Part-time fractional CPA — specialty insurance brokerage

I’m looking for a licensed CPA who can devote roughly 10 hours each month to keep our low-volume books spotless in QuickBooks Online. Your core responsibility include Monthly QuickBooks Online reconciliation and transaction coding, quarterly P&L and balance sheet preparation, revenue reconciliation across the partnership, and estimated tax payment calculations. Year-end responsibilities include file preparation and handoff to the external tax preparer, 1099 preparation, K-1 coordination, and surplus lines-related financial recordkeeping support as needed.

Because the workload is light, I value accuracy and proactive communication over sheer hours logged. Please keep the chart of accounts tidy, flag unusual items, and suggest process improvements when you see them. Experience doing monthly closes for small businesses in QuickBooks is what will catch my eye, so highlight that in your application.

Ideal Candidate
CPA license in good standing with strong QuickBooks Online proficiency and experience in partnership/LLC accounting and K-1 preparation. A background in insurance or financial services is preferred.

Engagement Details
Estimated 5–10 hours per month on a flexible retainer or hourly basis Ongoing engagement with room to grow.

Deliverables each month
• Bank reconciliation completed and reviewed
• Balance Sheet, Income Statement, Cash Flow Statement exported to PDF and Excel
• Brief summary of any outstanding issues or recommended adjustments

If everything runs smoothly there is room to expand the scope later (for example, credit-card or payroll reconciliations), but for now the focus is strictly the bank side.