Streamline Bookkeeping Projects on Upwork

We need a reliable freelancer to manage our QuickBooks Online accounting and keep our books accurate and organized. The work includes reconciling bank and credit card accounts, entering transactions, maintaining records, and helping with monthly reporting. This is a part-time, ongoing role for someone who can work independently, communicate clearly, and handle accounting tasks with care. If you have experience supporting small businesses and can help keep our financial records up to date, we’d love to hear from you.

We need an SEO specialist to improve the visibility of our Dutch bookkeeping software in the Netherlands. The work includes auditing the current website, identifying on-page and off-page issues, and implementing practical improvements to increase organic traffic. You should be able to recommend a clear action plan, support ongoing optimization, and help strengthen the site’s search presence over time. Experience with Dutch market SEO is preferred.

We need a bookkeeper to manage our LLC’s financial records, analyze the profit and loss statement, and prepare K1s for members. This is a New York-based business, so familiarity with local business practices is important. The ideal freelancer can maintain accurate records, review financial performance, and support end-of-year reporting needs. Please share relevant experience with LLC bookkeeping and tax-related deliverables.

About the Role
I'm looking for a highly organised, detail-oriented Virtual Assistant with strong financial skills and experience managing personal and business finances across multiple currencies and countries.

You'll support me in staying on top of day-to-day financial tasks, as well as help build and maintain simple systems for tracking income, expenses, recurring payments, budgeting, and debt repayments across both my personal and professional life.

I currently use Xero for my business accounts, but this role will also involve managing personal finances using Excel or Google Sheets, particularly where Xero is not applicable.

Key Requirements
• Proven experience supporting clients with multi-currency (GBP, KYD, USD) accounts
• Comfortable working across multiple jurisdictions (UK & Caribbean ideal)
• Ability to track and reconcile both personal and business finances
• Proficient in Xero, and able to build or maintain Excel-based tracking systems for personal finances
• Experience managing:
o Recurring subscriptions and bills
o Budgeting (monthly or quarterly)
o Tracking loans/debts owed or owing
o Net worth monitoring
o Preparing for tax season (organising receipts, categorising transactions)
• High level of attention to detail — especially with data entry and reconciliations
• Excellent communication and proactive work style
• Financial Reporting & Invoicing
o Issue and track client invoices and vendor payments
o Maintain accurate accounts receivable and payable logs
o Provide regular financial reports, including:
 Budget summaries
 Profit & Loss reports
 Net worth tracking
 Cash flow projections (e.g., 13-week rolling)
o Ensure bank reconciliation in Xero is always current
o Help maintain Google Drive folder structure and access control for financial files

Tools You'll Need to Use
• Xero – for business bookkeeping, reconciliation, and reporting
• Google Sheets / Excel – to manage personal financial trackers
• Google Drive – for file organisation and reporting

To Apply, Please Include:
1. A short cover letter explaining your relevant experience
2. A sample or screenshot of an Excel/Google Sheets financial tracker you’ve created or use with clients
3. Write “inMind” at the start of your message to show you’ve read the entire ad.
4. Any relevant experience working with multi-currency accounts or clients across the UK and Caribbean (or similar)
5. Your hourly rate and weekly availability
6. Optional but welcome: a brief video introduction (1–2 minutes max)


About Me
I’m the Founder and Clinical Director of inMind Psychological Services Ltd. I run a growing business in mental health and consulting, operating between the UK and the Cayman Islands. I also manage personal finances and property across both regions. I’m looking for someone reliable, communicative, and able to take initiative to keep financial systems running smoothly.

Notes
• This role is not just for bookkeeping - it’s for someone who understands the bigger picture of financial wellbeing
• You’ll need to be confident working independently and bringing clarity and structure to my financial tracking

I run an IT/technology services company in India, *Marktine Technology, and I am looking for an experienced **US business setup consultant / business formation specialist* to help us establish our US operations.

I am looking for someone who can guide us through the *complete US setup process*, from company formation to banking, compliance, and practical business setup.

### Scope of Work

I need assistance/guidance with:

* Choosing the appropriate US state and business structure
* LLC / Corporation formation
* EIN and other required registrations
* Registered agent setup
* US business address/office options
* Business bank account setup and requirements
* Tax registrations and ongoing compliance requirements
* Federal and state compliance
* Accounting/bookkeeping setup
* Payroll setup, if required
* Business insurance requirements
* Understanding requirements for an India-owned US company
* Guidance regarding foreign ownership and related documentation
* Setting up a professional US business presence
* Advising on any other legal, tax, or operational requirements we should consider

I already operate a technology business in India and want to establish a *proper and compliant US entity*, rather than simply registering a company and leaving the rest unresolved.

### Ideal Consultant

Please apply if you have:

* Strong experience setting up US companies for *foreign founders / non-US residents*
* Experience working with *Indian entrepreneurs or India-based companies*
* Knowledge of US LLC/Corporation formation, EIN, banking, tax and compliance
* Experience coordinating with CPAs, attorneys, registered agents, banks, and other service providers
* Excellent communication and ability to explain the process clearly

### Important

I am looking for someone who can provide *end-to-end guidance and coordination* and explain what can be handled by you directly versus what requires a licensed US attorney or CPA.

Please include in your proposal:

1. Your experience helping foreign/Indian companies establish US entities
2. States you commonly recommend and why
3. Typical timeline
4. Your consulting fee
5. Expected government/third-party costs separately
6. What services you can handle directly
7. Examples of similar projects you have completed

*Location:* United States
*Project Type:* One-time setup + potential ongoing support
*Preferred:* Consultant based in the USA with experience in foreign-owned businesses

ABOUT BRANDWORKS
At BrandWorks, collaboration is at the core of everything we do. We are an internationally connected group of businesses operating across the creative and hospitality industries, with more than 10 years of experience.

Our portfolio includes design studios and food & beverage businesses across Melbourne and Jakarta, supported by a distributed team working remotely across several countries.

We pride ourselves on maintaining a supportive, flexible and professional work environment. As a remote-first organisation, we embrace global talent and work collaboratively across locations and time zones.

ABOUT THE ROLE
We are looking for an experienced Accountant & Bookkeeper to join our team and manage the day-to-day financial operations across the BrandWorks group.

The role currently supports four entities:
- 2 design studios based in Melbourne and Jakarta

This role would suit someone who has previously worked with Australian businesses, accounting firms or Australian clients and is confident managing bookkeeping independently using Xero.

The successful candidate will be responsible for maintaining accurate financial records, managing regular bookkeeping processes and supporting the business with financial reporting and compliance preparation.

For our Australian entities, familiarity with areas such as GST, BAS, payroll, STP and superannuation is highly preferred.

Our external accountants and tax consultants will continue to provide support for higher-level tax and compliance matters, including Indonesian taxation.

This is a fully remote position, with preference given to candidates based in the Philippines or Indonesia.

Working hours will generally need to provide reasonable overlap with the Melbourne and Jakarta teams. Some flexibility may be available depending on the candidate's location.

KEY RESPONSIBILITIES
- Manage day-to-day bookkeeping across multiple business entities
- Maintain accurate financial records using Xero
- Perform regular bank and credit card reconciliations
- Manage and monitor accounts payable and accounts receivable
- Process and reconcile bills, invoices, receipts and expenses
- Assist with Australian GST and BAS preparation
- Support payroll processing, including familiarity with STP and superannuation requirements
- Maintain accurate employee and payroll records where required
- Assist with cash flow monitoring and financial reporting
- Prepare and maintain Profit & Loss, Balance Sheet and other financial reports
- Support month-end and year-end reconciliation and closing processes
- Identify missing documentation, unreconciled transactions or financial discrepancies and proactively follow them up
- Maintain organised financial documentation and record keeping
- Liaise with external accountants, bookkeepers, tax advisors and consultants as required
- Assist management with financial information and ad hoc reporting when required
- Provide occasional finance-related administrative support

REQUIREMENTS
- Minimum 2–4 years of professional accounting and/or bookkeeping experience
- Previous experience working with Australian businesses, Australian accounting firms or Australian clients is strongly preferred
- Strong practical knowledge of Australian bookkeeping and accounting processes
- Familiarity with GST, BAS, payroll, STP and superannuation
- Strong proficiency in Xero
- Good understanding of:
- Bank reconciliation
- Accounts payable
- Accounts receivable
- Profit & Loss statements
- Balance Sheets
- Cash flow
- Month-end reconciliation
- Strong Excel and/or Google Sheets skills
- High attention to detail and accuracy
- Ability to identify discrepancies and proactively resolve or follow up outstanding items
- Comfortable managing bookkeeping across multiple entities
- Able to work independently and take ownership of recurring financial tasks
- Strong organisational and time management skills
- Professional English communication skills, both written and verbal
- Comfortable working remotely with an international team
- Experience in hospitality, food & beverage, creative agencies or multi-entity businesses would be an advantage but is not essential.

BENEFITS & CULTURE
- Fully remote working environment
- Work from anywhere, with preference for candidates based in the Philippines or Indonesia
- Opportunity to work with businesses across Australia and Indonesia
- Exposure to both creative and hospitality businesses
- Supportive, international and collaborative team
- Long-term position with the opportunity to grow alongside the business
- Competitive compensation based on experience

As part of your application, please tell us:
- Your experience working with Australian businesses or accounting firms
- Your experience using Xero
- Whether you have prepared or assisted with BAS/GST reporting
- Your experience with Australian payroll, STP and superannuation
- The number and type of entities you have previously managed
- Your current location and availability
- Your expected monthly salary

I run a small accommodation business, only 4 beds, in South Africa and am looking for an experienced Excel/Google Sheets specialist with bookkeeping or accounting knowledge to review and improve an existing financial reconciliation workbook. I doubt it's more than 5-6 hours of work.

The spreadsheet already exists and includes a financial ledger and onsite operations records. It was originally developed with the assistance of Claude Cowork. The problem is that during monthly reconciliations, importing new bank statements and operational information can sometimes result in formulas being changed, broken or not integrating correctly.

What I need

I want someone to make the existing system robust, simple and safe for ongoing monthly use, particularly when working with AI tools such as Claude Cowork and ChatGPT.

The monthly workflow involves:

- Importing bank statements
- Bringing in onsite operational/booking information from a shared Google Drive folder
- Categorising and reconciling transactions
- Updating the financial ledger
- Maintaining accurate monthly and year-to-date figures
- Identifying missing, duplicate or unreconciled transactions

The workbook should be structured so that new monthly data can be added without altering or corrupting historical data, formulas or accounting controls.

Ideally, the system would have clearly separated areas for:

Raw data/imports → validation/reconciliation → master ledger → financial reporting

I would prefer the AI tools to work primarily with standardised import tables rather than directly modifying important formulas in the master financial workbook.

Skills required

You should have strong experience with:

- Microsoft Excel and/or Google Sheets
- Bookkeeping/accounting principles
- Bank reconciliations
- Financial ledgers
- Robust spreadsheet design
- Protected formulas and data validation
- Importing and standardising transaction data
- Ideally Power Query or another reliable method of automating recurring imports

Experience designing spreadsheets that are subsequently used with ChatGPT, Claude or other AI tools would be particularly useful.

Scope

This is a small existing business with a relatively low transaction volume. I am not looking for an expensive ERP/accounting-system implementation or a complete rebuild unless there is a good reason for one.

I expect that an experienced person should be able to review the existing workbook, identify its weaknesses and establish a reliable structure within a few hours of focused work.

There may be occasional follow-up work once the system is established.

Location

Cape Town / Western Cape applicants strongly preferred.

I would ideally like to meet in person for an initial session where I can show you the existing spreadsheet, Google Drive structure and monthly reconciliation process.

When applying

Please briefly tell me:

1. Your experience with bookkeeping/accounting and bank reconciliations.
2. Your level of Excel/Google Sheets expertise.
3. Whether you have built similar financial reconciliation systems.
4. Whether you have experience with Power Query and/or AI-assisted spreadsheet workflows.
5. Your hourly rate.
6. Whether you are based in Cape Town and available for an initial in-person meeting.

Please don't send a generic proposal. I am particularly interested in someone who understands how to make a simple small-business financial workbook reliable and difficult to accidentally break.

Summary
About us:
Outsource Orlando LLC

Need someone to reconcile my books for 2025 to current.

Services and deliverables:
- Income and expense analysis. Making sure the proper entries are categorized to the right account.
- Reconciliation.
- Other tasks as applicable.

We're a Delaware C-corp software company running a consumer application business with subscription revenue. Revenue runs through the Apple App Store + Google Play Market + Stripe. We bank with Mercury and keep books in Xero.

The work
Monthly close, roughly ~60 transactions a month, many repeating (same tool, multiple identical charges):

- Categorize and reconcile all transactions in Mercury and Xero
- File receipts; most auto-match via Mercury's Gmail integration, some need manual follow-up
- Deliver a monthly P&L, balance sheet, and cash flow statement
- Configure Xero, audit current setup and flag anything that looks wrong.

You should have
- Direct experience with US C-corps
- Xero proficiency (not QuickBooks-only)
- Experience with app or SaaS subscription revenue and app-store payout reconciliation

**Title:** TaxDome Workflow and Pipeline Build for Solo Expat Tax CPA Firm

**Description:**

I run a fully remote solo CPA practice specializing in US expat and cross border individual tax. I'm on TaxDome and need an experienced specialist to design and build my workflows so the firm runs on the system instead of on me.

**What I need built**

1. Lead tracking and follow up pipeline, from inquiry through proposal and engagement letter
2. Client onboarding and intake pipeline, including a custom expat organizer (foreign accounts, foreign income, residency dates, prior year returns)
3. Individual return prep and review pipeline, with stages for document collection, preparation, review, client approval, e-signature, and delivery
4. Annual recurrence setup so returning clients roll into the next season automatically

Each pipeline should include automated email sequences, client reminders, task templates, and team assignments. I also want the client portal cleaned up and one recorded training session so I can maintain everything myself afterward.

**Deliverables**

- Approved workflow map before anything is built in TaxDome
- All four pipelines live with automations and templates
- Short written documentation of each pipeline
- One training session (recorded)
- Two week live test period with fixes included

**What I'm looking for**

- Proven TaxDome experience with tax preparation firms, not just bookkeeping. Please include screenshots or descriptions of pipelines you've built
- Understanding of how a tax season actually runs (seasonal deadlines, extensions, review cycles)
- Clear communication and a realistic timeline

**Budget and structure**

Fixed price. Please quote a total with milestones: workflow map approved, pipelines built, training and test period complete. Include your estimated timeline.

**To apply**

Tell me how many TaxDome builds you've done for tax firms, share one example, and describe how you'd approach the expat intake organizer. Top candidates will be offered a short paid test task before I hire.

Need an experienced bookkeeper or accountant to review financial records and identify where issues are coming from so errors can be corrected. The right freelancer should be able to analyze books, trace problems to their source, and help improve accuracy. Strong problem-solving skills are important, along with the ability to communicate clearly and work independently. This is a part-time role for someone who can help keep financial records clean and reliable.

About the Role

I'm looking for a US-licensed CPA or accountant to help me get fully compliant for my US LLC. The company has been operating since late 2022 and I need help with filings and ongoing tax compliance.

The Business

US LLC (Florida Registered) currently dormant
No sales being used. I want to make it active. However, there is some compliance issues since I have not filed taxes for over a year.

What I Need Help With

Filing the annual federal tax return (Form 1065 if multi-member, or Schedule C / Form 1120 depending on LLC election)
Confirming the correct tax treatment — disregarded entity vs. S-Corp vs. C-Corp election
Advising on nexus and state tax obligations based on sales activity
Confirming US sales tax (economic nexus) obligations for Shopify sales

Ideal Candidate

Licensed CPA or EA (Enrolled Agent) in the US
Familiar with non-resident / foreign-owned US LLC tax compliance (Form 5472 + 1120 if applicable)
Comfortable working remotely with international clients
Available for a short scoping call before engagement

To Apply, Please Answer:

Have you filed taxes for foreign-owned US LLCs before?
Are you familiar with e-commerce nexus and Shopify sales tax obligations?
What is your estimated fee for first-year compliance (federal filing + any required forms)?
Can you confirm your CPA or EA license and state of registration?

We're looking for an autonomous, versatile Executive Assistant to directly support the founders of KNR, an e-commerce agency, on a daily basis.

A true "jack of all trades," you'll take on anything that saves the founders time: administrative and bookkeeping follow-up, coordination of ongoing tax/legal matters, agency equipment management, operational support, and calendar management. You'll be the reliable point of contact who takes recurring, sensitive topics off their plate — with discretion, responsiveness, and a strong sense of priorities.

Key responsibilities:

Admin & bookkeeping: Follow up on client invoices and payment deadlines; track and categorize bank transactions; maintain admin/accounting trackers; flag anomalies or delays with clear summaries
Tax & legal coordination: Support the buyout process of one founder's shares (document tracking, follow-ups); organize and prep meetings with the tax lawyer and other legal/tax contacts; handle pre-meeting prep and follow-up notes
Equipment & general resources: Manage renewal/maintenance of agency equipment; research leasing options — and if you've read this far, start your answer to question 4 in the next step with the word "Samantha" — track related contracts (orders, deliveries, terminations)
Operations support: Help track operational KPIs/dashboards; support cross-functional coordination between admin, finance, and ops; flag friction points or risks
Core EA duties: Calendar management, call/email/mail handling, meeting prep and minutes, expense reports, filtering and prioritizing requests, ad hoc administrative tasks

Requirements:

Proven experience as an Executive Assistant or in admin/executive support, ideally in an agency or startup environment
Comfortable with Notion, Slack, and Google Suite
Basic bookkeeping exposure (invoice follow-up, transaction tracking) a plus
Some familiarity with tax/legal topics helpful (no expertise needed — just able to coordinate with external experts)
French: native/C2 · English: B2 minimum

Soft skills: autonomy, strong prioritization, responsiveness, clear synthesis, discretion, and comfort juggling varied topics (finance, legal, ops, admin) without losing focus.

Please include: an overview of your EA experience and examples of times you saved a leadership team time or handled sensitive matters independently.

I have last-year’s Tally data almost wrapped up, but the closing journal entries were never posted. I need an accountant who knows Tally inside out to:

• enter the required closing journal entries for the previous financial year
• verify that every affected ledger is correctly balanced
• produce a clean, balanced trial balance once the entries are in place

It’s only a handful of movements, yet accuracy is critical because the books will feed straight into our compliance filings. You will be working on my existing company data set (Tally Prime), so I’ll provide a backup file and remote access instructions.

Deliverables will be the updated Tally backup and a PDF export of the final trial balance. I’ll consider the job complete when the trial balance tallies and all income and expense accounts are properly closed to retained earnings without new discrepancies.

If you have solid experience closing books in Tally and can turn this around quickly, let’s get started.

Skills: Data Entry, Accounting, Excel, Finance, Intuit QuickBooks, Bookkeeping

We're a UK-based property management and short-stay lettings company, looking for a detail-oriented Excel and Xero specialist to help us produce accurate monthly client statements for our property owners.

What you'll be doing:

Working through our property "control accounts" in Xero each month — checking that income and expenditure for each property has been correctly recorded and reconciled
Cross-checking reconciled transactions against source data (invoices/receipts) to catch mis-postings before statements go out
Building and formatting monthly client statements in Excel, ready to send to landlords
Flagging discrepancies, unreconciled items, or missing documentation for our team to chase

This role requires:

Strong, demonstrable Excel skills (formulas, lookups, pivot tables, data cleaning)
Strong, demonstrable Xero experience (reconciliation, chart of accounts, running reports)
Excellent attention to detail — this work directly affects what we bill/report to clients, so accuracy matters more than speed

Nice to have:

UK bookkeeping/accounting experience, including VAT
Experience with holiday lets, Airbnb, Booking.com, or hospitality/serviced accommodation accounting
Experience with property management or client money reconciliation

Timing: We need this work done in a concentrated window each month (roughly the 4th–10th), so please only apply if you can commit to that window consistently.

Growth potential: Depending on how you get on, there's scope for this to expand into a broader monthly reconciliation/control account role beyond just the statements — so this could turn into a larger ongoing engagement for the right person.

Please note: We're looking for an individual freelancer, not an agency — someone who will do the work themselves and build up familiarity with our properties and systems over time.

To apply, please tell us:

Your experience with Xero specifically (not just "accounting software" generally)
Your experience with Excel (please give a concrete example — e.g. a reconciliation or reporting task you've built)
Whether you can commit to working within the 4th–10th window each month
Any experience with UK property management, holiday lets, or hospitality bookkeeping
Confirm you'll be working on this personally rather than assigning it within a team/agency

Deploy and configure a centralized multi-company Odoo Enterprise system on
custom server infrastructure to manage international oilfield operations, well
services, field ticketing, and multi-currency accounting across 4 group entities.
This self-hosted platform will provide total server control, high-performance
database execution, and unlimited custom code flexibility, unifying operations
from remote wellsite execution and custom digital field ticketing to automated
OCR bill processing, multi-currency bank reconciliations, and consolidated group
financial reporting.
The system will:
● Seamlessly execute full historical data migration from legacy platforms
(Zoho Invoice, Xero) and Google Drive repositories, importing historical
invoices with original numbering, attached PDF copies, contact master
lists, open AR/AP ledgers, and fixed asset registers across all active group
entities.
● Digitize end-to-end oilfield service operations through a structured
operational workflow spanning Project → Quote → Purchase Order →
Field Ticket → Invoice, ensuring precise task progression and
multi-company transactional clarity across all group entities.

● Provide a dedicated Private Server Infrastructure hosting Odoo Enterprise,
giving the group full data sovereignty, zero platform limits, and complete
control over custom backend modules and database performance across 4
corporate entities.
● Capture remote job execution metrics via custom offline-capable digital
Field Tickets that log site activity, operational data, and on-site client
representative signatures on mobile devices.
● Automate vendor bill digitizing using Odoo Enterprise OCR (AI Document
Digitization) and company-specific email gateways to match physical/PDF
receipts automatically against purchase orders.
● Streamline payment runs by generating standard SEPA/ISO20022 XML
batch payment files and triggering API payout requests for fast, secure
approval inside online banking portals.
● Connect group bank accounts (Wise, Tide, Revolut, WIO) via Odoo
Enterprise Open Banking Feeds, while enabling drag-and-drop statement
file imports (OFX/CSV) for local institutions like Banca Transilvania.
● Enforce localized statutory compliance using Enterprise localization
packages for Romanian e-Factura transmission (ANAF API), SAF-T (D406)
generation, and UK HMRC Making Tax Digital (MTD) reporting.
● Deliver real-time multi-currency accounting, automated inter-company
transaction sync (sales/purchase mirroring), expense tracking, and
consolidated financial reporting (P&L and Balance Sheet) across all 4 group
entities.

3. Scope of Work
The solution will be developed on Odoo 19 Enterprise deployed on your custom
server infrastructure. It will utilize built-in modules where appropriate.

These will be complemented by custom modules tailored specifically to your
international oilfield operations, wellsite service management, and
multi-company corporate structure.
3.1. Modules to be Implemented
● Odoo Data Migration & Legacy System Import Engine (Custom Scripts):
For extracting, transforming, and loading (ETL) historical master data,
opening balances, open AR/AP ledgers, contacts, and transaction histories
from Zoho and Xero, alongside a custom script for migrating Romania's
historical Google Drive expense PDFs into Odoo.
● Odoo Multi-Company & Localisation Module (Built-in + Custom
Configuration): For managing isolated ledgers, multi-currency accounting
(RON, GBP, USD, AED), tax structures, Romanian e-Factura integration
(ANAF API), SAF-T (D406) compliance, and UK HMRC Making Tax Digital
(MTD) reporting across 4 corporate entities.
● Odoo Sales & CRM Module (Built-in + Custom Integration): For capturing
client service inquiries, managing multi-currency quotations, tracking
service contract approvals, and converting accepted offers directly into
active operational projects.
● Odoo Project & Operational Task Module (Built-in + Custom Integration):
For tracking wellsite jobs, managing sequential service workflows,
monitoring task dependencies, and assigning field personnel across
international project locations.
● Odoo Purchase & Vendor Management Module (Built-in + Custom
Integration): For managing vendor RFQs, issuing multi-currency purchase
orders, tracking equipment/material deliveries, matching bills against POs,
and evaluating supplier performance.

● Odoo Accounting & Finance Module (Built-in + Custom Integration): For
group-wide financial management, inter-company transaction mirroring
(sales invoice to vendor bill), multi-currency bank reconciliations (Wise,
Tide, Revolut, WIO feeds; Banca Transilvania imports), and automated
SEPA/ISO20022 XML batch payment generation.
● Odoo Documents & OCR Module (Built-in + Custom Configuration): For
processing incoming supplier bills via dedicated company email gateways,
automated optical character recognition (OCR) extraction, and digital
archiving of physical/PDF bill attachments directly to transaction records.
● Odoo Custom Field Tickets & Wellsite Operations Module (Custom): For
generating, executing, and logging remote wellsite operations. Features
full offline functionality on mobile devices, operational metric tracking, job
consumption logging, and on-site client representative digital signature
capture.
● Odoo Access Control & Security Module (Built-in + Custom
Configuration): For configuring strict role-based access levels across 4
entities (Field Technicians, Project Managers, Operations Leads, Finance
Managers, External Accountants, and Executive Leadership).
● Odoo Scheduled Actions & Automated Sync Module (Custom
Configuration): For automated inter-company transaction syncing,
recurring bank statement fetching, background offline data
synchronization, and automated low-margin or budget variance alerts.
3.2. Infrastructure and Deployment
Recommended Platform: Odoo 19 Enterprise on Private Custom Server
For a multi-company enterprise architecture requiring specialized custom
code and high-concurrency database execution, I will deploy Odoo 19
Enterprise directly onto your designated private custom server
environment.

Why Enterprise Edition on a Custom Server is the right choice:
● Complete System Sovereignty & Freedom: Operating on a
dedicated server removes platform limitations, allowing unlimited
custom backend Python module development, third-party database
integrations, and full environment tuning.
● High-Performance Architecture: Custom server hardware optimized
for PostgreSQL provides high throughput during simultaneous
offline field ticket synchronizations, heavy OCR batch processing,
and multi-company financial reporting.
● Data Isolation & Enterprise Security: Hosted within your private
server infrastructure using enterprise-grade SSL/TLS encryption,
custom firewall configurations, dedicated database isolation, and
automated server-level backup routines.
● Enterprise Functional Capabilities: Built-in Enterprise features,
including multi-company consolidation, advanced OCR document
digitization, open banking API connectors, and automated
multi-currency localization, integrate seamlessly with your custom
operational apps.
3.3. Testing and Go Live

● User Acceptance Testing (UAT) Coordination: Coordinate UAT
sessions with key operational leads, finance teams, and field
managers to validate multi-company invoicing, bank feeds, offline
ticket sync, e-Factura submissions, and overall financial workflows
before production deployment.
● Data Migration & Go-Live Preparation: Execute custom data
transformation and migration scripts to import historical
accounting, vendor, customer, and operational data from legacy

systems (Zoho, Xero). Configure the live private server environment,
establish user security roles, provide end-user and admin training,
and deliver dedicated post-launch support.
● End-to-End Operational Testing: Perform end-to-end testing across
the complete business pipeline: lead capture, quotation, project
initiation, offline field ticket execution with signature, bill
upload/OCR, SEPA payment generation, and consolidated group
financial reporting.

4. Communication Plan
To ensure complete transparency and timely project execution, communication
will be maintained throughout the engagement as follows:
● Collaboration Channels: Project tracking will be managed through agreed
communication platforms (e.g., Upwork, Slack, Discord or Microsoft
Teams) for asynchronous day-to-day updates, issue tracking, and
scheduled technical syncs.
● Weekly Progress Meetings: Regular syncs to review completed work,
demonstrate live features, discuss upcoming milestones, and address
technical or workflow questions.
● Milestone Completion Reports: Detailed updates summarizing
deliverables, live system walk-throughs, and completed modules ready for
client review and formal sign-off.
● Documented Decision Trail: All architectural decisions, scope refinements,
module specifications, and action items will be logged in writing to
maintain a clear technical history and complete project alignment.

5. Deliverables

● Historical Data Migration (Includes Item 11): Extracted, cleaned, and
transformed historical accounting, inventory, contact, and transactional
data successfully migrated from Zoho and Xero into Odoo. Includes a
custom Python migration script to parse historical Romanian expense PDFs
from Google Drive and automatically link them directly to generated
vendor bill records without consuming OCR credits.
● Multi-Company Architecture & Financial Core: Fully configured 4-entity
Odoo Enterprise instance running on custom server infrastructure,
handling localized accounting, multi-currency transactions (RON, GBP, USD,
AED), and automated inter-company transaction mirroring.
● Romanian & UK Compliance Engine: Operational e-Factura integration via
ANAF API connection, SAF-T (D406) audit report generation for Romanian
entities, and HMRC Making Tax Digital (MTD) setup for UK entities.
● Custom Offline Field Ticket Module: A specialized web/mobile module
enabling remote field staff to record wellsite job logs, capture
materials/services rendered, work without an internet connection, and
collect on-site client representative signatures.
● Automated Bill Processing & OCR Gateway: Dedicated email-to-bill
routing per company, automated OCR text extraction, and purchase order
matching to digitize incoming supplier invoices.
● Bank Feed & Payment Processing Integration: Configured open banking
feeds for Wise, Tide, Revolut, and WIO, statement import engines
(CSV/OFX) for Banca Transilvania, and automated SEPA/ISO20022 XML
batch payment file generation.
● Unified Contact & Master Data Directory: Centralized partner architecture
providing shared customer and supplier contact management across all 4
group entities while maintaining company-specific financial rules.

● Role-Based Security & Executive Dashboards: Tailored access permissions
and dedicated dashboards for Field Staff, Operations Managers, Finance
Teams, and Group Executives showing real-time operational status, job
profitability, and consolidated financial metrics.
● Complete Testing, UAT, & Private Server Deployment: Full end-to-end
testing, User Acceptance Testing (UAT) execution, production server
configuration, user role provisioning, staff training sessions, and dedicated
go-live support.
● Technical & System Documentation: Comprehensive technical deployment
guides, administrator system documentation, and operational end-user
manuals for daily business processes.

Pat Gallagher Enterprises is seeking an experienced, dependable bookkeeper and accountant to oversee the day-to-day financial operations of our residential and commercial property services company.

This is a long-term remote contract position for someone who can maintain accurate financial records, monitor daily business activity, process payroll, and provide proactive accounting guidance. We need more than a data-entry bookkeeper—we are looking for a financial professional who will identify problems, recommend improvements, and help us maintain strong financial controls.

Key Responsibilities
Oversee all aspects of the company’s bookkeeping and financial records
Review our Jobber work-order system at least once each workday
Monitor customer invoices, payments, refunds, deposits, and other transactions
Maintain accurate accounts receivable and follow up on outstanding invoices
Enter, categorize, and monitor accounts payable and upcoming obligations
Track operating expenses and verify proper expense classifications
Reconcile all business bank accounts and credit card statements
Ensure transactions in Jobber, QuickBooks Online, Gusto, and our financial accounts are properly recorded and matched
Investigate and correct discrepancies, duplicate transactions, missing payments, and incorrect classifications
Process and review biweekly payroll through Gusto
Monitor payroll taxes, employee deductions, contractor payments, and payroll reporting
Maintain accurate records for employees and independent contractors
Assist with federal, state, and local tax preparation and compliance
Identify legitimate business deductions and tax write-offs
Prepare financial reports, including profit and loss statements, balance sheets, cash-flow reports, accounts-receivable aging reports, and expense summaries
Use Microsoft Excel for financial tracking, reconciliation, reporting, and analysis
Coordinate with company management and our tax professionals when necessary
Help establish written accounting procedures and stronger internal financial controls
Provide timely, practical advice regarding cash flow, profitability, expenses, taxes, payroll, and financial planning
AI-Assisted Financial Analysis

We would like this professional to use secure and appropriate AI tools to assist with financial analysis, reporting, forecasting, and identifying trends or potential concerns.

Any use of AI must follow strict confidentiality and data-security practices. Sensitive financial, employee, customer, banking, payroll, and tax information must never be entered into an unauthorized public AI system. The selected professional must independently verify all AI-generated findings and remain responsible for the accuracy of their accounting work and recommendations.

Required Experience
Expert-level experience with QuickBooks Online
Strong experience processing payroll through Gusto
Advanced Microsoft Excel skills
Extensive bank and credit card reconciliation experience
Experience managing accounts receivable and accounts payable
Understanding of payroll taxes, business expenses, deductions, and tax preparation
Ability to prepare and explain financial statements and management reports
Excellent attention to detail and ability to identify financial discrepancies
Strong written and verbal English communication skills
Ability to work independently, meet deadlines, and handle confidential information
Reliable availability to review financial activity every workday
Preferred Qualifications
Degree in accounting, finance, bookkeeping, or a related field
CPA, Certified Bookkeeper, QuickBooks ProAdvisor, or similar certification
Experience with Jobber or another field-service/work-order management platform
Experience working with construction, landscaping, tree service, home services, or contractor-based businesses
Familiarity with Missouri business and payroll tax requirements
Experience managing finances for a company that uses both employees and 1099 independent contractors
Position Details
Remote independent-contractor position
Long-term working relationship
Part-time hours initially, with the possibility of expanded responsibilities
Daily weekday monitoring required
Biweekly payroll processing required
Regular financial summaries and management check-ins required

Overview
We're a multi-division operating company (B2B transport + delivery operations) looking for a hands-on, AI-forward CPA to own our accounting and provide controller/CFO-level financial guidance. This is an ongoing part-time engagement (~10–20 hours/month) with room to grow. We want someone who uses modern tools and AI to work efficiently — not someone billing hours for manual data entry.

You'll be the financial backbone of the business: keeping the books clean, the cash visible, and management informed enough to make good decisions.

What you'll do
Monthly close, bookkeeping oversight, and financial statement preparation (P&L, balance sheet, cash flow)
Cash flow forecasting and weekly cash management across multiple bank accounts
Vendor payment management and prioritization
Tax planning, compliance support, and coordination with our tax preparer
Sales tax issue management and resolution
Financial analysis and forecasting across two operating divisions
Shareholder/investor reporting support
Due diligence and transaction support as needed
Strategic financial guidance, including during periods of financial pressure or restructuring

Must-haves
Active CPA license
Demonstrated use of AI in your workflow (e.g., automating categorization/reconciliation, document extraction, forecasting models, reporting). Tell us specifically how you use it.
Strong QuickBooks Online experience
Multi-entity / multi-division accounting experience
Cash flow forecasting and management experience
Comfortable advising owners directly and communicating clearly with non-finance stakeholders
Discreet and reliable with sensitive financial information

Nice-to-haves
Experience with companies that have navigated tight cash periods, restructuring, or turnaround
Sales tax / multi-state compliance experience
Experience supporting fundraising, investor reporting, or M&A/diligence
Industry experience in logistics, delivery, transport, or regulated/cash-intensive businesses

How to apply
In your proposal, please include:

Your CPA license status and state.
A specific example of how you use AI tools in your accounting/finance workflow and the time it saves.

A brief example of a cash flow or restructuring situation you helped a client navigate.
Your typical availability and turnaround time.
Your hourly rate (and any monthly retainer option).

I am looking for a smart, proactive, detail-oriented Tax Administration Assistant to join my business long term. This is a full-time role for someone who is organized, dependable, and comfortable supporting a busy tax and bookkeeping operation.

The ideal candidate must have hands-on experience using TaxDome and QuickBooks Online. Gusto experience is a plus.

Responsibilities may include:

Managing and organizing client information, documents, and requests in TaxDome

Monitoring inboxes, responding to or routing client messages, and following up on outstanding items

Creating and updating jobs, tasks, pipelines, tags, and client records in TaxDome

Phone support

Sending document requests, reminders, organizers, engagement letters, invoices, and payment reminders

Assisting with tax-season administrative workflows and ensuring client files are complete and properly organized

Tracking deadlines, missing documents, and client follow-ups

Supporting bookkeeping administration in QuickBooks Online

Assisting with payroll-related administrative tasks, if experienced with Gusto

Keeping internal trackers, notes, and client records accurate and up to date

Identifying issues early and taking initiative to help keep work moving

Requirements:

TaxDome experience is required

QuickBooks Online experience is required

Prior tax administration, accounting firm, or bookkeeping firm experience is strongly preferred

Excellent written communication and client-service skills

Strong attention to detail, organization, and follow-through

Ability to work independently, prioritize tasks, and be proactive

Reliable availability for a full-time, long-term position

Please do not apply if you do not have TaxDome experience.

Ongoing contract · $10/hr · ~30 hours/week · Remote · Reports to our Head of Finance

We're Tablet2Cases, an Amazon seller of phone and tablet accessories, in business since 2011. We sell on Amazon marketplaces across North America, Europe, Asia-Pacific and the Middle East, plus our own webstores. We have bank accounts in several countries and currencies, all run through Xero.

We're looking for a careful, reliable bookkeeper whose main job is keeping those bank accounts fully reconciled. Every payment in and out must be recorded in Xero and matched to the right invoice or bill. Our processes are documented. You'll follow them precisely and chase down anything that doesn't match.

What you'll do

Bank reconciliation (the core of the role)
- Reconcile all our bank accounts in Xero daily, across several countries and currencies
- Match every payment to its invoice or bill. Where a document is missing, find it or flag it; don't park the payment in suspense
- Record transfers between our own accounts and currency conversions correctly
- Use our existing Xero bank rules for routine items, and stay alert to anything that doesn't fit them

Payables and receivables
- Enter supplier bills and sales invoices into Xero (via Hubdoc/Dext where set up)

Amazon
- Download settlement reports from Seller Central (roughly every 14 days, per marketplace) and file them in our cloud drive
- Record them in Xero through the Amazon Clearing account, following our documented, semi-automated process

Month-end and other
- Post standard journals (accruals, prepayments) from our checklist
- Make sure every bank and clearing account is reconciled and any differences are explained, so the Trial Balance is ready for review
- Occasionally look up or pull data from Cin7, our inventory system

What we're looking for
- At least 1–2 years of hands-on Xero bookkeeping, with bank reconciliation as your strongest skill
- Experience reconciling multiple bank accounts and currencies
- Someone who treats an unmatched payment as a problem to solve, not something to leave for later
- Amazon settlement report experience, or e-commerce bookkeeping generally, is a strong plus
- Cin7 experience is a plus
- Clear written English and solid Excel/Google Sheets skills
- Reliable with deadlines: you tell us early when something is unclear or running late
- Available Monday–Friday with at least 3 hours' overlap with Central European Time (CET)

What we offer
- Steady, long-term work of about 30 hours a week
- Documented processes and onboarding with our Head of Finance
- Hands-on experience with multi-country, multi-currency e-commerce accounting
- A remote-first team spread across several countries

How we hire
- Answer the screening questions below. Short, specific answers beat long ones.
- Shortlisted candidates complete a short paid test task (about 2 hours, at the job rate): a sample bank reconciliation.
- A brief video call, then you start.

Before you start, you'll sign an NDA and get your own logins for Xero and Seller Central, with 2FA required.

To show you've read this post, start your proposal with the word "Reconciled".

Seeking a virtual personal assistant who will be solidly available in the Pacific Standard Time zone for:
- researching ideas and concepts
- data entry and analysis. Lots of forms.
- light bookkeeping in QB Online
- making arrangements / scheduling
- calendaring and task management
- contacting courts, clients, opposing counsel
- being highly professional, succinct, and follow rules of BC statutes 100% of the time
- double check everything, and triple check when it's important

Must be a superstar in Word & Excel, (and their Google equivalents), PDFs, Google drive, and ChatGPT/Gemini. Must have flawless and immaculate written English and communications. Must work well independently and have strong intuition and perfectionism. Must be okay with data entry tasks, like extracting details from PDFs and entering them into Excel. Will be my assistant for client-facing matters, so excellent email professionalism is vital. Common sense and etiquette are highly needed. Must be responsive, quick, and have a strong work ethic. Must self-edit work and deliver excellence - no mistakes EVER. Must be available in the PST time zone and rapidly responsive to requests. Legal experience or education is strongly valued.

My budget is my budget, not a negotiation. A successful candidate will increase rate every 6-12 months if earned.

We are looking for experienced accounting professionals with deep, hands-on QuickBooks expertise for a short-term AI training and evaluation project.

You must have 5+ years of accounting experience and at least 3 years of hands-on QuickBooks experience who can apply their real-world expertise and professional judgment to help train and improve advanced AI systems.

Who You Are
We're looking for professionals who:
Have 5+ years of professional accounting experience.
Have 3+ years of substantial, hands-on QuickBooks experience, ideally with QuickBooks Online and/or Desktop.
Have strong practical knowledge of accounting and bookkeeping workflows.
Are comfortable working independently and applying professional expertise to unfamiliar or complex tasks.
Relevant backgrounds may include Accountant, Senior Accountant, Accounting Manager, Controller, Bookkeeper, CPA, or similar roles.

Prior AI training experience in accounting is a plus. If you have prior AI training experience, please share details.

Sales, account management, or other customer-facing experience is also a plus.

Availability: 40 hours per week for 2 weeks starting ASAP.

Please show proof of QB experience. You will be asked for an video call where you have to walk through QB workflows to qualify.

To prove you are not a a bot, please reply your availability in hours for the next 2 weeks at the beginning of your reply.

We are looking for an experienced U.S. CPA or tax accountant to handle the tax compliance and filings for a Texas LLC with foreign ownership.

Company details:

* Texas LLC
* Company started in February 2023
* Need to bring tax filings up to date for 2023, 2024, and 2025
* Company had little to no profit (less than $1,000 per year)
* The company had a different owner during 2025, and ownership changed hands during that year
* The current owner is a foreign individual
* We need the CPA to determine the company’s correct tax filing requirements and whether Form 5472 is applicable
* Organized bookkeeping and a detailed list of company transactions will be provided

Scope of work:

* Review the provided bookkeeping and organized transaction records for 2023–2025
* Prepare and file all required federal and Texas tax returns for 2023, 2024, and 2025, as applicable
* Review the company’s ownership structure and determine the correct tax treatment and filing requirements
* Properly account for the change in ownership during 2025
* Determine whether Form 5472 is required for any of the relevant tax years and prepare/file it if applicable
* Determine whether separate filings or additional reporting are required because of the ownership change
* Identify any missing or late filings and advise on potential penalties or corrective actions
* Bring the company fully up to date with its tax compliance
* Advise on ongoing tax and bookkeeping requirements

What we will provide:

* Organized bookkeeping records
* Detailed transaction list for the company
* Company formation information
* Ownership information and documentation regarding the 2025 ownership transfer
* Any additional documentation needed for the filings

Ideal candidate:

* Licensed CPA or experienced U.S. tax professional
* Strong experience with foreign-owned U.S. LLCs
* Specific experience preparing Form 5472
* Experience handling ownership changes during a tax year
* Familiarity with Texas business tax requirements
* Experience handling prior-year and late tax filings
* Able to independently determine which tax forms and information returns are required

When applying, please provide:

1. A brief description of your experience with foreign-owned U.S. LLCs
2. Your experience preparing Form 5472
3. Your experience handling ownership changes during a tax year
4. Whether you can handle the 2023, 2024, and 2025 filings
5. Whether you can determine if Form 5472 is required and prepare it if applicable
6. Your total estimated fee for bringing the company current
7. Your estimated timeline

We are looking for someone who can take ownership of the entire tax-compliance process and bring the company fully up to date, rather than someone who only provides basic bookkeeping services.

We are looking for a **Senior Accountant / UAE Tax Consultant** to support YAG Accounting & Tax Consultancy and Datavaura projects.
**Requirements:**
* Minimum **5 years accounting experience**
* Strong UAE **VAT and Corporate Tax** knowledge
* Good understanding of financial statements, GL, TB and reconciliations
* Experience with accounting software such as QuickBooks, Odoo, Zoho, SAP or similar
* Strong Excel and English communication
* UAE tax consultancy experience preferred

**Main work:**

* Corporate Tax and VAT working papers
* Financial statement and ledger review
* Tax reconciliations and client queries
* Transfer Pricing support
* Accounting-system review
* Support e-invoicing GAP assessments, testing and client training

**Engagement:** Remote, part-time, 30-day paid trial.

Please send your **CV, location, availability, hourly rate and earliest start date**.

We are looking for experienced accounting professionals with deep, hands-on QuickBooks expertise for a short-term project.

You must have extensive accounting experience and at least 3 years of hands-on QuickBooks experience.

Who You Are
We're looking for professionals who:
Have expert-level professional accounting experience.
Have 3+ years of substantial, hands-on QuickBooks experience, ideally with QuickBooks Online and/or Desktop.
Have strong practical knowledge of accounting and bookkeeping workflows.
Are comfortable working independently and applying professional expertise to unfamiliar or complex tasks.
Relevant backgrounds may include Accountant, Senior Accountant, Accounting Manager, Controller, Bookkeeper, CPA, or similar roles.

Sales, account management, or other customer-facing experience is also a plus.

Availability: 40 hours per week

Skills: Accounting, Intuit QuickBooks, Bookkeeping

TITLE

Virtual Medical Billing Supervisor / Revenue Cycle Manager – Athenahealth Experience Required

JOB DESCRIPTION

We are seeking an experienced Virtual Medical Billing Supervisor to oversee the revenue-cycle operations of a small medical practice consisting of nephrology and primary care services.

We already have two medical billers handling day-to-day billing. This position is not for basic data entry or routine claim submission. We need an experienced supervisor who can monitor the billers’ work, identify problems, improve collections, and report directly to the physician owner.

RESPONSIBILITIES

* Supervise and monitor the work of two existing medical billers
* Review claims to ensure timely and accurate submission
* Monitor accounts receivable and aging reports
* Review unpaid, rejected, and denied claims
* Identify denial patterns and recommend corrective action
* Ensure appropriate follow-up on outstanding claims
* Review payment posting, contractual adjustments, and underpayments
* Monitor timely-filing deadlines
* Identify missed charges or incomplete billing
* Track each biller’s productivity and outstanding assignments
* Conduct a weekly accountability meeting with the billing team
* Provide the physician owner with a concise weekly report
* Prepare a monthly summary of collections, denials, A/R, and unresolved problems
* Escalate major billing or payer issues promptly

REQUIRED EXPERIENCE

* At least three years of experience in U.S. medical billing or revenue-cycle management
* Prior experience supervising or auditing medical billers
* Strong knowledge of Medicare and commercial insurance billing
* Experience with claim denials, appeals, rejections, and payment follow-up
* Ability to interpret A/R aging reports and identify collection problems
* Excellent written and spoken English
* Strong Excel or Google Sheets skills
* Reliable internet connection and a private, secure workspace
* Willingness to follow HIPAA, confidentiality, and data-security requirements

PREFERRED EXPERIENCE

* Athenahealth experience
* Nephrology billing experience
* Primary care billing experience
* Medicare and Medicare Advantage experience
* Knowledge of CPT, ICD-10, modifiers, and medical-necessity requirements
* Experience preparing revenue-cycle dashboards or biller scorecards
* Basic bookkeeping or accounting knowledge is helpful but is not the primary responsibility

WORK SCHEDULE

* Approximately 6-8 hrs
* Brief daily monitoring of billing activity
* One weekly meeting with the two billers
* One weekly meeting or written update for the physician owner
* Candidate must have some availability during U.S. Central Time business hours


* Initial paid trial period of 30 days
* Long-term opportunity for the right candidate
* Compensation may be reviewed after 60–90 days based on performance, reliability, and demonstrated results

FIRST-MONTH DELIVERABLES

During the first 30 days, the selected candidate will be expected to:

* Review the current A/R aging
* Analyze outstanding denials and rejected claims
* Evaluate the workflow and productivity of both billers
* Identify claims without timely follow-up
* Develop a simple weekly biller scorecard
* Provide a list of priority problems and recommended corrective actions
* Establish a concise weekly revenue-cycle report for the physician owner

PERFORMANCE WILL BE EVALUATED BASED ON

* Timeliness of claim follow-up
* Reduction in unresolved denials and rejected claims
* Identification and recovery of old outstanding balances
* Accuracy and usefulness of weekly reports
* Improvement in biller accountability
* Communication, reliability, and problem-solving ability

TO APPLY

Please answer all of the following questions:

1. How many years of experience do you have with U.S. medical billing?
2. Have you previously supervised or audited other medical billers? Please describe the size of the team.
3. What experience do you have with Athenahealth?
4. Have you worked with nephrology, dialysis, or primary care billing?
5. How do you evaluate whether a medical biller is performing effectively?
6. What reports would you review during your first week?
7. Describe one example in which you identified a denial or A/R problem and improved collections.
8.Are you available for scheduled meetings during U.S. Central Time?
9. How do you protect confidential patient and billing information while working remotely?

Please begin your application with the words “REVENUE CYCLE” so we know you have read the complete posting.

CATEGORY

Accounting & Consulting → Medical Billing and Coding

PROJECT TYPE

Ongoing project

SKILLS

* Medical Billing
* Revenue Cycle Management
* Athenahealth
* Accounts Receivable
* Denial Management
* Medicare
* Medical Coding
* Insurance Claim Follow-Up
* Payment Posting
* Microsoft Excel
* Financial Reporting

Looking for an accountant for a contracting company located in Edmonton, AB, Canada. Must be a certified CPA within Canada. Looking to hire immediately.

We are looking for an experienced Bookkeeper to manage the day-to-day financial operations of a growing business.

Responsibilities include maintaining accurate financial records, reconciling accounts, tracking income and expenses, and preparing financial reports. Experience working with e-commerce businesses is preferred, along with the ability to organize financial data clearly and efficiently.

The ideal candidate is organized, detail-oriented, reliable, and consistent when handling financial tasks. Strong communication skills and the ability to work independently are also important.

This is a part-time, long-term role for someone who can provide reliable bookkeeping support, keep the business finances organized, and assist as needed as the business continues to grow.

Carr Talent Acquisition is a national and global recruiting agency that is successful, fast-growing, and built on results. We provide end-to-end recruiting services, from finding and vetting candidates to identifying and attracting exceptional talent for our clients.

What makes us different is our people. Our recruiters bring savvy, energy, creativity, and sophistication to every search, while treating our recruiting partners and clients with genuine respect.

Much of our business comes through word-of-mouth, referrals, and repeat clients because our reputation is built on consistently delivering results. We have partnered with 1,000+ U.S.-based companies across a wide range of industries and continue to grow.

OUR CORE VALUES
Put FAMILY first — We believe success should support your life, not replace it.
Be HUMBLE & COMPASSIONATE — Treat people with respect, kindness, and understanding.
Be HUNGRY — Bring ambition, ownership, and a desire to succeed for yourself and others.
Be SMART — Keep learning, adapting, solving problems, and improving.
ENJOY THE JOURNEY — Work hard, celebrate wins, and have fun along the way.

JOB SUMMARY
We are looking for an organized, detail-oriented, and experienced Bookkeeper to join our growing team on a part-time contract basis.

This role is ideal for someone who is confident managing day-to-day bookkeeping responsibilities, comfortable working independently, and able to keep financial information accurate, organized, and up to date.

You will manage key accounting and administrative functions, including invoicing, accounts receivable and payable, payroll coordination, QuickBooks Online, Gusto, client and subcontractor contracts, financial reporting, and monthly bookkeeping.

The ideal candidate is proactive and dependable, understands that accuracy is critical, and can adapt quickly when priorities or business needs change. You will work closely with leadership and have the opportunity to make recommendations that improve our financial processes, systems, and overall efficiency.

This is a great opportunity for an experienced bookkeeper who enjoys autonomy, flexibility, and being an important part of a growing company.

WHAT WE OFFER
Part-time, fully remote 1099 contract position

Approximately 10–20 hours per week

Flexible, largely asynchronous schedule

Collegial, friendly, and supportive team environment

Autonomy and flexibility in how you manage your responsibilities

A chance to be part of a fast-growing, dynamic recruiting company with a strong reputation and loyal client base

A culture that values trust, accountability, and work-life balance

Opportunity to suggest and implement better software, systems, and processes

Approximately one scheduled team meeting per week, with availability during U.S. Central Time

ESSENTIAL DUTIES AND RESPONSIBILITIES
Prepare and send client invoices on a weekly basis

Manage accounts receivable, including tracking outstanding invoices and follow-up as needed

Manage accounts payable and ensure bills and payments are accurately recorded

Manage bookkeeping activities within QuickBooks Online

Process and coordinate biweekly payroll through Gusto

Maintain accurate and organized financial records

Reconcile accounts and ensure transactions are properly categorized and recorded

Bring the books to the trial balance stage

Prepare and provide monthly Profit & Loss statements to leadership

Prepare and provide aged accounts receivable reports to leadership

Run and provide financial and profitability reports from QuickBooks Online

Monitor financial information and identify discrepancies, inconsistencies, or items requiring attention

Manage and maintain contracts for clients and recruiter subcontractors

Send, track, and organize contracts and related documentation

Maintain organized digital financial records and documentation

Assist leadership with financial questions, reporting, and special projects

Identify opportunities to improve bookkeeping processes, software, reporting, and overall efficiency

Make recommendations for new tools, systems, and processes when appropriate

Take ownership of bookkeeping responsibilities and proactively communicate issues before they become problems

QUALIFICATIONS
2–4 years of hands-on bookkeeping experience

Strong proficiency with QuickBooks Online

Experience with Gusto, including payroll processing

Experience with accounts receivable and accounts payable

Experience preparing financial reports, including Profit & Loss statements

Understanding of account reconciliation and general bookkeeping practices

Experience bringing books through the trial balance stage

Proficient with technology, computers, and internet-based applications

Ability to work independently with minimal supervision

Ability to manage multiple priorities and deadlines

Reliable and dependable

Available for a recurring weekly meeting during U.S. Central Time

1.cpa letter for a home loan 2025 personal taxes and business taxes. need asap my a license CPA
Please Provide
A Prior Year Allowance (PYA) of a CPA letter explaining the discrepancy for the difference in K-1 and Schedule E for
- as well looking for someone who would like to file my 2026, this is for s corp in CA- i know this is a different task

Financial services tax firm seeking a highly organized part-time Administrative Assistant to support our tax advisory and tax preparation team.

This is primarily an administrative position, not a tax strategist position.

We need someone who can keep our calendar, client follow-ups, documents and recurring appointments organized so our tax professionals can concentrate on serving clients.

Responsibilities:

* Schedule client appointments
* Maintain and update our calendars
* Schedule quarterly tax-planning meetings
* Send appointment confirmations and reminders
* Remind management about upcoming client appointments and deadlines
* Contact clients to schedule/reschedule appointments
* Send documents to clients for electronic signature
* Follow up on outstanding signatures
* Follow up with clients for missing tax documents
* Organize incoming client documents
* Update client information in our CRM
* Maintain client follow-up lists
* Assist with basic tax-return administrative tasks
* Help keep bookkeeping/client-accounting workflows organized
* Update spreadsheets and trackers
* Prepare administrative items for upcoming client meetings
* Perform general administrative support as needed

You do not need to be a CPA, EA or tax expert. However, experience working for a tax, accounting, bookkeeping or financial-services company is highly preferred.

Requirements:

* Excellent written and spoken English
* Extremely organized
* Strong calendar-management skills
* Comfortable communicating directly with clients
* Google Calendar/Google Workspace experience
* Excel/Google Sheets experience
* Comfortable learning CRM and tax-office software
* Reliable internet
* Your own reliable computer
* Strong attention to detail
* Able to work independently and follow up without constantly being reminded

Bonus experience:

* Tax preparation office
* Accounting/bookkeeping firm
* Financial services
* TaxDome, Canopy, Drake, ProSeries, GoHighLevel, QuickBooks or similar software
* E-signature/document-management systems

When applying, please answer:

1. Have you previously worked for a tax, accounting or bookkeeping firm?
2. What calendar/CRM systems have you used?
3. Tell us how you would keep track of 50+ clients who need different follow-ups.
4. What hours can you work in U.S. Eastern Time?
5. Please submit a short voice recording introducing yourself.

Individual freelancers only. No agencies.

We’re looking for someone dependable who wants a long-term position and can gradually take ownership of more administrative responsibilities.