QuickBooks Online Expert Needed for Full Accounting Setup, Migration & Staff Training
Only freelancers located in the U.S. may apply.U.S. located freelancers only
We are looking for an experienced QuickBooks Online expert to fully set up and organize the accounting system for an established automotive parts and salvage yard business in Houston, Texas. Our goal is not simply basic bookkeeping. We want to build a complete, accurate, and scalable accounting structure in QuickBooks Online and move our financial operations into one organized system. Scope of Work: • Review our current financial and operational workflow • Set up and properly configure QuickBooks Online • Build a detailed Chart of Accounts based on our business operations • Set up income categories by sales channel and revenue stream • Create a clear expense categorization structure by department and type • Connect and organize bank accounts and credit cards • Set up customer payments and payment reconciliation workflows • Review integration options for our existing sales and inventory systems • Set up payroll accounting and payroll-related expense tracking • Set up Sales Tax tracking and reconciliation • Create workflows for accounts payable and vendor payments • Create workflows for accounts receivable and customer balances • Set up monthly bank and credit card reconciliation procedures • Create Profit & Loss, Balance Sheet, Cash Flow, and management reports • Create department-level or class-based reporting if appropriate • Establish monthly closing procedures and accounting controls • Clean up and organize historical financial data if required • Document the accounting workflows and procedures • Train our internal staff through live online sessions • Provide clear SOPs or training documentation for daily, weekly, and monthly accounting tasks Our Business: We are an established automotive parts and salvage yard company with multiple revenue streams, including: • Local parts sales • Online sales • Nationwide shipping • Vehicle and inventory-related transactions • Multiple payment methods • Employee payroll • Vendor purchases and operating expenses The ideal candidate should have: • Strong QuickBooks Online implementation experience • Experience setting up accounting systems from the ground up • Strong understanding of bookkeeping and accounting workflows • Experience with inventory-based businesses • Experience with automotive, salvage yard, warehouse, retail, or e-commerce businesses is highly preferred • Experience with payroll accounting • Experience with Sales Tax in Texas • Strong reconciliation and financial reporting skills • Ability to train non-accounting staff clearly and practically • Ability to create SOPs and documented workflows Important: This is not a simple data-entry or monthly bookkeeping project. We need someone who can analyze our current operations, design the correct accounting structure, implement it in QuickBooks Online, test the workflows, train our team, and help us create a reliable financial reporting system. When applying, please answer: 1. How many complete QuickBooks Online implementations have you completed? 2. Have you worked with automotive, salvage yard, inventory, warehouse, retail, or e-commerce businesses? 3. How would you approach a business that currently has limited financial reporting and wants to move its full accounting operation into QuickBooks? 4. What information and documents would you request before starting? 5. How would you structure the implementation into phases? 6. Can you provide staff training and written SOPs? 7. What reports would you recommend for an owner who currently focuses mainly on sales but needs better visibility into profitability, expenses, cash flow, and departmental performance? Please include examples of similar projects you have completed.
- More than 30 hrs/weekHourly
- 3-6 monthsDuration
- ExpertExperience Level
$60.00
-
$100.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- United States9:29 AM
- AutomotiveMid-sized company (10-99 people)
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