Discover Intuit QuickBooks Freelance Projects

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

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.

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

You must have 5+ years of sales 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 sales experience.
Have 3+ years of substantial, hands-on QuickBooks experience, ideally with QuickBooks Online and/or Desktop and perform activities such as:

-Creating estimates or invoices
-Checking customer purchase histories
-Recording payments or sales receipts
-Tracking  commissions or sales totals. etc

Have strong practical knowledge of sales workflows in QuickBooks.
Are comfortable working independently and applying professional expertise to unfamiliar or complex tasks.

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

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 experienced QuickBooks professionals with a strong sales background for a short-term AI training and evaluation project.

This is an immediate-start project expected to last approximately two weeks. We’re seeking professionals with 3+ years of substantial, hands-on QuickBooks experience and 5+ years of professional sales or related commercial experience.

What You'll Do
- Apply your QuickBooks and sales expertise to realistic professional tasks.
- Review AI-generated work for accuracy, completeness, and professional quality.
- Identify errors or gaps and provide clear expert feedback.
- Complete work according to project guidelines and quality standards.
Specific workflows, tools, and training will be provided to selected experts.

Requirements
- 3+ years of substantial, hands-on QuickBooks experience
- 5+ years of professional sales or related commercial experience
- Experience using QuickBooks in sales or customer-related workflows, such as estimates, invoices, customer histories, payments, sales receipts, commissions, or sales tracking
- Strong analytical judgment and attention to detail
- Professional-level written English
- Available to start immediately
- Able to commit 30–40 hours per week for approximately two weeks

Relevant backgrounds may include sales, account management, business development, sales operations, customer operations, or small-business commercial roles.
QuickBooks ProAdvisor or other QuickBooks certifications are a plus. Prior AI training or evaluation experience is also a plus.

Project Details
- Rate: $150/hour
- Duration: Approximately two weeks
- Start: Immediate
- Commitment: 30–40 hours/week
- Location: Remote / Worldwide

Please provide your resume when writing to us!

I’m looking for a highly experienced QuickBooks Online bookkeeper to support my CPA firm with bookkeeping cleanup and client projects on an as-needed, project-by-project basis. This is not a full-time position, and there are no guaranteed hours. I need someone who is very proficient in QBO, reconciliations, transaction imports, and historical cleanup. The ideal freelancer should be reliable, detail-oriented, and able to work independently on multiple client accounts as needed.

I need a PDF invoice design converted into a DOCX file so I can upload it into QuickBooks and use it as my invoice template.

Ideal Skills and Experience:
- Proficiency in PDF and DOCX formats
- Experience with QuickBooks integration
- Attention to detail and design fidelity

Skills: Graphic Design, Data Entry, Accounting, PDF, Adobe InDesign, Intuit QuickBooks, Word, Microsoft Word

Are you experienced with QuickBooks Online?

We recently transitioned from one QBO account to another, which ended up being a bit messier than expected. All the necessary information is in our new account, but we still need a bit of cleanup. A few months of transactions still need review and categorization. We'd also like someone to set up bank rules and automations so recurring transactions can be reviewed quicker and more easily.

We already have an SOP that will be used to keep our QuickBooks up to date in order for staff to run financial reports and preparing for the annual Form 990 filing. We need someone that is communicative and reliable to assist with the following:

-Finishing cleanup on our new QBO account — reviewing and correcting miscategorized transactions from the migration

-Setting up bank rules and automations for recurring transactions

-Going through weekly bank and credit card transactions and coding each one by Class and Donor,

-Every pay period: pulling payroll from QBO, plugging the numbers into our payroll template, applying the approved job allocation percentages by employee, and prepping the journal entry

-Uploading that JE into QBO using our existing template

-Working regularly to catch miscoded transactions or allocation errors before they pile up

This is ongoing work with no more than 10 hours/week, but we expect less once the books are caught up. Rate is $16/hr.

If you feel that you are potentially a good fit for this position, we would love the opportunity to hear from you. Our ideal candidate will have:

-Experience with Class and Donor (or fund/grant) tracking in QBO
-Experience with journal entry uploads
-QBO account migration or cleanup experience
-Nonprofit/accounting background

When you apply, tell us about your QBO experience with nonprofit organizations and/or small businesses, as well as experience related to class/donor tracking and account cleanups.

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

This is an immediate-start project expected to last approximately two weeks. We’re seeking professionals with 5+ years of accounting experience and at least 3 years of hands-on QuickBooks experience.

What You'll Do
- Apply your accounting and QuickBooks expertise to realistic professional tasks.
- Review AI-generated work for accuracy, completeness, and professional quality.
- Identify errors or gaps and provide clear expert feedback.
- Complete work according to project guidelines and quality standards.
Specific workflows, tools, and training will be provided to selected experts.

Requirements
- 5+ years of professional accounting experience
- 3+ years of substantial, hands-on QuickBooks experience
- Strong practical knowledge of accounting and bookkeeping workflows
- Strong analytical judgment and attention to detail
- Currently based in the United States
- Available to start immediately
- Able to commit 30–40 hours per week for approximately two weeks

Prior AI training/evaluation experience is a plus. Sales, account management, or other customer-facing experience is also a plus.

Project Details
- Rate: $150/hour
- Duration: Approximately two weeks
- Start: Immediate
- Commitment: 30–40 hours/week
- Location: Remote

To Apply
Please briefly share:
1. Your QuickBooks experience, including approximately how many years you’ve used it and the types of workflows you’ve handled.
2. Your accounting background, including years of experience and the types of roles you’ve held.
3. Your availability over the next two weeks, including whether you can start immediately and work 30–40 hours per week.
4. Any AI training/evaluation or sales/customer-facing experience, if applicable.

We are looking for experienced US-based accounting professionals with strong QuickBooks expertise for a short-term AI training and evaluation project.

This is an immediate-start project expected to last approximately two weeks. We’re seeking professionals with 5+ years of accounting experience and at least 3 years of hands-on QuickBooks experience.

What You'll Do
- Apply your accounting and QuickBooks expertise to realistic professional tasks.
- Review AI-generated work for accuracy, completeness, and professional quality.
- Identify errors or gaps and provide clear expert feedback.
- Complete work according to project guidelines and quality standards.
Specific workflows, tools, and training will be provided to selected experts.

Requirements
- 5+ years of professional accounting experience
- 3+ years of substantial, hands-on QuickBooks experience
- Strong practical knowledge of accounting and bookkeeping workflows
- Strong analytical judgment and attention to detail
- Currently based in the United States
- Available to start immediately
- Able to commit 30–40 hours per week for approximately two weeks

Prior AI training/evaluation experience is a plus. Sales, account management, or other customer-facing experience is also a plus.

Project Details
- Rate: $150/hour
- Duration: Approximately two weeks
- Start: Immediate
- Commitment: 30–40 hours/week
- Location: Remote, US only

To Apply
Please briefly share:
1. Your QuickBooks experience, including approximately how many years you’ve used it and the types of workflows you’ve handled.
2. Your accounting background, including years of experience and the types of roles you’ve held.
3. Your availability over the next two weeks, including whether you can start immediately and work 30–40 hours per week.
4. Any AI training/evaluation or sales/customer-facing experience, if applicable.

## Tax Professional Needed – Corporate Tax Filings 2022–2025

**Client:** Haight Rock Ledge
**Owner:** Narbeh
**Engagement:** Corporate Tax Preparation & Catch-Up Filing
**Tax Years:** 2022, 2023, 2024, and 2025

### Job Overview

Haight Rock Ledge is seeking an experienced tax professional, CPA, or Enrolled Agent to assist with bringing the corporation's tax filings fully up to date.

The company needs its outstanding corporate tax returns prepared and filed for tax years **2022 through 2025**. The goal is to complete the filings accurately and as quickly as reasonably possible so the corporation can return to good standing with its tax obligations.

This is **not a bookkeeping clean-up project starting from scratch**. Year-end financial statements for the applicable periods have already been completed by the company's longtime accountant, who has since retired. The selected professional will be provided with the available year-end financials and supporting documentation needed to prepare the outstanding returns.

### Background

The owner, Narbeh, fell behind on the company's tax filings after dealing with unexpected medical matters and other significant personal circumstances. During that period, filing the corporate returns unfortunately fell by the wayside.

The delay was not an attempt to avoid the company's tax obligations. Narbeh is now in a much better position personally, and Haight Rock Ledge is thriving. His priority is to proactively address the outstanding years, get everything properly filed, resolve any associated tax obligations, and ensure the company remains current going forward.

### Scope of Work

The selected tax professional will be expected to:

* Review the company's completed year-end financial statements and available tax records for 2022–2025.
* Identify any additional documentation required to prepare accurate corporate returns.
* Prepare and file all outstanding federal and applicable state corporate tax returns for 2022, 2023, 2024, and 2025.
* Determine any outstanding tax liabilities, penalties, or interest associated with the late filings.
* Advise the owner regarding any notices, compliance issues, or additional filings that need to be addressed.
* Identify whether reasonable-cause penalty abatement or other available relief should be pursued based on the circumstances surrounding the late filings.
* Help establish a clear path for keeping the corporation current with its tax obligations moving forward.

### Ideal Candidate

We are looking for someone who is experienced with **delinquent or multi-year corporate tax filings** and is comfortable stepping into an engagement where a prior accountant has retired.

The ideal professional will be responsive, organized, and capable of moving through the outstanding years efficiently while ensuring everything is filed correctly.

**Timing is important.** Narbeh is prepared to provide the existing financials and requested supporting documents promptly and would like to begin immediately.

Please provide your availability, estimated turnaround time, experience handling multi-year corporate catch-up filings, and an estimated fee or fee structure for completing the engagement.

Seeking a HUMAN to manage the books for my small private therapy practice. There are less than 20 transactions a month at this time. I am firmly committed to hiring people, even my bookkeeper, who are aligned with the values of my practice. Check me out at abolitionishealing.com. I am actively growing and anticipate this becoming a long term contract for the right person. Most excited to work with LGBTQIA+ and/or BIPOC and/or marginalized community members.

We are seeking highly skilled Subject Matter Experts in accounting and bookkeeping to participate in an intensive, two-week pilot campaign centered on AI model evaluation, task design, and objective grading framework development.

The primary goal of this campaign is to challenge and benchmark next-generation AI models by designing complex, highly realistic, domain-specific tasks. Experts will craft workflows requiring multi-step web research, data extraction, and deep professional reasoning to evaluate model performance and establish scoring criteria.

This is a full-time commitment for the duration of the contract.

Key Responsibilities
Complex Prompt Creation: Craft detailed, highly realistic scenario prompts rooted in actual accounting workflows — reconciliation and month-end close, AR/AP management, payroll processing, BAS/tax preparation, financial statement review, chart-of-accounts restructuring, and multi-entity reporting in QuickBooks.

AI Model Testing: Execute prompts directly within the AI platform to surface failure modes, hallucination triggers, and reasoning gaps. Continuously iterate and escalate task complexity to rigorously evaluate performance.

Rubric & Checklist Authoring: Write objective, self-contained scoring checklists and rubrics supported by explicit reference sources and justifications so peer reviewers can grade AI outputs consistently.

Requirements & Eligibility
- Domain Expertise: 5+ years professional experience in accounting or bookkeeping.
- Platform Expertise: 3–4 years hands-on QuickBooks experience.
- AI Training Experience: Hands-on experience creating complex prompts, evaluating LLM outputs, and constructing detailed evaluation rubrics.
- Language: Professional English fluency (written and spoken).
- Availability: Full-time availability across the full two-week campaign.
- Device Security: Work must be conducted exclusively on secure personal or corporate devices. Access via public or shared computers is strictly prohibited.

Skills: Accounting, Intuit QuickBooks, Bookkeeping, ChatGPT, Prompt Writing

Need help cleaning up and organizing financial records in QuickBooks. The work includes reviewing existing data, correcting errors, reconciling accounts, and ensuring entries are accurate and complete. This is a part-time project for someone who can work carefully and efficiently to improve the overall accuracy of the system. Please share relevant experience with QuickBooks and similar data cleanup tasks.

I am looking for an experienced QuickBooks bookkeeper to help bring my 2025 books up to date and properly organized.

The primary project will involve taking my 2025 bank statements and entering/importing the transactions into my QuickBooks account, then reviewing and cleaning up the books to ensure the transactions are properly categorized and recorded.

Scope of Work
Enter/import all transactions from my 2025 bank statements into QuickBooks
Review existing 2025 transactions and identify duplicate, missing, or incorrectly entered transactions
Properly categorize income and expenses
Review and correct account classifications where necessary
Reconcile bank accounts to the 2025 bank statements
Identify and resolve discrepancies
Clean up incorrect or incomplete entries
Ensure transactions are recorded in the correct dates and accounts
Review transfers between accounts and make sure they are not incorrectly recorded as income or expenses
Make the 2025 QuickBooks records organized and accurate
Provide a summary of any significant issues or questions that need my attention

Ideal Candidate
I am looking for someone who is highly experienced with QuickBooks bookkeeping and cleanup projects, not simply a data-entry person.

You should have experience with:

QuickBooks Online
Bank statement transaction entry
Bank reconciliations
Bookkeeping cleanup
Transaction categorization
Finding and correcting duplicate or erroneous entries
Reviewing financial records for accuracy
Attention to detail is extremely important. I want the books to be clean, organized, and properly reconciled, rather than simply having the bank statements entered.

All bank statements have already been uploaded into our quickbooks account and are sitting in Pending Transactions.

Job Description:

We are looking for an experienced CPA or US Accounting Professional with strong knowledge of US accounting and retail business accounting to manage and review our accounting operations.

The ideal candidate should have hands-on experience with retail businesses, inventory, sales, COGS, bank reconciliations, payroll, sales tax, and financial reporting.

Responsibilities:
Manage and review day-to-day accounting for a US-based retail business
Maintain accurate P&L, Balance Sheet, and Cash Flow reports
Handle inventory accounting and COGS
Perform and review bank and credit card reconciliations
Review sales, purchases, expenses, and journal entries
Handle sales tax accounting and filings
Review payroll-related accounting
Reconcile accounts receivable and accounts payable
Identify accounting discrepancies and make necessary adjustments
Assist with month-end and year-end closing
Ensure accounting records comply with US GAAP and US tax requirements
Work with QuickBooks Online and other accounting systems
Provide accounting advice and help improve existing accounting processes
Requirements:
CPA preferred, but highly experienced US accountants are also welcome
Strong knowledge of US GAAP
Proven experience with US retail businesses
Strong understanding of inventory and COGS accounting
Experience with QuickBooks Online
Good knowledge of US sales tax and payroll accounting
Excellent reconciliation and financial reporting skills
Strong attention to detail
Ability to identify and correct accounting errors independently

This can be a long-term opportunity for the right person.

When applying, please provide details about your US retail accounting experience, CPA status, QuickBooks experience, and examples of similar businesses you have worked with.

I'm looking for someone to clean up my QBO account and manage my QBO on a monthly basis.

We are a growing home-service company seeking an experienced financial controller to help improve financial organization, reporting and decision-making. This position will begin part-time, with the possibility of becoming full-time based on performance and business needs.

Responsibilities:

• Review financial records for accuracy and completeness
• Monitor cash flow, expenses, receivables and payables
• Prepare regular financial and management reports
• Assist with budgeting and forecasting
• Track profitability by job, service or business area
• Review accounting processes and recommend improvements
• Identify financial risks, discrepancies and unnecessary costs
• Help ownership understand the company’s financial position

Ideal candidate:

• Previous controller, accounting or financial-management experience
• Experience supporting a US-based small business
• Strong knowledge of bookkeeping and financial reporting
• Able to explain financial information clearly
• Trustworthy, organized and highly detail-oriented
• Comfortable working independently and meeting deadlines

To apply, please provide your hourly rate, weekly availability, relevant certifications, systems you have used, and an example of how you improved financial controls or reporting for another business.

We are looking for an experienced QuickBooks professional with at least 8 years of accounting/bookkeeping experience, preferably working with real estate companies.

We manage multiple real estate entities and need someone who is highly experienced with QuickBooks Online, including bank reconciliations, chart of accounts, transaction categorization, cleanup/catch-up bookkeeping, intercompany transactions, accounts payable/receivable, and financial reporting.

Real estate accounting experience is strongly preferred, including experience with multiple LLCs, property transactions, loans, construction/development expenses, and investor-related transactions.

We would first like to have a brief introductory call to discuss our accounting needs and determine whether we are a good fit for each other.

I need a CPA to sign a letter to approve my personal financial statement.

Requirements:
Finacial Statement already completed
- The financial statement should include an assets and liabilities summary.
- Need someone to review and sign letter

Ideal Skills and Experience:
- Certified Public Accountant (CPA)
- Experience with personal financial statements
- Attention to detail

Skills: Accounting, Finance, Intuit QuickBooks, Financial Analysis, Bookkeeping, Certified Public Accountant, Financial Consulting

QuickBooks Online E-commerce Bookkeeper — Shopify, Whatnot, Wholesale, Inventory

Exact job description

We are a growing e-commerce apparel business with sales through Shopify, Whatnot, and wholesale. We need an experienced QuickBooks Online e-commerce bookkeeper to establish accurate books, reconcile sales and payouts, clean up inventory carryover, and produce a monthly close package that is ready for our accountant.

You must be comfortable reconciling gross sales, refunds, discounts, payment and marketplace fees, shipping, sales tax, and net payouts without double-counting revenue. You must also understand the difference between cash flow and a proper profit-and-loss statement.

Phase 1: Setup, diagnostic, and cleanup

The first phase is an hourly engagement project. The goal is to establish the accounting structure, and complete or scope the cleanup work. Moving from some loose spreadsheets to QBO.

Required Phase 1 deliverables:

1.
Set Up QBO file or help establish a clean QBO structure.

2.
Set up or improve the chart of accounts for Shopify, Whatnot, wholesale, inventory, cost of goods sold, payment/marketplace fees, shipping, sales tax, debt, owner funds, and operating expenses.

3.
Design payout-clearing reconciliations for Shopify and Whatnot so that orders, refunds, fees, taxes, and deposits reconcile correctly and revenue is not double-counted.

4.
Reconcile business bank and credit-card transactions through an agreed cutoff date, or provide a written cleanup plan listing missing documents, unreconciled periods, estimated hours, and risks.

5.
Create a documented process for wholesale invoices, customer payments, returns, and accounts receivable.

6.
Set up an inventory roll-forward and monthly inventory-aging process based on SKU count and landed cost.

7.
Review sales-tax reporting from Shopify and document the correct support and reconciliation process. Tax filings and tax advice are not in scope unless separately agreed with a qualified professional.

8.
Deliver a written opening-balance/cleanup memo and a first draft of the monthly close checklist.

Phase 2: Ongoing monthly close

After Phase 1 is accepted, the ongoing scope is expected to be 3–6 hours per week, subject to actual transaction volume and a weekly cap. The monthly close package must include:

•
Reconciled bank, credit-card, Shopify-clearing, and Whatnot-clearing accounts.

•
Channel-level sales reconciliation for Shopify, Whatnot, and wholesale.

•
Monthly P&L, balance sheet, and cash summary.

•
Contribution-margin view by channel, with COGS, refunds, fees, and shipping shown separately.

•
Sales-tax liability/reconciliation support from Shopify and marketplace settlement reports.

•
Inventory roll-forward, aging, and exceptions list.

•
Wholesale accounts-receivable aging.

•
A short list of missing records, unusual transactions, or decisions required from the owner.

Required experience

Please apply only if you have all or most of the following:

•
Strong, hands-on QuickBooks Online cleanup and monthly-close experience.

•
Shopify payout reconciliation experience, including orders, refunds, fees, discounts, shipping, sales tax, and bank deposits.

•
Experience with marketplace settlement reports. Whatnot experience is preferred; eBay, Amazon, Etsy, or similar marketplace payout experience is acceptable if you can explain the workflow.

•
Inventory and COGS accounting experience for a product business.

•
Wholesale invoicing, accounts receivable, and payment application experience.

•
Clear understanding that loan principal, sales tax collected, and owner funds are not ordinary operating expenses or revenue.

•
Ability to document account mapping, integration settings, reconciliation steps, and proposed journal entries in plain English.

QuickBooks Online ProAdvisor status is preferred. U.S.-based experience or deep familiarity with U.S. small-business accounting and sales-tax workflows is strongly preferred.

How to apply

To be considered, please answer all of the following in your proposal:

1.
Briefly describe a Shopify or comparable e-commerce payout reconciliation you have completed. How did you prevent deposits from being counted as revenue twice?

2.
Describe your process for reconciling marketplace sales, fees, refunds, and marketplace-collected sales tax to a bank payout.

3.
Describe an inventory cleanup or inventory roll-forward you have managed in QBO. What source documents did you use?

4.
Provide one redacted example or outline of a monthly close package for a product/e-commerce business.

5.
Confirm your QBO credential(s), your hourly rate, your availability in the next two weeks, and how you would approach the first 30 hours.

6.
What data would you request before beginning?

Access and working rules

The owner remains the QBO primary administrator. Access will be provided through role-based user permissions and multi-factor authentication; passwords will not be shared. All material mapping choices, integrations, and adjusting entries must be documented. No prior-period changes, bulk cleanup entries, inventory write-offs, or sales-tax adjustments may be made without explaining the proposed treatment and receiving approval.

I need a long term contractor to assist with business and personal tax returns, as well as monthly accounting. The ideal candidate will have experience in tax preparation and accounting on QBO. This is an ongoing, part-time engagement with a focus on hourly work.

Experience with Ultra Tax & TaxDome is a plus.
Must be willing to communicate directly with clients.
Most client are realtors, real estate investors, and some small businesses.

Need someone who has good communication skills, a people person, and can get the work done promptly.

I need assistance with filing 2025 tax returns for both my medical and dental practices. All financial documents are ready, and I prefer to file electronically.

Requirements:
- Expertise in tax returns for medical and dental practices
- Experience with electronic filing
- Attention to detail and accuracy

Ideal Skills:
- CPA or equivalent certification
- Prior experience with medical and dental tax returns
- Strong organizational skills

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Tax Compliance, Tax Accounting, Tax Preparation, CPA Services

Quick books, knowledge of books for California contingent fee law firm we have general checking and a trust/IOLTA account. we are starting out as of last month, and want to know if you are available. We are a very small California law office. Part time and not many hours at first, but we hope to have full firm and more hours of course in the next 1-2 years.

I need help with financial diagnostics in Appfolio in preparation for a real estate commission audit.

Needs ti already have access to Quickbooks. Ability to work solo.

Category tags: Intuit QuickBooks · Accounting · Python · API Integration · Financial Analysis · Data Management · SQL

Budget: Fixed price, milestone-based. Bid the full scope. Timeline: 3–4 weeks from kickoff.

What I need

A reproducible synthetic dataset for a fictitious solid-waste hauling company, covering 24 consecutive months of operations. This is for internal staff training, reporting/BI sandbox testing, and month-end close practice. No real company, customer, vendor, or employee data will be used or accepted.

The scope has two linked layers:

Financial layer — a populated QuickBooks company file (GL, AR, AP, payroll, fixed assets).
Operational layer — the underlying service, tonnage, container, and route data that the financials are built from.

The two must reconcile to each other on shared keys. This is not optional or a nice-to-have — see "Operational layer" below. A GL-only dataset will not be accepted.

The other critical requirement: I want a generator, not just a filled-in file. I need to be able to re-run it, extend the period, or change parameters without re-hiring. A hand-keyed file is not an acceptable deliverable.

The fictitious company
Single US operating entity, one state, accrual basis, calendar fiscal year.
Annual revenue target: ~$8M in year 1, growing ~11% in year 2.
Service lines and revenue mix (approximate, you can propose adjustments):
Commercial front-load — recurring monthly subscription billing
Roll-off / temporary — per-haul charge plus per-ton disposal
Residential subscription — quarterly prepaid (creates deferred revenue)
Ancillary: fuel surcharge, environmental/regulatory fee, container delivery, extra pickups, contamination/overweight charges, late fees
Customer base of roughly 150–250 accounts with a realistic concentration curve (top 10 accounts = meaningful share of revenue), plus new-customer adds and churn across the 24 months.
Chart of accounts and structure
Full COA separating Revenue, COGS/Direct Cost, Opex, Assets, Liabilities, Equity.
Direct costs must include: disposal / tipping fees, transfer station charges, fuel, driver wages and overtime, subcontracted hauling, truck maintenance and parts, tires, container repair.
Fixed assets: front-load trucks, roll-off trucks, rear-loaders, containers, compactors — each with acquisition date, cost, useful life, and monthly depreciation posted.
Liabilities: equipment finance notes with amortizing principal/interest splits, accrued payroll, accrued disposal, deferred revenue.
Classes or locations for at least two operating branches/routes, so segment reporting is testable.
Realism requirements (this is where most bids fall short)
Seasonality — roll-off and construction-driven volume peaks in warm months; Q1 trough. Should be visible in monthly revenue and disposal cost.
Cost correlation — disposal cost must move with tonnage/volume, not float independently. Fuel cost should track a drifting synthetic price series.
Price actions — annual rate increases applied at customer anniversary dates, not all on 1/1.
AR behavior — an aging distribution with a genuine >90-day tail, partial payments, credit memos, customer disputes, unapplied cash, and a small number of bad-debt write-offs.
AP behavior — vendor bills, partial payments, a handful of vendor credits.
Payroll — drivers, helpers, dispatch, mechanics, sales, admin. Overtime concentrated in peak months.
Controlled defects with an answer key. I want a defined set of intentional errors seeded into the data: misclassified expenses, a duplicate vendor bill, a transaction posted to the wrong period, a mis-keyed customer, an unreconciled bank item. These must be documented in a separate defect ledger so I can grade trainees against it. Tell me in your bid how many defects you'd seed and how you'd document them.
Operational layer (must reconcile to the GL)

QuickBooks alone cannot represent how this industry actually works. Revenue and disposal cost in a hauling business are driven by service events, tonnage, and container logistics — and a large part of my training goal is teaching people that bridge (tons → disposal cost → gross margin per route). So the GL must be generated from an operational dataset, not invented alongside one.

Deliver the following as flat files (CSV, or SQLite if you prefer), keyed so they join cleanly to each other and to the QuickBooks records:

Table Grain Key fields
Route master One row per route route_id, branch, service days, assigned truck
Truck / asset register One row per vehicle truck_id, type, route_id, in-service date, ties to GL fixed assets
Container register One row per container container_id, size, type, status (on-site / yard / repair), assigned customer
Container moves One row per delivery, swap, or pull container_id, customer_id, date, move type
Service events One row per lift or pull event_id, date, customer_id, service_location, route_id, truck_id, service type, container size, billable flag
Disposal tickets One row per landfill/transfer scale ticket ticket_id, date, truck_id, facility, gross/tare/net tons, rate per ton
Fuel log Truck by week truck_id, week, gallons, price per gallon
Labor hours Employee by week employee_id, week, regular hours, OT hours, route_id

Required reconciliations. Each of these must hold for every month, and you should demonstrate them in the tie-out pack. Tolerance is 1% of the monthly GL balance for the account in question — these do not need to tie to the penny, and I'd rather you not add artificial plug entries to force an exact match. The key mappings in the last bullet must be exact.

Billable service events × contracted rate = recurring + per-haul revenue in the GL.
Disposal tickets: net tons × facility rate = disposal/tipping expense in the GL.
Fuel log: gallons × price = fuel expense in the GL.
Labor hours × pay rate (incl. OT premium) = driver and helper wages in the GL.
Active container assignments are consistent with active customer count and service events.
customer_id in the operational tables maps 1:1 to the QuickBooks customer list; truck_id maps to the fixed asset register.

Seasonality, growth, and churn must originate in the operational layer and flow through to the financials — not be applied to the GL independently.

Operational defects. Extend the seeded-defect concept into this layer: e.g. a disposal ticket with no corresponding GL entry, a container still assigned to a churned customer, a service event billed twice, a route with a missing week of events. Document these in the same defect ledger. Each seeded defect with a dollar impact must exceed 2% of the affected account's monthly balance — large enough to be unambiguously distinguishable from the 1% reconciliation tolerance, so a trainee can actually find it.

Deliverables
Populated QuickBooks company file covering 24 months, with each month closed and a clean trial balance.
Source data as CSVs — every customer, vendor, employee, item, invoice, bill, payment, and journal entry — plus the field mapping used to load them.
The generator — script or parameterized workbook with a fixed random seed, so output is reproducible. Documented well enough that my team can change revenue size, period length, or customer count and re-run it.
Operational layer files — all eight tables above, with an entity-relationship diagram showing how they join to each other and to the QuickBooks records.
Reconciliation pack — a worksheet proving, month by month, that each of the required reconciliations above holds. This is the primary evidence I'll use to accept or reject the work.
Synthetic bank statement CSV that reconciles to the cash account (with the seeded exception).
Data dictionary (covering both layers) and defect ledger / answer key.
Report pack at delivery for tie-out: monthly P&L, balance sheet, AR aging, AP aging, GL detail, fixed asset roll-forward, plus gross margin by route and cost per ton.
Short handover notes.
Acceptance criteria
Trial balance balances exactly in every one of the 24 months.
AR, AP, and fixed asset subledgers tie exactly to the GL.
No negative or nonsensical account balances outside the seeded defects.
Revenue mix and monthly seasonality fall within the bands agreed at Milestone 1.
Every operational-to-GL reconciliation listed above holds in all 24 months within 1% of the monthly GL balance, with the seeded defects being the only exceptions.
Operational and QuickBooks records join without orphan keys.
Re-running the generator with the same seed reproduces the same dataset.
Milestones
Spec sign-off + COA + data model + one fully populated month across both layers — includes your generation approach, the ER diagram, and the defect list. I will not release sandbox access before this is accepted.
Months 1–12 loaded and tied out.
Months 13–24, generator, documentation, defect ledger, report pack.
Environment and security
I will provide a dedicated, empty QuickBooks environment containing no real data and no connected bank feeds. Credentials are released at Milestone 1, not at award.
Tell me in your bid which QuickBooks SKU you recommend for this transaction volume and why, and whether you'd load via API, import file, or manual entry. If you see a volume or API-throttle constraint at 24 months, say so — I'd rather hear it now.
NDA and full IP assignment of the generator and all output. No use of real-world data from any source.
How to bid

Generic proposals restating this listing will be ignored. In your bid, answer these four:

How will you generate and load the data, specifically? Name the tools.
Roughly how many transactions do you expect across 24 months, and what's your throughput plan?
How will you drive the GL from the operational tables so that tonnage, service events, and hours foot to disposal cost, revenue, and wages? Describe the flow, not the intent.
Have you built synthetic accounting or operational data before? Describe one example.

Please also confirm you're bidding on 24 months, not 2 or 12.

Skills: Python, Accounting, SQL, Intuit QuickBooks, Financial Analysis, API Integration, Data Management

Description:
We need a payroll specialist — not a general bookkeeper — to clean up a small business's payroll records for Jan–Aug 2026. This requires hands-on experience reconciling Gusto payroll output against QuickBooks Online, not just general bookkeeping.

Background:
 The company's former bookkeeper processed payroll manually through QuickBooks Desktop for a few pay periods before being let go, at which point the business switched to Gusto. One pay period in the transition had no tax withholding at all, and Gusto's records don't yet match the actual bookkeeping records for that stretch. There's also a separate, newer issue where payroll amounts are being allocated to individual employee accounts using flat estimates instead of actual withholding/reimbursement splits.

Scope of work:

Reconcile Gusto paystubs against QuickBooks Online transactions for 10 employees, Jan–Aug 2026
Confirm/correct withholding for a Q1 pay period that was issued without tax withholding
Fix ongoing (May–Aug) payroll allocation entries that don't reflect real per-employee withholding and reimbursements
Document corrections clearly enough for CPA/W-2 accuracy at year-end

Must have:
Demonstrated experience with Gusto payroll (running, correcting, or auditing payroll in Gusto)
Strong QuickBooks Online experience, specifically payroll clearing accounts and journal entries
Comfort tracing individual employee pay stubs against general ledger entries
Clear written communication — you'll need to explain what was wrong and what you fixed

Nice to have:
Experience with multi-state or remote-employee payroll tax withholding
Background helping close out payroll issues around a bookkeeper/processor transition

To apply: Briefly describe a similar Gusto :left_right_arrow: QuickBooks reconciliation you've done and your approach to a project like this.

We are seeking a detail-oriented bookkeeper with excellent communication skills to manage our financial records using QuickBooks Online. Responsibilities include maintaining accurate financial statements, performing bank reconciliations, and ensuring compliance with accounting standards. The ideal candidate will have experience in bookkeeping and be proficient in QuickBooks Online.

We are seeking a skilled Sr. Bookkeeper to join our team. The role involves bookkeeping in Quickbooks Online.