OVERVIEW I run a small but fast-growing portfolio of residential assisted living homes (each under 10 beds) plus an asset management company that oversees these properties. I need support for one facility now, but this could scale to 5–10 facilities within the first year and more beyond, so I’m looking for a long-term US-based bookkeeping/accounting partner who can standardize processes and grow with me. Each facility has a PropertyCo that owns the real estate and an OperatingCo that runs the care business, with 3–6 staff (mix of W-2 employees and 1099 contractors). Target budget for the current one-facility scope is roughly $500 USD per month on a flat, predictable basis. BUSINESS STRUCTURE - Residential assisted living homes (under 10 beds each). - For each facility: one PropertyCo (holds the real estate) and one OperatingCo (runs the care business), with a holding co over the top, all pass through. - Revenue is mostly automated ACH from residents/families. - Expenses are primarily payroll, groceries, supplies, utilities, insurance, repairs, and occasional larger CapEx (e.g., HVAC, appliances). -----CORE MONTHLY SCOPE (PER FACILITY)---- **BOOKKEEPING & MONTH-END CLOSE** - Maintain accurate books for both PropertyCo and OperatingCo in QuickBooks Online (or similar). - Categorize all income and expenses and reconcile bank/credit card accounts. - Provide monthly financial statements (P&L, Balance Sheet, basic cash flow). - Include a brief summary of notable changes, unusual items, or red flags. **ACCOUNTS PAYABLE (AP)** - Enter and manage bills for recurring and one-time vendors. - Set rules so routine, budgeted items can be paid automatically on schedule. - Flag larger or non-routine items for owner approval before payment (see APPROVALS & CONTROLS). - Coordinate payment timing with me to manage cash flow. **ACCOUNTS RECEIVABLE (AR)** - Post and reconcile ACH receipts in the books (ACH intake is already set up). - Maintain AR aging and flag overdue balances. - Initiate automatic reminders from QuickBooks for overdue invoices. - No medical billing required. **PAYROLL SUPPORT** - Handle semi-monthly payroll for about 8 employees (to start). - Ensure payroll expenses and employer taxes are recorded correctly. - Prepare and coordinate quarterly payroll tax reports. **APPROVALS & CONTROLS** - Implement threshold-based approvals that work at 1 facility and 10+ facilities. - Routine, budgeted expenses under an agreed amount can auto-approve. - Larger or non-routine expenses (major repairs, HVAC, big appliances, etc.) must be flagged for my approval. - Send simple approval requests (email and/or e-signature) with vendor, amount, description, and coding. - No large payment goes out without written approval. - Store approval documentation attached to the transaction and/or in a shared drive for audit trail. **ANNUAL, COMPLIANCE, AND TAX WORK (INCLUDED IN MONTHLY FEE)** PARTNERSHIP RETURNS & K-1s - Prepare annual partnership tax returns for both PropertyCo and OperatingCo. - Prepare K-1s for owners. - One annual tax review meeting (around January) to walk through returns and key items. - 1099s & PAYROLL TAX FILINGS - Track 1099-eligible contractor payments throughout the year. - Prepare and file year-end 1099s (initially up to ~9 contractors, likely more as we scale). - Handle quarterly payroll tax filings and year-end forms (e.g., W-2s). TAX OPTIMIZATION & STRATEGY (IMPORTANT) - Stay current on tax rules that impact small real estate holding entities (PropertyCo) and care-service operating entities (OperatingCo). - Proactively recommend strategies around entity structure, flows between PropertyCo/OperatingCo, depreciation, repairs vs capital improvements, timing of CapEx, and reasonable comp/distributions. - One focused mid-year tax strategy session to align on expected income, planned CapEx, facility growth, and any relevant tax law changes. PLANNING, REPORTING, AND SCALABILITY - Monthly call (30–60 minutes) to review financials (facility-level and combined), metrics, issues, and upcoming cash needs. - Quarterly call focused on higher-level planning: staffing costs, profitability by facility, expansion pace, and process improvements. - Standard chart of accounts and reporting templates that can be replicated for each new facility. - Clear onboarding checklist for bringing new facilities into the system quickly and consistently. WHAT I’M NOT LOOKING FOR - Not looking for a large national firm with big overhead or “fractional CFO” pricing. - Not looking for someone who treats this like an enterprise-level CFO engagement. - Not looking for heavy hourly billing on every short email or small question. WHAT I’M LOOKING FOR - US-based only. - Prefer a small firm that can scale, but open to an individual who clearly has capacity and a plan to grow with us. - Experience with multi-entity small businesses (especially PropCo/OpCo), US partnership returns and K-1s, W-2 and 1099 workers, and ideally healthcare/home-care/assisted living or similar service industries. - Strong QuickBooks Online experience, comfort with simple approval workflows, and organized document management (Google Drive/Dropbox/OneDrive). - Practical, small-business mindset with a focus on clean execution, tax efficiency, and long-term partnership.

Build Verified Email List of All Summer Camps in the DMV (DC, Maryland, Virginia) (Only Apply If You Use UpLead, Apollo, Hunter, or Similar Tools) Summary I am looking for a reliable, detail‑oriented researcher to build a verified email list of all summer camps located in the DMV area (Washington, DC • Maryland • Northern Virginia). This list must be accurate, complete, tool‑verified, and delivered by July 1. Only apply if you already use professional data tools for lead research. You must already have access to one or more of the following: UpLead (preferred) Apollo.io Cognism Clearbit Clay Hunter.io (email verification) Snov.io (email verification) Findymail LinkedIn Sales Navigator If you do not use these tools, please do not apply. Your Responsibilities You will: Identify all summer camps in the District of Columbia, D.C. Fairfax and Alexandria, Va Collect and verify the following for each camp: Camp name Website Director or main contact name (if available) Verified email address (no bounced or invalid emails) Phone number (if available) City + State Remove duplicates Ensure all data is aligned correctly (no mismatched rows) Deliver the final list in a clean, organized spreadsheet (Google Sheets or Excel) Requirements Experience with lead generation, list building, or outreach research Ability to verify emails using Hunter, Snov, Apollo, etc. Strong attention to detail Must meet the July 1 deadline Must deliver a clean, accurate, verified spreadsheet Must complete one sample row before starting the full list Deliverable A complete, verified list of all summer camps in: Washington, DC Maryland (statewide) Northern Virginia Arlington Alexandria Fairfax Loudoun Prince William Budget $150–$200 total (fixed price) depending on experience and quality. To Apply, Please Include: Which tools you currently use (UpLead, Apollo, Hunter, etc.) A brief description of your experience with similar projects A sample of a list you’ve built (if available) Your estimated timeline Confirmation that you can meet the July 1 deadline

We are seeking an experienced professional to assist with posting payments in Tebra EHR software. The ideal candidate will have a strong background in healthcare billing and a proven track record of accurately managing financial transactions within this platform. Attention to detail and the ability to work independently are essential.

I added a flight attendant to my Swork Levos4, but I’m having trouble calibrating the device and using the auto mode. I need help troubleshooting the issue and getting the system working properly. This is a small, part-time project for someone who can provide clear guidance and support. I’m located in Bergen County and would appreciate assistance with this technical problem.

Looking for someone to do bookkeeping for a new custom cabinet shop using Xero. It's straightforward, and the chart of accounts is setup. Just need someone to manage the books and ensure everything is organized and up-to-date.

We are seeking a skilled freelancer to create a script that imports data from a CSV file into AdvancedMD. The ideal candidate will have experience in data import and scripting, ensuring accurate and efficient data transfer. This project requires an intermediate level of proficiency and is needing to be completed within a couple weeks if possible.

Need an iPad kiosk survey created for a trade show. Survey contains 3 - 4 questions. Upon submission, responses must automatically print to a Star Micronics TSP143III Bluetooth receipt printer. Required functionality: Survey displayed on iPad kiosk mode. User completes survey and taps Submit. Survey responses are evaluated against predefined product recommendations. Personalized recommendations is automatically formatted into a receipt-style layout. Recommendation prints immediately to the Star Micronics BT receipt printer without staff assistance. This is not simply a survey collection tool; the survey responses must trigger a rules-based recommendation engine that produces a personalized printed skincare prescription immediately after submission.

I'm seeking an expert to guide me through the paperwork and process of becoming a local government minority contractor. The ideal candidate will have experience in government contracting and minority business certification, ensuring all necessary documents are completed accurately and efficiently. This role requires attention to detail and knowledge of legal or administrative procedures.

US Applicants only. Hello, I'm building a web based application that will help In-patient rehab hospitals (eg. PAM health and rehabilitation, Select, Encompass, etc.) schedule their patients and therapist daily. The ideal candidate will have either experience working on IRF and has an idea how schedules are generated on such setting. Basically, I'm looking for some input on how to develop and improve the web-based app. If hired, we'll schedule a quick 60 minute meeting along with 2-3 other hired freelancers. I'll run the web-based app, see how it works and will ask for your honest opinion. For now, I pay $50 an hour including all upwork fees. Hoping to build a long term relationship if the web -based app becomes successful. Thank you! Virjil

We are building a bilingual (English/Spanish) online divorce filing platform for New York clients and we need a questionnaire that automatically generates completed, court-ready NY uncontested divorce forms. Platform: Documate (preferred) or Docassemble. The ideal candidate must have experience with NY court forms.