Streamline Bookkeeping Projects on Upwork

We are a growing environmental testing company seeking an experienced AR/AP Specialist and Bookkeeper to support our finance team.

This is not an entry-level assistant role. We are looking for someone who understands bookkeeping, reconciliations, accounts payable, accounts receivable, and can identify issues before they become problems.

Responsibilities
Bookkeeping and account reconciliations in QuickBooks Online
Review vendor and subcontractor invoices for accuracy
Match incoming direct deposits from Chase and lockbox payments
Record payments accurately in our CRM
Match payments in QuickBooks Online
Investigate unmatched payments and discrepancies
Maintain clean AR/AP records
Communicate clearly regarding any financial issues requiring attention

Requirements
Strong QuickBooks Online experience
AR/AP experience
Bank reconciliation experience
Excellent attention to detail
Strong organizational skills
Ability to work independently
Strong written English communication

What Success Looks Like
Payments are accurately recorded and matched
Vendor invoices are reviewed and processed correctly
Reconciliations are completed without errors
Issues are identified and communicated proactively
Minimal supervision required after training
Important

We are looking for someone experienced, reliable, and detail-oriented who takes ownership of their work and can be trusted with financial records.

Workload / Schedule

This is an ongoing part-time role, estimated at 2–4 hours per day to start. The workload may grow over time for the right person as they become more familiar with our systems and processes.

We need someone who can be available during U.S. business hours for questions, clarification, and communication.

• How many years of QuickBooks Online experience do you have, and what type of companies have you supported?
• How would you handle a vendor or subcontractor invoice that does not match the amount we expected, or appears to be a duplicate?
• This role is expected to start around 2–4 hours per day. Does that work for you?

Seeking a bookkeeper to manage four entities. Responsibilities include daily transaction tracking, managing P&L and balance sheets, paying quarterly sales tax, and handling payables and receivables. The ideal candidate will have experience in financial accounting and bookkeeping, ensuring accurate and timely financial management.

About the Company
Williams Management Group LLC is a tax strategy and financial planning firm specializing in serving NIL (Name, Image, and Likeness) athletes, entrepreneurs, small to medium-sized businesses, and high earners. We partner with our clients to build lasting financial legacies through proactive, personalized tax strategy.

About the Role
We are seeking a high-EQ Bookkeeping Client Manager to serve as the dedicated liaison between our clients and our internal bookkeeping team. This is a senior client-facing role — you will be the face of our bookkeeping function for every client, leading their monthly and quarterly financial management meetings, delivering CFO-level recommendations, and ensuring the work product produced for them is accurate, complete, and aligned with their business goals. The hands-on bookkeeping is handled by our internal team; your role is to manage the client relationship, oversee the quality of the deliverables, and present financials in a way that builds trust and drives smart business decisions.

Key Responsibilities
Serve as the primary point of contact and dedicated client manager for all bookkeeping clients, owning the relationship from onboarding through ongoing engagement
Facilitate and lead monthly and quarterly financial management meetings with each client, presenting financial reports and delivering CFO-level recommendations and strategic insights
Manage two-way communication between the client and our internal bookkeeping team, ensuring requests, updates, and questions move quickly in both directions
Oversee query sheets and outstanding item requests from the bookkeeping team; proactively follow up with clients to obtain missing documentation, clarifications, and account details
Review client transactions and books to ensure every transaction is accurately accounted for and aligned with the actual operations of each client's business
Develop deep industry expertise across each client's business — becoming a niche expert in the industries we serve so you can advise and account for each business with informed context
Review monthly profit and loss summaries, expense breakdowns, and other financial reports prior to client delivery; flag discrepancies, outstanding balances, or unusual transactions to the CEO and bookkeeping team for resolution
Build and maintain strong client relationships through proactive communication, high emotional intelligence, and the application of customer service and sales psychology to mirror and connect with each client
Coordinate meeting cadences, deliverable timelines, and escalations between clients and the bookkeeping team to ensure nothing falls through the cracks
Maintain strict confidentiality of all client financial information in accordance with firm policy and applicable law

Qualifications
Minimum 3 years of bookkeeping, accounting, or financial advisory experience with demonstrated client-facing or client management responsibility — required
Required proficiency in QuickBooks Online — this is our primary platform; familiarity with other accounting platforms is a plus
Diligent and detail-oriented — able to spot discrepancies, outstanding balances, and inconsistencies in transaction-level financial data before they reach the client
Ability to read, interpret, and present profit and loss statements, expense reports, and other financial reports at a CFO-advisory level
Exceptional customer service skills and high emotional intelligence — comfortable building lasting relationships with high earners, business owners, and entrepreneurs
Experience working with self-employed individuals, small businesses, entrepreneurs, or contractors — with curiosity and willingness to develop niche expertise in each client's industry
Resilient and adaptable communicator with the ability to mirror clients and apply customer service and sales psychology to build trust and ease in every interaction
Excellent organizational skills and ability to manage multiple client files, meeting cadences, and concurrent deliverables without dropping detail
Strong written and verbal communication — able to clearly present financial data, flag issues, document discrepancies, and deliver recommendations in client-facing meetings
Trustworthy, discreet, and professional — comfortable handling sensitive financial data

• Describe your recent experience with similar projects

Virtual Chamber Operations Manager
(Long-Term | 20 Hours Per Week)
Admin Support → Executive Virtual Assistance

Hourly Contract | Long-Term Ongoing

Budget: Approximately USD $699/month
Expected Hours: 20 hours per week
Target Rate: USD $7–9/hour (flexible based on experience)
Success in this role would likely lead to full time employment with the organisation or affiliated organisations that we support.
This is not a basic Virtual Assistant position and you will work with a local volunteer secretary who will oversee the physical tasks and collaborate with you on the operations of the organisation.

About the Chamber

We are a regional not for profit Chamber of Commerce (Business Condobolin) dedicated to supporting local businesses, promoting economic development, and strengthening our community.

Our purpose is to create a stronger local economy by helping businesses connect, grow and succeed. We act as a collective voice for the business community, advocate on issues that affect local businesses, facilitate networking and professional development opportunities, and work collaboratively with government, council, community organisations and industry stakeholders to drive positive outcomes for our region.

Our activities include:

Supporting and promoting local businesses
Growing Chamber membership and engagement
Organising networking events and business functions
Connecting businesses with opportunities, grants and resources
Advocating for infrastructure, services and policies that benefit the local economy
Facilitating collaboration between business, government and community organisations
Promoting investment, tourism and economic development within the region
Sharing information, opportunities and business success stories with our members

We believe strong local businesses create stronger communities. Our Chamber exists to help businesses thrive, encourage economic growth and ensure the interests of our members are represented effectively.

The successful applicant will play a key role in helping us achieve these outcomes by ensuring the Chamber operates professionally, efficiently and consistently on behalf of our members and the wider business community.
You will become the operational backbone of the Chamber, ensuring that memberships, communications, events, stakeholder engagement and administration are managed professionally and consistently.

The Chairman and Committee provide strategic direction, advocacy and public representation. Your role is to ensure the organisation runs efficiently behind the scenes.

This is a long-term position with significant responsibility and trust.

Your Role

You will be responsible for managing all Chamber functions that can be performed remotely.

The Treasurer manages all financial matters, including banking, bookkeeping, Xero and financial reporting.

All other Chamber administration and operational functions fall within this role.

Responsibilities
Membership Management
Maintain and manage the membership database
Process new member applications
Manage membership renewals
Follow up expired memberships
Maintain member contact records
Create and distribute welcome packs
Respond to membership enquiries
Track membership growth and retention
Maintain member benefits information

Communications
Manage the Chamber inbox
Respond to enquiries professionally
Draft member communications
Produce regular newsletters
Coordinate email campaigns
Maintain communication schedules
Escalate matters requiring committee attention

Social Media & Marketing
Manage Chamber social media accounts
Create and schedule content
Promote local businesses
Promote Chamber activities and events
Create Canva graphics
Develop and maintain content calendars
Highlight member achievements and opportunities

Website Management
Update website content
Publish news articles and announcements
Maintain the member directory
Add and update member listings
Maintain event information
Ensure all website content remains accurate and current

Events & Networking Coordination
Coordinate Chamber events including:

Business networking events
Breakfast meetings
Information sessions
Guest speaker events
Community engagement activities

Responsibilities include:

Venue coordination
RSVP management
Attendee tracking
Speaker coordination
Event communications
Event run sheets
Sponsorship coordination
Post-event follow-up
Committee Administration

Support the Committee by:
Meetings are held every 8 weeks:
Preparing meeting agendas
Recording meeting minutes
Maintaining action item registers
Coordinating meeting schedules
Maintaining governance documentation
Supporting AGM preparation
Managing committee correspondence
Advocacy & Stakeholder Coordination

Support Chamber advocacy activities by:
Maintaining advocacy registers
Recording member concerns and opportunities
Drafting letters and submissions
Coordinating meetings with stakeholders
Tracking advocacy actions
Liaising with government, council and regional organisations as directed
Final advocacy positions and approvals remain with the Committee.

Grants & Opportunities
Monitor government grants
Monitor funding opportunities
Research business support programs
Prepare summaries for members
Maintain grant opportunity registers
Coordinate dissemination of relevant opportunities

CRM & Administration
Maintain databases and records
Manage cloud filing systems
Develop and improve systems and procedures
Maintain operating manuals and documentation
Track KPIs and membership activity
Produce monthly operational reports

Business Directory Management
Maintain member directories
Verify business information
Update listings
Promote member businesses through Chamber channels
Media & Public Relations Support
Draft media releases
Prepare announcements
Maintain media contact databases
Coordinate media enquiries where required
Excluded Responsibilities

The Treasurer manages:
Banking
Xero
Bookkeeping
Financial reporting
Payments
Treasurer responsibilities
You will not have access to Chamber bank accounts.

Required Skills
Executive Virtual Assistance
Operations Management
Project Coordination
Event Management
Email Communication
Social Media Management
Canva
WordPress
Customer Relationship Management (CRM)
Business Administration
Preferred Experience

Applicants with experience in any of the following will be highly regarded:

Chamber of Commerce operations
Membership organisations
Business associations
Non-profit organisations
Community organisations
Local government engagement
Event coordination
Email marketing
Stakeholder management
Software Experience

Experience with some or all of the following is desirable:

Microsoft Office
Google Workspace
Canva
WordPress
Mailchimp
Trello
Asana
Monday.com
Zoom
Google Meet
Personal Attributes

We are looking for someone who is:

Highly organised
Professional
Reliable
Proactive
Detail-oriented
A strong written communicator
Comfortable working independently
Able to manage multiple projects simultaneously
Confident communicating with business owners, community leaders and government stakeholders

Success in this role will be measured by:

Membership growth and retention
Timely communication with members
Newsletter consistency
Event attendance and engagement
Social media activity and reach
Website accuracy
Completion of committee actions
Stakeholder satisfaction
Overall operational efficiency of the Chamber

• Start your application with CONDOBOLIN. Are you an individual or agency? Briefly describe any experience managing a Chamber, association, membership organisation, non-profit or similar.
• Which of these have you managed: memberships, newsletters, social media, websites, events, committee administration and stakeholder communications? Please provide years of experience.
• Provide links or examples of newsletters, websites, social media accounts, marketing materials, event coordination or similar work you have personally managed.
• Describe a role where you worked with minimal supervision. What systems, software or processes did you use to stay organised and ensure tasks were completed?
• What is your hourly rate in USD, how many hours per week are you available long-term, and why are you the best candidate for this role?

Looking for accounting, CFO, or controller help with a Texas-based construction company. The role involves setting up new systems for tracking key metrics in the business. The ideal candidate will have experience in financial management and be able to implement effective accounting practices.

We are seeking a freelancer to manage monthly invoicing for approximately 75 clients using QuickBooks Online. The ideal candidate will have a working knowledge of QuickBooks Online and be able to efficiently process invoices using a provided spreadsheet. This role requires attention to detail and organizational skills to ensure timely and accurate invoicing.

**Upwork Job Title**
Shopify Bookkeeper (Cleanup + Ongoing Process Build)

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**Overview**
I run a small but growing Shopify-based ecommerce business and need a sharp, detail-oriented bookkeeper to help finalize 2025 books (largely complete) and then build a clean, repeatable process for ongoing financial management.

This is not a “hand it off and disappear” role. I want someone who will work alongside me—tight collaboration, clear thinking, and a bias toward building something structured and scalable.

---

**Scope of Work**

**Phase 1: Close Out 2025 (Short-Term, Immediate)**

* Review and validate existing 2025 bookkeeping (mostly complete)
* Reconcile:

* Shopify payouts
* Payment processors (Shopify Payments, PayPal, etc.)
* Bank accounts and credit cards
* Ensure accurate categorization (COGS, shipping, fees, returns, etc.)
* Identify and fix gaps, inconsistencies, or errors
* Prepare clean, tax-ready financials

**Phase 2: Build Ongoing System (Core Value)**

* Design a streamlined monthly bookkeeping workflow
* Create a clear reconciliation process for:

* Shopify → payouts → bank
* Fees, refunds, chargebacks
* Improve chart of accounts structure (if needed)
* Establish reporting that actually reflects the business:

* Revenue vs. net sales
* True margins (including shipping, returns, fees)
* Document processes so this doesn’t break every month

**Phase 3: Ongoing Support (Optional / Likely)**

* Monthly bookkeeping and reconciliation
* Periodic financial review and cleanup
* Continuous improvement of systems and reporting

---

**Requirements**

* Strong experience with **Shopify bookkeeping**
* Deep understanding of:

* Ecommerce revenue flows
* Payment processor reconciliation
* Returns, discounts, and fees
* Proficiency with accounting tools (QuickBooks Online preferred)
* Ability to **spot issues, not just record transactions**
* Clear communicator—able to explain what’s wrong and how to fix it

---

**What I’m Looking For**

* Someone who thinks like an operator, not just a task-doer
* Comfortable working in a slightly messy “almost there” environment and tightening it up
* Process-minded—can build something clean, repeatable, and scalable
* Willing to collaborate directly and iterate

---

**Nice to Have**

* Experience with small DTC brands
* Familiarity with inventory + COGS tracking for ecommerce
* Experience cleaning up books that were “almost right”

---

**Engagement Details**

* Immediate start
* Initial focus: short, intensive cleanup (a few sessions)
* Likely ongoing monthly work if it’s a fit

---

**To Apply**
Include:

* Brief description of relevant Shopify bookkeeping experience
* Example of a cleanup/reconciliation project you’ve done
* Tools you typically use
* Your approach to making ecommerce books *actually accurate*

---

This is a straightforward job if you know Shopify. If you don’t, it will show quickly.

Description:
We are seeking a detail-oriented and reliable Bookkeeper to join our team on a freelance basis. The ideal candidate will be based in South America and available to work either full-time or part-time.

Responsibilities:

Manage bookkeeping tasks including accounts payable/receivable, reconciliations, and reporting.

Maintain accurate financial records and ensure compliance with company policies.

Collaborate with management to provide clear financial insights.

Work within QuickBooks (accounting software) to organize and track financial data.

Requirements:

Proven experience in bookkeeping or accounting.

Strong knowledge of financial processes and attention to detail.

Ability to work independently and meet deadlines.

Proficiency in QuickBooks (required).

Excellent communication skills in English; Spanish is a plus.

Contract Type: Full-time or Part-time options available.

Location: South America preferred, but open to candidates in other regions as long as they can work during U.S. business hours (Eastern Time).

I need a bookkeeper to handle my advisory and talent placement orgs. The ideal candidate will have experience in financial accounting and be proficient in using Intuit QuickBooks. Attention to detail and organizational skills are essential for this role. The position requires managing financial records and ensuring accuracy in all financial transactions. Two main deliverables every month: reconciling the books and financial statement delivery (P&L and balance sheet).

I'm the founder of a boutique digital marketing agency (~$250K annual revenue) looking for a CPA or experienced bookkeeper to consult with me on a one-time cleanup project in Wave Accounting.

What I need help with:
- Reclassifying accounts in Wave (moving Contractor Fees to COGS, personal expenses to Owner Draw)
- Categorizing ~$45K in uncategorized transactions (expenses and income)
- Setting up a proper Owner Draw / Salary account
- Walking me through best practices so I can maintain clean books going forward

About the engagement:
This is a consulting and guidance role — I have a budget tracker already built and a clear list of what needs to be fixed. I need someone to walk me through the steps, verify I'm doing it correctly, and answer questions as they come up. Estimated 3–5 hours total.

Ideal candidate:
- Experience with Wave Accounting (required)
- Familiarity with service-based small businesses
- Clear communicator — I'm not a finance expert
- Available for a short Zoom call to start

Please include your Wave experience in your proposal.

• Please list any certifications related to this project

About the Opportunity
We are seeking an experienced Finance Director with a background in nonprofit, social enterprise, or international development finance to guide our financial strategy and policies through a period of rapid growth and complexity.
As part of the leadership team, the Finance Director will help shape the strategic direction of the organization: executing strategy, leveraging best practices, managing organizational growth, and enhancing a high-performance, results-driven culture. The right candidate will have a vision for a thriving finance function within a growing, mission-driven organization.
The ideal candidate is data-driven and strategic, as well as a hands-on operator with experience scaling financial operations through significant growth. They should be equally comfortable managing QuickBooks and building multi-year financial models.
Roles & Responsibilities

Financial Operations & Bookkeeping

-Manage all day-to-day bookkeeping including financial transactions, invoice processing, payroll, and expense management.

-Oversee QuickBooks consolidation and year-end closing for all entities.

-Set up and maintain payroll in QuickBooks, ensuring alignment with applicable tax requirements and regulations.

-Monitor project burn rates and ensure budget trackers are updated in real time.

-Facilitate external and internal audits by organizing and providing all necessary documentation.

-Ensure optimal use of financial resources in alignment with approved budgets.


Financial Strategy & Planning

-Develop and maintain multi-year financial models and forecasts to ensure the organization meets strategic goals.

-Lead annual budget preparation, financial planning, fund administration, and donor reporting.

-Review all vendor payments and grant funding to identify cost-saving opportunities and efficiency improvements.

-Provide strategic financial analysis to the CEO and leadership team to support program and operational decisions.

-Drive financial benchmarking to ensure adoption of best practices for efficiency.

-Advise on capital allocation, cash management, and investment of organizational assets.

Risk Management & Compliance

-Ensure compliance with tax regulations, business licensing, international guidelines, and organizational policies across all countries of operation.

-Identify and mitigate operational and financial risks to ensure organizational sustainability.

-Maintain adequate insurance coverage for assets, operations, and personnel.

-Strengthen compliance frameworks for financial reporting and fiduciary responsibilities.

-Ensure all financial transactions align with internal control measures and regulatory standards.

Policies, SOPs & Internal Controls

-Develop and implement financial policies and Standard Operating Procedures (SOPs) to guide financial operations.

-Strengthen internal controls across financial and administrative processes.

-Enforce sound accounting and financial procedures while remaining compliant with best practices and local requirements.

-Construct and monitor reliable control systems and ensure record keeping meets the requirements of all stakeholders.

Team Capacity Building & Leadership

-Provide training and mentorship to in-country finance staff and project teams to build local capacity.

-Coordinate regularly with the in-country accountant (EAT timezone) to review best practices and resolve outstanding items.

-Participate as a key member of the leadership team, contributing to organization-wide strategy and decisions.

-Establish a rhythm of proactive communication with the CEO and senior leadership to facilitate seamless operations.

-Foster a culture of transparency, accountability, and continuous
improvement in financial operations.

Administrative & Operational Oversight

-Manage procurement processes including vendor relationships for travel, telecommunications, office supplies, and IT services.

-Provide financial and administrative support to project teams, ensuring alignment with budgeting and reporting requirements.

-Oversee HR-related administrative functions including staff contracts, records, and operational logistics as needed.

-Support logistical coordination for field activities.

Who We Are Looking For

5-8+ years of progressive financial management experience, ideally in a nonprofit, social enterprise, health, or international development setting
Proven hands-on experience with QuickBooks: bookkeeping, payroll setup, year-end closing, and consolidation
Strong experience with budgeting, forecasting, financial planning, and grant/fund accounting
Experience working across multiple countries or jurisdictions, with knowledge of multi-currency financial management
Demonstrated ability to identify cost-saving opportunities and improve operational efficiency
Strong knowledge of compliance, tax regulations, and risk management across international operations
Experience developing and implementing financial SOPs and internal controls
Excellent interpersonal and communication skills, able to present financial information clearly to non-finance audiences
CPA designation strongly preferred; MBA or relevant advanced degree is an asset
Ability to work independently in a remote environment, managing relationships across multiple time zones
Sincere commitment to our mission and values

I need a WAVE expert to for the following:

- categorize transaction (transfers, expenses)
- fine-tune the Wave setup (automation rules and anything you If you recommend)

Deliverables I expect:
• All repeating expenses accurately categorized in Wave
• Updated categories and rules that fit my business workflow
• A brief hand-off note (or quick screen-share walkthrough) so I understand the changes and can maintain the system going forward

If you are an accountant and Wave expert this is for you.

Skills: Accounting, Finance, Financial Analysis, Bookkeeping, Financial Consulting

I am a new bookkeeper. I have a good foundation and I am planning to take small businesses.

I need and expert who has seen it all, who can tutor me and make sure I am doing things right, especially when it comes to onboarding new clients and setting them up on QBO.

Experience in Coffe shop and small restaurants is needed.

Communication through video meeting and shared screens.

Clear and fluent english is a must.

We discuss the rest in our initial meeting.

Bookkeeper Needed – Bank Reconciliation (Ongoing)

We're looking for an experienced bookkeeper to handle bank and account reconciliation for our business. This is an ongoing role with potential for additional bookkeeping tasks as the relationship grows.

What you'll be doing:
- Reconciling bank, credit card, and other financial accounts on a monthly basis
- Identifying and resolving discrepancies between bank statements and our books
- Keeping our records clean, accurate, and up to date
- Flagging any unusual transactions or errors for review

This is a part-time, long-term position with strong potential to grow into full-time over time. You will start at approximately 5 hours per month, growing incrementally each month as you take on more clients and responsibilities. MUST BE A CERTIFIED PRO ADVISOR WITH QUICKBOOKS ONLINE.

You will serve two core functions:
1. Quality Control — Jr. Bookkeeper Supervisor
You will review the work of our Jr. Bookkeepers on a monthly basis using our internal checklist, which includes:
Checking the bank feed to confirm categorizations are current
Reviewing the receipts folder to confirm all receipts have been sorted and addressed
Reviewing the Balance Sheet by month to spot unusual balances or changes
Reviewing the Profit & Loss by month to spot unusual balances or changes
Reviewing the Jr. Bookkeeper's uncategorized transaction email and resolving what you can
Checking on client-specific items (accounts receivable/payable spreadsheets, sales journal entries, loan accounts) where applicable
Sending the Jr. Bookkeeper feedback and correction requests after each review

2. Client Relationship Manager
You will be the primary point of contact for our clients. This includes:
Compiling client questions after each monthly review and sending a professional, clear email update
Responding to client questions via email, phone, and text in a timely manner
Conducting video calls with clients to walk through their financials and explain their financial health in plain language
Building genuine, long-term trust with each client throughout their entire relationship with ZB Bookkeeping
You will be provided with a ZB Bookkeeping company email address and access to the company phone number.

You Are a Great Fit If You:
Have experience in bookkeeping, accounting support, or a client-facing financial role
Are proficient in QuickBooks Online (required)
Have 10/10 written and spoken English — this is a hard requirement, no exceptions
Are warm, kind, and professional — clients need to feel taken care of
Are also assertive — you know how to follow up and get what you need from clients so the work gets done
Are available during or aligned with U.S. Eastern Time (EST) business hours, or can reliably respond to EST-based clients in a timely manner
Are organized, detail-oriented, and take ownership of your work
Are looking for a long-term role with real growth potential

Nice to Have:
Familiarity with Profit First methodology
Experience with Keeper AKA Double (practice management software)
Prior experience managing or reviewing the work of other team members

Compensation & Schedule:
Hourly rate (please include your rate in your proposal)
Starting at approximately 5 hours/month, growing to 10, 15, and beyond over the following months
Long-term potential to transition to full-time over the course of 1–2 years as the firm grows

To Apply, Please Include:
A brief introduction telling us about yourself and your experience
An example of a time you had to follow up persistently with a client or colleague to get something done — and how you handled it
Your hourly rate
Confirm your English proficiency and your time zone

We are looking for an experienced accountant for a Czech s.r.o. operating in the e-commerce sector.

Company details:

Czech legal entity
Non-resident shareholders and directors
International e-commerce activities (Amazon, Shopify, and other marketplaces)

Scope of work:

Bookkeeping and accounting
VAT returns and compliance
Corporate tax compliance
Preparation and submission of statutory reports
Support with Czech tax and accounting matters

Requirements:

Experience with Czech accounting and taxation
Experience with foreign-owned Czech companies
English communication skills

Please provide a brief overview of your experience and your pricing structure.

We are looking for a long-term cooperation.

I am looking for a highly organised Finance & Admin Assistant to support my growing business.

This is a long-term position starting with approximately 4 hours in the first week and then around 1 hour per week initially, with the opportunity for more hours as the business grows.

Responsibilities:

• Receive receipts, invoices and financial information via WhatsApp
• Log and categorise business expenses
• Maintain organised financial records
• Track subscriptions and recurring payments
• Create weekly finance summaries
• Maintain a simple profit and loss tracker
• Organise documents for tax and accounting purposes
• Keep financial folders and records up to date
• Follow up on missing information when required
• Support general business administration

Requirements:

• Excellent attention to detail
• Strong organisational skills
• Experience with spreadsheets (Google Sheets or Excel)
• Good written English
• Reliable and proactive
• Comfortable working independently

Bonus Skills:

• Bookkeeping experience
• Experience using Xero, QuickBooks or similar software
• Experience supporting entrepreneurs or small businesses

Rate:

£6 per hour initially

Potential for increased hours and responsibilities as the business grows.

To apply, please tell me:

1. Your bookkeeping or finance experience
2. Your favourite organisational tool
3. How you would organise hundreds of receipts sent through WhatsApp
4. Why you think you’d be a good fit for a growing business

Description:
We are seeking a detail-oriented and reliable Bookkeeper to join our team on a freelance basis. The ideal candidate will be based in South America and available to work either full-time or part-time.

Responsibilities:

Manage bookkeeping tasks including accounts payable/receivable, reconciliations, and reporting.

Maintain accurate financial records and ensure compliance with company policies.

Collaborate with management to provide clear financial insights.

Work within QuickBooks (accounting software) to organize and track financial data.

Requirements:

Proven experience in bookkeeping or accounting.

Strong knowledge of financial processes and attention to detail.

Ability to work independently and meet deadlines.

Proficiency in QuickBooks (required).

Excellent communication skills in English; Spanish is a plus.

Contract Type: Part-time options available.

Location: South America preferred, but open to candidates in other regions as long as they can work during U.S. business hours (Eastern Time).

Skills: Data Entry, Accounting, Excel, Freelance, Financial Analysis, Time Management, Bookkeeping, Xero, Financial Planning, Tax Preparation

Hello!
I have been using a local bookkeeper here in Seattle for several of my businesses, many of which are in Latin countries or working Spanish language places. I'm looking for someone who can help me present my books to my accountant and help me keep order/understanding of my various projects. Demas, hablo casi casi nivel nativo (mi esposa es peruana y llevo 25 años manejando los intereses en Peru, Colombia y España).
I have been paying $20/hr, but I think you're requesting $45...is there a middle ground we could find ($30??) while we see if the shoe fits?
I wouldn't expect more than 4-5 hours per month, on average, or 15-20 hours per quarter. If that's reasonable for you, maybe we could have a follow up conversation? Thank you, gracias!
Adam W.

We are seeking a CPA Accountant to manage our books and lead our Filipino Accounting team. The ideal candidate will have experience with NetSuite and Quickbooks, and possess strong leadership skills. Responsibilities include overseeing financial accounting, performing bank reconciliations, and ensuring accurate bookkeeping. This is a full-time role requiring intermediate proficiency.

I need someone to help get my QuickBooks set up and organized. The task involves ensuring the QuickBooks system is accurate and functional, including setting up accounts, reconciling transactions, and organizing financial data. The ideal candidate will have experience in QuickBooks setup and organization, ensuring the system is ready for daily use.

I need a bookkeeper or accountant to prepare basic financial statements for my pre-revenue startup, Jump Dreams, Inc. This is for a competitive international grant application with a hard deadline of June 16, so I need the completed statements by June 14 at the latest.

About the company:
- Pre-revenue hardware startup (incorporated 2024)
- Very few transactions — mostly R&D expenses and one speaking engagement payment
- Major expenses include a design firm deposit, patent filing costs, travel, and general business costs
- No employees, no payroll, no inventory

What I need:
- Income Statement (Profit & Loss) for 2024 and 2025
- Balance Sheet for 2024 and 2025
- Cash Flow Statement for 2024 and 2025 (if possible in this timeline)
- 2026 year-to-date for all of the above would be a bonus

What I will provide immediately upon hiring:
- All bank statements for the business account (2024, 2025, 2026)
- Credit card statements for any cards used for business expenses
- Invoices and receipts for major expenses
- Documentation for the one revenue transaction

This is a straightforward job, given the small number of transactions. I am happy to pay a rush premium for the tight turnaround. Please reply with your availability this week and let me know your rate for this scope.

Thank you.

We have slowly learning the full functionality of Zoho Books. Some lingering matching of bank feeds transactions, msc transactions that are not in the bank feeds, etc needs to be addressed with a collaborative call.

We are seeking an experienced Senior Accountant with strong expertise in QuickBooks and payroll platforms (such as Gusto, ADP, Paychex, or similar), as well as experience reconciling and managing transactions from Square. The ideal candidate will handle bookkeeping, financial reporting, account reconciliations, payroll processing, and month-end close activities while ensuring accuracy, compliance, and timely financial management.

I need reliable help keeping my books current while making sure every incoming phone call is answered with a professional, friendly voice.

On the accounting side, your main focus will be straightforward bookkeeping: recording daily transactions, reconciling bank and credit-card statements, and preparing tidy month-end summaries I can hand to my CPA. I currently work in QuickBooks Online, so solid experience with that platform—or a comparable cloud ledger such as Xero—will make the hand-off smooth. Accuracy and a habit of keeping the ledger no more than 48 hours behind real time are essential.

Alongside the numbers, you’ll handle our main business line during office hours. Calls are light but important; you’ll answer, direct or take a clear message, and note each interaction in our shared CRM. A confident telephone manner and fluent spoken English are must-haves.

Experience counts more than lengthy proposals, so please highlight similar roles you’ve handled, the tools you’re comfortable with, and typical response times you maintain. If you can keep the books spotless and the phones calm, I’d love to work together.

Skills: Internet Marketing, Accounting, Facebook Marketing, Customer Support, Customer Service, Call Center, Internet Research, Customer Strategy, Amazon Listings Optimization

We are seeking a skilled bookkeeper to help manage our accounts receivable, accounts payable, and day-to-day bookkeeping processes.

The ideal candidate should have strong experience with QuickBooks and Ramp, and be comfortable reviewing, categorizing, and reconciling financial transactions.

The short-term focus of this role will be helping with the reclassification of transactions in QuickBooks to ensure our books are accurate and properly organized.

Ongoing responsibilities will include:

Daily review of transactions from bank feeds and credit cards
Posting and categorizing transactions in QuickBooks
Managing accounts receivable and accounts payable workflows
Tracking invoices and payment status
Reconciling financial transactions
Categorizing expenses accurately
Scheduling timely vendor payments
Helping improve and streamline bookkeeping processes

Attention to detail, consistency, and strong accounting software experience are essential for this role.

If you have a solid bookkeeping background and experience with QuickBooks and Ramp, we would love to hear from you.

Commercial Operations & Procurement Coordinator (Remote)
Part-Time | Remote | Long-Term Opportunity

About 9ineSpaces
9ineSpaces is a premium interior design and build company delivering residential and commercial projects across Nigeria.
As we continue to grow, we are looking for a highly organised, commercially minded individual to support project costing, procurement, budgeting, documentation, reporting, and operational efficiency.
This role is ideal for someone who enjoys working with numbers, solving problems, building systems, improving processes, and helping businesses make better commercial decisions.
This is not a bookkeeping or virtual assistant role. We are looking for someone who can think critically, take ownership, and become a key part of our commercial and operational decision-making process.

Core Responsibilities
Commercial Analysis & Project Costing
• Review project requirements, specifications, renderings, and scopes of work.
• Prepare project cost estimates and budget forecasts.
• Assist with BOQ preparation and commercial reviews.
• Analyse project profitability and margin potential.
• Identify commercial risks and cost-saving opportunities.
• Develop procurement and costing strategies for new projects.
• Support management in making informed commercial decisions.

Procurement & Supplier Management
• Source materials, furniture, fittings, lighting, sanitary ware, and project-related items locally and internationally.
• Obtain and compare supplier quotations.
• Research alternative suppliers and value-engineering options.
• Negotiate pricing and delivery terms where required.
• Prepare procurement schedules and sourcing recommendations.
• Coordinate procurement activities and track orders through completion.
• Maintain supplier and pricing databases.

Financial Tracking & Project Controls
• Monitor project budgets versus actual expenditure.
• Track project costs and procurement spend.
• Maintain project profitability reports.
• Monitor payment schedules and outstanding receivables.
• Highlight cost overruns, budget risks, and commercial concerns.
• Prepare weekly and monthly commercial reports.

Documentation & Business Administration
• Prepare and format:
o BOQs
o Quotations
o Invoices
o Receipts
o Proposals
o Presentations
o Commercial reports
o Client-facing documentation
• Maintain organised project and company records.
• Ensure consistency and professionalism across all company documentation.

Systems, Technology & Process Improvement
• Build and maintain trackers, dashboards, templates, and reporting tools.
• Leverage AI and modern productivity tools to improve efficiency.
• Identify bottlenecks and recommend process improvements.
• Assist in developing systems that improve visibility, accountability, and profitability across the business.

Required Skills
• Strong Excel or Google Sheets skills.
• Excellent numerical and analytical ability.
• Strong commercial awareness.
• Excellent written and verbal communication.
• High attention to detail.
• Strong organisational and time management skills.
• Ability to work independently and manage multiple priorities.
• Comfortable using modern productivity and AI tools.

Preferred Experience
Experience in one or more of the following areas:
• Procurement
• Quantity Surveying
• Commercial Management
• Construction
• Interior Design
• Real Estate
• Project Coordination
• Operations Management
• Cost Estimation
• Business Analysis

Key Performance Indicators (KPIs)
Success in this role will be measured by:
• Accuracy of project budgets and cost estimates.
• Procurement savings achieved.
• Timeliness of quotations, BOQs, invoices, and proposals.
• Quality and accuracy of reporting.
• Margin visibility and profitability tracking.
• Improvements implemented in systems and processes.
• Reduction in administrative workload for management.

Ideal Candidate
You are someone who:
• Thinks commercially, not just administratively.
• Enjoys solving problems and improving systems.
• Pays attention to detail.
• Is proactive and resourceful.
• Understands the importance of cost control and profitability.
• Can take ownership with minimal supervision.
• Uses technology to work smarter and faster.
• Is comfortable challenging assumptions and making recommendations.

Recruitment Process
Shortlisted candidates will be invited to complete a paid practical assessment designed to simulate real-world tasks relevant to the role.
Compensation will be discussed based on experience, capability, and suitability.

• Describe a situation where you helped reduce costs, improve procurement, or improve profitability for a business or project. What did you do and what was the result?
• What experience do you have preparing quotations, cost estimates, BOQs, budgets, invoices, proposals, or other commercial documents? Please provide specific examples.
• What AI tools, software, or systems do you currently use in your work? Please provide specific examples of how they have improved your productivity or accuracy.
• Tell me about a time you were given a task you had never done before. How did you figure it out and what was the outcome?
• Imagine a project has a contract value of $20,000. Materials and labour are estimated at $15,000. What additional information would you want before advising management whether the project is profitable?

We are seeking an expert QuickBooks consultant to manage our ecommerce business's financial operations. Responsibilities include financial reporting, budgeting, and ensuring compliance with accounting standards. The ideal candidate will have experience in ecommerce accounting and be able to provide strategic financial insights.

Cost Reduction Specialist — One-Month Project

(Remote)
Branded by Greenville, a boutique digital agency in the US, is looking for a detail-oriented finance/bookkeeping VA for a focused one-month project: audit everything we spend money on and find ways to cut costs.

You'll go through our tools used, bank statements, build a master inventory of every tool, subscription, and recurring charge (Webflow, HubSpot, Notion, Google Workspace, ad accounts, and more), and flag waste — unused seats, duplicate tools, forgotten trials, and annual-billing savings opportunities.

The right person is naturally curious and asks great questions. You won't just list expenses — you'll dig into each one, ask us "do you actually use this?",

research cheaper alternatives, and deliver a final report with ranked recommendations and projected annual savings. Experience with bookkeeping, expense audits, or financial analysis is required; familiarity with common SaaS tools is a big plus.

This is a fixed-scope, four-week engagement with a clear deliverable: a complete expense audit spreadsheet plus a savings recommendations report. Strong written English and comfort working independently with US-based founders are a must. To apply, include the word "audit" in your first line and briefly describe a time you saved a company or client money.

Hi,

I own a Wyoming LLC that was formed in July 2025 and has an IRS-issued EIN. The company has remained completely dormant since formation (no bank account, no revenue, no assets, and no business activity).

I would like to engage a CPA or tax professional experienced with foreign-owned U.S. LLCs to review any outstanding IRS compliance requirements (including Form 5472 / Pro Forma 1120 if applicable) and handle the complete dissolution process through to closure.

Could you please let me know if this is within your area of expertise and provide an estimate for the full engagement?

Thank you.

Seeking an expert for a one-hour consultation to discuss the best approach for building an AI agent for bookkeeping on QuickBooks and Xero. The ideal candidate will have experience in AI development and bookkeeping systems, providing insights into integrating AI with existing accounting software. The goal is to enhance efficiency and accuracy in financial data management.