QuickBooks Online Organization

We are a growing freight brokerage seeking an experienced QuickBooks Online (QBO) specialist to help organize and clean up our accounting processes. The primary focus of this engagement is reconciling bank accounts and cleaning up invoice factoring entries to ensure our books are accurate, current, and audit-ready. Our operation processes carrier payments through third-party factoring companies and manages high-volume shipper invoicing. The right candidate will understand how factored invoices flow through QBO and be comfortable working with multiple bank accounts, payment types, and transaction categories common in the transportation/logistics industry. Scope of Work Phase 1 — Bank Account Reconciliation (One-Time Cleanup) Reconcile all bank accounts in QuickBooks Online to current statements Identify and resolve unmatched, duplicated, or miscategorized transactions Phase 2 — Invoice Factoring Cleanup Review and clean up entries related to third-party invoice factoring Ensure factored invoices are properly recorded — including advances received, factoring fees, and reserve holdbacks Reconcile factoring company statements against QBO records Correct any misapplied payments or journal entries related to factored receivables Establish a clear, repeatable workflow for recording future factoring transactions Phase 3 (Optional) — Ongoing Bookkeeping Support Continued monthly reconciliations