We are a U.S.-based professional services firm looking for a finance operations systems architect / fractional controller to help design a scalable accounting and finance operations system. We already have bookkeeping support. We are not looking for someone to do routine bookkeeping. We need someone who can design the workflows, controls, dashboards, reporting cadence, and automation opportunities that our bookkeeper and admin team can operate going forward. The project will focus on building a finance operating system around: Monthly close workflow AR and collections cadence Cash visibility Client balance and reserve/deposit tracking Financial reporting dashboards SOPs and handoff to the bookkeeper Automation opportunities using QuickBooks Online, bank tools, spreadsheets, Zapier/Make, AI tools, or similar systems The ideal person thinks like a finance operator and systems designer. You should be able to look at a manual process, identify the control risk, simplify the workflow, and design a repeatable system. This will likely start with a paid diagnostic, then move into a 60–90 day implementation project.

We are interested in developing a web app that will allow us to automate a lot of the administrative tasks we need to do to carry out our work. The app will serve three main functions: 1) Provide a simple and easily accessible interface that will allow users to submit expense information that will be automatically stored in our organization's Google Drive. 2) Allow for admin to review this information and engage in a dialogue with the user if necessary. 3) Track all expense data in an organized way to a) allow users to view project expense summaries and b) allow admin to create and generate expense reports. Attached is an overview of how each interface should articulate with the others as well as a detailed summary of what each interface could look like. Note that the details here are not comprehensive and questions are expected, but the general shape is there. Note that these interfaces will need to effectively and seamlessly articulate with one another as well as external systems like Quickbooks.

Backend development support connecting a web application’s API to Stripe for usage-based billing. Scope includes configuring API authentication, setting up Stripe checkout for paid access tiers, and testing the payment-to-access flow

I need someone to help set up QuickBooks and migrate my information from Wave to QuickBooks. The task involves ensuring all financial data is accurately transferred and the new system is fully functional. Experience with both QuickBooks and Wave is essential.