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Job Title: US Tax & Bookkeeping Specialist with CFO-Level Client Management We're looking for an experienced accounting professional to support US based online platforms with tax compliance, bookkeeping, and light CFO level oversight. This is a client-facing role, not just a back-office position, so strong spoken and written English and comfort leading meetings matters as much as the technical skill set. Responsibilities Manage US tax preparation and filing (1040, 1120, 1120S as applicable) and ongoing tax strategy Own monthly bookkeeping and reconciliation using QuickBooks or Xero Serve as the primary point of contact for client communication, including live meetings and calls Provide fractional CFO level insight: cash flow visibility, reporting, and financial recommendations Represent the business in deal related conversations and help move engagements to close Requirements Strong working knowledge of US tax law and GAAP bookkeeping standards Proven experience managing US based clients directly, including live meetings Excellent written and spoken English Comfortable working US business hours, at least during meeting windows Prior experience in a client facing accounting, bookkeeping, or advisory role Compensation This is a contract based role. Base pay: $2/hr for availability, calls, messaging, and meetings Performance bonus: 10% of income generated through closed deals Long term engagement potential for the right fit
Project ID: 40682618
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26 freelancers are bidding on average $7 USD/hour for this job

As your potential CFO-level US Tax & Bookkeeping Specialist, my firm and I bring a surfeit of experience in accounting, taxation, financial consultancy, and IT services. From individual to corporate tax filings (1040, 1120, 1120S), we've honed our skills to keep you in compliance with ever-changing US tax laws. Our expertise in the use of Quickbooks, Xero, Oracle ERP, Netsuite, MS Dynamics Business Central for bookkeeping guarantees accurate and real-time financial data. Our competencies extend beyond technical proficiencies alone; effective English communication is pivotal in our line of work. We are well-versed in written and verbal English, ensuring clear client communication and confident articulation of complex financial matters. Another vital ingredient I bring to the table is my ability to multitask without compromising efficiency. In addition to owning monthly bookkeeping and reconciliation duties using your preferred software, I can provide tangible value in cashflow analysis, financial reporting, budgeting/forecasting as well as comprehensive accounts payable/receivables management. Ultimately, our services aim at meeting all your accounting needs: from automating routine tasks like bank reconciliations to top-level advisory roles like representing your business during crucial deal negotiations. Choose my firm for experienced quality that ensures deadlines are met every time.
$8 USD in 40 days
8.9
8.9

Hello There, We are an India-based accounting and bookkeeping team with Certified QuickBooks ProAdvisors and Certified Xero Advisors, experienced in supporting US-based businesses with accurate and organized financial records. We can assist with monthly bookkeeping, bank and credit card reconciliations, transaction categorization, Accounts Payable, Accounts Receivable, account clean-up, maintaining the Chart of Accounts, and preparing basic financial reports such as Profit & Loss and Balance Sheet. We can work efficiently in both QuickBooks and Xero and provide reliable ongoing bookkeeping support to keep your accounts current and ready for management or accountant review. Please note that tax preparation, tax filing, payroll processing, CFO/advisory services, deal-closing activities, and phone calls are not included in our service scope. We typically work on an hourly basis and would be happy to discuss your bookkeeping requirements. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$8 USD in 40 days
8.0
8.0

Drawing from my years as a professional in data analysis and web research, I have developed a well-rounded skill set that makes me the ideal fit for your CFO-level US Tax & Bookkeeping Specialist position. With an aptitude for navigating complex financial laws and standards, such as GAAP and US tax law, I can master the compliance requirements you need. My proficiency in QuickBooks and Xero ensure your monthly bookkeeping of utmost precision and reliability. eal.
$5 USD in 40 days
7.5
7.5

With extensive experience in US tax law and GAAP bookkeeping standards, I specialize in managing US-based clients directly, leading meetings, and providing CFO-level insights. My question is: How do you envision the integration of QuickBooks/Xero for seamless bookkeeping operations? Regards, CA. Swati Jain, CPA
$12 USD in 7 days
4.8
4.8

I am interested in this project and would love the opportunity to work with you long-term. I have experience with bookkeeping and accounting tasks, including QuickBooks, Xero, bank reconciliation, invoicing, payroll, maintaining financial records, and preparing reports. I understand this role is more than just bookkeeping. You need someone who can take responsibility for client accounts, keep records accurate and organized, communicate professionally, and provide useful financial information to support better decisions. I am comfortable taking ownership of my work and keeping everything up to date. I am also interested in the client-facing side of the role. I can communicate clearly with clients through messages, explain accounting information in simple terms, follow up on outstanding items, and provide timely responses. I am willing to participate in meetings and calls during the required US business hours. I am also willing to learn your processes for US tax preparation, compliance, and related work. I am a quick learner and can carefully follow instructions while continuously improving my knowledge. I am looking for a long-term opportunity where I can prove my reliability and take on more responsibility over time. I am comfortable with the $2/hour base pay and understand the performance bonus structure. My goal is to become a dependable team member who contributes through accurate bookkeeping, strong client service, and helping move engagements forward.
$2 USD in 40 days
4.1
4.1

With over 20 years of accounting and bookkeeping experience, I’m a strong fit for this role. I am a QuickBooks Online ProAdvisor and Xero Certified Advisor with extensive experience in US bookkeeping, GAAP accounting, reconciliations, financial reporting, and client management. I can handle US tax-related work including 1040, 1120, 1120S, W-9, 1099, and other tax and compliance requirements. I’m also comfortable working directly with US clients, leading live meetings, explaining financial information, and providing cash-flow and financial insights at a CFO level. The client-facing and deal-support aspect of this position is a perfect match for my experience. I’m looking for a long-term opportunity where I can take ownership and contribute to business growth. I’m comfortable with the proposed $2/hour base rate plus 10% performance bonus and can start immediately.
$2 USD in 40 days
1.4
1.4

Hi, My name is Param Ramanan form Rockfort Global based out of Adelaide. We are a team of experienced US accounting professionals specializing in tax compliance, GAAP bookkeeping, QuickBooks/Xero, and client advisory. We can handle 1040, 1120 and 1120S preparation support, monthly bookkeeping, reconciliations, cash-flow reporting and CFO-level financial insights. Beyond back-office work, our team is comfortable communicating directly with US clients, leading meetings, explaining financial matters clearly, and supporting deal discussions. We understand the importance of responsiveness during US business hours and can provide reliable availability for calls and client management. We are seeking a long-term partnership and are confident we can help strengthen client relationships, improve financial visibility, and contribute directly to closing engagements. Please google the name of our company or my name for more information. I request you to please connect with on the freelancer chat so we can discuss your needs further. Kind Regards Param Ramanan
$19 USD in 40 days
1.5
1.5

Hi, I’m an accounting professional with experience in US bookkeeping, tax support, QuickBooks, and Xero. I have worked with US-based clients on bookkeeping, reconciliations, financial reporting, and client communication. I’m comfortable handling meetings, discussing accounting matters clearly, and working during US business hours. I’m interested in a long-term client-facing role and would be happy to discuss how I can contribute to your team.
$2 USD in 40 days
0.0
0.0

I can manage your bookkeeping accurately, reconcile transactions, organize financial records, and prepare clear reports. I focus on accuracy, confidentiality, and timely delivery to keep your finances organized and up to date.
$5 USD in 40 days
0.0
0.0

Hi, I’m interested in supporting your team with US tax, bookkeeping, and client management. I have experience with US bookkeeping, QuickBooks/Xero, reconciliations, and US tax work including 1040, 1120, and 1120S. I’m comfortable communicating directly with clients, joining meetings, explaining financial matters clearly, and providing practical support beyond day-to-day bookkeeping. I’m looking for a long-term engagement and can align with US business hours for client meetings. Regards, Manan
$2 USD in 40 days
0.0
0.0

Hello, I am a QuickBooks & Xero Online Bookkeeper. I can accurately manage transaction categorization, bank reconciliation, expenses, invoices, A/R, A/P, and financial reports. I am detail-oriented and ready to provide reliable bookkeeping support for your business. I would be happy to discuss your requirements.
$5 USD in 40 days
0.0
0.0

Professional Accountant specializing in GST, TDS compliance, MIS reporting, and Financial Analysis. I leverage Advanced Excel to create dynamic dashboards, manage ledgers, and streamline accounting operations for businesses. Dedicated to delivering 100% accuracy, clean data, and timely financial reports
$5 USD in 40 days
0.0
0.0

I have a team of experts with me having average experience of more than 6 years per person. And the quality of work is assured with us. And the best part you can hire a team and it won’t affect your budget.
$5 USD in 40 days
0.0
0.0

I’m a professional Bookkeeper/Accountant with experience in QuickBooks Online and cloud-based accounting. I can help you maintain accurate and organized financial records, including transaction categorization, bank and credit card reconciliation, accounts payable/receivable, invoicing, and financial reporting. I’m detail-oriented, reliable, and committed to delivering accurate work on time. I’d be happy to understand your requirements and provide ongoing bookkeeping support if needed. I’m available to start immediately. Thank you for considering my proposal.
$5 USD in 40 days
0.0
0.0

Hello! I’m an accounting professional with QuickBooks Online ProAdvisor certification and Xero Associate Certification, with strong experience in bookkeeping, reconciliations, financial reporting, and accounting processes. I can support your US-based clients with accurate monthly bookkeeping, bank/GL reconciliations, financial reporting, and clear client communication. I’m comfortable working with cloud accounting platforms and communicating professionally with clients through meetings and calls. I’m particularly interested in bringing a CFO-minded approach to the role—helping clients understand their numbers, cash flow, and financial performance rather than simply maintaining the books. I’d welcome the opportunity to discuss how my accounting background and QBO/Xero certifications can support your clients and team. Best regards, Michelle
$5 USD in 40 days
0.0
0.0

Hello, I’m a Bookkeeper with hands-on experience supporting international clients and managing bookkeeping, reconciliations, transaction categorization, and financial records. I’m proficient in QuickBooks and comfortable with client communication, reporting, and working with international clients. I can provide accurate bookkeeping support, maintain clean financial records, and assist with cash-flow reporting and financial insights. I’m available to work US business hours and am interested in building a long-term professional relationship. Best regards, Muhammad Daim Mujtaba
$5 USD in 10 days
0.0
0.0

Hi there, I have 10+ years of experience in bookkeeping and accounting, including QuickBooks, Xero, bank reconciliations, financial reporting, and US tax filing. I can manage bookkeeping for US-based clients, handle reconciliations, prepare accurate financial reports, and support tax compliance. I’m also comfortable communicating directly with clients and discussing their accounting needs. My background is primarily in bookkeeping and accounting rather than a formal CFO role, but I’m confident in handling financial reporting and supporting clients with their financial needs. I’d be happy to discuss how I can help your team. Best regards, Rekha
$5 USD in 40 days
0.0
0.0

Hi, We can help you keep your financial records, data, and day-to-day administrative work accurate and organized, with reliable support tailored to your workflow. For your project, we will: • Handle accurate bookkeeping and data entry • Organize, update, and maintain your records • Ensure accuracy, consistency, and timely delivery Syvrox provides bookkeeping, accounting support, data entry, data management, and business support services, backed by our broader technology and business solutions expertise. We can share relevant work samples and discuss your workflow directly in chat. Best regards, Team Syvrox
$5 USD in 40 days
0.0
0.0

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