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Set up the financial procedures and policies for a new small business

min $50 USD / hour

Closed
Posted about 6 years ago

min $50 USD / hour

Looking for someone to set up policies and procedures for: • QuickBooks to handle customer orders, invoicing, inventory, A/R and A/P; and bank software to make and receive ACH and wire transfers • Sales Support systems , including: assembling and issuing quote packages, updating sales contracts, managing sales accounts • Business systems including: Contact Management, Quoting, Accounting, Banking, Payroll, Benefits, and Insurance • HR systems including benefits, policies, and onboarding Must have a CPA license in the state of Illinois I am envisioning a team consisting of a CPA and a bookkeeper with who will jointly create and test the business systems until they are ready to turn over to a full time office manager.
Project ID: 16741236

About the project

14 proposals
Remote project
Active 6 yrs ago

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14 freelancers are bidding on average $53 USD/hour for this job
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Hi I have been working as a business analyst and posses almost 10 years of professional working experience. Please share your task details as I could start and finish it soon. Regards, Rakesh
$55 USD in 40 days
4.7 (71 reviews)
6.4
6.4
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A proposal has not yet been provided
$50 USD in 40 days
4.9 (39 reviews)
5.3
5.3
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I can achieve the results that you are asking for. I have good command in Academic writing,Content writing,Powerpoint,Article writing,Report writing,Research writing,Technical writing,Business plans etc Thank you!
$55 USD in 40 days
5.0 (14 reviews)
4.6
4.6
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hi there, my name is Vasily, and it will be pleasure for me to help you with set up of policies for your business. Contribute all my experience and skills to deliver best results for you. You can have a look in my profile for references about quality of my work and my previous business experience. It would be great to have chat with you for discuss details. Sincerely yours Vasily
$55 USD in 40 days
5.0 (7 reviews)
3.8
3.8
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HI, Here is a little bit about myself, I am a bookkeeper / BAS Agent with 25 years’ experience. I work mostly with Xero, Quickbooks, and MYOB. The other apps that I have strong experience with are Microsoft (Outlook, Word, Excel), Dropbox, Google Drive, G-suite, Basecamp, and Adobe. I work with Accounts Receivable, Accounts Payable, Payroll, Superannuation, Monthly reports, Preparation and lodgement of BAS's. Preparation and lodgement of Taxes. I am a working Bookkeeper, new to Upwork, trying to build my new business. I have worked for others as well as being self-employed Bookkeeper in the 25 years of experience. Having done this work for so long, I have found myself regularly creating procedures and policies for others to be able to follow my work, or when a client wants to be trained and then take over their own bookkeeping. So this is something I have large experience with and would like to be able to help you. Regards Selina
$55 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hello; welcome to my services. I'm a full time experienced freelance writer, looking for clients like you who should enjoy my services. I have a master’s degree in business administration (MBA) and I'm a trained writer. I have been serving clients across the world for over five years in all academic levels. I handle tasks in the following areas: Academic writing, technical writing (project proposals & reports, theses & dissertations), e-book/ghostwriting, general research, web content and article writing, graphic design (power point templates), business plans, business analysis, legal writing, proofreading and editing. I also write official documents like CVs, resumes and cover letters. For research, technical and academic writing, I handle the following fields: Business technology (BIT & e-commerce), accounting, marketing, finance, management, economics, English, literature, political science, Law, social sciences, History and government. I have a long-term experience in writing styles like APA, MLA, Harvard, Chicago/Turabian, IEEE and AAA. I'm always time conscious. What I value most is clients' satisfaction with my services. Try me with this project, I promise you the best as you desire. My services are cost effective. I will positively consider your budget. Your satisfaction is my main objective. Thank you in advance.
$55 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$50 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Dear sir, I have done diploma in project management. Also completed my masters in commerce. I can assure you for better services. Thanks Relevant Skills and Experience Project manager, Accounting expert, taxation and all
$50 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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Qualified and experience in the work that is subject matter of this project. Have already done similar assignments for other clients.
$50 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am a CPA licensed in the State of Florida; therefore, I have the level of knowledge and experience. I have an advanced certification in QuickBooks Online and certification in QuickBooks Desktop. I have experience and knowledge in technology, including cloud technology that would allow work to be done and provide complete service for you remotely.
$55 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am a US based CPA who lives in the Kansas City area. I have been able to set up new policies and procedures in several companies that I have worked in the past. I have also done this set-up at a financial technology start-up, and handed it over to a new controller to run the business going forward. Most of the other bidders are outside the US, so won't be able to communicate on a regular or consistent basis. Looking forward to hearing back from you. Thanks, Ben Warner
$50 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am interesetef Relevant Skills and Experience 14 years experience in this field
$55 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Thanks
$55 USD in 10 days
0.0 (0 reviews)
0.0
0.0

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United States
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Member since Apr 19, 2018

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