We are an established business looking for someone who is good at bookkeeping, fast, and detailed. We are a growing real estate investment company seeking a trustworthy, detail-oriented Bookkeeper to manage the finances of our property portfolio. This role goes beyond basic bookkeeping and requires tracking multiple properties across acquisitions, rentals, flips, and sales. Responsibilities: Assigning income and expenses to the correct properties Tracking maintenance, utilities, taxes, insurance, and renovation costs Managing bookkeeping for flips, rentals, and property sales Reconciling bank accounts, credit cards, and vendor statements Producing monthly P&L reports by property and portfolio-wide Managing AP/AR, journal entries, and financial organization Leading the transition out of QuickBooks into a more cost-effective accounting platform (Xero, Wave, FreshBooks, or similar) Qualifications: 3+ years of bookkeeping experience, preferably in real estate or property management Strong understanding of multi-property accounting and allocations High attention to detail, organization, and integrity Experience with QuickBooks (required) and openness to other platforms Ability to work independently and proactively identify financial issues Fast worker who can handle a high volume of transactions and properties This is a key role within our company, and we’re looking for someone reliable, accurate, and comfortable managing a growing portfolio of properties while helping us move to a better-priced solution.

AI Integration & Automation Specialist (OpenAI / ChatGPT): We’re an advertising agency looking for an experienced AI specialist to help build an AI-powered business infrastructure. Your role will be to integrate ChatGPT/OpenAI with the software we use every day, automate workflows, and help us identify opportunities to improve efficiency across the business. Responsibilities: * Integrate OpenAI with our existing software stack * Build custom workflows using APIs and automation platforms * Connect tools such as Microsoft 365, Outlook, HubSpot, Wrike, QuickBooks, WordPress, and other business applications * Develop AI assistants for operations, sales, project management, marketing, reporting, and customer service * Recommend scalable AI solutions and best practices * Document all work for future maintenance Requirements: * Strong experience with OpenAI APIs * Experience with APIs, MCP, Zapier, Make.com, n8n, or similar automation platforms * Strong understanding of business process automation * Ability to communicate with both technical and non-technical teams * Excellent English

Seeking someone to assist with Dubsado workflows and integrate with Acuity and GHL. Also, I'd like to send text messages to contacts when a proposal is sent. We use Quickbooks for invoicing and would like that to be integrated as well. We also use SamCart, Shopify and Typeform. It would be great to have someone who can assist as projects arise for streamlining and building automations so that we can spend our time client facing.

Role Description/Job Overview We are looking for a highly skilled and detail-oriented individual to support companies of Blue Venture Holdings with part-time accounting, tax/regulatory and financial support. The ideal candidate must have strong experience utilizing QuickBooks Online accounting software to maintain accurate financial records, manage accounts payable and receivable, reconcile bank statements, prepare financial reports, and assist with payroll and tax compliance. They will also need to proactively communicate with owners and support teams of Blue Venture Holding Companies. Key/Primary Responsibilities QuickBooks Management (Daily/Weekday) - Maintain day-to-day bookkeeping in QuickBooks Online (QBO) for all entities - Assist with QuickBooks integrations (bank feeds, payroll, Helcim, Stripe, etc.) - Maintain consistency in the chart of accounts and reporting across entities - Ensure accurate coding of project-level expenses - Balance and reconcile financial statements Tax Accounting & Support - Track and prepare documentation for sales tax, payroll tax, and income tax filings - Coordinate with CPA/tax preparer on quarterly and annual returns - Track estimated tax payments to ensure timely compliance - Maintain vendor W-9s and assist with 1099 preparation - Stay current on federal and state tax regulations that impact each entity Accounts Payable & Accounts Receivable (Daily/Weekday) - Record and schedule vendor bills and payments - Issue and track customer invoices across entities - Follow up on overdue customer balances - Maintain vendor files for compliance Financial Reporting, Budgeting and Audit Support (Weekly/Monthly/Quarterly/Annually) - Generate reports (P&L, balance sheet, cash flow, and entity-specific reports) - Support development of forecasting and budget tracking tools - Identify financial trends, anomalies, or risks and report findings - Support periodic audits of AP, AR, and expense records - Prepare documentation for internal and external reviews - Assist in tightening internal controls and ensuring reporting consistency Payroll & Compliance - Hands-on payroll processing and reconciliation - Verify employee reimbursements and payroll journal entries - Monitor payroll tax filings and compliance requirements Blue Ventures General Support - Maintain accurate and up-to-date records and reports across multiple entities - Ensure reconciliation of all banking and credit accounts - Optimize and maintain a chart of accounts, reporting structures, and vendor/customer setup - Assist with implementing and maintaining accounting policies and procedures - Manage document retention and compliance for financial records Required Qualifications - QuickBooks Online (QBO) for multiple entities - Tax preparation (sales tax, payroll tax, income tax, 1099s) - Experience with spreadsheet applications for reporting and analysis (Microsoft Excel/Google Sheets) for reporting and analysis - Understanding of payment processors (Stripe, Square, PayPal, etc) - Google Workspace (Docs, Drive, Calendar, Meet, Gmail) Successful Profile - Strong attention to detail and accuracy in financial data - Proactive communicator with ability to explain financial insights clearly - Ability to manage priorities across multiple entities - Comfortable collaborating with leadership, CFO, and operations staff - Self-starter with ability to work independently in a part-time/remote environment - Proven execution capabilities in finance tasks and working with outside accounting and legal firms Keys for Success - Start your day on time: Log in promptly and be prepared to begin your shift with a professional, positive mindset. - Stay focused and minimize distractions: Create a dedicated workspace, limit personal phone or social media use, and manage your environment to stay fully engaged in your tasks. - Communicate attentively: Practice active listening during virtual meetings, emails, and calls; respond clearly and professionally. - Maintain professionalism: Speak positively about previous roles or colleagues, and maintain a constructive, respectful tone in all communications. - Demonstrate courtesy and reliability: Be proactive in responding to team members and leadership, meet deadlines consistently, and uphold a high standard of integrity in all work interactions. Work & Payment Details - Hourly Pay Only (Upwork time tracker required) - Full-Time Role (Eastern Time Zone hours, Monday-Friday) - No agencies – individual freelancers only - Remote position, must have excellent English communication skills How to Apply To be considered, please include the following in your application: - Your experience with QuickBooks Online and Google Sheets - Confirmation that you will track time using Upwork and can work Eastern Time Zone hours We are looking for someone long-term, reliable, and detail-oriented to help lead our accounting and financial operations. If you have the skills and experience listed above, we’d love to hear from you!

I’m looking for a Microsoft Fabric / Power BI data engineer to build a centralized financial reporting platform for my company. We have six separate QuickBooks Online companies (KOA campgrounds) with similar but not identical charts of accounts, and I want to automatically consolidate the data, map accounts to a standardized reporting chart, integrate budgets (and eventually KOA operational data), and create executive dashboards with MTD/YTD, Budget vs. Actual, and Prior Year reporting. If you’ve built multi-entity financial data models in Fabric and Power BI, I’d love to discuss the project

Thanks for viewing.... Looking for an experienced U.S.-based or U.S.-experienced bookkeeper for an initial paid consultation, with the intent to move into ongoing work if we are a fit. This is not a simple single-entity setup. I want someone who is comfortable with multi-entity structures and cleanup work, but who also understands how to work cleanly, incrementally, efficiently, batch processing oriented, and under direction (including coordination with a CPA or tax attorney if needed). High-level situation: - Multiple LLCs (operating + investment) (3 of them have higher transactions, the rest minimal, most under 10. - One entity has an S-Corp election; others are default LLCs (S Corp highest transactions) - 18 Cash accounts - 3400 transactions in 2024 (this was elevated around 15-25% due to a project in the main S Corp business) - Prior bookkeeper/CPA used one QBO file and rolled multiple entities together due to low activity and disregarded entities - 2024 bookkeeping is mostly complete inside that consolidated QBO, with a few missing statements - 2025 bookkeeping has not been started - Some entities have minimal activity, others more active - There may be a decision to separate entities into individual QBO files, but that decision has not yet been finalized What I need help with: - Review of current QBO setup and books (consultative, not corrective yet) - Advice on best path forward: --Keep consolidated short-term vs. --Segment entities into separate QBO files - Completing any remaining 2024 bookkeeping once scope is defined - Starting clean bookkeeping for 2025 - Ongoing monthly bookkeeping once structure is finalized for 2026 - Clean handoff to CPA / tax attorney when needed - Confirming accounts connections to QBO as all bookkeeping was done prior by means of saved PDFs Important notes: - I am not asking you to make tax decisions or legal judgments - I want clean, well-documented books that can support future tax work and to know whats going on within the QBO files - Some cleanup and reclassification may be required depending on final structure - I value communication and transparency on scope and time required Engagement structure: Step 1: Paid consultation (60 minutes or less) to review the current state and recommend a path Step 2: Defined cleanup / segmentation work (if agreed) Step 3: Ongoing monthly bookkeeping (optional) Ideal experience: - Strong QuickBooks Online experience - Multi-entity bookkeeping - Cleanup and historical reconstruction - Comfortable advising me on working from bank statements and PDFs vs direct sync for accounts (im looking for a streamlined operation) - Comfortable coordinating with CPAs / attorneys if needed. - If you have PTIN or are an Enrolled Agent this is bonus Please include: - Brief description of similar cleanup or multi-entity work - Your preferred QBO experience level (Basic / Plus / Advanced clients) Thank you in advance

Hi, I’m the founder a minimalist jewelry brand. Our structure is evolving from a single Virginia LLC into a complex multi-entity architecture involving a Wyoming Holding Company and an Asset Protection Trust in future. If you think A2X is just a “plug-and-play” tool, or if you’ve never managed intercompany transfers between a subsidiary and a holding trust, this role isn't for you. I need a meticulous expert who understands the heartbeat of e-commerce AND the legal weight of the Corporate Veil. What You’ll Be Doing: • A2X & Shopify Integration: Perfecting the flow from Shopify to QuickBooks/Xero, ensuring every payout is reconciled to the cent. • Inventory & COGS (Luxury Focus): Managing inventory for high-value raw materials (gold, diamonds, gemstones) and manufacturing costs. • Multi-Entity & Trust Accounting: Managing the books for a Virginia Operating LLC owned by a Wyoming Holding LLC/Trust. You must ensure perfect Asset Segregation and record intercompany transfers (Due to/Due from) with surgical precision. • Corporate Veil Protection: Maintaining strict separation between personal and business finances to ensure our asset protection structure remains impenetrable. • Sales Tax & Nexus: Keeping us compliant across states, specifically managing the relationship between VA (Physical Nexus) and WY (Legal Situs). • Financial Reporting: Monthly P&L and Balance Sheets that provide clarity for both the brand’s growth and the Trust's compliance. Who You Are: • Manufacturing vs. Resale: You understand how to value raw materials and work-in-progress (WIP) in a jewelry manufacturing context. • Multi-Entity Pro: You have experience with Parent-Subsidiary structures and Trust accounting. • Proactive & Meticulous: You find errors in the audit trail before I do. • A2X Master: You know how to handle complex Shopify settlements. • Compliance-Minded: You understand that "messy books" mean "lost legal protection." Why Work With Us: We are a growing luxury brand focusing on quality and long-term partnership. You won't just be "doing the books"; you will be a key architect of our financial foundation and asset protection strategy. 📌 Application Filter: Start your cover letter with the word “FORTRESS” and answer these three questions: 1. How do you handle COGS for a business that manufactures jewelry versus one that just resells? 2. What is your experience in managing intercompany transactions between an operating LLC and a holding entity? 3. How do you ensure the "Corporate Veil" is protected in daily bookkeeping for a multi-entity structure? 4. Are you familiar with Virginia taxes monthly tax returns sale filing?

Part-Time Construction Bookkeeper / Project Accountant (Public Works Experience Required) Location: Remote Hours: Part-Time (20-30 hours per week) Availability Required: Must be available during 8:00 AM – 5:00 PM Pacific Time Reports To: CFO Industry: Construction / Real Estate Development About Us We are a construction and real estate development firm focused on multifamily and public works projects. Our financial systems are built around Buildertrend and QuickBooks Online, and accurate job-level accounting is critical to our operations. We are hiring a professional who understands the financial structure of construction projects and the compliance requirements that come with public work. This is not a general bookkeeping position. We are looking for someone with direct construction accounting experience who already understands prevailing wage and public works compliance. Core Responsibilities - Enter and track Accounts Payable (AP) and Accounts Receivable (AR) for construction projects - Record and manage subcontractor invoices, vendor bills, lien releases and insurance requirements - Ensure all job expenses are accurately entered and coded in Buildertrend and QuickBooks Online - Maintain clean job costing and financial tracking for each project - Track and maintain documentation related to public works and prevailing wage projects - Keep financial records current, organized, and audit-ready - Coordinate regularly with the Controller to ensure accurate financial reporting Required Qualifications (Applications without these will not be considered) - Direct experience in construction accounting - Experience working on public works projects with prevailing wage compliance - Proficiency in QuickBooks Online - Proficiency in Buildertrend - Experience managing Accounts Payable workflows for construction projects - Experience tracking lien releases and subcontractor compliance documentation - Fluent English communication skills (spoken and written) - Must be available to work during standard Pacific Time business hours (8 AM – 5 PM PT) - Strong attention to detail and ability to keep project financial records accurate and up to date Preferred Strengths The strongest candidates will also have experience supporting project teams with: - Construction buyout processes - Generating subcontracts and purchase orders - Assisting the project management team with procurement documentation and contract setup - Understanding how accounting workflows integrate with project management operations Position Details - Part-time role: 20-30 hours per week - Remote position - Work must be performed during Pacific Time business hours Growth Opportunity For the right person, this role may expand to include additional responsibilities such as: - Payroll administration - Human Resources support - Administrative operations - Project management support Who This Role Is For This role is best suited for an experienced construction bookkeeper or project accountant who already understands how construction companies operate and can step into the role with minimal training. We are looking for someone who is organized, detail-oriented, and comfortable managing financial workflows across multiple projects while maintaining strict accuracy and compliance.

Role Purpose The Accounting Manager serves as the primary operational accounting lead. In this fractional role, you will take full ownership of general ledger accuracy, execute timely financial close processes, and maintain the absolute integrity of our small-to-mid-sized business clients' accounting systems. You are a process leader who focuses on precision, data integrity, and workflow discipline, ensuring that all financial records are clean, accurate, and ready for tax or advisory functions. Responsibilities Financial Close Management: Own and execute monthly, quarterly, and annual financial close processes for multiple client engagements. Ensure all balance sheet accounts are fully reconciled, post required journal entries/accruals, and deliver audit-ready financials on schedule. General Ledger & Operations: Maintain the general ledger and chart of accounts layout. Ensure proper classification of all financial transactions, manage bank feeds and automated transaction rules, and maintain clean vendor/customer master records. Data Integrity & Reconciliations: Perform systematic and meticulous reconciliations across bank accounts, credit cards, and key balance sheet items. Investigate, resolve discrepancies, and validate beginning balances to catch errors before they impact reporting. Reporting & Compliance Support: Prepare internal financial statement packages (P&L, Balance Sheet, A/R and A/P aging reports) and compile supporting schedules. Organize documentation for payroll tax, sales/use tax, business licenses, and year-end filing readiness (1099s, W-2s). Workflow & System Optimization: Operate strictly within our designated cloud ecosystem, optimizing QuickBooks Online (QBO) and tracking all tasks, milestones, and progress in real time within Canopy. Build efficient, automated workflows to enhance internal controls and operational efficiency. Cross-Functional Coordination: Proactively collaborate with Fractional CFOs, Tax Managers, and Administrative Support teams to ensure seamless client delivery and verify that accounting data aligns perfectly with downstream strategic reporting. Key Deliverables Monthly/Ongoing: Completed, reconciled financial statements; updated general ledger and supporting schedules; A/R and A/P aging reviews; and real-time task updates inside Canopy. Quarterly: Comprehensive financial reporting packages, prepared compliance documentation, and actionable process/system improvement recommendations. Annual & Ad Hoc: Year-end financial statement packages, audit/review support documentation, 1099/W-2 preparation support, and financial cleanup/system optimization initiatives. Qualifications: Bachelor’s degree in Finance and 5 + years of tax experience Strong working knowledge of GAAP, journal entries, accruals, adjustments, and balance sheet-first accounting cleanup. Proven capability running structured, repeatable month-end close sequences across multiple clients under tight timelines. Advanced proficiency configuring QuickBooks Online, optimizing charts of accounts, and correcting automated bank feed rules. Deep commitment to task management systems (Canopy), data integrity, and executing standardized SOPs with zero variation. Proactive problem-solving skills with an ability to detect errors, analyze inconsistencies, and prioritize accuracy over speed. High level of accountability and professional presence; ability to communicate complex financial issues clearly to internal leadership and non-accounting stakeholders.

I have a small IT services company based in Houston TX. We provide IT management and support for small businesses. I am looked for bookkeeping assistance with Xero and tax prep. We are just under $1.8 mil in annual revenue and typically issue less than 50 invoices each month. Most of our revenue is billed on monthly recurring contracts. Our invoicing and client payments are completed automated via the software we manage our business with. I categorize expense transactions as they come in via our bank feed. Most of our expenses are auto-paid to our vendors via CC or ACH. I also enter bills for for expenses that do not auto-pay and process the payment for them via the vendor websites or my Chase Bank Bill Pay. I am looking for the following: - Reconcile bank accounts monthly - Review books monthly to identify errors (income statement, balance sheet, clearing accounts, etc) - Amortize occasional large payments (only a handful of these each year) - Answer questions on how to record things as needed - Fix issues when I dont know how to fix - Recommendations on tax or bookkeeping optimization - Assist with Gusto integration setup / issues as needed (pretty rare) Please let me know if this is a good fit for you and what the monthly feee would be for this.