Hire remote accounting & finance talent

What they do

• Run the month-end and year-end close on a defined calendar and checklist
• Prepare and post journal entries for accruals, prepaids, deferred revenue and depreciation
• Reconcile bank, credit card, loan, AR, AP and balance sheet accounts every month
• Prepare the income statement, balance sheet and cash flow statement under U.S. GAAP
• Maintain the fixed asset register and depreciation schedules
• Support year-end with your CPA firm: PBC lists, adjusting entries and tax workpapers
• Prepare 1099 information, sales tax returns and other recurring compliance filings
• Clean up and convert books that have fallen behind or were kept on a cash basis
• Document processes and improve internal controls over the close

What we screen for

• Strong business English for working with controllers, owners and auditors
• Solid knowledge of U.S. GAAP and accrual accounting
• Account reconciliations and variance explanations
• Experience running a month-end close checklist
• Fixed assets, prepaid and accrual schedules
• Working knowledge of 1099 reporting and sales tax basics
• Advanced Excel for schedules and tie-outs
• Accounting degree; CPA progress or CMA a plus

Tools

• QuickBooks Online
• Xero
• NetSuite
• Sage Intacct
• Microsoft Dynamics 365 Business Central
• Bill.com
• Expensify
• Ramp
• Avalara
• FloQast
• BlackLine
• Microsoft Excel
• Google Sheets

What they do

• Receive, review and enter vendor invoices with correct GL coding
• Perform two- and three-way match against purchase orders and receipts
• Route invoices for approval and follow up on bottlenecks
• Prepare weekly payment runs by ACH, check, wire or virtual card
• Maintain vendor master data and verify bank detail changes by callback
• Collect W-9s and prepare year-end 1099-NEC and 1099-MISC reporting
• Answer vendor inquiries and resolve disputes and short-pays
• Reconcile vendor statements and the AP subledger to the GL
• Accrue unbilled expenses and support month-end AP cutoff

What we screen for

• Professional English for vendor calls and emails
• End-to-end accounts payable process knowledge
• Three-way match and purchase order workflows
• 1099 reporting and W-9 compliance
• Fraud awareness and internal controls for payments
• AP aging, vendor statement reconciliation and cutoff
• Excel for aging reports and payment schedules
• High-volume accuracy and organized follow-through

Tools

• Bill.com
• Tipalti
• AvidXchange
• Ramp
• Coupa
• NetSuite
• Sage Intacct
• QuickBooks Online
• Microsoft Dynamics 365
• SAP
• Track1099
• Microsoft Excel

What they do

• Prepare and send customer invoices, statements and billing adjustments
• Apply incoming payments from ACH, wire, check, lockbox and card processors
• Reconcile deposits and payment processor payouts to the AR subledger
• Work the AR aging with calls and emails to past-due customers
• Resolve disputes, short-pays and deductions with sales and customers
• Upload invoices to customer portals such as Coupa, Ariba and Tungsten
• Collect sales tax exemption certificates and keep customer records current
• Prepare the bad debt reserve support and month-end AR reconciliation

What we screen for

• Confident, courteous English on the phone and in writing
• Cash application and deposit reconciliation
• Collections follow-up and negotiation
• Invoicing and billing accuracy, including recurring billing
• Working the AR aging and prioritizing accounts
• Understanding of sales tax exemptions and customer credits
• Excel for aging analysis and reconciliations
• Persistence balanced with good customer relationships

Tools

• QuickBooks Online
• NetSuite
• Sage Intacct
• Xero
• Microsoft Dynamics 365
• Bill.com
• Stripe
• Chargebee
• Versapay
• Billtrust
• HighRadius
• Coupa Supplier Portal
• Salesforce
• Microsoft Excel

What they do

• Prepare and send invoices for shipped orders, services and project milestones
• Set up and maintain recurring billing for subscriptions and service contracts
• Apply contract pricing, discounts, proration and sales tax correctly
• Process upgrades, add-ons, cancellations and renewals in the billing system
• Issue credit memos and corrected invoices with a documented reason
• Answer billing questions and resolve disputes with sales and order management
• Reconcile billing to orders, contracts and usage before each billing run
• Maintain billing contacts, tax exemption certificates and customer portal submissions
• Support month-end close with billing reports and unbilled revenue lists

What we screen for

• Clear, professional English for explaining charges to customers
• Invoice accuracy and reconciliation to orders and contracts
• Recurring and subscription billing, including proration
• Working knowledge of U.S. sales tax and exemption certificates
• Daily use of an accounting or ERP system
• Strong Excel for billing reconciliations
• Handling billing disputes with patience and documentation
• Submitting invoices through customer AP portals such as Coupa or Ariba

Tools

• QuickBooks Online
• NetSuite
• Sage Intacct
• Microsoft Dynamics 365 Business Central
• Chargebee
• Zuora
• Maxio
• Stripe Billing
• Avalara
• ConnectWise PSA
• HubSpot
• Salesforce
• Microsoft Excel

What they do

• Categorize bank and credit card transactions and maintain bank feed rules
• Reconcile all bank, credit card and loan accounts every month
• Enter and schedule vendor bills and record payments
• Create customer invoices, apply payments and follow up on open balances
• Collect W-9s, track 1099 vendors and prepare year-end 1099 data
• Track sales tax collected and prepare data for filings
• Record payroll journal entries from your payroll provider
• Prepare monthly profit and loss, balance sheet and AR/AP aging reports
• Organize receipts and documentation for your CPA at tax time

What we screen for

• Clear, practical English for emails and quick calls
• Hands-on QuickBooks Online or Xero experience
• Monthly bank and credit card reconciliations
• Understanding of the chart of accounts and double-entry basics
• 1099 and W-9 tracking for U.S. vendors
• Accounts payable and receivable workflows
• Excel or Google Sheets for simple schedules
• QuickBooks ProAdvisor or Xero Advisor certification (a plus)

Tools

• QuickBooks Online
• QuickBooks Desktop
• Xero
• Bill.com
• Dext
• Hubdoc
• Expensify
• Gusto
• ADP
• Stripe
• Square
• Shopify
• Microsoft Excel
• Google Sheets

What they do

• Own the month-end, quarter-end and year-end close calendar and review process
• Review journal entries, reconciliations and financial statements before release
• Make technical accounting calls under U.S. GAAP, including ASC 606, 842 and 350
• Design and maintain internal controls and segregation of duties
• Manage external audits and reviews, PBC lists and auditor relationships
• Oversee sales tax nexus, 1099 compliance and coordination with tax advisors
• Prepare consolidations and intercompany eliminations for multiple entities
• Lead and develop accountants, AP, AR and payroll staff
• Lead system implementations and process improvements such as ERP migrations

What we screen for

• Executive-level English for auditors, lenders and leadership
• Deep U.S. GAAP knowledge and technical accounting judgment
• Leading and shortening the month-end close
• Audit management and internal controls design
• Multi-entity consolidation and intercompany accounting
• Sales tax nexus, 1099 and compliance oversight
• Team leadership, review and training
• ERP implementation experience (NetSuite, Sage Intacct or similar)
• U.S. CPA license or progress (often preferred)

Tools

• NetSuite
• Sage Intacct
• QuickBooks Online
• Microsoft Dynamics 365
• Xero
• FloQast
• BlackLine
• Bill.com
• Avalara
• Expensify
• Ramp
• Adaptive Planning
• Microsoft Excel
• Power BI

What they do

• Build and maintain the annual budget and rolling forecasts
• Prepare monthly budget-versus-actual and variance analysis with clear commentary
• Develop three-statement, driver-based and scenario models
• Forecast cash flow and support working capital and liquidity planning
• Prepare monthly management, board and lender reporting packages
• Track KPIs such as gross margin, CAC, LTV, ARR or unit economics
• Analyze pricing, profitability by product, customer or location
• Partner with department heads on headcount and spending plans
• Support due diligence, fundraising and covenant compliance analysis

What we screen for

• Clear, confident English for presenting to executives
• Advanced Excel and financial modeling
• Budgeting, forecasting and variance analysis
• U.S. GAAP literacy and three-statement linkage
• Data skills with Power BI, Tableau or SQL (a plus)
• PowerPoint storytelling and concise written commentary
• Business judgment and curiosity about what drives results
• Finance or accounting degree; CFA or MBA progress a plus

Tools

• Microsoft Excel
• Google Sheets
• Adaptive Planning
• Planful
• Cube
• Vena
• Anaplan
• Power BI
• Tableau
• NetSuite
• QuickBooks Online
• Sage Intacct
• Microsoft PowerPoint
• SQL

What they do

• Process weekly, biweekly or semimonthly payroll on deadline
• Enter new hires, terminations, pay rate changes and deductions
• Validate timesheets and calculate overtime under FLSA and state rules
• Administer benefit, 401(k), HSA and garnishment deductions
• Review payroll registers and variance reports before approval
• Confirm federal, state and local payroll tax filings and deposits by your provider
• Reconcile payroll to the general ledger and record payroll journal entries
• Support year-end W-2 processing and quarterly 941 and state reconciliations
• Answer employee payroll questions clearly and confidentially

What we screen for

• Clear, discreet English for employee questions
• Hands-on U.S. payroll processing experience
• FLSA overtime, exempt vs. non-exempt classification
• Multistate withholding and unemployment basics
• Payroll tax forms: 941, 940, W-2, W-4
• Benefits, 401(k) and garnishment deductions
• Payroll-to-GL reconciliation in Excel
• Strict confidentiality and attention to detail
• Fundamental Payroll Certification (FPC) or CPP (a plus)

Tools

• ADP Workforce Now
• ADP Run
• Paychex Flex
• Gusto
• Paylocity
• Paycom
• UKG Pro
• Rippling
• Justworks
• QuickBooks Payroll
• Deel
• Microsoft Excel

What they do

• Reconcile bank, credit card, payroll clearing and balance sheet accounts each month
• Prepare and post recurring and standard journal entries with support
• Maintain prepaid, accrual, fixed asset and deferred revenue schedules
• Record intercompany activity and help with multi-entity consolidations
• Complete assigned close checklist tasks on the close calendar
• Investigate and clear reconciling items and suspense accounts
• Pull support for auditor and CPA firm requests
• Help with 1099 vendor data, W-9 collection and sales tax workpapers

What we screen for

• Clear written English for documentation and review notes
• Accounting degree with U.S. GAAP fundamentals
• Accurate account reconciliations and roll-forwards
• Understanding of debits, credits and accrual accounting
• Strong Excel (VLOOKUP/XLOOKUP, pivot tables, SUMIFS)
• Following a close checklist and hitting deadlines
• Attention to detail and well-organized support files
• Comfort taking review feedback and asking good questions

Tools

• QuickBooks Online
• NetSuite
• Sage Intacct
• Xero
• Microsoft Dynamics 365 Business Central
• FloQast
• BlackLine
• Bill.com
• Expensify
• Microsoft Excel
• Google Sheets
• Microsoft Teams

What they do

• Prepare individual returns (Form 1040) with federal and multistate filings
• Prepare partnership, S corporation and C corporation returns (1065, 1120-S, 1120) from trial balances
• Compute book-to-tax adjustments, depreciation and K-1s
• Prepare estimated tax calculations, extensions and tax projections
• Organize client source documents and track missing items in your portal
• Clear reviewer notes and update returns for e-file
• Research routine tax questions and document conclusions in workpapers
• Help with off-season work such as 1099 filings, write-up and notices

What we screen for

• Strong written English for workpapers and client requests
• Hands-on U.S. individual and business tax preparation
• Knowledge of Form 1040, 1065, 1120-S and 1120
• Book-to-tax differences and depreciation (MACRS, Section 179, bonus)
• Multistate filing and apportionment basics
• Organized, review-ready workpapers
• Active PTIN; EA or CPA progress if your firm requires it

Tools

• CCH Axcess Tax
• CCH ProSystem fx
• UltraTax CS
• Lacerte
• ProConnect Tax
• Drake Tax
• GoSystem Tax RS
• Thomson Reuters Checkpoint
• SurePrep
• SafeSend
• Canopy
• TaxDome
• Microsoft Excel

What they do

• Prepare and first-level review federal and state returns (1040, 1065, 1120, 1120-S, 990) for partner sign-off
• Own month-end and year-end close for in-house teams, including accruals, prepaids and fixed assets
• Apply U.S. GAAP topics such as ASC 606 revenue, ASC 842 leases and ASC 740 income tax provisions
• Prepare audit, review and compilation workpapers and tie out financial statements
• Build and support the PBC list and answer external auditor requests
• Research technical accounting and tax questions and write clear memos
• Review work prepared by staff accountants and bookkeepers
• Prepare 1099 filings, sales tax analysis and state nexus support under your guidance

What we screen for

• Professional, client-ready English, written and spoken
• U.S. CPA license or exam progress (FAR, AUD, REG and a discipline section)
• Deep working knowledge of U.S. GAAP and the ASC codification
• Federal and multistate tax preparation and research
• Audit and review procedures under AICPA standards (support role)
• Account reconciliations, consolidations and intercompany eliminations
• Advanced Excel (lookups, pivot tables, tie-outs)
• Clear workpaper documentation that a reviewer can follow

Tools

• CCH Axcess
• UltraTax CS
• Lacerte
• ProConnect Tax
• GoSystem Tax RS
• CaseWare
• Thomson Reuters Checkpoint
• QuickBooks Online
• NetSuite
• Sage Intacct
• Xero
• Microsoft Excel
• SafeSend
• Karbon