Our private foundation seeks to advance human flourishing through education, cultural access, and well-being. We are seeking a detail-driven Senior Bookkeeper (QBO) on a fractional, part-time basis. This is a high-trust role with direct exposure to the foundation's principals. We operate more like an early-stage venture studio and tech incubator rather than like a traditional grant maker — strategy-focused, lean, agile, builder-oriented, and mission-driven. You will bring order, accuracy, and clear financial visibility to an organization that values precision and discretion. What you'll work on Full-cycle bookkeeping with Quickbooks Online: AP/AR, bank reconciliations, journal entries, and month-end reporting General ledger integrity and chart-of-accounts maintenance Monthly and quarterly financial statements, budget-to-actual reporting, and cash-flow tracking Program and disbursement tracking, including documentation for restricted vs. unrestricted activity Coordination of Form 990-PF preparation with outside CPAs and auditors Vendor management, contractor processing, and expense oversight Recordkeeping and audit-readiness consistent with private foundation compliance (minimum distribution, self-dealing, excise tax awareness)

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.

We are seeking a part-time Systems Administrator to manage and support our internal software stack, SaaS platforms, user access, integrations, and operational systems. This role focuses on software administration, configuration, process management, and troubleshooting rather than website development. We are looking for a reliable, detail-oriented operator who can keep our systems organized, secure, documented, and running smoothly. You will help administer and support the following platforms: * HubSpot * ClickUp * WooCommerce * MyWorks * LeakyPaywall * MailerLite * WordPress-based business systems and integrations Responsibilities * Manage user access, permissions, roles, and account provisioning across key systems * Configure and maintain HubSpot workflows, properties, lists, forms, pipelines, and integrations * Administer ClickUp spaces, folders, lists, automations, dashboards, permissions, and templates * Support WooCommerce configuration, product setup, order workflows, subscriptions, payment settings, and related business processes * Manage MyWorks sync settings and troubleshoot issues between WooCommerce and QuickBooks * Configure and support LeakyPaywall membership, access, subscription, and content restriction settings * Maintain MailerLite audiences, forms, automations, segments, templates, and integrations * Coordinate with our WordPress development team regarding software integrations, plugin requirements, user access, and system configuration needs * Troubleshoot software issues, integration errors, sync failures, and configuration problems * Maintain documentation for system settings, workflows, SOPs, and recurring administrative processes * Identify opportunities to improve automation, reliability, security, and operational efficiency * Support employee onboarding and offboarding processes for software access and permissions Ideal Experience Hands-on administration of HubSpot, ClickUp, WooCommerce, MailerLite, MyWorks, and/or LeakyPaywall Experience managing SaaS platforms, user permissions, and software provisioning Strong understanding of integrations and workflow automation Experience troubleshooting software configuration issues and sync failures Familiarity with WordPress environments from an administrative and operational perspective (not necessarily development) Ability to document processes clearly and maintain organized system records

GoHighLevel Solutions Architect | CRM Optimization, Automations & System Design We are looking for an experienced GoHighLevel expert to help refine and expand an existing multi-account CRM ecosystem. The foundation has already been built. We're looking for someone who can think strategically, recommend best practices, and execute high-quality work while keeping the system clean, scalable, and easy to maintain. Current Tech Stack GoHighLevel BookingKoala Zapier SweetProcess Google Drive Stripe QuickBooks OpenPhone / Quo Project Scope We're looking for assistance with: Refining GoHighLevel account architecture Organizing and optimizing custom fields Standardizing tags and naming conventions Building and improving pipelines Creating forms and funnels Designing workflow automations Optimizing integrations between BookingKoala and GoHighLevel Improving customer, lead, and recruiting workflows Recommending best practices for long-term scalability Documenting systems and processes as needed Our Philosophy We believe simple systems scale. We're not looking for someone who creates unnecessary complexity. Every field, automation, tag, and workflow should have a clear business purpose. We're looking for someone who can help us build a CRM that our team will actually enjoy using. Ideal Candidate You should have strong experience with: GoHighLevel Workflow Automations Pipelines & Opportunities Forms & Funnels Custom Fields Zapier CRM Architecture Process Documentation Experience with Booking Koala is a significant advantage but is not required.

I’m looking for an experienced and highly organized Executive/Administrative Assistant to join my team. The role consists of 40+ hours per month in which you’ll assist with a variety of executive and administrative tasks that are vital to supporting me and my business operations. As a key member of my team, you will play a crucial part in managing both professional and personal responsibilities, helping me balance work and family life as a single dad. Key Responsibilities: Executive/Administrative Assistant Duties: • Email and calendar management • Acting as a liaison between the team in Mexico and customers • Invoicing customers on QuickBooks Online (QBO) • Assisting in sales order processing • Ensuring smooth operations and timely follow-up for all tasks Required Skills & Qualifications: • Has experience assiting a C-level executive. • Bilingual - Spanish is a plus. • Proficiency in Google Workspace, QBO, and Asana • Highly detail-oriented with the ability to prioritize and manage multiple tasks • Knows how to set up systems and processes. • Ability to manage sensitive and confidential information with integrity • Familiarity with invoicing, sales order processing, and vendor management Preferred Qualifications: • Willingness to take a personality test to ensure compatibility and fit for the role Working Conditions: • Weekly one-on-one meetings via Google Meet for regular check-ins • Ability to manage tasks independently, with strong daily follow-through

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.

Set up Found business checking with pockets and automatic deposit allocations, connect Square invoicing with 3% convenience fee, integrate Gusto payroll, and build Make.com automation that pulls Found data to generate daily cash flow forecasts and budget reports.

I need someone to clean up cross-platform syncing with Shopify, CJDropshipping, and TikTok Shop. The task involves setting up branded dropshipping, ensuring seamless integration across platforms, and optimizing the shopping experience. The ideal candidate will have experience in e-commerce platforms and a keen eye for design to enhance branding.

Financial reporting & accounting operations Own the monthly financial close process end to end, targeting completion within 5 business days of month-end
Prepare and maintain monthly financial statements (P&L, balance sheet, cash flow statement)
Deliver financial reporting packages to leadership by the 7th business day each month
Maintain accurate general ledger entries and complete all account reconciliations monthly
Oversee accounts payable and accounts receivable processes, ensuring proper categorization and documentation
Review financial transactions for accuracy, flag discrepancies, and ensure compliance with U.S. GAAP
Coordinate with external accountants, tax advisors, and auditors as needed
Maintain organized financial records and documentation archives Budgeting, forecasting & financial planning Develop and maintain the annual company budget in coordination with department heads
Build and maintain rolling financial forecasts updated monthly or as business conditions change
Conduct monthly budget vs. actual analysis and distribute variance reports to leadership
Track department-level spending against approved budgets and flag material variances before they compound
Support leadership with financial modeling for hiring decisions, pricing, and growth investments
Recommend cost optimization opportunities when identified through financial analysis Cash flow & financial health management Maintain accurate rolling cash flow forecasts, updated weekly
Monitor company liquidity, operational runway, and working capital position
Track incoming revenue collections and outgoing vendor payments for timing accuracy
Identify and communicate cash flow risks to leadership proactively
Ensure financial planning for major operational decisions incorporates current cash position Financial controls, compliance & risk Implement and maintain internal financial controls that ensure data integrity and prevent material errors
Maintain documentation required for tax preparation, financial audits, and compliance reviews
Ensure adherence to U.S. GAAP practices across all financial operations
Monitor financial risk and escalate concerns before they affect operational decisions Financial systems & process improvement Maintain and optimize QuickBooks Online and connected financial reporting tools
Build and maintain financial dashboards that give leadership real-time visibility into revenue, expenses, and profitability
Identify opportunities to automate manual financial processes and improve reporting efficiency
Develop and document SOPs for all core finance processes
Continuously improve financial infrastructure as revenue and operational complexity grow

Job Description: I am looking for a highly adaptable, tech-savvy right-hand person (essentially a "mini-me") to help me navigate a busy season over the next 3+ months. I run a fast-paced operation juggling multiple platforms, clients, and projects, and I need an in-field utility player who can jump in, figure things out, and help drive actions to completion. This is a part-time role where you will act as the bridge between technical execution, operational tasks, and client support. If you love variety, learn new software quickly, and take pride in getting things done, this is the role for you. The Details: Hours: Approximately 20 hours per week. Duration: 3 months (with the possibility of extension if it's a great fit). Key Responsibilities: Drive Actions: Take ownership of pending tasks, follow up on project milestones, and ensure nothing falls through the cracks. Client Assistance: Help manage client communications, troubleshoot basic issues, and ensure a smooth customer experience. Platform Management: Assist with updates, data entry, and basic configurations across my existing tech stack. Problem Solving: Act as a true utility player—whether it is tweaking a workflow, pulling a data report, or drafting an email using AI, you are ready to tackle it. The Tech Stack: You do not need to be a master developer in all of these, but you must be comfortable navigating them and willing to learn. Experience with the following is highly preferred: WordPress: Basic content updates, plugin management, and site maintenance. Caspio: Familiarity with database management and low-code applications. n8n: Basic understanding of workflow automation and API integrations. LLMs: Comfortable using AI tools (ChatGPT, Claude, etc.) to draft content, summarize data, or solve problems. SQL: Ability to run basic queries and manage data sets. QuickBooks: Basic bookkeeping, invoicing, or expense tracking. Who You Are: Resourceful: You know how to Google a problem, consult an LLM, and find a solution before asking for help. Organized: You can manage your own time and keep track of multiple moving pieces. Communicative: You provide clear, concise updates on what is done and what is blocking you. Adaptable: You do not mind switching gears from a technical database task to answering a client email.