Retired Accountant for CPA Liaison
Budget: $50 – $0 USD
I need an experienced, retired U.S.–based accountant who can act as my voice when dealing with several partner CPA firms across the country. Your main contribution will be client-facing phone calls in which you clearly and patiently explain financial details our CPAs have prepared, answer follow-up questions, and make sure every party walks away confident about next steps.
What the week looks like
• You’ll receive a brief on each case, review the work papers or tax projections, then schedule or join the call with the client.
• After the discussion, you’ll write a concise call summary with any action items flagged for me or the CPA firm.
Tools & environment
We already run everything through Microsoft Teams, RingCentral, and a secure client portal. If you’re comfortable with standard accounting suites (QuickBooks, UltraTax, CCH, etc.) that’s a plus, though not required for the calls themselves.
Ideal background
You’re a retired CPA or senior accountant who still enjoys talking shop, knows current U.S. tax and accounting terminology, and can translate jargon into plain English for business owners. Active licensure isn’t mandatory; up-to-date knowledge and polished phone etiquette are.
Deliverables
1. 5–10 client calls per week, conducted during U.S. business hours.
2. Same-day written summaries (bullet or paragraph form) uploaded to the portal.
Acceptance criteria
• Clients confirm in follow-up surveys that their questions were answered.
• Call summaries accurately reflect discussion points and match our internal templates.
If you love explaining numbers, have the time for regular phone work, and enjoy staying connected to the profession in a low-stress way, I’d like to hear from you.
What the week looks like
• You’ll receive a brief on each case, review the work papers or tax projections, then schedule or join the call with the client.
• After the discussion, you’ll write a concise call summary with any action items flagged for me or the CPA firm.
Tools & environment
We already run everything through Microsoft Teams, RingCentral, and a secure client portal. If you’re comfortable with standard accounting suites (QuickBooks, UltraTax, CCH, etc.) that’s a plus, though not required for the calls themselves.
Ideal background
You’re a retired CPA or senior accountant who still enjoys talking shop, knows current U.S. tax and accounting terminology, and can translate jargon into plain English for business owners. Active licensure isn’t mandatory; up-to-date knowledge and polished phone etiquette are.
Deliverables
1. 5–10 client calls per week, conducted during U.S. business hours.
2. Same-day written summaries (bullet or paragraph form) uploaded to the portal.
Acceptance criteria
• Clients confirm in follow-up surveys that their questions were answered.
• Call summaries accurately reflect discussion points and match our internal templates.
If you love explaining numbers, have the time for regular phone work, and enjoy staying connected to the profession in a low-stress way, I’d like to hear from you.