Expert QuickBooks Bookkeeper & Financial Consultant (Automation + Reporting)

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We’re an early-stage startup with a growing team and existing QuickBooks Online setup. We’re looking for a highly experienced QuickBooks bookkeeper and consultant who can dive into our current system, clean up and optimize our financial workflows, and help us automate routine tasks while generating insightful reports. You’ll work directly with the founders to improve our financial visibility, streamline bookkeeping, and help us make smarter, faster decisions. What You’ll Do • QuickBooks Optimization & Maintenance • Review and refine our Chart of Accounts for clarity, accuracy, and alignment with startup best practices • Set up automated rules for transaction categorization, bank feed syncing, and recurring items • Identify and fix inconsistencies or inefficiencies in our current bookkeeping workflow • Automation & Workflow Improvements • Implement automation tools and best practices to reduce manual entry and errors • Leverage features like bank rules, class/location tracking, and third-party integrations (e.g., Ramp, Expensify, etc.) to streamline operations • Set up audit-ready processes for easier month-end close and financial reviews • Reporting & Projections • Build or customize key financial reports (P&L, Balance Sheet, Burn Rate, Spend by Vendor, Budget vs Actual, etc.) • Help us understand our cash position, runway, and basic projections using QBO or simple external tools • Provide financial insights to inform hiring, marketing, and operational decisions What We’re Looking For • Expert-Level QuickBooks Online Knowledge – You’ve managed books for startups or small businesses and know the ins and outs of QBO • Detail-Oriented & Efficient – You catch errors, set up systems that scale, and love simplifying complexity • Startup-Savvy – You understand what early-stage companies need (burn rate, runway, clean books for future investors) • Great Communicator – You’re proactive, responsive, and can explain financial concepts in plain English • Bonus if you have experience with tools like Ramp, Brex, Gusto, Float, Cash Flow Frog, or other integrated systems Engagement Details • Part-time / Project-based (estimated 10–20 hours/month with more during initial optimization phase) • Flexible hours, async communication • Competitive hourly rate (based on experience) • Opportunity to grow with us as we scale To Apply Please include: • Your resume or a link to your Upwork profile • A brief note on your experience with QuickBooks and how you’ve helped other clients set up automation, reporting, or forecasting • Any relevant tools you’ve worked with that integrate with QuickBooks

Keyword: Business Consulting

Price: $35.0

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