QuickBooks Online Setup & Integration -- 2

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.