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Jason J.

Jason J.

Expert Small Business and Individual CPA

CPA | Multi-State Sales Tax (SALT) | HOA Financial Oversight | Business Advisory I’m a U.S. CPA who works with businesses and organizations that need help navigating multi-state tax compliance, financial oversight, and operational accounting systems. Much of my work focuses on helping clients address complex issues such as: • Sales tax nexus analysis and multi-state compliance • Economic nexus exposure after the Wayfair decision • Sales tax registrations, filings, and compliance strategy • eCommerce and marketplace facilitator tax rules • HOA accounting oversight and financial review • QuickBooks structure, financial reporting, and process improvement I regularly assist businesses that operate across multiple states and need a clear roadmap for managing their tax obligations while minimizing risk and administrative complexity. For homeowners associations and small organizations, I provide independent financial oversight and accounting reviews that help boards maintain transparency with their members while strengthening financial governance. My approach is practical and structured. Most engagements begin with a diagnostic review that identifies exposure areas, compliance requirements, and opportunities to improve financial processes. From there, I help clients implement systems that make compliance and reporting easier going forward. Typical engagements include: • Multi-state sales tax nexus analysis and compliance planning • Sales tax cleanup projects for businesses with overdue filings • HOA financial review and governance reporting • Accounting system and QuickBooks process improvements • Ongoing advisory support for growing businesses If you're looking for a CPA who understands multi-state tax obligations, eCommerce sales tax rules, and financial oversight for organizations, I'd be happy to discuss your situation..

🇺🇸Murfreesboro, United States$40/hr100% JSS5.00 (5)Since Jan 2016

Earnings and projects

MRR (estimate)
≈$145

An estimate from an earlier read

World#124,508 / 412k
🇺🇸Country#17,142 / 62.1k
Revenue, last 30 days
$0

Last 6 months: $869

Total earnings
$5.5k

Billed in all: $5.5k

World#246,340 / 412k
🇺🇸Country#38,829 / 62.1k
Per project
$501

$124 in the last 6 months

World#182,525 / 412k
🇺🇸Country#30,666 / 62.1k
Projects, last 6 months
7

Across 8 contracts

75% fixed25% hourly
World#28,826 / 412k
🇺🇸Country#4,152 / 62.1k
Projects in all
11

Across 14 contracts

86% fixed14% hourly
World#192,417 / 412k
🇺🇸Country#27,474 / 62.1k

Earnings, last 30 days

$5.5kNothing earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$5.4k$5.5k$5.6k$5.7kOct 8Oct 23Nov 7

No data since Nov 5, 2026.

Skill rankings: Top 28% in Sage 50cloud

Ranked by MRR among everyone on Upwork with the skill.

  1. #32Sage 50cloud114 freelancers · 🇺🇸 #5Top 28%
  2. #264CPA703 freelancers · 🇺🇸 #103Top 38%
  3. #568Tax Preparation1,478 freelancers · 🇺🇸 #177Top 38%
  4. #850Financial Accounting2,249 freelancers · 🇺🇸 #161Top 38%
  5. #1,986Intuit QuickBooks5,208 freelancers · 🇺🇸 #406Top 38%
  6. #3,611Bookkeeping9,317 freelancers · 🇺🇸 #629Top 39%