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QuickBooks Online Setup & Workflow Build
QuickBooks Online Setup & Workflow Build — Job Description (3 pages tight)
Overview
Forward AR Experts is a senior Analyst Relations consulting firm seeking an experienced QuickBooks Online professional to build a clean, compliant financial system for a fast‑growing services business. This is a one‑time setup + workflow project, not ongoing bookkeeping.
We are currently an LLC and will transition to an S‑Corp later this year. We need QuickBooks structured correctly now so the transition is seamless.
Scope of Work
1. QuickBooks Online Setup
Configure QuickBooks Online for a professional services LLC
Set up chart of accounts aligned to consulting revenue, business expenses, and tax categories
Connect bank accounts and credit cards
Create rules for automated categorization
Set up vendor and client profiles
Configure sales tax (if applicable)
Enable and configure QuickBooks Payments (ACH + credit card, including AMEX)
2. Quarterly Tax Estimation Setup (LLC)
Ensure QuickBooks Online is correctly configured to calculate quarterly estimated taxes
Validate income/expense categories for accurate tax projections
Provide guidance on how quarterly estimates will change when transitioning to S‑Corp
3. Invoicing & Payment Workflow
Build invoice templates for retainers and project work
Set up recurring invoices
Configure payment workflows (ACH + credit card)
Ensure payments auto‑reconcile
Create a clean process for monthly close
4. Reporting & Financial Workflow
Set up monthly, quarterly, and annual reporting dashboards
Create workflows for:
monthly reconciliation
expense review
tax prep
year‑end reporting
Build a simple “owner workflow” document for ongoing use
5. Future S‑Corp Transition Prep
Structure chart of accounts to support future payroll
Identify what will change when switching to S‑Corp
Provide a checklist for the transition (salary, distributions, payroll tax setup)
Deliverables
Fully configured QuickBooks Online account
Clean chart of accounts
Automated categorization rules
Connected bank/credit card feeds
Recurring invoice templates
Payment workflows (ACH + credit card)
Quarterly tax estimation functioning correctly
Monthly close workflow
Reporting dashboard
One training session (recorded)
Documentation for ongoing use
Requirements
Proven experience setting up QuickBooks Online for service‑based businesses
Experience with LLC → S‑Corp transitions
Strong understanding of tax categories, chart of accounts, and financial workflows
Ability to work quickly and independently
Clear communication and documentation skills
Project Type & Budget
This is a one‑time setup project.
Estimated budget: $1,200–$1,800
(Depending on experience and speed)
How to Apply
Please include:
A brief summary of your QuickBooks Online setup experience
Examples of similar projects
Confirmation you can complete this project within 7–10 days
Your proposed fixed price