Bookkeeper / Accountant — Initial Setup, Historical Migration & Ongoing Support (Small Business)

I run a small B2B SaaS consultancy (single operator + contractors). I recently migrated business banking from Found to Mercury and need to consolidate everything into a single, clean accounting system (whatever you think is best, does not need to be quickbooks). I need someone who can migrate historical data, set up a proper chart of accounts, clean up the books, and optionally stay on for monthly maintenance. This is a straightforward engagement for the right person: low transaction volume, clean business model, no inventory or payroll complexity. Note: I'm based internationally and operate fully remotely. All communication is async-friendly via Upwork / slack / email / zoom / whatever. Scope of Work 1. Initial setup Set up QuickBooks Online (or your preferred platform) with a chart of accounts appropriate for a professional services / consulting company. Configure Mercury bank connection. 2. Historical migration Migrate and reconcile historical transaction data from Found's built-in accounting tool. Import and categorize transactions from Mercury (current account). Ensure books are clean, accurate, and audit-ready going back at least 12–24 months. 3. PE-readiness cleanup Organize financials with clean revenue recognition, contractor payments, and operating expense categorization. Produce a basic P&L and balance sheet. Flag anything that would raise diligence concerns. 4. Ongoing monthly support (optional, preferred) Monthly transaction categorization, reconciliation, and a brief financial summary. Light touch. I manage my own invoicing and client billing. About the Business - Entity: LLC (Florida) - Banking: Mercury - Revenue model: Project-based and retainer fees - Team: Solo operator + offshore contractors - No inventory, no payroll, no brick-and-mortar Ideal Candidate - Experience with QuickBooks Online (or strong alternative with migration experience) - Familiar with professional services / consulting company financials - Has worked with small businesses going through acquisition prep or financial cleanup - US bookkeeping/accounting knowledge (LLC, contractor payments, expense categorization) - Strong async communication: clear status updates, no hand-holding needed - Bonus: experience with Mercury bank integrations, SaaS or agency financials To Apply, Please Include - A brief description of a similar migration or cleanup project you've completed - Your preferred platform (QuickBooks, Xero, etc.) and why - Your estimated timeline and rate for the initial migration project - Your availability and preferred communication style for ongoing work