Freelance Accounting Expert - Quickbook Implementation

Flexing It is a freelance consulting marketplace that connects freelancers and independent consultants with organisations seeking independent talent.

Our client, is a social enterprise that manages the organic tea cultivation and manufacturing, is looking for an independent consultant who can deliver the follower responsibilities :

Key Responsibilities:

1-Set up and configure QuickBooks Online (not desktop) for a US-based entity, including chart of accounts.

2-Migrate existing financial data accurately into QuickBooks Online.

3-Integrate one bank account and two credit cards, ensuring smooth bank feeds and reconciliation.

4-Establish a professional invoicing and A/R workflow with a foolproof process to match deposits to open invoices.

5-Configure and manage inventory and COGS tracking across Shopify, Amazon, and warehouse systems.

6-Integrate QuickBooks with Shopify, Amazon, WMS, and relevant payment platforms.

7-Set up standard financial reports (P&L, Balance Sheet, Cash Flow).

8-Ensure compliance with US accounting standards and best practices.

9-Develop SOPs and documentation for daily bookkeeping and reconciliation.

10-Train internal team members on invoicing, reporting, and system usage.

11-Provide quarterly reviews to optimize processes and resolve issues.

Note:

Phase 1 (Setup): 2–4 weeks (full-time, 5 days/week)

Phase 2 (Ongoing): Quarterly check-ins (1–2 days each) for up to 12 months

Skills Required

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  Real-world, practical experience setting up books of account in QuickBooks – this is the primary requirement.
• Experience working with or within US-based companies that use QuickBooks for their accounting.
• Familiarity with integrating QuickBooks with banking platforms, PayPal, and e-commerce tools such as Shopify.
• Ability to set up standard financial reporting (balance sheet, income statement, etc.).
• Strong communication skills – must be comfortable working remotely with a small, distributed team.
• Experience with import/export or agricultural businesses is a plus but not mandatory.

Good to have :

• Experience with warehouse management system integrations.
• Prior experience with data migration from legacy or manual accounting systems.
• Familiarity with USD-only accounting (no multi-currency complexity involved).