About BostonSpeaks BostonSpeaks helps professionals overcome public speaking anxiety through coaching, courses, workshops, and digital education. We're a growing, financially disciplined small business, and we're looking for a reliable bookkeeper who can also keep us on top of our S-corp tax obligations and give us confidence in our numbers. This is an ongoing, part-time contract role. We value people who take ownership, communicate clearly, and treat our numbers with the same care we'd give them ourselves. What You'll Do You'll own our day-to-day bookkeeping and help us stay ahead of our tax obligations. Bookkeeping (QuickBooks Online) - Categorize transactions and reconcile accounts monthly - Keep income, expenses, and owner activity accurately recorded - Deliver clean monthly financials (P&L, balance sheet, cash flow) we can actually trust - Keep our chart of accounts organized and consistent - Flag discrepancies, unusual activity, or anything that doesn't look right, before it becomes a problem S-Corp Quarterly Estimates (and potential future Tax work) - Calculate and prepare quarterly estimated tax payments for our S-corp (one entity), so there are no year-end surprises - Help us understand our estimated tax liability throughout the year so we can plan cash flow - Review reasonable owner compensation (W-2 salary vs. distributions) and flag anything that needs attention - Make sure owner payroll and distributions are accounted for correctly - Coordinate with our tax preparer at year-end (or file/coordinate the 1120-S if you're qualified) - Answer our finance and S-corp tax questions in plain English Who We're Looking For - Solid bookkeeping experience, ideally with U.S. small businesses - Strong working knowledge of QuickBooks Online - Experience with S-corp taxes and quarterly estimated payments (reasonable comp, distributions vs. payroll, etc.) - Detail-oriented and accurate—you double-check your work - Clear, proactive communicator who responds promptly - Trustworthy and discreet with sensitive financial information - Comfortable working independently and managing recurring deadlines Nice to Have - CPA, EA, or bookkeeping certification (QuickBooks ProAdvisor a plus) - Experience with coaching, education, or service-based businesses - Familiarity with Profit First or similar cash-management frameworks - Experience working with an external tax preparer / collaborating on year-end filings We're looking for a long-term partner, not a one-off project. To Apply Step 1: Reply to us here on Upwork with a short message telling us: Your experience with QuickBooks Online and S-corps Your availability and quote for work. Any relevant certifications Step 2: Record a short Loom video (about 2 minutes) answering these questions: Briefly introduce yourself and your bookkeeping/tax background. Why you? What do you know about us? Paste the Loom link in your Upwork reply. Applications without a Loom video won't be considered. We review every application and reply to those who are a strong fit. We look forward to hearing from you.

Hi! I just subscribed to Quickbooks. I'm looking for someone to do bookeeping cleanup for Jan-June on Quickbooks (i used my bank accounts for personal and business so those need to be properly seperated). Set my account up for success so that the system can manage it from there.

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!

We are looking for a property management accountant or bookkeeper domain expert for AI research. This is paid research, not a bookkeeping job. We want to know what you do and how you do it. You'll join recorded Zoom sessions with our founding team, screen-share how you work in your PM software, and walk us through your real workflows: Your month-end close, step by step — what you check, in what order, what trips you up Bank recs, owner draws, AP, and trust accounting (three-way reconciliation, security deposits, keeping owner/tenant funds separate) The edge cases: NSF payments, prepaid rent, deposit dispositions, management fee calcs What reports owners and property managers actually rely on You're a fit if you've spent 3+ years doing hands-on PM accounting (closes, recs, and owner statements yourself — not just supervising), and you use AppFolio, Buildium, Yardi, Propertyware, or Rent Manager daily. Experience at a third-party PM company managing books for multiple owners is a big plus. So is a CPA or state trust accounting compliance experience. Logistics: This is a fixed scope project with long-term potential as the product grows. In your proposal, tell us: which PM software you've used daily, how many doors you've handled books for, and one accounting mistake you've seen a PM company make that software should have caught.

Need bookkeeper to reconcile the bank accounts and credit cards statements and the expenses, and issue bills for hourly work, go into IOLTA trust account, create ledger.

We are seeking a reliable bookkeeper to manage our financial records, including accounts payable, accounts receivable, and payroll. The ideal candidate will have experience with QuickBooks and be able to provide financial insights to support business decisions. This is a part-time role with a long-term engagement.

Seeking a tech-savvy bookkeeper for a remote contract role to manage a personal family trust/bill pay. Responsibilities include financial accounting, bookkeeping, and accounts payable management. The ideal candidate will be detail-oriented, able to work independently, and have a strong background in financial accounting. This is a part-time position that would be under a contract basis.

We're a small farm looking for help reconciling our books from 2025-present (approx 75-100 transactions per month). We switched our accounting from Wave to Quickbooks at the beginning of 2025. Everything has been categorized except loan payments and some transfers. I'm also looking for someone that can get our loans and lines of credit on our Balance Sheet with correct balances. I would like to ensure that the balance sheet and P&L reporting is correct as well. All our bank statements and written checks are in a Google Drive that can be shared to cross reference. We're open to ideas on better bookkeeping practices as well for those with advisory experience. We would also be interested ongoing bookkeeping services for the upcoming year.

Part-Time Bookkeeper / Administrative Assistant — Real Estate Portfolio I'm a real estate investor managing a portfolio of residential and commercial rental properties across multiple LLCs. Day-to-day property operations are handled by a property management company. I'm looking for a reliable part-time assistant to handle ongoing bookkeeping and administrative tasks — approximately 6–10 hours per month. Bookkeeping (~3–5 hrs/month) - Record insurance payments, account transfers, and vendor payments in QuickBooks Online - Record monthly Airbnb booking income - Post monthly principal and interest entries for 7 mortgages - Record monthly owner distributions received from property management company across 5 entities - Pay property taxes for 7 properties (twice annually) - Reconcile 5 checking accounts monthly - Issue 1099s at year-end (small volume) - Administrative (~3–5 hrs/month) - Handle correspondence with insurance brokers regarding renewals and coverage - Manage financing agreement paperwork and follow-up - Submit quarterly short-term rental activity reports to the city - Prepare quarterly financial summaries for investors What I'm looking for - Comfortable working independently with minimal oversight - QuickBooks Online experience required - Real estate investor bookkeeping experience preferred — familiarity with owner distributions, mortgage amortization entries, and multi-entity LLC structures is a plus - Organized, detail-oriented, and responsive - Familiarity with AI or automation tools a plus Engagement - Remote, part-time — approximately 6–10 hours per month - Ongoing, month-to-month - Hourly rate preferred Transaction volume estimate - 85 checking transactions across 5 accounts - 7 mortgage P&I journal entries/month - 5 distribution entries/month

We are seeking an experienced bookkeeper to manage financial records for our restaurant franchise in California. Responsibilities include maintaining accurate financial statements, managing accounts payable, and ensuring compliance with California tax laws. The ideal candidate will have a strong background in financial accounting and bookkeeping, with experience in the restaurant industry. This is a part-time role with a long-term engagement.