creative problem and a form or landing page problem) and act on them fast Bring new strategies and test new creative formats. We want fresh thinking, not just maintenance Scale winning campaigns the right way without breaking what is already working Deliver clear reports, explain the reasoning behind your decisions, and keep clients in the loop on performance and next steps Who you are 3+ years buying Meta ads, with real experience in local lead generation (home services is a big plus: fencing, roofing, landscaping, HVAC, decks, concrete, and similar) You think in CPL, link CTR, link CPC, and CPM, and you know which one to act on and when You can run accounts solo and make confident calls on what to kill, keep, and scale You understand lead gen campaigns and lead forms, not just ecommerce or traffic objectives You can manage clients directly. You explain results in plain language and never hide a bad week or month. A strategic thinker who proactively brings ideas, not someone who waits for instructions Reliable and organized enough to manage a large book of accounts at once (we run 30+ live accounts) without dropping the ball Bonus points -Experience with GoHighLevel -Experience writing or directing ad creative and copy -Direct experience in the home services or contractor space Why this seat You inherit real infrastructure: built-out SOPs, systems, and processes so you spend your time making decisions, not reinventing workflow Room to be creative. The systems give you a floor, not a ceiling. We want your fresh thinking on creative and strategy We're signing 1 to 2 new clients a week with no shortage of work, and we promote from within. This is a role you grow inside of, not one you age out of How we work Fully remote, ongoing 1099 contract You run everything through Slack and Ads Manager. Simple stack, no tool sprawl You set your own hours and manage your own workflow. That said, accounts need daily attention and clients need timely responses during US/Canada business hours, so meaningful daytime overlap with client timezones is expected You'd be onboarded gradually onto our existing book of 30+ live accounts. We hand them off at a pace that sets you up to win, not all at once on day one Expect 1 to 2 new clients and campaign buildouts every week This is a full workload, not a side project. We're looking for someone who can commit the hours a 30+ account book demands Location Remote, but domestic only. We are hiring contractors based in the US or Canada. Compensation $4,000 to $6,000 per month depending on experience, paid as a 1099 contractor. How to apply Send us two things: 1) Your resume. 2) A short Loom (3 to 5 minutes). In it: a 45-second intro on what you're running now (number of accounts, verticals, monthly spend), then walk us through how you'd handle this scenario — a client's blended CPL is sitting at $48 against a $35 target over the last 30 days, with a healthy 1.4% link CTR and low link CPC. What's happening, and what's your next move? Then tell us one creative format or strategy you've run that worked, and why. Applications without a Loom will not be reviewed.
- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
National cloud-based bookkeeping firm serving small businesses and founders is launching a tax offering to our existing bookkeeping client base and are seeking a licensed CPA (or equivalent) to lead this new tax offering end to end, under a white-label partnership. We already have several indications of interest from our client base and are bullish on our ability to be a material distribution platform for the right tax partner. You already run a successful tax practice — your own CPA license, PTIN, software stack, insurance, and workflows. We're looking to partner with that capacity. You'll lead and deliver tax services under our brand, serving clients who already trust us for their books, while continuing to run your own practice independently. We will work out economics via revenue share or other tenable economics that is a win-win. Serve our existing bookkeeping clients (individuals and small-business owners) for tax prep, filing, and planning. Underwrite, close, onboard, and lead new tax clients as the offering grows. Set the standards, workflows, and client experience for how tax gets delivered. Coordinate with our management, sales, and bookkeeping team so the tax-to-books handoff is clean. What You Bring: - Active CPA license (or equivalent) in good standing - Current PTIN and ability to e-file - An established tax practice with your own tools and software - Experience and expertise with the full suite of tax services such as small-business and individual returns (S-corps, partnerships, Schedule C, etc.), sales tax, VAT tax, Tangible property tax, etc. - Comfort working with cloud-based, founder-led small businesses - Self-directed — you can own a service line, not just process returns The Arrangement This is a white-label partnership: you deliver under our brand, and we handle distribution, and growth of the offering. We're flexible to the specific economics (revenue share or per-return) and want a model that scales well for both sides as volume grows. Goal is for yo to fold into our tea seamlessly so that our clients experience a full vertical integration of tax+bookkeeping. To apply: Tell us about your current practice, exoerience, your license/PTIN status, the types of returns you handle, and what a white-label partnership structure would look like for you.