Job Description:
We need an accounting expert to set up and manage our expense tracking system for clear, organized financial tracking.
Scope of Work:
1. Expense Tracking Setup:
-Create a Google Sheet to track monthly business expenses, unused software, subscriptions, and refunds.
-Use QuickBooks templates or manual tracking, as needed.
2. QuickBooks Integration:
-Link QuickBooks with Z2A, accessed securely via Dolphin ANTY (or similar).
3.Documentation & Training:
-Create a Loom video on maintaining the spreadsheet.
-Add instructions to our Operations Playbook.
4.KPIs for Tracking:
-Set up KPIs for tracking refunds and savings.
Requirements:
-Budget: One-time project for $50 max.
-Tools: Knowledge of QuickBooks, Google Sheets, Z2A, and secure management software.
-Skills: Attention to detail, experience in bookkeeping, clear documentation skills.
