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QuickBooks Online Specialist / Accounting Systems Consultant
Palladium Advisors LLC
65d ago
0$104k - $208kDesignRemote, USjobspy_indeed
remoteindeed
Job Description
**About Palladium Advisors**
Palladium Advisors is a growing outsourced accounting and CFO advisory firm serving businesses and financial services companies. We help clients improve their accounting operations, financial reporting, systems, and processes.
We are looking for a **QuickBooks Online expert** to work with us on a contract basis. This person will become our go\-to resource for **QuickBooks Online setup, cleanup, optimization, troubleshooting, and process improvement** across our client base.
This is **not a traditional bookkeeping role**. We are looking for someone who understands QuickBooks Online at an expert level and knows how to configure a QBO environment correctly from the beginning.
About the Role
You will work directly with the Palladium Advisors team to set up, optimize, troubleshoot, and improve QuickBooks Online files for our clients.
The ideal candidate is someone who can look at a QuickBooks Online file and quickly identify:
* What is configured incorrectly
* What can be automated
* What the chart of accounts should look like
* How classes, locations, projects, and customers should be structured
* How bank and credit card feeds should be configured
* How to improve reporting
* Where accounting processes can be streamlined
* How to clean up historical accounting issues
* How to build a scalable QBO environment for a growing business
You should be comfortable taking a QBO file from **"messy and inefficient" to "clean, organized, and optimized."**
QuickBooks Online Optimization
* Review existing QBO files and identify opportunities for improvement
* Clean up and reorganize charts of accounts
* Troubleshoot bank\-feed, reconciliation, reporting, and transaction issues
* Improve financial statement presentation and reporting
* Identify unnecessary or duplicate accounts and workflows
* Develop standardized QBO setups and processes for Palladium Advisors clients
* Recommend best practices for bookkeeping and accounting workflows
* Help troubleshoot issues that our internal accounting team cannot resolve
Process \& Systems Improvement
* Develop efficient accounting workflows within QBO
* Identify opportunities to automate repetitive accounting tasks
* Help integrate QBO with third\-party applications
* Document accounting system configurations and procedures
* Assist with selecting and implementing complementary accounting technology
* Work with the Palladium Advisors team to create repeatable implementation processes
Client Support
* Work behind the scenes with Palladium Advisors' accounting and CFO teams
* Occasionally participate in client calls when your technical expertise is needed
* Explain QBO functionality and recommendations clearly to non\-technical users
* Provide practical solutions rather than simply identifying problems
Qualifications
**Required:**
* 5\+ years of hands\-on QuickBooks Online experience
* **Expert\-level knowledge of QuickBooks Online**
* Extensive experience setting up and optimizin
