Job Overview: We are looking for an experienced finance professional to analyze our existing financial data and build a clear, structured system for tracking our company’s finances moving forward. This is an HOURLY based project focused on creating a practical, easy-to-use financial tracking framework that we can maintain internally after completion. Scope of Work: - Review and organize existing financial data (income, expenses, transactions) - Develop a comprehensive financial tracking system (Excel, Google Sheets, or similar) - Create a structured budget framework tailored to our business - Build tools to track: - Incoming and outgoing payments - Profit margins and cost breakdowns - Profit & loss (P&L) - Cash flow - Netting of transactions where applicable - Ensure the system is simple, scalable, and easy for non-finance team members to use - Set up clear categories, formulas, and automation where possible - Provide documentation and/or a walkthrough on how to use and maintain the system Deliverables: - Fully functional financial tracking template/system - Budgeting and forecasting framework - Profitability tracking (by category, product, or service if applicable) - Clean, organized structure for ongoing financial management - Instructions or Loom walkthrough explaining how to use the system Required Skills & Qualifications: - Strong background in financial analysis, accounting, or finance operations - Advanced proficiency in Excel or Google Sheets (including formulas, automation, dashboards) - Experience building financial tracking systems or internal tools - Ability to simplify complex financial concepts into practical systems - High attention to detail and organization Project Details: - Hourly rate (please include your rate and estimated hours) Please include: - Examples of financial trackers, dashboards, or systems you’ve built - A brief explanation of your approach to setting up financial tracking systems - Your estimated timeline and hours required We’re looking for someone who can take messy or unstructured financial data and turn it into a clean, actionable system we can rely on going forward.

We need a licensed CPA or Enrolled Agent with experience in employment taxes to help a small company with tax reporting for a payment made to an individual in 2025. We need help determining the correct tax treatment, preparing and filing the appropriate forms (W-2 and/or 1099), calculating any employer-side tax obligations, and ensuring compliance with both federal (IRS/SSA) and California state requirements. This is a one-time engagement involving a single payment to one individual. All details will be provided upon hire. What We Need: - Guidance on proper classification and tax treatment of the payment - Preparation and filing of the appropriate tax forms - Calculation of any employer-side taxes or obligations owed - Advice on any late filing considerations - Federal and California state compliance Ideal Candidate: - Licensed CPA or Enrolled Agent - Experience with employment taxes, W-2s, 1099s, and payroll tax obligations - Familiar with California state tax reporting (EDD, FTB) - Responsive and available for VERY quick turnaround

I am seeking a licensed CPA to prepare a compiled financial statement for a newly formed business applying for a Tennessee Used Motor Vehicle Dealer License. PLEASE ONLY APPLY IF YOU CAN CONFIRM THAT YOU CAN PROVIDE A FINANCIAL STATEMENT THAT SATISFIES THE TENNESSEE MOTOR VEHICLE COMMISSION REQUIREMENTS. Tennessee Requirements (Must Be Met) The Tennessee Motor Vehicle Commission requires a financial statement that: - Is a compiled financial statement - Is prepared in the name of the business - Is prepared in accordance with Generally Accepted Accounting Principles (GAAP) - Shows a minimum net worth of at least $10,000 - Is prepared and signed by a licensed CPA - Is provided on the CPA's professional letterhead - Includes the CPA's license number - Is dated - If the CPA is not licensed in the State of Tennessee, a copy of the CPA’s license must be furnished. Business Situation - This is a newly formed business - The business has no operating history - The only business activity to date is the owner's initial capital contribution/deposit into the business bank account - The business has a net worth exceeding the required $10,000 minimum Documents Available I can provide: - Business formation documents - EIN information - Business bank statements showing the initial capital contribution - Any additional information required to prepare the financial statement Deliverables Required - GAAP-compliant compiled financial statement - Compilation report signed by the CPA - CPA letterhead and license number included - Final documents provided in PDF format suitable for submission to the Tennessee Motor Vehicle Commission Proposal Requirements Please include: 1. Your CPA license state and license status 2. Confirmation that you can prepare a financial statement meeting the Tennessee Motor Vehicle Commission requirements listed above 3. Your estimated turnaround time Timing - Preferred turnaround time: 1-3 business days after receiving all required documents Because this business has no operating history and only an initial capitalization transaction, I expect this to be a straightforward engagement. Thank you very much.

Help transition from legacy app to Xero. Review/update chart of accounts. Review balances to be imported. Help to set up integrated payroll app.

We are looking for a billing and accounts receivable specialist to work on our billing and collections for multiple companies. Must have experience with MS Excel and quickbooks online. If interested send us your resume and hourly rate.

Looking for a CPA or similar in Texas to ensure our foreign corp status and franchise registrations are accurate. The role involves reviewing and updating financial records, ensuring compliance with tax laws, and managing corporate tax filings. The ideal candidate will have experience with foreign corporations and be able to provide guidance on legal and financial matters.

QuickBooks Cleanup & Optimization for Small Business Sale (2hrs approximate) I need an experienced QuickBooks Online (or Desktop) expert for a quick but important project. My small unprofitable ecommerce business books are current and fully reconciled through the present, but I need help “spiffing up” the financials to present them as professionally and attractively as possible to potential buyers. Review current QuickBooks setup and make targeted improvements Improve overall presentation and clarity of financial reports (P&L, Balance Sheet, etc.) Provide recommendations to make the books look their best for a potential sale Fix any small issues or inconsistencies Strong QuickBooks experience (especially preparing books for due diligence or sale) Detail-oriented with a good eye for making financials look clean and professional Can work quickly and communicate clearly If you’ve helped small business owners polish their books for exit/sale before, that’s a big plus. Please reply with your availability. Looking to get this done in the next couple of days. Thank you! :)

We're seeking a highly organized, proactive Administrative and Operations Coordinator to support our forensic accounting firm. The ideal candidate will manage administrative tasks, coordinate operations, and ensure smooth day-to-day activities. Responsibilities include handling data entry, providing customer service, and supporting the team with administrative support. The role requires proficiency in Microsoft Excel and strong communication skills.

Contract Compliance & State Filing Support Prepare state annual reports and franchise tax filings based on provided deadlines Research filing requirements, fees, forms, and submission steps by state Draft or complete required state forms for review and submission Help answer basic compliance questions or coordinate with legal/accounting advisors when needed Organize prepared filings, confirmations, and supporting materials Support entity maintenance, registered agent updates, and related administrative filings Flag missing information, inconsistencies, or issues that need escalation Ideal contractor: Experience with corporate compliance, state filings

Looking for an experienced CPA/tax strategist to advise on business structure, tax planning, content creation/media activities, nonprofit coordination, and international business considerations. Seeking guidance on entity selection, accounting systems, business deductions, and long-term tax strategy. CPA license and experience with entrepreneurs, content creators, and nonprofits preferred.