Shopify Plus + QuickBooks Online + A2X Consultant for Fixed-Price Audit, Stabilization & Workflow

Job Overview: We run a multi-entity ecommerce business and need an experienced consultant / implementer to take over Phase 1 of a systems and accounting workflow project. Our current stack includes: * Shopify Plus * QuickBooks Online * A2X * Amazon * Chase * PayPal * WASP Inventory Important scope note This project is Phase 1 only. We are not looking for a live WASP ecommerce / inventory integration in this phase. WASP inventory is not accurate enough today to be used as a live ecommerce or inventory sync layer, so this Phase 1 scope should focus on Shopify + A2X + QBO workflow stabilization and design. Our intended operating model * The target direction for Phase 1 is: - Shopify = primary order / checkout / customer-history system - QuickBooks Online = accounting / A/R system - A2X = Shopify / Amazon to QBO accounting bridge only - Shopify B2B / Company Accounts = government / commercial / wholesale buyers where appropriate - Shopify Draft Orders = ACH / check / wire / manual-payment orders that should still remain Shopify orders - QBO-only invoices = exception-only cases such as service-only invoices, standalone receivables, or other approved exceptions What we need in Phase 1 1) Audit and stabilize the current Shopify + A2X + QBO environment Review and help resolve issues such as: - A2X posting / sync consistency - manual order handling - Shopify Clearing / bank deposit logic - chart of accounts / account mapping issues - duplicate revenue risk - bank / entity mismatches - legacy order bleed across entities - reconciliation issues affecting financial accuracy 2) Design the future-state workflow We need a clean, documented rule set for: - when an order should stay in Shopify - when to use Shopify B2B / Company Accounts - when to use Shopify Draft Orders - when QBO-only invoices are appropriate - how manual orders should be marked paid and reconciled - how the accounting path should land in QBO 3) Configure / recommend the Phase 1 operating model This includes: - branded quote / estimate / invoice setup - customer and product governance between Shopify and QBO - sales tax logic - shipping / freight / payment / deposit / partial-payment handling - permissions and SOP recommendations for the team - clear separation of: * native platform configuration * automation * custom development Deliverables Please scope Phase 1 to include: - current-state findings / audit summary - recommended architecture - order-routing matrix - exact accounting path into QBO - implementation plan - team SOP / handoff notes - list of deferred items not included in Phase 1 Explicitly out of scope Please do not include in your Phase 1 quote: - live WASP ecommerce integration - live WASP → Shopify inventory sync - live WASP → QBO sync - any automation that depends on current WASP inventory accuracy - new software recommendations unless clearly justified Required experience Please apply only if you have strong hands-on experience with: * Shopify Plus * Shopify B2B / Draft Orders / Flow * QuickBooks Online * A2X * ecommerce operations + accounting workflows * multi-entity setups / reconciliation / clearing-account logic Bonus if you also understand: * Amazon accounting flows * shipping / freight workflow design * exception handling across finance + operations What to include in your proposal Please include: * A short summary of your experience with Shopify + QBO + A2X * Examples of similar work you have done * How you would approach this Phase 1 * What you would treat as: - native configuration - automation - custom development * Your fixed-fee quote for Phase 1 * Your expected timeline * A rough implementation estimate after discovery / audit * Confirmation whether you personally will do the work or delegate it We are looking for someone who can own this in a structured way and help us move from a messy current state to a clean, documented Phase 1 operating model.