QuickBooks Online Setup & Integration

We are seeking an Advanced QuickBooks Certified Expert / ProAdvisor to handle a complete system setup, custom template design, multi-year financial reconstruction, and ongoing monthly bookkeeping services.

Our previous financial software provider abruptly went under, creating a multi-year gap that must be re-established, categorized, and reconciled inside QuickBooks. We need an experienced systems implementer who can step in, design a clean operational setup, handle complex historical data reconstruction, and provide continuous bookkeeping support.

PROJECT SCOPE & DELIVERABLES:
1. System Configuration & Chart of Accounts (COA) Rebuild
- Redesign and configure a modern, scalable Chart of Accounts optimized for B2B/wholesale and distribution workflows.
- Create branded templates for Invoices, Purchase Orders, Estimates, and Sales Receipts.
- Fully configure QuickBooks to directly replace legacy order-entry systems with seamless vendor/customer list mapping.

2. Historical Financial Reconstruction (2022 to Late 2023)
- Reconstruct financial records using raw bank/credit card statements and CSV exports.
- Categorize transactions properly and ensure reconciliations match prior tax filings.

3. Ongoing Monthly Bookkeeping
- Handle monthly transaction categorization, reconciliation, and financial reporting to keep accounts up-to-date.

4. Workflow SOPs & Training Hand-Off
- Provide step-by-step Standard Operating Procedures (SOPs) for daily operations.
- Conduct staff training via screen-share or video walkthrough as necessary.

REQUIREMENTS:
- Advanced QuickBooks Certified ProAdvisor (Online or Enterprise).
- Strong track record in forensic accounting cleanups/historical reconstructions.
- Background in inventory, wholesale catalog mapping, and system migrations.