The mission Single use plastic and toxic chemicals are poisoning the planet. We launch award winning sustainable products from all over the world break into the US market, replacing single used plastics and poisonous cleaning chemicals wherever they are most commonly used. Think restaurants, hotels, coffee shops and major events. Keeping our oceans clean and our hiking trails beautiful. The deal Opportunity to grow and take on new roles as you learn! This is a career launchpad where you get the opportunity to learn a new industry from the ground up. How it works You get goals, not task lists. It's up to you how you execute them and we like someone that can take advice and learn, whilst putting their own spin on things. Example: "Set up warm conversations with 10 sustainable restaurant chains this month." How you get there is yours to figure out. We coach and recommend and mentor as much as you feel you need, then we get out of your way. Who you are You are passionate about the environment and sustainability. You've led something or taken a leading role - maybe a club, a campaign, a beach cleanup. You're relentless about the environment and want your work to actually matter. Ambiguity excites you; waiting for instructions bores you. You enjoy talking to people and you have fun putting new ideas forward. To apply: Pretend your goal is to get a sustainable burger chain to try plastic-free packaging, or a hotel to switch to planet-safe cleaning products. Tell me about your approach and your first three moves in 4-5 sentences, plus one sentence about a time you led when nobody asked. Please also include a resume and/or a bit about yourself. What you think you're good at, what you're proud of, what your goals and career ambitions are. We'll be doing short Google Meet interviews between now and the end of August, with a start date in mind of Sept 1st, potentially sooner if everything aligns.

I’m looking for a detail-oriented U.S.-based freelancer to become an important part of my real estate photography business which is based in San Diego, California. Your primary goal is to ensure every gallery is organized, polished, and ready for final delivery. Our photography team works throughout the day to capture various media at properties - including photos, drone, 3D tours, video, floor plans, etc. It is your job to finalize the edits for the photography, and compile the additional elements like 3D tours, floor plans, etc, into our media delivery platform so we can deliver the media to the client within 24 hours after the end of their photoshoot. You will use an AI editing platform (that is very easy to use if you are familiar with AI) to edit the photos and finalize the media in the evening so I can review the edits quickly in the morning and approve delivery before heading out to another photoshoot. Attention to detail is huge in this role - if you're able to notice little details in photos that are imperfect and can work to make them look perfect - this is the role for you. No advanced photo editing experience required, as the AI will handle the heavy lifting, and you will just make basic edit requests to ensure each gallery looks perfect and consistent with our brand style. This is a remote position with room to grow into a larger operations role if desired as the business scales. Responsibilities * Upload RAW real estate photography files from Google Drive into our AI photo editing platform each afternoon/evening. * Request human edits or AI edits within our AI platform when needed. * Review edited images and make any necessary adjustments within the AI platform to ensure every photo meets our quality standards. * Organize images into the correct order and flow for the final gallery. * Add additional media (3D tours, floor plans, videos, etc.) into our media delivery platform, Aryeo. * Prepare each listing so that my morning workflow consists of a quick quality assurance review before delivery. * Maintain an organized, reliable workflow and communicate early if any issues arise. * Assist in our company meeting the 24-hour deadline to deliver client media. Requirements * Based in the United States (preferred PST or MST - this work will take place in the late afternoon/evening during the PST time zone, and will require a bit of morning PST work as well if changes need to be made). * Excellent attention to detail—you naturally notice small imperfections. This is crucial for this role. * Comfortable learning new software and following detailed, established workflows. Familiar with how AI works so you can prompt it effectively when needed. * Organized, dependable, and responsive. Strong communication skills are key. * Experience with real estate photography, photography editing, Aryeo, or AI editing is a plus, but I’m happy to train the right person. Schedule Most work will happen in the late afternoon and evening PST after photoshoots for the day are completed. There is no strict time you need to be working, but galleries must be fully prepared for my morning review. Availability in the morning PST is also important if there are any major errors that need to be corrected. Pay * Current rate is $20 per completed job. Each job will take you anywhere from 30 mins to 1 hour, and as you learn the workflow it will get faster and faster. $15 per job while in training. * Workload will be lighter at first as we build the relationship, but it is expected to grow steadily. * As the business expands, there is opportunity to take on additional responsibilities, including scheduling, photographer coordination, client communication, and becoming an integral part of day-to-day operations. To Apply Please tell me: 1. Why you’d be a great fit for this role. 2. Any experience you have with photography, real estate, editing, or operations. 3. Your time zone and typical availability. 4. Your favorite productivity or organization tool (this helps me get to know how you work).

We are a fast growing investment banking firm seeking an experienced Admin Assistant to lead and oversee our HR function on a full time basis. This role is ideal for a HR professional who has experience building HR structure, managing high-volume hiring, supporting leadership, improving onboarding processes, handling employee relations, and creating scalable HR policies and procedures. Responsibilities may include managing recruiting strategy, overseeing onboarding and offboarding, advising leadership on HR matters, improving employee and contractor processes, supporting performance management, handling sensitive personnel matters, and ensuring HR best practices are followed across the firm. The ideal candidate should have prior experience in Human Resource. Experience in financial services, investment banking, professional services, or a fast-paced sales-driven organization is strongly preferred. We are looking for someone who is strategic, highly organized, professional, detail-oriented, and able to work closely with executive leadership in a fast growing environment. This is a full time role. Monday - Friday 9am - 5pm central time united states Pay $6,000 a month salary. Please apply with experience.

# Remote Medical Receptionist / Front Office VA — U.S. Dermatology Practice We are a California dermatology practice seeking an experienced **Remote Medical Receptionist / Front Office Virtual Assistant** to become part of our long-term front-office team. This is a **patient-facing position**, not simply a general virtual-assistant or data-entry role. You will communicate directly with patients by telephone and help manage scheduling, messages, voicemail follow-up, insurance information, and front-office workflows. We have structured operating rules, SOPs, phone scripts, training materials, competency assessments, and an experienced onsite front-office lead who will train you on our practice-specific procedures. We are looking for someone who already possesses strong **medical-receptionist fundamentals** and can learn our systems and workflows. ## Responsibilities The successful candidate will gradually be trained and authorized to: * Answer incoming patient telephone calls professionally. * Schedule and reschedule appointments according to provider scheduling rules. * Verify patient identity and contact information. * Collect and confirm demographic and insurance information. * Take accurate patient messages. * Process and classify voicemail messages. * Maintain follow-up items in a structured work queue. * Recognize matters that require clinical or administrative escalation. * Route prescription-related requests to clinical staff. * Route symptom and clinical questions appropriately without giving medical advice. * Route laboratory/pathology/result requests without interpreting results. * Assist with insurance and authorization-related intake according to established procedures. * Route billing questions appropriately. * Handle upset callers professionally and escalate complaints when required. * Document interactions appropriately in the practice systems. * Perform limited outbound follow-up and recall activity as assigned. ## Required Experience Please apply only if you have previous experience as a: * Medical receptionist; * Medical scheduler; * Healthcare front-office representative; or * Healthcare virtual assistant with significant direct patient telephone responsibilities. Experience supporting a **U.S.-based physician practice** is strongly preferred. Your experience should include several of the following: * Patient scheduling; * Medical-office telephone calls; * EMR/EHR use; * Patient demographics; * Insurance verification; * Referrals or authorizations; * Prescription-message routing; * Clinical-message routing; * Patient complaints; * HIPAA/privacy requirements. Dermatology experience and Nextech experience are valuable but are not required. ## What We Expect You to Know Already Our training will teach you our specific providers, schedules, systems, escalation paths, and internal procedures. However, an experienced medical receptionist should already understand fundamental boundaries such as: * Front-office personnel do not diagnose patients. * Front-office personnel do not provide clinical advice. * Symptoms and medical concerns must be routed appropriately. * Prescription requests require clinical handling. * Medical test results should not be interpreted by administrative staff. * Patient information must be handled privately and securely. * When you do not have authority or sufficient information, you escalate rather than guess. ## Communication Skills Excellent spoken English is essential. You must be able to: * Speak clearly and naturally with U.S. patients. * Listen carefully and accurately capture the patient's request. * Remain calm with frustrated or upset callers. * Explain administrative information clearly. * Use good judgment without sounding robotic or overly dependent on scripts. A live telephone-role assessment will be part of the interview process. ## Work Hours / Time Zone Our practice operates in ** California — Pacific Time**. The exact schedule will be discussed during interviews. ## Required Work Environment You must have a **dedicated, quiet and private professional workspace**. Because you will eventually handle protected patient information and telephone calls: * Conversations may not be overheard by family, roommates, visitors, or other unauthorized individuals. * Working from cafés, shared public spaces, airports, hotels, or other non-private environments is not acceptable during scheduled patient-facing work. * Background conversations, television, music, pets, or other persistent noise must not interfere with calls. During the interview we will ask you to join from the actual workspace you intend to use for this job. ## Required Technology You must have: * Reliable high-speed internet. * A high-quality professional headset with microphone. * Effective microphone noise cancellation. * A dependable computer capable of running browser-based medical applications. * Webcam for training and meetings. * Reliable backup internet/connectivity. * Ability to use multi-factor authentication. Our systems include tools such as: * Google Workspace; * Nextech; * VoIP/softphone systems; * 1Password; * Insurance/payer portals; and * Structured Google-based workflow tools. Training will be provided on our specific systems. ## Privacy and Security This role involves healthcare information. The selected candidate must: * Follow our HIPAA and privacy/security requirements. * Complete required privacy/security training. * Use only practice-approved accounts, devices, applications, and communication channels. * Never store patient information in personal email, personal cloud storage, personal messaging apps, or unauthorized systems. * Comply with our access-control and password-security policies. Before access to live PHI is provided, appropriate contractual, privacy, and security requirements must be completed. ## Our Training Process Candidates who are selected will go through a structured competency-based onboarding process that includes: 1. Independent study of operating rules and procedures. 2. Phone scripts and call-handling standards. 3. Training videos. 4. Systems-access validation. 5. Open-book knowledge assessment. 6. Hands-on training with our onsite front-office lead. 7. Role-play calls. 8. Scenario certification. 9. Historical voicemail-classification exercises. 10. Supervised live-call training. 11. Final competency signoff before independent patient calls. You will not simply be handed a phone on your first day. ## Interview Process Shortlisted candidates should expect: **Step 1 — Initial interview** We will discuss your medical-office experience, work history, schedule and communication skills. **Step 2 — Workspace/audio verification** You will join from your actual work location using the headset, computer and internet connection you intend to use for this position. **Step 3 — Live receptionist role-play** You may be asked to handle sample situations involving: * Routine appointment scheduling; * A patient reporting symptoms; * A prescription problem; * An upset patient; and * A situation requiring escalation. We are evaluating judgment, communication and professionalism—not memorization of our practice-specific rules. ## To Apply Please begin your proposal with the words: **MEDICAL FRONT OFFICE** Then answer the following questions: 1. Describe your most recent medical receptionist or healthcare VA role. What types of patient calls did you personally handle every day?? 2. A patient says the prescription discussed yesterday never reached the pharmacy and asks you to resend it. What would you do? 3. What EMR/EHR systems have you personally used, and what did you do inside them. 4. What experience do you have with insurance verification, referrals, and prior authorizations? Please give one specific example? 5. What experience do you have with insurance verification, referrals, or prior authorizations? 6. Describe your actual work setup: private room, internet type, backup internet, headset model, and whether you use Ethernet or Wi-Fi. 7. Please complete a pre-interview voice/network test from the same workspace and equipment you would use for the job.: -Twilio Network Test https://networktest.twilio.com/ -OpenPacketLoss WebRTC/UDP test https://openpacketloss.com/ 8. What hours are you available in U.S. Pacific Time? 12. Please provide a short voice introduction. ## What We Are Looking For We are looking for a dependable long-term team member—not someone simultaneously answering calls for several unrelated practices. The strongest candidate will combine: **medical-office experience + excellent telephone communication + sound judgment + reliable technology + a professional private workspace + willingness to follow documented processes.**

About Us The Rootworker's Haus is a fast-growing spiritual and conjure products brand; oils, sprays, cosmetics, built on Shopify with a passionate, engaged customer base. We're looking for an experienced customer success professional to join our small team. About the Role This role blends proactive customer success with day-to-day support for a high-volume online shop. You'll monitor order status and reach out to customers proactively when shipping timelines run long, rather than waiting for them to ask, alongside handling inbound emails, order lookups, and day-to-day service issues. You'll work from clear written policies covering shipping timelines, product issues, and refunds/credits, and you'll be a primary voice representing our brand to customers. What We're Looking For 2+ years of customer service or customer success experience, ecommerce preferred Confident, professional communication, comfortable holding a firm, policy-based line with customers while staying warm and courteous A proactive mindset, comfortable reaching out to customers before they complain, not just responding once they do Strong judgment and attention to detail; accurate reporting on customer issues Experience with Shopify a plus, not required Someone who thrives working independently within clear guidelines Responsibilities Proactively monitor orders approaching or exceeding stated shipping windows and reach out to customers with a status update before they have to ask Respond to inbound customer emails/DMs regarding orders, shipping, and product questions Look up order status/tracking in Shopify Apply existing shipping and refund/credit policies consistently Log customer interactions in a shared team channel (Slack) Escalate refund, credit, and replacement decisions to the owner for final approval Identify patterns in customer complaints (recurring issues, potential policy abuse) and flag them proactively rather than waiting to be asked

We are looking for a dependable, organized, and professional person to support our team and assist with day-to-day administrative operations. You will begin by learning our process and supporting scheduled ZOOM calls. Once you are comfortable handling those calls independently, we will gradually train you on additional administrative responsibilities. Schedule - Q&A calls are currently offered in Central Time on Monday noon, Wednesday 7PM, and Friday 9AM. Each call is approximately one hour and takes place only when someone registers. As you become proficient in the role, additional administrative work will be added, with up to approximately 20 hours per week available. You will start with 3-5 hours per week. Responsibilities Include: Facilitating ZOOM Q&A calls Responding to routine questions Following up on missing documents or requirements Updating records in GoHighLevel Scheduling and administrative support Monitoring candidate progress Following established SOPs and processes Who We’re Looking For You're organized, dependable, detail-oriented, comfortable with technology, and able to communicate warmly and professionally. You take initiative, follow through, and are comfortable learning independently. Experience with GoHighLevel, Zoom, CRM systems, customer service, or online education is helpful but not required. Compensation & Training The rate is negotiable. Paid through Upwork for actual hours worked. We provide the materials and resources needed to learn the role; however, training and independent review of onboarding materials are not compensated. This is an ongoing part-time opportunity with the potential for increased responsibility as you become familiar with the business. If you are looking for a role where you can grow into slowly with greater ownership and become an important part of a small business team, we would appreciate hearing from you.

Property & Casualty Insurance Brokerage is hiring for a Full-time remote Service Support Specialist. Job Description: • Quote various lines of commercial and personal insurance with different carriers • Quote and research best policy options for each client, training provided. • Endorsing policies: adding/removing cars, updating mailing address • Ensure premiums are paid on time to avoid cancellations • Service renewals including providing billing support • Input and update new and current client information in all required systems. • Prepare documents, spreadsheets and insurance forms including endorsements, proof of insurance, invoices and other documents. • Provide general administrative support Requirements: 1. 7+ years experience in insurance industry 2. Strong typing, writing, computer and phone skills. 3. Strong sense of professional customer service. 4. Ability to work independently with a great sense of customer service and attention to detail. 5. Bachelor's degree required. You are the perfect candidate if you are: Have 7+ years insurance quoting experience Highly detail-oriented Organized and able to meet deadlines Tech savvy with proficiency in web applications Superior business writing skills with excellent grammar Ability to work on multiple tasks with close attention to detail Ability to learn the various quoting sites Fast learner able to take direction well Proficiency with Microsoft Outlook, Word, Excel Proficiency with Google Suite Excellent written and oral communication skills Professional demeanor Have a strong desire to add value and takes initiative

We're a VIP airport concierge company operating across 250+ airports. We need a reliable bookkeeper to keep our books clean and current, and to run our monthly commission payouts to travel agents. What you'd do: - Categorize transactions in QuickBooks Online - Reconcile bank and credit card accounts monthly - Reconcile Stripe payouts against invoices - Track partner and vendor payments - Flag anything that looks off before it becomes a problem - Deliver a monthly close package by the 15th of each month - Calculate and process monthly commission payouts to agents What we're looking for: - 3+ years of bookkeeping experience, ideally with service businesses - Strong QuickBooks Online skills - Comfortable with Stripe, Ramp, and high transaction volume - Clear communicator who asks questions instead of guessing - Available for a short bi-weekly/monthly call during US Pacific hours This is an ongoing role, roughly 10 hours per week to start, with heavier volume around month end. If it goes well there's room to grow into more.

Looking fWe are seeking a reliable, organized, and customer-focused Administrative Assistant / Account Manager to join our team. This position plays a critical role in supporting our clients during evenings and weekends by managing incoming calls and requests, scheduling service appointments, coordinating with field staff, and ensuring an exceptional customer experience from start to finish. The ideal candidate is highly organized, communicates professionally over the phone, thrives in a fast-paced environment, and is comfortable juggling multiple priorities while maintaining attention to detail.

We are a growing start-up ecommerce consumer products company seeking an experienced Controller, Senior Accountant, CPA, or ecommerce-focused accounting professional to help us establish a scalable financial and operational foundation. This engagement begins with a comprehensive review, cleanup, and reconciliation of our QuickBooks Online file to ensure our books are accurate, properly categorized, tax-ready, and structured for future growth. However, this is more than a bookkeeping cleanup. We are also looking for someone who can advise on the accounting, inventory, fulfillment, and financial infrastructure required to support a growing multichannel ecommerce business. Our current ecommerce pillars are Shopify and Amazon, with QuickBooks Online Invoicing used for B2B and wholesale transactions. We are also preparing to introduce TikTok Shop and evaluate Amazon FBA and third-party logistics providers. Marketing, advertising, promotional campaigns, creator management, and marketplace growth strategies for Amazon and TikTok Shop will be managed by separate third-party specialists. This role will not be responsible for managing those activities. However, the selected professional should be able to assess those strategies through a broader financial and operational lens so that decisions made by external partners align with our accounting structure, inventory capabilities, fulfillment model, cash flow, profitability, and reporting requirements. Our objective is to create scalable systems that provide accurate financial reporting, reliable inventory visibility, and meaningful insight into margins and channel performance. This engagement may become an ongoing advisory relationship for the right candidate. Current and Historical Platforms Current Platforms * Shopify * Amazon Seller Central * QuickBooks Online * QuickBooks Online Invoicing * Business banking and credit card feeds Historical Platforms Requiring Reconciliation * WooCommerce * Stripe, previously used to process WooCommerce payments * Square, previously used for invoices, payments, and other transactions Planned or Potential Future Platforms * TikTok Shop * Amazon FBA * Third-party logistics provider * Centralized inventory management system Scope of Work QuickBooks Online Cleanup and Tax-Ready Accounting Our QuickBooks Online file has been maintained throughout 2026, and most transactions have already been categorized. This is not a bookkeeping-from-scratch engagement. We need an experienced professional to review the existing books, identify errors or inconsistencies, correct improper classifications, and ensure the financial records are accurate and suitable for tax preparation. Responsibilities include: * Review QuickBooks Online from January 2026 through the current period * Reconcile all bank and credit card accounts * Review transactions that have already been categorized * Identify incorrect, inconsistent, duplicate, or missing entries * Correct improper classifications of income, expenses, assets, liabilities, equity, inventory, and Cost of Goods Sold * Review opening balances, clearing accounts, and Undeposited Funds * Confirm that deposits and payouts match the underlying platform activity * Review sales tax liability accounts * Confirm that the Profit and Loss Statement and Balance Sheet accurately reflect the business * Prepare the books for efficient and accurate tax filing We are also looking for guidance on lawful and tax-efficient categorization practices. We are not seeking aggressive or unsupported tax positions. We want to ensure that legitimate business deductions, exemptions, resale transactions, inventory costs, and other tax-relevant items are captured, documented, and categorized correctly. Historical Platform Reconciliation Before migrating to Shopify, portions of our ecommerce activity were processed through WooCommerce and Stripe. Square was also previously used for invoices, payments, and transaction processing. We need assistance validating that this historical activity was completely and accurately recorded in QuickBooks. The review may include: * WooCommerce sales reports * Stripe transaction and payout reports * Square invoices * Square payment records * Square processing fees * Historical Amazon settlements * Historical bank deposits * Merchant processing statements * Existing QuickBooks entries * Prior ecommerce exports * Sales tax reports The goal is to determine whether: * All historical revenue was recorded * Refunds and returns were recorded correctly * Merchant processing fees were captured * Deposits were matched properly * Transactions were duplicated through bank feeds or integrations * Historical data was omitted during the transition to Shopify * Income and expenses were reported in the correct accounting periods Current Ecommerce Accounting Review Review the accounting setup and workflows for: * Shopify * Amazon Seller Central * QuickBooks Online * QuickBooks Online Invoicing * Banking and credit card feeds We need confirmation that the following activity is being recorded accurately: * Gross sales * Discounts * Refunds * Product returns * Chargebacks * Sales tax * Shipping income * Marketplace fees * Merchant processing fees * Amazon settlements * Shopify payouts * QuickBooks invoice payments * Marketplace facilitator transactions * Timing differences between customer transactions, platform payouts, and bank deposits The selected professional should identify whether transactions are being duplicated through both platform integrations and bank feeds and recommend the appropriate use of clearing accounts, summarized journal entries, direct integrations, or connector applications. Long-Term Accounting Architecture We are looking for recommendations on how our accounting systems should be structured as the business grows. This should include guidance on: * Which systems should serve as the source of truth for accounting * Which systems should serve as the source of truth for inventory * How Amazon, Shopify, TikTok Shop, QuickBooks, and future fulfillment providers should exchange data * Whether ecommerce activity should be recorded at the transaction level or through summarized entries * Which integrations or connector tools are most appropriate * How to avoid duplicate revenue, fees, inventory reductions, and deposits * How to maintain reliable financial reporting as transaction volume increases * How third-party marketplace and marketing partners should provide financial and operational data Inventory Management System Selection and Implementation One of the primary objectives of this engagement is implementing an inventory management strategy that can scale with our business. We currently do not have a centralized inventory management system. We need guidance selecting and implementing a platform capable of synchronizing inventory across: * Shopify * Amazon * TikTok Shop, once introduced * QuickBooks Online * B2B and wholesale invoicing * Internal inventory * Future Amazon FBA inventory * Future third-party logistics inventory The selected candidate should have direct experience evaluating or implementing inventory management systems for multichannel ecommerce businesses. The scope should include: * Inventory synchronization * Inventory valuation * Purchase order workflows * Units ordered, received, sold, returned, damaged, sampled, or written off * Reorder points * Par levels * Safety stock * Lead times * Inventory forecasting * Low-stock alerts * Bundle and kit management * Inventory transfers between channels or locations * Physical inventory counts * Inventory adjustments * Slow-moving and obsolete inventory * Landed-cost tracking * Cost of Goods Sold * Inventory reporting * Integration with accounting and fulfillment systems We would like assistance comparing appropriate inventory platforms, identifying implementation requirements, and developing a practical rollout plan. Amazon and TikTok Shop Financial and Operational Alignment Amazon and TikTok Shop advertising, promotional campaigns, creator management, and marketplace growth activities will be handled by external third-party specialists. This role will not be responsible for: * Managing advertising campaigns * Creating promotional strategies * Managing affiliates or creators * Optimizing marketplace listings * Managing marketplace content * Running Amazon PPC * Running TikTok Shop campaigns However, the selected professional should be able to evaluate the financial and operational implications of strategies proposed by these third parties. This may include reviewing: * Discount structures * Promotional costs * Affiliate commissions * Creator reimbursements * Product seeding costs * Marketplace fees * Fulfillment costs * Return rates * Gross margins * Contribution margins * Cash flow requirements * Inventory requirements * Inventory availability * Reorder timing * Accounting treatment * Reporting requirements The goal is to ensure that marketplace strategies are financially sustainable, properly recorded, and aligned with our inventory and fulfillment capabilities. Shopify Best-Practice Guidance We would value broader guidance regarding Shopify and related ecommerce systems from a full-scope financial and operational perspective. This does not mean managing day-to-day marketing or advertising. Instead, we are looking for someone who can advise on decisions such as: * Appropriate discount and promotion structures * Financial implications of subscriptions or recurring orders * Gift card accounting * Returns and refund workflows * Shipping income and shipping expense treatment * Payment gateway selection * Shopify application costs * Bundle and kit structures * Inventory synchronization * Tax settings * Sales reporting * Customer deposit treatment * Chargebacks * Payout reconciliation * Integration with third-party applications * Data required from marketing and ecommerce agencies The selected professional should be able to review recommendations made by outside agencies and help ensure they align with accounting, inventory, margin, and operational best practices. Amazon FBA and Third-Party Logistics We currently fulfill orders internally but are evaluating Amazon FBA and third-party logistics providers as the business scales. Experience with FBA and 3PL financial structures is highly desirable. We need guidance regarding: * Amazon FBA accounting * FBA fulfillment fees * FBA storage fees * Aged inventory fees * Inbound placement and transportation costs * Inventory sent to Amazon * Amazon inventory adjustments * Lost or damaged inventory * Amazon reimbursements * Reserve balances * Removal and disposal fees * Third-party logistics pricing structures * Receiving fees * Storage fees * Pick-and-pack fees * Packaging and assembly fees * Kitting fees * Returns processing * Account management fees * Minimum monthly charges * Freight to fulfillment locations * Inventory ownership and reporting * Reconciliation between the 3PL, inventory system, ecommerce platforms, and QuickBooks We would also like assistance determining: * When FBA becomes financially advantageous * When a 3PL becomes financially advantageous * Whether a hybrid fulfillment structure would be appropriate * How fulfillment fees should be categorized * How fulfillment costs affect product and channel margins * How inventory should be tracked across internal, FBA, and 3PL locations * How third-party assembly or kitting costs should be reflected in inventory and Cost of Goods Sold Inventory and Cost of Goods Sold Provide guidance on the proper accounting treatment of: * Finished goods purchased for resale * Product manufacturing costs * Packaging * Labels * International freight * Customs duties * Tariffs * Customs broker fees * Import fees * Port and terminal charges * Cargo insurance * Domestic freight from the supplier or port * Warehousing * Product assembly * Kitting * Inventory inspection * Inventory storage * Inventory write-offs * Damaged or defective products * Samples * Promotional products * Testing inventory * Returned inventory * Obsolete inventory We need clear recommendations regarding which costs should be capitalized into inventory, included in landed cost, recognized within Cost of Goods Sold, or treated as operating expenses. Chart of Accounts and Financial Structure Review and recommend improvements to our: * Chart of Accounts * Revenue account structure * Sales channel reporting * Ecommerce clearing accounts * Merchant processing fee accounts * Marketplace fee accounts * Refund and return accounts * Inventory Asset accounts * Cost of Goods Sold accounts * Freight and landed-cost accounts * Fulfillment expense accounts * Advertising and promotional expense accounts * Affiliate commission accounts * Operating expense accounts * Fixed asset accounts * Accumulated depreciation accounts * Sales tax liability accounts * Equity accounts * Profit and Loss reporting * Balance Sheet reporting We would like the Chart of Accounts to provide useful reporting without becoming unnecessarily complex. Expense Categorization and Tax Treatment We need an itemized categorization guide covering common expenses and explaining: * The recommended QuickBooks account * Whether the item belongs on the Profit and Loss Statement or Balance Sheet * Whether it should be capitalized, expensed, or included in inventory * The documentation that should be retained * Any tax-related considerations or exemptions that may apply Categories may include: * Inventory purchases * Manufacturing * Packaging and labels * International freight * Customs duties and import fees * Shipping supplies * Outbound customer shipping * Amazon fees * Shopify fees * Payment processing fees * Fulfillment fees * Warehousing * Product assembly * Advertising * Affiliate commissions * Creator reimbursements * Product samples * Product photography * Product development * Software subscriptions * Professional services * Business insurance * Office expenses * Travel * Business meals * Trade shows * Equipment * Repairs and maintenance Fixed Assets and Depreciation Provide guidance on properly recording business equipment and other capital assets. The review should include: * Capitalization thresholds * Fixed asset categories * Equipment purchases * Computers and office equipment * Warehouse and operational equipment * Depreciation schedules * Assets placed in service * Assets sold, damaged, retired, or disposed of * Accumulated depreciation * When an item should be expensed versus capitalized Sales Tax and Tax-Ready Accounting Although this is not necessarily a tax-preparation engagement, we need someone who understands tax-ready bookkeeping and can establish accurate and defensible accounting procedures. Experience with the following is preferred: * Florida sales and use tax * Resale certificates * Tax-exempt wholesale transactions * Marketplace facilitator sales * Ecommerce sales tax reporting * Shopify sales tax reporting * Amazon marketplace tax reporting * QuickBooks sales tax liabilities * Inventory accounting * Partnership accounting * Tax-ready bookkeeping “Tax-efficient” should mean accurate categorization, proper timing, complete documentation, lawful exemptions, and the defensible treatment of deductible business expenses. Financial Analysis and Decision Support We are looking for someone who can provide meaningful financial analysis in addition to maintaining accurate books. We would value assistance with: * Gross margin by product * Gross margin by sales channel * Contribution margin * Shopify profitability * Amazon profitability * TikTok Shop profitability once launched * B2B and wholesale profitability * Fulfillment costs * Shipping costs * FBA costs * 3PL costs * Inventory carrying costs * Return rates * Discount and promotional impacts * Marketplace fees * Break-even analysis * Cash flow forecasting * Inventory purchasing requirements * KPI reporting * Financial dashboards This analysis should help us understand the financial impact of recommendations made by ecommerce, marketing, marketplace, and fulfillment partners. Deliverables At the conclusion of the initial engagement, we would like: * Reconciled and tax-ready QuickBooks Online books * Corrections to identified accounting errors * Reconciled bank and credit card accounts * Historical reconciliation of WooCommerce, Stripe, and Square activity * Confirmation that historical sales, refunds, fees, and deposits were properly recorded * Reconciliation of Shopify and Amazon payouts to bank deposits * Review of QuickBooks Online Invoicing activity * Identification of duplicate, missing, or improperly classified transactions * Updated or recommended Chart of Accounts * Written expense-categorization guide * Recommendations for ecommerce clearing accounts and platform integrations * Inventory management software recommendations * Inventory management implementation roadmap * Recommended source-of-truth structure for accounting and inventory * Inventory and Cost of Goods Sold recommendations * Landed-cost accounting recommendations * Amazon FBA accounting recommendations * Third-party logistics accounting recommendations * Fulfillment cost and margin analysis framework * Shopify financial and operational best-practice recommendations * Framework for evaluating strategies proposed by outside agencies * Financial reporting and KPI recommendations * List of accounting and operational risks identified * Written procedures for maintaining the books moving forward We would also like one or two video meetings to review the findings, explain the recommended workflows, and discuss the implementation roadmap. Ideal Candidate The ideal candidate has experience serving as a Controller, Senior Accountant, CPA, Ecommerce Finance Manager, or highly experienced ecommerce bookkeeper for an inventory-based consumer products company. Experience should include: * Extensive QuickBooks Online experience * QuickBooks cleanup and reconciliation * Shopify accounting * Amazon Seller Central accounting * Amazon settlement reconciliation * TikTok Shop accounting or operational experience * WooCommerce * Stripe * Square * Inventory management system selection or implementation * Amazon FBA * Third-party logistics * Inventory accounting * Landed costs * Cost of Goods Sold * Gross margin analysis * Contribution margin analysis * Ecommerce financial reporting * Multichannel inventory * Sales tax * Tax-ready bookkeeping The strongest candidate will be able to advise strategically, communicate clearly, and evaluate the financial and operational impact of decisions made by outside ecommerce, marketplace, marketing, and fulfillment partners. Please Include in Your Proposal Please address the following: 1. Describe your experience performing QuickBooks Online cleanup and reconciliation for ecommerce or inventory-based businesses. 2. Describe your experience reconciling Shopify payouts, Amazon settlements, Stripe payouts, Square transactions, and bank deposits. 3. Which inventory management systems have you implemented, evaluated, or supported? 4. Have you integrated Amazon, Shopify, QuickBooks, and other sales channels into a centralized inventory and accounting workflow? Please describe your role. 5. Do you have experience with TikTok Shop accounting, payouts, fees, affiliate commissions, or inventory synchronization? 6. Have you advised a business transitioning to Amazon FBA, a 3PL, or a hybrid fulfillment structure? 7. Describe your experience analyzing fulfillment costs, gross margins, contribution margins, and channel profitability. 8. Which ecommerce accounting connector tools have you used, such as A2X, Webgility, Synder, or similar applications? 9. How would you approach determining whether historical WooCommerce, Stripe, and Square activity was properly captured in QuickBooks? 10. How do you ensure that outside marketing, marketplace, and fulfillment strategies align with accounting, inventory, margin, and cash flow requirements? 11. What would your first 30 days of work on this engagement look like? What information would you need to know from us to determine this? 12. Please provide an estimated number of hours or a fixed-price estimate for the initial cleanup, review, and strategic recommendations. Please also clarify whether you primarily work as a bookkeeper, senior accountant, controller, CPA, or strategic finance advisor.